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Ian Meiksins

Goldstone Financial Group, Llc

Assets Managed
$922.268M
Holdings
225
Last Quarter
2026 - Q1
Filed Date
28d ago
Growth Rate
2.75%(2Q avg: 4.47%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstone Financial Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 225 positions.

Assets under management

The assets under management (AUM) of Goldstone Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 922.268M in assets, with a quarterly growth rate of 2.75% and a 2-quarter average growth rate of 4.47%. The portfolio is managed by Ian Meiksins, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 24.77%
13.04%
$120.225M
201,197 shares@ $597.55 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 6.02%
4.32%
$39.785M↑ Call
69,328 shares@ $573.87 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 6.57%
4.1%
$37.777M
192,544 shares@ $196.2 avg price
JQUA
Jpmorgan Us Quality Factor
Recent Activity
Increased 9.84%
3.86%
$35.591M
580,418 shares@ $61.32 avg price
BUFR
Ft Vest Lad Buffervetf-usd I
Recent Activity
Decreased -3.7%
3.77%
$34.758M
1.029M shares@ $33.78 avg price
JPIB
Jpmorgan Intl Bnd Etf
Recent Activity
Decreased -0.38%
2.8%
$25.756M
538,595 shares@ $47.82 avg price
IUSG
Ishares Core S&p U.s. Growth
Recent Activity
Increased 19.42%
2.28%
$21.018M
135,505 shares@ $155.12 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.59%
2.03%
$18.674M
58,208 shares@ $320.81 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Increased 15.09%
2%
$18.387M
64,025 shares@ $287.18 avg price
FSMD
Fidelity Small-mid Multifact
Recent Activity
Increased 6.7%
1.74%
$16.004M
357,873 shares@ $44.73 avg price

1-10 of 225