Notify me when Goldstone Financial Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 215 | $897,410,483 | +$49,772,392 | -$7,468,700 | +$42,303,692 | VOO, QQQ, BUFR, VTV, JQUA | 13F-HR | 13 Feb 2026, 11:55 |
| Q3 2025 | 215 | $845,290,746 | +$79,793,143 | -$26,545,588 | +$53,247,555 | VOO, QQQ, BUFR, VTV, JQUA | 13F-HR | 17 Oct 2025, 15:03 |
| Q2 2025 | 206 | $757,141,542 | +$82,038,449 | -$38,570,999 | +$43,467,450 | VOO, QQQ, BUFR, VTV, JQUA | 13F-HR | 08 Jul 2025, 13:20 |
| Q1 2025 | 202 | $660,644,898 | +$65,885,383 | -$26,123,320 | +$39,762,063 | VOO, BUFR, QQQ, VTV, JQUA | 13F-HR | 16 Apr 2025, 12:14 |
| Q4 2024 | 199 | $638,123,122 | +$100,682,805 | -$27,582,497 | +$73,100,308 | VOO, BUFR, QQQ, JQUA, VTV | 13F-HR | 14 Jan 2025, 18:02 |
| Q3 2024 | 193 | $574,744,323 | +$84,150,714 | -$33,099,618 | +$51,051,096 | VOO, QQQ, BUFR, JQUA, VTV | 13F-HR | 28 Oct 2024, 08:00 |
| Q2 2024 | 179 | $498,509,471 | +$73,891,335 | -$15,226,983 | +$58,664,352 | VOO, QQQ, BUFR, JQUA, JPST | 13F-HR | 15 Jan 2025, 09:03 |
| Q1 2024 | 166 | $435,806,030 | +$33,494,916 | -$8,006,311 | +$25,488,605 | VOO, QQQ, JQUA, BUFR, VTV | 13F-HR | 15 Jan 2025, 08:58 |
| Q4 2023 | 161 | $387,240,018 | +$72,484,349 | -$50,916,593 | +$21,567,756 | VOO, QQQ, JQUA, BUFR, JPST | 13F-HR | 15 Jan 2025, 08:57 |
| Q3 2023 | 151 | $337,417,201 | +$20,777,517 | -$12,658,466 | +$8,119,051 | VOO, QQQ, JQUA, JPST, VCSH | 13F-HR | 15 Jan 2025, 08:54 |
| Q2 2023 | 162 | $339,765,440 | +$90,466,294 | -$66,030,990 | +$24,435,304 | VOO, QQQ, JQUA, VCSH, JPST | 13F-HR | 15 Jan 2025, 08:52 |
| Q1 2023 | 152 | $303,085,374 | $0 | $0 | $0 | VOO, QQQ, VCSH, AGG, VTI | 13F-HR | 15 Jan 2025, 08:51 |