Goldstone Financial Group, LLC reported 104 positions worth $142.07M for the quarter ended Jun 30, 2026, up 16.0% on the prior quarter. It opened 9 new positions, added to 48, trimmed 44 and exited 6. Its largest holding is Apple Inc. at 12.5% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ABBV AbbVie Inc. | +4,016 | +41.0% | $1.01M | 2.45% |
| GWW W.W. Grainger, Inc. | +319 | +166.1% | $434.02K | 0.489% |
| INTC Intel Corp | +2,954 | – | $412.45K | 0.29% |
| GD General Dynamics Corp | +1,007 | +36.5% | $356.68K | 0.938% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +621 | +37.1% | $296.60K | 0.772% |
| LRCX Lam Research Corp | +653 | – | $283.17K | 0.199% |
| BRK-B Berkshire Hathaway Inc | +501 | +13.1% | $250.70K | 1.53% |
| CLS Celestica Inc | +680 | – | $248.06K | 0.175% |
| AXSM Axsome Therapeutics, Inc. | +1,001 | – | $245.02K | 0.172% |
| SNDK Sandisk Corp | +104 | – | $236.47K | 0.166% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | -7,369 | -16.2% | $1.47M | 5.36% |
| MU Micron Technology Inc | -943 | -17.8% | $1.09M | 3.53% |
| AVGO Broadcom Inc. | -2,842 | -15.1% | $1.07M | 4.25% |
| TSLA Tesla, Inc. | -1,439 | -17.8% | $605.21K | 1.97% |
| HON Honeywell International Inc | -846 | -100.0% | $382.54K | Exited |
| PLTR Palantir Technologies Inc. | -1,474 | -100.0% | $215.62K | Exited |
| LOW Lowes Companies Inc | -911 | -100.0% | $215.22K | Exited |
| ADSK Autodesk, Inc. | -885 | -100.0% | $211.87K | Exited |
| BP Bp Plc | -4,376 | -100.0% | $205.67K | Exited |
| CAT Caterpillar Inc | -117 | -2.9% | $124.59K | 2.94% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| INTC Intel Corp | +2,954 | $412.45K | 0.29% |
| LRCX Lam Research Corp | +653 | $283.17K | 0.199% |
| CLS Celestica Inc | +680 | $248.06K | 0.175% |
| AXSM Axsome Therapeutics, Inc. | +1,001 | $245.02K | 0.172% |
| SNDK Sandisk Corp | +104 | $236.47K | 0.166% |
| SPCX Space Exploration Technologies Corp | +1,380 | $235.79K | 0.166% |
| FDX Fedex Corp | +727 | $227.73K | 0.16% |
| STRL Sterling Infrastructure, Inc. | +261 | $219.07K | 0.154% |
| FIX Comfort Systems Usa Inc | +103 | $204.14K | 0.144% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -846 | $382.54K | 0.312% |
| PLTR Palantir Technologies Inc. | -1,474 | $215.62K | 0.176% |
| LOW Lowes Companies Inc | -911 | $215.22K | 0.176% |
| ADSK Autodesk, Inc. | -885 | $211.87K | 0.173% |
| BP Bp Plc | -4,376 | $205.67K | 0.168% |
| ACHV Achieve Life Sciences, Inc. | -24.2K | $71.04K | 0.058% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 61.1K | $17.69M | 12.45% | +458 | +0.8% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 38.1K | $7.62M | 5.36% | -7,369 | -16.2% | Reduced | 0% |
| 3 | JPM Jpmorgan Chase & Co | Financial Services | 20.0K | $6.55M | 4.61% | +331 | +1.7% | Added | 0% |
| 4 | AVGO Broadcom Inc. | Technology | 16.0K | $6.04M | 4.25% | -2,842 | -15.1% | Reduced | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 15.8K | $5.65M | 3.98% | +371 | +2.4% | Added | 0% |
| 6 | MU Micron Technology Inc | Technology | 4,345 | $5.02M | 3.53% | -943 | -17.8% | Reduced | 0% |
| 7 | AMZN Amazon Com Inc | Consumer Discretionary | 21.0K | $4.99M | 3.51% | +910 | +4.5% | Added | 0% |
| 8 | CAT Caterpillar Inc | Industrials | 3,926 | $4.18M | 2.94% | -117 | -2.9% | Reduced | 0% |
| 9 | MSFT Microsoft Corp | Technology | 11.2K | $4.17M | 2.94% | +45 | +0.4% | Added | 0% |
| 10 | ABBV AbbVie Inc. | Healthcare | 13.8K | $3.48M | 2.45% | +4,016 | +41.0% | Added | 0% |
| 11 | AMAT Applied Materials Inc | Technology | 4,675 | $3.38M | 2.38% | -44 | -0.9% | Reduced | 0% |
| 12 | TSLA Tesla, Inc. | Consumer Discretionary | 6,654 | $2.80M | 1.97% | -1,439 | -17.8% | Reduced | 0% |
| 13 | META Meta Platforms, Inc. | Technology | 4,127 | $2.32M | 1.64% | -80 | -1.9% | Reduced | 0% |
| 14 | BAC Bank Of America Corp | Financial Services | 40.2K | $2.29M | 1.61% | +2,044 | +5.4% | Added | 0% |
| 15 | MA Mastercard Inc | Financial Services | 4,432 | $2.28M | 1.6% | +258 | +6.2% | Added | 0% |
Tip. Select a row to see that position’s full history at Goldstone Financial.
As of its Q2 2026 13F filing, Goldstone Financial Group, LLC’s five largest positions were Apple Inc. (AAPL) at 12.5%, Nvidia Corp (NVDA) at 5.4%, Jpmorgan Chase & Co (JPM) at 4.6%, Broadcom Inc. (AVGO) at 4.3%, Alphabet Inc. (GOOGL) at 4.0% of the reported portfolio.
Goldstone Financial Group, LLC reported a 13F portfolio worth $142.07M across 104 positions for Q2 2026. That is up 16.0% from the previous quarter.
Its largest purchases by value were AbbVie Inc. ($1.01M), W.W. Grainger, Inc. ($434.02K), Intel Corp ($412.45K). It opened 9 new positions.
Its largest sales by value were Nvidia Corp ($1.47M), Micron Technology Inc ($1.09M), Broadcom Inc. ($1.07M). It exited 6 positions entirely.
From the Form 13F-HR reports Goldstone Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.