Managers / Q1 2025 · view latest →
Goldstone Financial Group, LLC
CIK 0002040021 · 18W140 BUTTERFIELD RD 16TH FLOOR, OAKBROOK TERRACE, IL, 60181 · 6306209300
Reported Value
$661M
Q1 2025
Positions
202
Filings on Record
13
2019–present window
Filed
Apr 16, 2025
original filing
Summary
Goldstone Financial Group, Llc reported $661M in U.S.-listed holdings across 202 positions for Q1 2025.
Its largest position, VOO, represents 10.9% of the portfolio.
Compared with Q4 2024, the fund opened 44 new positions and exited 21.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 87.8% · $580M
- Common Stock · 11.2% · $74M
- Other · 0.3% · $2M
- Closed-End Fund · 0.3% · $2M
- ADR · 0.2% · $2M
- Other · 0.2% · $1M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $922M | 229 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $898M | 219 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $845M | 215 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $757M | 206 | Jul 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $661M | 202 | Apr 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $499M | 179 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $575M | 193 | Oct 28, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.