Goldstone Financial Group, LLC

13F filer · CIK 0002040021

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$1.09BU.S. long equity reported on 13F

Positions11712 new · 6 closed

Net flow last quarter-$2.78MBuys minus sells

Top 10 positions weight11.0%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026117 positions
QQQInvesco QQQ Trust, Series 1	$49.8M	4.55%	Not reported	-1.6%	Q1 2023
AAPLApple Inc.	$17.7M	1.62%	0.00%	+0.8%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$10.1M	0.93%	Not reported	-2.8%	Q1 2023
NVDANvidia Corp	$7.62M	0.70%	0.00%	-16.2%	Q1 2023
JPMJPMorgan Chase & Co	$6.55M	0.60%	0.00%	+1.7%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$6.49M	0.59%	Not reported	+3.2%	Q1 2023
AVGOBroadcom Inc.	$6.04M	0.55%	0.00%	-15.1%	Q1 2023
GOOGLAlphabet Inc.	$5.65M	0.52%	0.00%	+2.4%	Q1 2023
MUMicron Technology Inc	$5.02M	0.46%	0.00%	-17.8%	Q2 2024
AMZNAmazon Com Inc	$4.99M	0.46%	0.00%	+4.5%	Q1 2023
CATCaterpillar Inc	$4.18M	0.38%	0.00%	-2.9%	Q1 2023
MSFTMicrosoft Corp	$4.17M	0.38%	0.00%	+0.4%	Q1 2023
NOBLNoble International, Ltd.	$3.7M	0.34%	Not reported	-50.9%	Q1 2023
ABBVAbbVie Inc.	$3.48M	0.32%	0.00%	+41.0%	Q1 2023
AMATApplied Materials Inc	$3.38M	0.31%	0.00%	-0.9%	Q1 2023
TSLATesla, Inc.	$2.8M	0.26%	0.00%	-17.8%	Q1 2023
METAMeta Platforms, Inc.	$2.32M	0.21%	Not reported	-1.9%	Q1 2023
BACBank of America Corp	$2.29M	0.21%	0.00%	+5.4%	Q1 2023
MAMastercard Inc	$2.28M	0.21%	0.00%	+6.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$2.17M	0.20%	Not reported	+13.1%	Q1 2023
GOOGAlphabet Inc.	$1.91M	0.17%	Not reported	+2.1%	Q1 2023
CRWDCrowdStrike Holdings, Inc.	$1.59M	0.14%	0.00%	+5.2%	Q2 2024
COSTCostco Wholesale Corp	$1.51M	0.14%	0.00%	+9.9%	Q1 2023
HDHome Depot, Inc.	$1.49M	0.14%	0.00%	+6.8%	Q4 2023
CSCOCisco Systems, Inc.	$1.38M	0.13%	0.00%	-4.8%	Q1 2023
GDGeneral Dynamics Corp	$1.33M	0.12%	0.00%	+36.5%	Q4 2024
NFLXNetflix Inc	$1.28M	0.12%	0.00%	+11.7%	Q1 2023
CORTCorcept Therapeutics Inc	$1.27M	0.12%	0.01%	+20.1%	Q1 2025
MSMorgan Stanley	$1.25M	0.11%	0.00%	-6.5%	Q1 2023
PGPROCTER & GAMBLE Co	$1.23M	0.11%	0.00%	-3.9%	Q1 2023
GSGoldman Sachs Group Inc	$1.23M	0.11%	0.00%	-6.6%	Q2 2024
BABoeing Co	$1.22M	0.11%	0.00%	+17.1%	Q1 2023
MCDMcdonalds Corp	$1.14M	0.10%	0.00%	-4.2%	Q1 2023
ORealty Income Corp	$1.13M	0.10%	0.00%	+3.7%	Q1 2025
TTTrane Technologies plc	$1.11M	0.10%	0.00%	+11.0%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.1M	0.10%	0.00%	+37.1%	Q2 2025
CCitigroup Inc	$1.1M	0.10%	0.00%	-0.7%	Q1 2023
TAt&T Inc.	$1.04M	0.10%	0.00%	-1.1%	Q1 2023
CCICrown Castle Inc.	$1.04M	0.10%	0.00%	+14.4%	Q1 2025
PEPPepsico Inc	$1.02M	0.09%	0.00%	-6.2%	Q1 2023
ABTAbbott Laboratories	$990K	0.09%	0.00%	-2.0%	Q1 2023
LMTLockheed Martin Corp	$981K	0.09%	0.00%	-2.4%	Q1 2023
CMECme Group Inc.	$923K	0.08%	0.00%	+0.3%	Q1 2023
UPSUnited Parcel Service Inc	$906K	0.08%	0.00%	-0.4%	Q1 2023
VLOValero Energy Corp	$902K	0.08%	0.00%	-0.1%	Q1 2023
ORCLOracle Corp	$899K	0.08%	0.00%	-3.1%	Q1 2023
WMTWalmart Inc.	$891K	0.08%	0.00%	+0.5%	Q3 2023
CASYCaseys General Stores Inc	$875K	0.08%	0.00%	Not reported	Q1 2024
IBMInternational Business Machines Corp	$868K	0.08%	0.00%	+1.8%	Q1 2024
ADPAutomatic Data Processing Inc	$858K	0.08%	0.00%	+21.7%	Q3 2024

Q1 2026Reported Apr 24, 2026111 positions
QQQInvesco QQQ Trust, Series 1	$39.7M	4.30%	Not reported	+6.1%	Q1 2023
AAPLApple Inc.	$15.4M	1.67%	0.00%	+25.5%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.76M	1.06%	Not reported	-2.6%	Q1 2023
NVDANvidia Corp	$7.93M	0.86%	0.00%	0.0%	Q1 2023
NOBLNoble International, Ltd.	$7.11M	0.77%	Not reported	+0.7%	Q1 2023
AVGOBroadcom Inc.	$5.83M	0.63%	0.00%	+219.7%	Q1 2023
JPMJPMorgan Chase & Co	$5.78M	0.63%	0.00%	-3.4%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$5.48M	0.59%	Not reported	-4.8%	Q1 2023
GOOGLAlphabet Inc.	$4.44M	0.48%	0.00%	-3.0%	Q1 2023
AMZNAmazon Com Inc	$4.17M	0.45%	0.00%	-2.2%	Q1 2023
MSFTMicrosoft Corp	$4.13M	0.45%	0.00%	-4.0%	Q1 2023
TSLATesla, Inc.	$3.01M	0.33%	0.00%	+1.4%	Q1 2023
CATCaterpillar Inc	$2.86M	0.31%	0.00%	-7.7%	Q1 2023
METAMeta Platforms, Inc.	$2.41M	0.26%	Not reported	-1.0%	Q1 2023
ABBVAbbVie Inc.	$2.13M	0.23%	0.00%	+8.3%	Q1 2023
MAMastercard Inc	$2.09M	0.23%	0.00%	-5.4%	Q1 2023
BACBank of America Corp	$1.86M	0.20%	0.00%	-11.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.84M	0.20%	Not reported	-2.4%	Q1 2023
MUMicron Technology Inc	$1.79M	0.19%	0.00%	-19.5%	Q2 2024
AMATApplied Materials Inc	$1.61M	0.17%	0.00%	-3.5%	Q1 2023
NFLXNetflix Inc	$1.54M	0.17%	0.00%	+3.7%	Q1 2023
GOOGAlphabet Inc.	$1.52M	0.16%	Not reported	-6.9%	Q1 2023
TAt&T Inc.	$1.48M	0.16%	0.00%	+0.5%	Q1 2023
COSTCostco Wholesale Corp	$1.46M	0.16%	0.00%	+5.2%	Q1 2023
MCDMcdonalds Corp	$1.37M	0.15%	0.00%	-4.5%	Q1 2023
HDHome Depot, Inc.	$1.3M	0.14%	0.00%	-10.5%	Q4 2023
PGPROCTER & GAMBLE Co	$1.26M	0.14%	0.00%	-16.2%	Q1 2023
PEPPepsico Inc	$1.25M	0.14%	0.00%	-10.4%	Q1 2023
CMECme Group Inc.	$1.23M	0.13%	0.00%	-2.3%	Q1 2023
LMTLockheed Martin Corp	$1.19M	0.13%	0.00%	-0.4%	Q1 2023
ABTAbbott Laboratories	$1.14M	0.12%	0.00%	+12.7%	Q1 2023
GSGoldman Sachs Group Inc	$1.1M	0.12%	0.00%	-17.6%	Q2 2024
ORealty Income Corp	$1.08M	0.12%	0.00%	-9.7%	Q1 2025
MSMorgan Stanley	$1.05M	0.11%	0.00%	-24.4%	Q1 2023
CCICrown Castle Inc.	$977K	0.11%	0.00%	-7.1%	Q1 2025
WMTWalmart Inc.	$973K	0.11%	0.00%	+9.7%	Q3 2023
BABoeing Co	$958K	0.10%	0.00%	-10.2%	Q1 2023
CSCOCisco Systems, Inc.	$958K	0.10%	0.00%	-14.2%	Q1 2023
GDGeneral Dynamics Corp	$946K	0.10%	0.00%	-0.5%	Q4 2024
CEGConstellation Energy Corp	$932K	0.10%	0.00%	+6.3%	Q1 2024
ORCLOracle Corp	$932K	0.10%	0.00%	+7.1%	Q1 2023
CCitigroup Inc	$893K	0.10%	0.00%	-19.3%	Q1 2023
NVSNovartis AG	$892K	0.10%	0.00%	-15.1%	Q1 2023
VLOValero Energy Corp	$857K	0.09%	0.00%	+0.5%	Q1 2023
TTTrane Technologies plc	$849K	0.09%	0.00%	+1.1%	Q3 2024
PDOPIMCO Dynamic Income Opportunities Fund	$835K	0.09%	Not reported	-3.2%	Q2 2023
UPSUnited Parcel Service Inc	$833K	0.09%	0.00%	0.0%	Q1 2023
PDIPIMCO Dynamic Income Fund	$824K	0.09%	Not reported	-2.1%	Q2 2023
XOMExxonMobil Holdings Corp	$812K	0.09%	0.00%	-39.2%	Q4 2024
CASYCaseys General Stores Inc	$801K	0.09%	0.00%	Not reported	Q1 2024

Q4 2025Reported Feb 13, 2026109 positions
QQQInvesco QQQ Trust, Series 1	$39.8M	4.43%	Not reported	+3.4%	Q1 2023
AAPLApple Inc.	$13.1M	1.46%	0.00%	+14.8%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$9.7M	1.08%	Not reported	+6.4%	Q1 2023
NVDANvidia Corp	$8.48M	0.94%	0.00%	+0.8%	Q1 2023
NOBLNoble International, Ltd.	$6.93M	0.77%	Not reported	+3.2%	Q1 2023
JPMJPMorgan Chase & Co	$6.56M	0.73%	0.00%	+3.1%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$6.03M	0.67%	Not reported	+1.0%	Q1 2023
MSFTMicrosoft Corp	$5.61M	0.63%	0.00%	+8.0%	Q1 2023
GOOGLAlphabet Inc.	$4.98M	0.56%	0.00%	-0.1%	Q1 2023
AMZNAmazon Com Inc	$4.73M	0.53%	0.00%	+6.0%	Q1 2023
TSLATesla, Inc.	$3.59M	0.40%	0.00%	+8.7%	Q1 2023
METAMeta Platforms, Inc.	$2.8M	0.31%	Not reported	+13.3%	Q1 2023
MAMastercard Inc	$2.52M	0.28%	0.00%	-12.7%	Q1 2023
CATCaterpillar Inc	$2.51M	0.28%	0.00%	-2.4%	Q1 2023
BACBank of America Corp	$2.36M	0.26%	0.00%	+11.7%	Q1 2023
ABBVAbbVie Inc.	$2.07M	0.23%	0.00%	+1.7%	Q1 2023
AVGOBroadcom Inc.	$2.04M	0.23%	0.00%	+3.4%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.97M	0.22%	Not reported	+3.6%	Q1 2023
MUMicron Technology Inc	$1.88M	0.21%	0.00%	+4.6%	Q2 2024
GOOGAlphabet Inc.	$1.78M	0.20%	Not reported	+8.4%	Q1 2023
HDHome Depot, Inc.	$1.53M	0.17%	0.00%	+13.2%	Q4 2023
MSMorgan Stanley	$1.5M	0.17%	0.00%	+21.1%	Q1 2023
PGPROCTER & GAMBLE Co	$1.49M	0.17%	0.00%	+10.6%	Q1 2023
NFLXNetflix Inc	$1.45M	0.16%	0.00%	+15.2%	Q1 2023
MCDMcdonalds Corp	$1.41M	0.16%	0.00%	+9.2%	Q1 2023
GSGoldman Sachs Group Inc	$1.39M	0.15%	0.00%	+6.4%	Q2 2024
PEPPepsico Inc	$1.29M	0.14%	0.00%	-0.3%	Q1 2023
TAt&T Inc.	$1.26M	0.14%	0.00%	+5.2%	Q1 2023
AMATApplied Materials Inc	$1.26M	0.14%	0.00%	-4.9%	Q1 2023
ABTAbbott Laboratories	$1.24M	0.14%	0.00%	+0.5%	Q1 2023
COSTCostco Wholesale Corp	$1.2M	0.13%	0.00%	-7.3%	Q1 2023
CMECme Group Inc.	$1.16M	0.13%	0.00%	+0.1%	Q1 2023
BABoeing Co	$1.16M	0.13%	0.00%	+2.8%	Q1 2023
ORCLOracle Corp	$1.15M	0.13%	0.00%	+6.1%	Q1 2023
CCICrown Castle Inc.	$1.15M	0.13%	0.00%	+10.8%	Q1 2025
CCitigroup Inc	$1.14M	0.13%	0.00%	+4.6%	Q1 2023
CEGConstellation Energy Corp	$1.11M	0.12%	0.00%	-5.0%	Q1 2024
CSCOCisco Systems, Inc.	$1.11M	0.12%	0.00%	+17.6%	Q1 2023
ORealty Income Corp	$1.1M	0.12%	0.00%	+8.9%	Q1 2025
IBMInternational Business Machines Corp	$1.05M	0.12%	0.00%	+6.2%	Q1 2024
NWGNatWest Group plc	$1.02M	0.11%	Not reported	+5.4%	Q2 2023
DISWalt Disney Co	$983K	0.11%	0.00%	+12.2%	Q1 2023
LMTLockheed Martin Corp	$958K	0.11%	0.00%	-3.3%	Q1 2023
NVSNovartis AG	$948K	0.11%	0.00%	+3.7%	Q1 2023
XOMExxonMobil Holdings Corp	$947K	0.11%	0.00%	+4.8%	Q4 2024
GDGeneral Dynamics Corp	$933K	0.10%	0.00%	+6.9%	Q4 2024
PDOPIMCO Dynamic Income Opportunities Fund	$924K	0.10%	Not reported	+0.4%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$922K	0.10%	0.00%	+3.6%	Q2 2024
METMetlife Inc	$887K	0.10%	0.00%	+8.0%	Q1 2023
PDIPIMCO Dynamic Income Fund	$871K	0.10%	Not reported	+3.4%	Q2 2023

Q3 2025Reported Oct 17, 2025107 positions
QQQInvesco QQQ Trust, Series 1	$37.6M	4.45%	Not reported	+1.7%	Q1 2023
AAPLApple Inc.	$10.7M	1.27%	0.00%	+12.7%	Q1 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$8.96M	1.06%	Not reported	+6.7%	Q1 2023
NVDANvidia Corp	$8.41M	1.00%	0.00%	+40.7%	Q1 2023
NOBLNoble International, Ltd.	$6.65M	0.79%	Not reported	+5.5%	Q1 2023
JPMJPMorgan Chase & Co	$6.23M	0.74%	0.00%	+0.6%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$5.83M	0.69%	Not reported	+2.9%	Q1 2023
MSFTMicrosoft Corp	$5.56M	0.66%	0.00%	+8.3%	Q1 2023
AMZNAmazon Com Inc	$4.25M	0.50%	0.00%	+10.1%	Q1 2023
GOOGLAlphabet Inc.	$3.88M	0.46%	0.00%	+17.6%	Q1 2023
TSLATesla, Inc.	$3.26M	0.39%	0.00%	+1.0%	Q1 2023
MAMastercard Inc	$2.87M	0.34%	0.00%	-13.9%	Q1 2023
METAMeta Platforms, Inc.	$2.76M	0.33%	Not reported	+44.4%	Q1 2023
CATCaterpillar Inc	$2.14M	0.25%	0.00%	+30.8%	Q1 2023
ABBVAbbVie Inc.	$2.06M	0.24%	0.00%	+0.5%	Q1 2023
BACBank of America Corp	$1.98M	0.23%	0.00%	+26.3%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.91M	0.23%	Not reported	+19.7%	Q1 2023
AVGOBroadcom Inc.	$1.88M	0.22%	0.00%	+8.1%	Q1 2023
NFLXNetflix Inc	$1.61M	0.19%	0.00%	+29.9%	Q1 2023
HDHome Depot, Inc.	$1.59M	0.19%	0.00%	+25.2%	Q4 2023
ORCLOracle Corp	$1.57M	0.19%	0.00%	-1.3%	Q1 2023
PGPROCTER & GAMBLE Co	$1.45M	0.17%	0.00%	+11.8%	Q1 2023
COSTCostco Wholesale Corp	$1.39M	0.16%	0.00%	+40.4%	Q1 2023
TAt&T Inc.	$1.36M	0.16%	0.00%	+27.7%	Q1 2023
ABTAbbott Laboratories	$1.32M	0.16%	0.00%	-0.5%	Q1 2023
MCDMcdonalds Corp	$1.29M	0.15%	0.00%	+4.3%	Q1 2023
GOOGAlphabet Inc.	$1.28M	0.15%	Not reported	+34.5%	Q1 2023
PEPPepsico Inc	$1.27M	0.15%	0.00%	+3.3%	Q1 2023
GSGoldman Sachs Group Inc	$1.18M	0.14%	0.00%	-3.1%	Q2 2024
ACNAccenture plc	$1.17M	0.14%	0.00%	+56.0%	Q1 2023
CMECme Group Inc.	$1.15M	0.14%	0.00%	+0.1%	Q1 2023
CCICrown Castle Inc.	$1.13M	0.13%	0.00%	+30.9%	Q1 2025
BABoeing Co	$1.13M	0.13%	0.00%	+34.8%	Q1 2023
MSMorgan Stanley	$1.11M	0.13%	0.00%	-0.3%	Q1 2023
CEGConstellation Energy Corp	$1.09M	0.13%	0.00%	-3.0%	Q1 2024
ORealty Income Corp	$1.09M	0.13%	0.00%	+28.7%	Q1 2025
AMATApplied Materials Inc	$1.05M	0.12%	0.00%	+45.7%	Q1 2023
MUMicron Technology Inc	$1.05M	0.12%	0.00%	+21.3%	Q2 2024
LMTLockheed Martin Corp	$1.02M	0.12%	0.00%	+5.0%	Q1 2023
CCitigroup Inc	$948K	0.11%	0.00%	-6.2%	Q1 2023
PDIPIMCO Dynamic Income Fund	$942K	0.11%	Not reported	+2.6%	Q2 2023
PDOPIMCO Dynamic Income Opportunities Fund	$939K	0.11%	Not reported	+3.1%	Q2 2023
IBMInternational Business Machines Corp	$938K	0.11%	0.00%	+27.9%	Q1 2024
CRWDCrowdStrike Holdings, Inc.	$931K	0.11%	0.00%	+49.8%	Q2 2024
UPSUnited Parcel Service Inc	$906K	0.11%	0.00%	0.0%	Q1 2023
GDGeneral Dynamics Corp	$884K	0.10%	0.00%	+42.0%	Q4 2024
DISWalt Disney Co	$881K	0.10%	0.00%	+17.3%	Q1 2023
METMetlife Inc	$858K	0.10%	0.00%	+21.4%	Q1 2023
CORTCorcept Therapeutics Inc	$856K	0.10%	0.01%	+61.4%	Q1 2025
NVSNovartis AG	$851K	0.10%	0.00%	+6.2%	Q1 2023

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