Goldstone Financial Group, LLC - Portfolio overview

Goldstone Financial Group, LLC has 245 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.95%
2. QQQ - INVESCO QQQ TR, 4.27%
3. VTV - VANGUARD INDEX FDS, 4.07%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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