Goldstein Advisors
$1.1B 13F equity value
273 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Goldstein Advisors covers the quarter ended September 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 | 1,264,241 | $210M | 18.6% |
| GSLC | GOLDMAN SACHS ETF TR | 634,120 | $92M | 8.1% |
| CORO | BLACKROCK ETF TRUST | 2,062,927 | $75M | 6.6% |
| JGRO | J P MORGAN EXCHANGE TRADED F | 722,475 | $70M | 6.2% |
| VFLO | VICTORY PORTFOLIOS II | 1,131,051 | $58M | 5.1% |
| UBND | VICTORY PORTFOLIOS II | 2,197,698 | $45M | 4.0% |
| DBMF | IM GLOBAL PARTNER FUNDS | 1,086,053 | $35M | 3.1% |
| BLCR | BLACKROCK ETF TRUST | 618,552 | $30M | 2.7% |
| THRO | BLACKROCK ETF TRUST | 687,739 | $30M | 2.7% |
| BOND | PIMCO ETF TR | 329,764 | $29M | 2.5% |
Track Goldstein Advisors's 13F portfolio: $1.1B in reported holdings, 273 positions. Top holdings and quarterly changes on SentiSense.
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