Goldstone Financial Group, LLC

Goldstone Financial Group, LLC reported 243 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 11, 2026

Goldstone Financial Group, LLC reported 243 holdings worth US$1.09B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 11, 2026 (Form 13F).

Holdings
243
Value as reported
US$1.09B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc61,128US$17.7M1.6%
Nvidia Corporation38,089US$7.62M0.70%
Alphabet Inc (google) Class C21,161US$7.56M0.69%
Jp Morgan Chase & Co.19,997US$6.55M0.60%
Broadcom Inc.15,986US$6.04M0.55%
Micron Technology, Inc.4,345US$5.02M0.46%
Amazon.com, Inc.20,952US$4.99M0.46%
Caterpillar, Inc.3,926US$4.18M0.38%
Microsoft Corp.11,190US$4.17M0.38%
Abbvie Inc.13,814US$3.48M0.32%
Applied Materials, Inc.4,675US$3.38M0.31%
Tesla, Inc.6,654US$2.8M0.26%
Meta Platforms, Inc.4,127US$2.32M0.21%
Bank Of America Corporation40,177US$2.29M0.21%
Mastercard Incorporated4,432US$2.28M0.21%
Berkshire Hathaway Inc.4,336US$2.17M0.20%
Crowdstrike Holdings, Inc.2,077US$1.59M0.14%
Costco Wholesale Corporation1,610US$1.51M0.14%
Home Depot, Inc. (the)4,235US$1.49M0.14%
Cisco Systems, Inc.11,749US$1.38M0.13%
General Dynamics Corporation3,764US$1.33M0.12%
Netflix, Inc.17,902US$1.28M0.12%
Corcept Therapeutics Incorporated14,571US$1.27M0.12%
Morgan Stanley5,990US$1.25M0.11%
Procter & Gamble Company (the)8,389US$1.23M0.11%
Goldman Sachs Group, Inc. (the)1,214US$1.23M0.11%
Boeing Company (the)5,639US$1.22M0.11%
Mcdonald's Corporation4,229US$1.14M0.10%
Realty Income Corporation18,236US$1.13M0.10%
Taiwan Semiconductor Manufacturing Co., Ltd.2,296US$1.1M0.10%
Citigroup, Inc.7,826US$1.1M0.10%
At&t Inc.50,473US$1.04M0.10%
Crown Castle Inc.13,748US$1.04M0.10%
Pepsico, Inc.7,539US$1.02M0.09%
Abbott Laboratories10,914US$990K0.09%
Lockheed Martin Corporation1,926US$981K0.09%
Cme Group Inc.4,182US$923K0.08%
United Parcel Service, Inc.8,430US$906K0.08%
Valero Energy Corporation3,462US$902K0.08%
Oracle Corporation6,137US$899K0.08%
Walmart Inc.7,863US$891K0.08%
Caseys General Stores, Inc.1,101US$875K0.08%
International Business Machines Corporation3,085US$868K0.08%
Automatic Data Processing, Inc.3,831US$858K0.08%
Novartis Ag5,430US$851K0.08%
Uber Technologies, Inc.11,111US$802K0.07%
S&p Global Inc.1,937US$789K0.07%
Walt Disney Company (the)8,116US$781K0.07%
Advanced Micro Devices Inc1,314US$763K0.07%
Natwest Group Plc43,014US$758K0.07%
Constellation Energy Corporation3,048US$757K0.07%
Texas Instruments Incorporated2,459US$733K0.07%
Metlife, Inc.8,626US$730K0.07%
W.w. Grainger, Inc.511US$695K0.06%
Exxon Mobil Corporation5,015US$686K0.06%
Hims & Hers Health, Inc.19,578US$679K0.06%
Colgate-palmolive Company7,382US$677K0.06%
Emerson Electric Company4,627US$662K0.06%
Southern Company (the)6,563US$628K0.06%
Altria Group, Inc.8,594US$618K0.06%
Visa Inc.1,766US$606K0.06%
Eli Lilly And Company473US$567K0.05%
Merck & Company, Inc.4,391US$564K0.05%
Verizon Communications Inc.13,225US$560K0.05%
Illinois Tool Works Inc.1,997US$540K0.05%
Prudential Financial, Inc.4,674US$504K0.05%
Rtx Corporation2,646US$502K0.05%
Intercontinental Exchange Inc.3,770US$464K0.04%
Polaris Inc.6,605US$452K0.04%
3m Company2,647US$429K0.04%
United Bankshares, Inc.9,256US$424K0.04%
Intel Corporation2,954US$412K0.04%
Exelon Corporation8,831US$412K0.04%
Asml Holding Nv195US$388K0.04%
Kimberly-clark Corporation3,292US$361K0.03%
Cardinal Health, Inc.1,474US$350K0.03%
Amgen Inc.960US$348K0.03%
Motorola Solutions, Inc.830US$345K0.03%
Johnson & Johnson1,288US$327K0.03%
Chevron Corporation1,847US$306K0.03%
First American Corporation (new)4,313US$296K0.03%
Lam Research Corporation653US$283K0.03%
Philip Morris International Inc1,520US$275K0.03%
Allstate Corporation (the)1,143US$272K0.02%
American Express Company793US$268K0.02%
Celestica Inc.680US$248K0.02%
Axsome Therapeutics, Inc.1,001US$245K0.02%
The Trade Desk, Inc.13,280US$240K0.02%
Sandisk Corporation104US$236K0.02%
Space Exploration Technologies Corp1,380US$236K0.02%
Fedex Corporation727US$228K0.02%
Capital One Financial Corporation1,125US$226K0.02%
Coca-cola Company (the)2,756US$224K0.02%
Sterling Infrastructure, Inc.261US$219K0.02%
Comfort Systems Usa, Inc.103US$204K0.02%
Digital Brands Group, Inc.133KUS$100K<0.01%
Skyline Builders Group Holding Limited30,487US$94,205<0.01%
Medical Properties Trust, Inc.11,671US$53,919<0.01%
Bp Plc0US$00.00%
Honeywell International Inc.0US$00.00%

Every holding of Goldstone Financial Group, LLC

Source

View original at SEC

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