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Livermore
Livermore
ZHEN

Goldstone Financial Group, LLC

SEC CIK
0002040021
Latest filing
Aug 11, 2026

The latest 13F from Goldstone Financial Group, LLC covers Q2 2026 (filed Aug 11, 2026): 240 long positions worth $1.09B. The top 10 holdings make up 39.3% of the portfolio, and the largest is Vanguard S&P 500 ETF at 14.4%. Livermore has 14 filings on Form 13F from this institution, going back to Q1 2023.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
23
Est. +$7.73M
Added
79
Est. +$129.4M
Reduced
128
Est. −$72.3M
Sold out
8
Est. −$1.80M

Top 5 holdings

Share of this quarter's portfolio value

  1. Vanguard S&P 500 ETF922908363
    14.4%$158.1M
  2. Invesco QQQ Trust Series I46090E103
    4.6%$49.8M
  3. J P Morgan Exchange Traded F46641Q761
    3.7%$40.2M
  4. Vanguard Morningstar Value ETF922908744
    3.6%$39.2M
  5. iShares Core S&P U.S. Growth ETF464287671
    2.5%$27.8M

Share of portfolio

Top 5 holdings and the other 235 positions, by share of portfolio value

  1. Vanguard S&P 500 ETF14.4%
  2. Invesco QQQ Trust Series I4.6%
  3. J P Morgan Exchange Traded F3.7%
  4. Vanguard Morningstar Value ETF3.6%
  5. iShares Core S&P U.S. Growth ETF2.5%
  6. Other 235 positions71.2%

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard S&P 500 ETF922908363
    +$19.9MAdded
  2. Vanguard Total World Stock ETF922042742
    +$11.0MAdded
  3. Investment Managers Ser Tr I30254T577
    +$10.9MAdded
  4. iShares Tr46434V316
    +$10.7MAdded
  5. SPDR Index Shs FDS78463X475
    +$10.5MAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Vanguard S&P 500 ETF922908363
    +1.41 pp13.0% → 14.4%
  2. Vanguard Total World Stock ETF922042742
    +0.97 pp0.9% → 1.9%
  3. iShares Tr46434V316
    +0.94 pp0.9% → 1.8%
  4. Investment Managers Ser Tr I30254T577
    +0.93 pp0.9% → 1.8%
  5. SPDR Index Shs FDS78463X475
    +0.92 pp0.9% → 1.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. First Tr Exchng Traded FD VI33740F755
    −$9.82MReduced
  2. Fidelity MSCI Information Technology Index ETF316092808
    −$4.45MReduced
  3. ProShares Tr74348A467
    −$3.83MReducedConverted for a 2-for-1 split
  4. Vanguard Whitehall FDS921946810
    −$3.29MReduced
  5. Schwab Fundamental U.S. Small Company ETF808524763
    −$3.16MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. First Tr Exchng Traded FD VI33740F755
    −1.23 pp3.8% → 2.5%
  2. First Tr Exchange-Traded FD336917109
    −0.53 pp1.5% → 1.0%
  3. Vanguard Morningstar Value ETF922908744
    −0.51 pp4.1% → 3.6%
  4. State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367
    −0.48 pp1.3% → 0.9%
  5. Vanguard Whitehall FDS921946810
    −0.45 pp1.4% → 0.9%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$1.09B
+$172.0M (+18.7%) vs. prior quarter
Positions
240
+15 vs. prior quarter
Top 10 concentration
39.3%
Top 10 as share of value
Turnover
7.3%
Q2 2026, one quarter
Average holding period
10.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2023), so positions held before then are understated.

13F filings by quarter

14 quarters, going back to Q1 2023. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $1.09B (Q2 2026)

Q1 2023: $303.1MQ2 2023: $339.8MQ3 2023: $337.4MQ4 2023: $387.2MQ1 2024: $435.8MQ2 2024: $498.5MQ3 2024: $574.7MQ4 2024: $638.1MQ1 2025: $660.6MQ2 2025: $757.1MQ3 2025: $845.3MQ4 2025: $897.4MQ1 2026: $922.1MQ2 2026: $1.09B
Q1 2023Q2 2026
13F filings of Goldstone Financial Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 11, 2026240$1.09BVanguard S&P 500 ETFInvesco QQQ Trust Series IJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026Apr 24, 2026225$922.1MVanguard S&P 500 ETFInvesco QQQ Trust Series IVanguard Morningstar Value ETFvs. Q4 2025SEC
Q4 2025Feb 13, 2026215$897.4MVanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Tr Exchng Traded FD VIvs. Q3 2025SEC
Q3 2025Oct 17, 2025215$845.3MVanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Tr Exchng Traded FD VIvs. Q2 2025SEC
Q2 2025Jul 8, 2025206$757.1MVanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Tr Exchng Traded FD VIvs. Q1 2025SEC
Q1 2025Apr 16, 2025202$660.6MVanguard S&P 500 ETFFirst Tr Exchng Traded FD VIInvesco QQQ Trust Series Ivs. Q4 2024SEC
Q4 2024Jan 15, 2025199$638.1MVanguard S&P 500 ETFFirst Tr Exchng Traded FD VIInvesco QQQ Trust Series Ivs. Q3 2024SEC
Q3 2024Oct 28, 2024193$574.7MVanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Tr Exchng Traded FD VIvs. Q2 2024SEC
Q2 2024Jan 15, 2025179$498.5MVanguard S&P 500 ETFInvesco QQQ Trust Series IFirst Tr Exchng Traded FD VIvs. Q1 2024SEC
Q1 2024Jan 15, 2025166$435.8MVanguard S&P 500 ETFInvesco QQQ Trust Series IJ P Morgan Exchange Traded Fvs. Q4 2023SEC
Q4 2023Jan 15, 2025161$387.2MVanguard S&P 500 ETFInvesco QQQ Trust Series IJ P Morgan Exchange Traded Fvs. Q3 2023SEC
Q3 2023Jan 15, 2025151$337.4MVanguard S&P 500 ETFInvesco QQQ Trust Series IJ P Morgan Exchange Traded Fvs. Q2 2023SEC
Q2 2023Jan 15, 2025162$339.8MVanguard S&P 500 ETFInvesco QQQ Trust Series IJ P Morgan Exchange Traded Fvs. Q1 2023SEC
Q1 2023Jan 15, 2025152$303.1MVanguard S&P 500 ETFInvesco QQQ Trust Series IVanguard Scottsdale FDS–SEC