Goldstein Advisors
$1.1B 13F equity value
264 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Goldstein Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ITOT | ISHARES TR | 1,245,712 | $205M | 18.7% |
| GSLC | GOLDMAN SACHS ETF TR | 621,939 | $88M | 8.1% |
| CORO | BLACKROCK ETF TRUST | 1,975,843 | $72M | 6.6% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 700,355 | $69M | 6.3% |
| VFLO | VICTORY PORTFOLIOS II | 1,219,257 | $56M | 5.1% |
| UBND | VICTORY PORTFOLIOS II | 1,824,886 | $40M | 3.6% |
| DBMF | LITMAN GREGORY FDS TR | 1,078,914 | $33M | 3.0% |
| BOND | PIMCO ETF TR | 316,893 | $29M | 2.7% |
| ALAI | THE ALGER ETF TRUST | 638,243 | $29M | 2.7% |
| THRO | BLACKROCK ETF TRUST | 665,525 | $29M | 2.6% |
Track Goldstein Advisors's 13F portfolio: $1.1B in reported holdings, 264 positions. Top holdings and quarterly changes on SentiSense.
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