Goldstein Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1963807
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$1.1B
Holdings
261
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Goldstein Advisors, LLC disclosed 261 positions worth $1.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 49 new positions and exited 18 and a full exit from $MRSH. The portfolio is most concentrated in Other (87.6% of disclosed assets). All figures are sourced directly from Goldstein Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1963807.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P TTL
18.7% weight
Held 10 quarters
GOLDMAN SACHS ETF TR - ACT
8.1% weight
Held 10 quarters
J P MORGAN EXCHANGE TRADED
6.3% weight
Held 10 quarters
VICTORY PORTFOLIOS II - SH
5.1% weight
Held 6 quarters
VICTORY PORTFOLIOS II - CO
3.6% weight
Held 10 quarters
PGIM ETF TR - PGIM ULTRA S
9 quarters accumulating
$META9 quarters accumulating
$LOW9 quarters accumulating
$TSM8 quarters accumulating
BLACKROCK ETF TRUST II - I
7 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsConsumer DiscretionaryIndustrialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P TTL STK
—Quality
$204.6M1,245,712 shGOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$88.2M621,939 shBLACKROCK ETF TRUST - ISHA IN CTRY ETF
—Quality
$72.3M1,975,843 shJ P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH
—Quality
$69.0M700,355 shVICTORY PORTFOLIOS II - SHS FR CA FL ETF
—Quality
$55.8M1,219,257 shVICTORY PORTFOLIOS II - CORE PLUS BD ETF
—Quality
$39.6M1,824,886 shLITMAN GREGORY FDS TR - IMGP DBI MAN ETF
—Quality
$33.0M1,078,914 shPIMCO ETF TR - ACTIVE BD ETF
—Quality
$29.2M316,893 shTHE ALGER ETF TRUST - AI ENABLERS ADOP
—Quality
$29.1M638,243 shBLACKROCK ETF TRUST - ISHA US THEM ETF
—Quality
$28.7M665,525 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P TTL STK | — | $204.6M | 1,245,712 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $88.2M | 621,939 |
| BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $72.3M | 1,975,843 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | — | $69.0M | 700,355 |
| VICTORY PORTFOLIOS II - SHS FR CA FL ETF | — | $55.8M | 1,219,257 |
| VICTORY PORTFOLIOS II - CORE PLUS BD ETF | — | $39.6M | 1,824,886 |
| LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | — | $33.0M | 1,078,914 |
| PIMCO ETF TR - ACTIVE BD ETF | — | $29.2M | 316,893 |
| THE ALGER ETF TRUST - AI ENABLERS ADOP | — | $29.1M | 638,243 |
| BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $28.7M | 665,525 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Goldstein Advisors, LLC's 261 positions.
Showing top 10 of 261 holdings.
Sector Allocation
Other
$958.8M
Technology
$52.6M
Financials
$47.4M
Consumer Discretionary
$11.6M
Industrials
$9.2M
Healthcare
$5.7M
Utilities
$3.9M
Consumer Staples
$1.7M
Top Holdings — Goldstein Advisors, LLC (Q2 2026)
Top 150 of 261 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P TTL STK | $204.6M | 18.7% | +61% | — |
| 2 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $88.2M | 8.1% | +4% | — |
| 3 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $72.3M | 6.6% | +14% | — |
| 4 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE GROWTH | $69.0M | 6.3% | +3% | — |
| 5 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $55.8M | 5.1% | -21% | — |
| 6 | — | VICTORY PORTFOLIOS II - CORE PLUS BD ETF | $39.6M | 3.6% | +8% | — |
| 7 | — | LITMAN GREGORY FDS TR - IMGP DBI MAN ETF | $33.0M | 3.0% | +2% | — |
| 8 | — | PIMCO ETF TR - ACTIVE BD ETF | $29.2M | 2.7% | +13% | — |
| 9 | — | THE ALGER ETF TRUST - AI ENABLERS ADOP | $29.1M | 2.7% | -6% | — |
| 10 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $28.7M | 2.6% | -26% | — |
| 11 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $23.8M | 2.2% | +2% | — |
| 12 |  $IVZ | Invesco Ltd. | $22.9M | 2.1% | -30% | — |
| 13 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | $22.2M | 2.0% | +4% | — |
| 14 | — | HARTFORD FDS EXCHANGE TRADED - MUN OPORTUNITE | $21.4M | 1.9% | +4% | — |
| 15 | — | GLOBAL X FDS - DEFENSE TECH ETF | $20.0M | 1.8% | +38% | — |
| 16 | — | LATTICE STRATEGIES TR - HARTFORD MLT ETF | $19.1M | 1.7% | +5% | — |
| 17 | — | ISHARES TR - CORE MSCI TOTAL | $16.0M | 1.5% | -25% | — |
| 18 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $14.8M | 1.4% | NEW | — |
| 19 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF | $13.9M | 1.3% | +0% | — |
| 20 | — | WISDOMTREE TR - EM EX ST-OWNED | $11.1M | 1.0% | -2% | — |
| 21 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $10.0M | 0.9% | -1% | — |
| 22 | — | PGIM ETF TR - PGIM ULTRA SH BD | $9.6M | 0.9% | +5% | — |
| 23 |  $NVDA | NVIDIA CORP | $8.5M | 0.8% | +31% | 85.9 |
| 24 |  $AAPL | Apple Inc. | $7.9M | 0.7% | +21% | 76.4 |
| 25 | — | ISHARES TR - CORE S&P MCP ETF | $7.3M | 0.7% | -2% | — |
| 26 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.6M | 0.6% | +6% | — |
| 27 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $5.9M | 0.5% | +8% | — |
| 28 |  $GS | GOLDMAN SACHS GROUP INC | $5.8M | 0.5% | -18% | 73.5 |
| 29 |  $GOOGL | Alphabet Inc. | $5.0M | 0.5% | +59% | 78.2 |
| 30 |  $AMZN | AMAZON COM INC | $4.9M | 0.4% | +66% | 68.7 |
| 31 |  $MSFT | MICROSOFT CORP | $4.5M | 0.4% | +12% | 79.8 |
| 32 | — | ISHARES TR - EAFE SML CP ETF | $4.5M | 0.4% | -4% | — |
| 33 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $4.4M | 0.4% | +30% | — |
| 34 |  $GOOG | Alphabet Inc. | $4.1M | 0.4% | +49% | 78.2 |
| 35 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $3.9M | 0.4% | +1% | — |
| 36 |  $SPY | SPDR S&P 500 ETF TRUST | $3.8M | 0.3% | +34% | — |
| 37 | — | FLEXSHARES TR - MORNSTAR USMKT | $3.8M | 0.3% | -1% | — |
| 38 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.7M | 0.3% | +64% | — |
| 39 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.3% | +0% | 73.8 |
| 40 | — | ISHARES TR - MRGSTR MD CP ETF | $3.7M | 0.3% | +2% | — |
| 41 | — | DBX ETF TR - XTRACK MSCI EAFE | $3.6M | 0.3% | -2% | — |
| 42 | — | PGIM ETF TR - ULTR SHO MUN ETF | $3.5M | 0.3% | +10% | — |
| 43 | — | ISHARES TR - CORE S&P500 ETF | $2.8M | 0.3% | +1% | — |
| 44 | — | ISHARES TR - MRGSTR SM CP ETF | $2.7M | 0.3% | -2% | — |
| 45 | — | ISHARES TR - MSCI USA MMENTM | $2.7M | 0.2% | -2% | — |
| 46 | — | VANGUARD INDEX FDS - MID CAP ETF | $2.7M | 0.2% | +682% | — |
| 47 |  $AVGO | Broadcom Inc. | $2.5M | 0.2% | +10% | 84.5 |
| 48 | — | VANGUARD INDEX FDS - GROWTH ETF | $2.5M | 0.2% | +536% | — |
| 49 | — | ISHARES TR - MSCI USA QLT FCT | $2.5M | 0.2% | -91% | — |
| 50 | — | ISHARES INC - EMNG MKTS EQT | $2.3M | 0.2% | +12% | — |
| 51 | $IVZ | Invesco Ltd. | $2.3M | 0.2% | +4% | — |
| 52 |  $NBIS | Nebius Group N.V. | $2.1M | 0.2% | -18% | — |
| 53 | — | ISHARES TR - CORE S&P SCP ETF | $2.1M | 0.2% | -1% | — |
| 54 | $META | Meta Platforms, Inc. | $2.0M | 0.2% | +35% | 79.6 |
| 55 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $2.0M | 0.2% | -1% | — |
| 56 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.0M | 0.2% | -14% | — |
| 57 | — | PACER FDS TR - US CASH COWS 100 | $1.9M | 0.2% | -0% | — |
| 58 | — | DBX ETF TR - XTRA RU 1000 ETF | $1.6M | 0.1% | -2% | — |
| 59 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.6M | 0.1% | +0% | — |
| 60 | $IVZ | Invesco Ltd. | $1.6M | 0.1% | -2% | — |
| 61 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $1.6M | 0.1% | +27% | — |
| 62 |  $MU | MICRON TECHNOLOGY INC | $1.6M | 0.1% | NEW | 86.2 |
| 63 |  $JCI | Johnson Controls International plc | $1.6M | 0.1% | +0% | — |
| 64 |  $LNT | ALLIANT ENERGY CORP | $1.5M | 0.1% | +0% | 53.6 |
| 65 |  $WDC | WESTERN DIGITAL CORP | $1.5M | 0.1% | +17% | 80.7 |
| 66 | — | ISHARES INC - CORE MSCI EMKT | $1.5M | 0.1% | -9% | — |
| 67 |  $JPM | JPMORGAN CHASE & CO | $1.5M | 0.1% | +7% | 70.7 |
| 68 |  $TSLA | Tesla, Inc. | $1.5M | 0.1% | +83% | 53.9 |
| 69 | — | ISHARES TR - CORE MSCI EAFE | $1.4M | 0.1% | +2% | — |
| 70 | — | NOMURA ETF TR - FOCU EM MKTS ETF | $1.4M | 0.1% | -93% | — |
| 71 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.4M | 0.1% | +155% | 66.2 |
| 72 | — | ISHARES TR - RUS 1000 GRW ETF | $1.3M | 0.1% | +296% | — |
| 73 |  $V | VISA INC. | $1.3M | 0.1% | +104% | 82.9 |
| 74 | — | J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN | $1.3M | 0.1% | -5% | — |
| 75 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $1.2M | 0.1% | +33% | — |
| 76 | — | ISHARES TR - MSCI USA MIN ETF | $1.1M | 0.1% | -0% | — |
| 77 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | $1.1M | 0.1% | -0% | — |
| 78 | — | ISHARES TR - MORNINGSTAR GRWT | $1.1M | 0.1% | +4% | — |
| 79 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.1M | 0.1% | -3% | — |
| 80 |  $CAT | CATERPILLAR INC | $1.1M | 0.1% | +220% | 66.5 |
| 81 | — | ISHARES TR - RUS MID CAP ETF | $1.0M | 0.1% | +0% | — |
| 82 |  $JNJ | JOHNSON & JOHNSON | $1.0M | 0.1% | +10% | 69 |
| 83 |  $ABBV | AbbVie Inc. | $994,230 | 0.1% | +7% | 72.6 |
| 84 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $980,441 | 0.1% | -0% | — |
| 85 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $977,543 | 0.1% | +166% | — |
| 86 |  $GEV | GE Vernova Inc. | $959,861 | 0.1% | +58% | 81.1 |
| 87 |  $CRWD | CrowdStrike Holdings, Inc. | $918,821 | 0.1% | +1% | 67.7 |
| 88 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $903,777 | 0.1% | +0% | — |
| 89 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $897,153 | 0.1% | +21% | — |
| 90 |  $HD | HOME DEPOT, INC. | $876,762 | 0.1% | +139% | 60.3 |
| 91 |  $KLAC | KLA CORP | $847,805 | 0.1% | +981% | 78.6 |
| 92 |  $MGEE | MGE ENERGY INC | $837,125 | 0.1% | -1% | 52.2 |
| 93 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $821,513 | 0.1% | -1% | — |
| 94 | — | ISHARES TR - RUSSELL 2000 ETF | $819,628 | 0.1% | +0% | — |
| 95 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $788,519 | 0.1% | NEW | — |
| 96 | — | VANGUARD STAR FDS - VG TL INTL STK F | $786,679 | 0.1% | +1% | — |
| 97 | — | DBX ETF TR - XTRACKRS S&P 500 | $786,381 | 0.1% | +2% | — |
| 98 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $784,015 | 0.1% | +0% | — |
| 99 |  $ALAB | Astera Labs, Inc. | $783,458 | 0.1% | -20% | 75.1 |
| 100 |  $AMD | ADVANCED MICRO DEVICES INC | $775,515 | 0.1% | NEW | 79.8 |
| 101 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $749,352 | 0.1% | -4% | — |
| 102 |  $BRK.B | BERKSHIRE HATHAWAY INC | $741,593 | 0.1% | +4% | 73.8 |
| 103 |  $APP | AppLovin Corp | $694,015 | 0.1% | +31% | 84.4 |
| 104 |  $XOM.R34088 | EXXON MOBIL CORP | $674,303 | 0.1% | +7% | 57.9 |
| 105 | — | ISHARES TR - S&P 500 GRWT ETF | $659,181 | 0.1% | +1% | — |
| 106 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $650,513 | 0.1% | NEW | 73.7 |
| 107 |  $AXP | AMERICAN EXPRESS CO | $646,734 | 0.1% | NEW | 69.4 |
| 108 | — | SPDR SERIES TRUST - ST STR P400MID | $638,577 | 0.1% | +0% | — |
| 109 |  $SCHW | SCHWAB CHARLES CORP | $638,139 | 0.1% | NEW | 79.4 |
| 110 | — | ISHARES TR - SYSTEMATIC BD ET | $633,612 | 0.1% | -2% | — |
| 111 | — | ISHARES TR - ESG ADVAN ETF | $629,895 | 0.1% | +9% | — |
| 112 |  $LLY | ELI LILLY & Co | $629,701 | 0.1% | -0% | 87.5 |
| 113 |  $TJX | TJX COMPANIES INC /DE/ | $624,029 | 0.1% | +145% | 68.7 |
| 114 | — | CAPITAL GRP FIXED INCM ETF T - SHOR DUR MUN ETF | $623,108 | 0.1% | +173% | — |
| 115 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $619,200 | 0.1% | +0% | — |
| 116 | — | ISHARES TR - MSCI USA VALUE | $591,038 | 0.1% | +0% | — |
| 117 |  $C | CITIGROUP INC | $585,593 | 0.1% | +49% | 65 |
| 118 |  $PM | Philip Morris International Inc. | $580,359 | 0.1% | +15% | 75.9 |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $577,043 | 0.1% | +57% | 70 |
| 120 |  $MRK | Merck & Co., Inc. | $569,769 | 0.1% | +21% | 59.9 |
| 121 | — | VANGUARD INDEX FDS - VALUE ETF | $569,233 | 0.1% | +0% | — |
| 122 |  $PANW | Palo Alto Networks Inc | $564,047 | 0.1% | NEW | 65.5 |
| 123 |  $ETN | Eaton Corp plc | $556,939 | 0.1% | +32% | — |
| 124 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $553,224 | 0.1% | -4% | — |
| 125 |  $FAST | FASTENAL CO | $549,703 | 0.1% | +153% | 66.9 |
| 126 |  $TLN | Talen Energy Corp | $549,108 | 0.1% | +21% | 57.2 |
| 127 |  $MCD | MCDONALDS CORP | $541,701 | 0.1% | +3% | 69 |
| 128 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $528,796 | 0.1% | +0% | — |
| 129 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $511,905 | 0.1% | +8% | — |
| 130 | — | ISHARES TR - S&P MC 400VL ETF | $505,237 | 0.1% | +0% | — |
| 131 |  $CI | Cigna Group | $485,886 | 0.0% | +20% | 66.2 |
| 132 |  $CSCO | CISCO SYSTEMS, INC. | $485,462 | 0.0% | +18% | 70.3 |
| 133 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $485,133 | 0.0% | +0% | — |
| 134 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $483,514 | 0.0% | +21% | — |
| 135 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $480,895 | 0.0% | +0% | — |
| 136 |  $ORCL | ORACLE CORP | $480,831 | 0.0% | +4% | 66.2 |
| 137 |  $RTX | RTX Corp | $476,981 | 0.0% | +14% | 73.2 |
| 138 |  $QXO | QXO, Inc. | $474,924 | 0.0% | +52% | 49 |
| 139 |  $MS | MORGAN STANLEY | $474,312 | 0.0% | +44% | 75.8 |
| 140 |  $WMT | Walmart Inc. | $470,029 | 0.0% | +8% | 60.2 |
| 141 |  $NTRA | Natera, Inc. | $461,736 | 0.0% | +7% | 53.5 |
| 142 | — | SPDR SERIES TRUST - ST STR SP DIV | $461,714 | 0.0% | +20% | — |
| 143 | — | INNOVATOR ETFS TRUST - US EQT BUFR APR | $455,266 | 0.0% | NEW | — |
| 144 |  $GE | GENERAL ELECTRIC CO | $452,961 | 0.0% | +48% | 73.8 |
| 145 |  $MCK | MCKESSON CORP | $444,293 | 0.0% | +22% | 63.4 |
| 146 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $442,914 | 0.0% | +25% | — |
| 147 |  $BA | BOEING CO | $442,032 | 0.0% | +83% | 61.6 |
| 148 |  $DIS | Walt Disney Co | $437,553 | 0.0% | +49% | 60.1 |
| 149 |  $MA | Mastercard Inc | $432,451 | 0.0% | +10% | 85.1 |
| 150 |  $PEP | PEPSICO INC | $426,781 | 0.0% | +7% | 63.4 |
New Positions (49)
BLACKROCK ETF TRUST - ISHA SYST AL ETF$14.8M
$MU MICRON TECHNOLOGY INC$1.6M$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$788,519$AMD ADVANCED MICRO DEVICES INC$775,515$PNC PNC FINANCIAL SERVICES GROUP, INC.$650,513$AXP AMERICAN EXPRESS CO$646,734$SCHW SCHWAB CHARLES CORP$638,139$PANW Palo Alto Networks Inc$564,047 INNOVATOR ETFS TRUST - US EQT BUFR APR$455,266
INNOVATOR ETFS TRUST - EQUI DUA 10 APRI$410,435
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$410,032
$DOV DOVER Corp$351,097
$DE DEERE & CO$348,247
$TROW PRICE T ROWE GROUP INC$339,365
$SNOW Snowflake Inc.$314,308Exited Positions (18)
$MRSH MARSH & MCLENNAN COMPANIES, INC. ISHARES TR
$TDY TELEDYNE TECHNOLOGIES INC
$SIVR abrdn Silver ETF Trust DIMENSIONAL ETF TRUST
$IBKR Interactive Brokers Group, Inc. INNOVATOR ETFS TRUST
$EFX EQUIFAX INC
$BJ BJ's Wholesale Club Holdings, Inc.
$WM WASTE MANAGEMENT INC
$HON HONEYWELL INTERNATIONAL INC
$JKHY JACK HENRY & ASSOCIATES INC INNOVATOR ETFS TRUST
$RKT Rocket Companies, Inc.
$VTR Ventas, Inc.Browse Top Institutional Investors
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