Goldstone Financial Group, LLC
Annual return '25
+13.7%
SPY '25
+17.7%
Alpha
-4.0ptsvs SPY
Invested
$922.3M
Holdings
225
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: New position (41.3k shares)
13.0%
02
$NDQ
INVESCO QQQ TR
Q4 2025: New position (24 shares)
4.3%
03
$VTV
VANGUARD INDEX FDS
Q1 2026: Sold 63.9% (826 → 298 shares)
4.1%
04
$JQUA
J P MORGAN EXCHANGE TRADED F
Q2 2025: Increased +4.7% (456.7k → 478.2k shares)
3.9%
05
$BUFR
FIRST TR EXCHNG TRADED FD VI
Q2 2025: Sold 2.7% (1.04M → 1.01M shares)
3.8%
06
$JPIB
J P MORGAN EXCHANGE TRADED F
Q2 2025: Increased +2602.4% (17.0k → 459.3k shares)
2.8%
07
$IUSG
ISHARES TR
Q2 2025: Increased +1.1% (102.8k → 104.0k shares)
2.3%
08
$VTI
VANGUARD INDEX FDS
Q1 2026: Increased +6.1% (2.6k → 2.8k shares)
2.0%
09
$VO
VANGUARD INDEX FDS
Q1 2026: Sold 33.7% (492 → 326 shares)
2.0%
10
$FSMD
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.