Goldstone Financial Group, LLC

RIA/Wealth

Goldstone Financial Group, LLC is a RIA/Wealth based in Oakbrook Terrace, IL led by Anthony Pellegrino, managing $843.8M across 214 long positions as of Q3 2025 with 85% ETF concentration and minimal technology exposure.

Managing PartnerAnthony Pellegrino

Portfolio Value: $843.8M
Positions: 214
Top Holding: VOO at 11.23%
Last Reported: Q3 2025

Address18w140 Butterfield Road, 16th Floor, Oakbrook Terrace, IL, 60181, United States

Top Holdings

Largest long holdings in Goldstone Financial Group, LLC's portfolio (39.1% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard S&P 500 ETF VOO	ETF ETF	$94.7M	11.23%	+$5.6M Bought	— 154.7K shares	Q1 2023 Held for 2y 8m
2 Invesco QQQ Trust QQQ	ETF ETF	$37.6M	4.46%	+$623.8K Bought	— 62.7K shares	Q1 2023 Held for 2y 8m
3 FT Vest Laddered Buffer BUFR	ETF ETF	$34.9M	4.14%	+$1.1M Bought	— 1.0M shares	Q2 2023 Held for 2y 5m
4 Vanguard Value VTV	ETF ETF	$32.2M	3.81%	+$1.9M Bought	— 172.4K shares	Q1 2023 Held for 2y 8m
5 JPMorgan U.S. Quality Factor JQUA	ETF ETF	$31.8M	3.77%	+$1.7M Bought	— 505.4K shares	Q2 2023 Held for 2y 5m
6 JPMorgan International Bond Opportunities JPIB	ETF ETF	$24.6M	2.91%	+$2.0M Bought	— 500.8K shares	Q4 2024 Held for 11 months
7 iShares Core S&P 500 ETF IVV	ETF ETF	$21.8M	2.59%	+$1.2M Bought	— 32.6K shares	Q1 2023 Held for 2y 8m
8 Vanguard Total Stock Market VTI	ETF ETF	$19.0M	2.25%	+$513.9K Bought	— 57.8K shares	Q1 2023 Held for 2y 8m
9 iShares Core S&P U.S. Growth IUSG	ETF ETF	$17.8M	2.11%	+$688.8K Bought	— 108.2K shares	Q1 2023 Held for 2y 8m
10 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$15.6M	1.85%	-$1.0M Sold	— 149.4K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Goldstone Financial Group, LLC's latest filing

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Market Value

$843.8M

Prior: $755.7M

Q/Q Change

+11.66%

+$88.1M

Net Flows % of MV

+6.16%

New Purchases

17 stocks

$21.5M

Added To

140 stocks

+$57.0M

Sold Out Of

12 stocks

$8.3M

Reduced Holdings

42 stocks

-$18.2M

Increased Positions

Position	Shares Δ	Change
1 Fidelity Small-Mid Multifactor ETF FSMD	New	0 → 317.0K +$14.0M
2 First Trust BuyWrite Income FTHI	New	0 → 104.0K +$2.5M
3 Columbia Research Enhanced Core RECS	New	0 → 16.5K +$665.5K
4 Hims & Hers Health HIMS	New	0 → 11.5K +$653.0K
5 iShares Micro-Cap ETF IWC	New	0 → 4.3K +$639.4K

Decreased Positions

Position	Shares Δ	Change
1 iShares 0-5 Year High Yield Corporate Bond SHYG	Sold	72.2K → 0 −$3.1M
2 Invesco Variable Rate Preferred VRP	Sold	74.8K → 0 −$1.8M
3 Intuitive Surgical ISRG	Sold	1.2K → 0 −$640.8K
4 Pfizer PFE	Sold	25.2K → 0 −$640.6K
5 Bristol-Myers Squibb BMY	Sold	10.3K → 0 −$481.7K