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Goldstein Advisors

Latest statistics and disclosures from Goldstein Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, GSLC, JGRO, VFLO, QUAL, and represent 43.08% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: ALAI (+$22M), ITOT (+$17M), AVDE (+$17M), OEF (+$16M), GSLC (+$13M), SHLD (+$11M), THRO (+$7.7M), BOND, UBND, VFLO.
Started 22 new stock positions in LDOS, ALAB, ICVT, SHLD, PYLD, ITW, MMC, SUSA, VOO, OEF. IBKR, PLD, RBLX, WFC, AZO, CEG, AVDE, ALAI, GD, ETN, CAT, WDC.
Reduced shares in these 10 stocks: SPDW (-$43M), XLK (-$27M), DBMF, QUAL, BNDX, JGRO, SCZ, TAXF, IXUS, SPMO.
Sold out of its positions in ADBE, Akamai Technologies, Alliant Energy Corp, American Wtr Cap Corp, Arbor Realty Trust, ADSK, Blackstone Mortgage Trust In, Capital Southwest Corp, CSCO, Duke Energy Corp.
Goldstein Advisors was a net buyer of stock by $30M.
Goldstein Advisors has $823M in assets under management (AUM), dropping by 10.55%.
Central Index Key (CIK): 0001963807

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Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 204 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	11.2	$92M	+23%	630k	145.65	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	10.4	$86M	+17%	659k	130.28	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	7.3	$60M		644k	93.75	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	7.3	$60M		1.6M	37.50	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	6.8	$56M	-3%	288k	194.50	View chart
Victory Portfolios Ii Core Intrmediate (UBND)	4.0	$33M	+4%	1.5M	22.05	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	3.6	$29M	-9%	1.1M	27.31	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	3.5	$28M	+37%	751k	37.86	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.0	$25M	+8%	264k	93.35	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.7	$22M	NEW	595k	37.50	View chart
American Centy Etf Tr Diversified Mu (TAXF)	2.4	$20M	-3%	398k	50.23	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.3	$19M	-2%	491k	38.97	View chart
Ishares Tr Core Msci Total (IXUS)	2.1	$17M	-3%	205k	82.58	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.0	$17M	NEW	211k	78.90	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.9	$16M	+2%	445k	35.52	View chart
Ishares Tr S&p 100 Etf (OEF)	1.9	$16M	NEW	47k	332.84	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.5	$12M	-4%	101k	121.06	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.4	$12M	-2%	236k	49.81	View chart
Global X Fds Defense Tech Etf (SHLD)	1.3	$11M	NEW	157k	70.24	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.1	$9.3M	-13%	188k	49.46	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$8.6M		226k	37.94	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.8	$6.8M	+3%	68k	100.23	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.8	$6.5M		99k	65.26	View chart
NVIDIA Corporation (NVDA)	0.7	$5.9M		32k	186.58	View chart
Apple (AAPL)	0.7	$5.5M		22k	254.62	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.6	$5.2M	+11%	97k	53.24	View chart
Microsoft Corporation (MSFT)	0.6	$5.1M		9.8k	517.93	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$5.0M		8.4k	600.37	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.6	$4.7M	-14%	61k	76.72	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.5	$4.1M	+7%	83k	49.83	View chart
First Tr Exchange-traded SHS (FVD)	0.5	$3.8M	-5%	83k	46.24	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$3.8M		5.00	754200.00	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.4	$3.4M		14k	242.30	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.4	$3.3M		40k	83.05	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.4	$3.3M	-5%	71k	46.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$2.6M		3.8k	666.14	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.3	$2.5M	-5%	39k	63.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.4M	+5%	3.6k	669.30	View chart
Amazon (AMZN)	0.3	$2.2M	-2%	10k	219.57	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$2.1M		4.4k	479.61	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.3	$2.1M	-13%	8.0k	256.45	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$2.0M		6.1k	328.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M	+20%	33k	59.20	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$2.0M	-93%	7.0k	281.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$1.9M		8.0k	243.11	View chart
Spdr Series Trust Msci Usa Strtgic (QUS)	0.2	$1.9M	-3%	11k	171.20	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.8M		7.5k	247.12	View chart
Meta Platforms Cl A (META)	0.2	$1.8M	+9%	2.5k	734.36	View chart
Broadcom (AVGO)	0.2	$1.8M	+8%	5.4k	329.91	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.8M	-3%	31k	57.47	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$1.8M	-96%	41k	42.79	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$1.7M	-2%	15k	118.83	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.7M		7.1k	243.55	View chart
Dbx Etf Tr Xtrackers Russel (DEUS)	0.2	$1.6M	-6%	27k	58.09	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.5M	+7%	22k	65.92	View chart
Alliant Energy Corporation (LNT)	0.2	$1.4M	+14%	21k	67.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.3M		2.9k	468.41	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M		4.2k	315.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.2M		14k	87.31	View chart
Johnson Ctls Intl SHS (JCI)	0.1	$1.2M		11k	109.95	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.2M	-3%	11k	108.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.1M		25k	44.58	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$1.1M		12k	95.14	View chart
Applovin Corp Com Cl A (APP)	0.1	$1.1M	-11%	1.5k	718.54	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$1.0M		41k	25.42	View chart
Nebius Group Shs Class A (NBIS)	0.1	$1.0M	+27%	9.2k	112.27	View chart
Vanguard World Health Car Etf (VHT)	0.1	$994k	-8%	3.8k	259.60	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$988k		9.5k	104.30	View chart
Oracle Corporation (ORCL)	0.1	$941k	+7%	3.3k	281.24	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$924k	-3%	12k	80.65	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$919k	-23%	9.5k	96.55	View chart
MGE Energy (MGEE)	0.1	$877k		10k	84.18	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$869k		27k	31.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$838k	+259%	2.9k	293.69	View chart
Ishares Emng Mkts Eqt (EMGF)	0.1	$833k	+154%	15k	56.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$809k		2.6k	307.85	View chart
Spdr Series Trust Portfolio Ln Tsr (SPTL)	0.1	$759k		28k	26.95	View chart
Abbvie (ABBV)	0.1	$750k	-3%	3.2k	231.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$746k	-8%	14k	54.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$723k	+6%	1.4k	502.75	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$688k	+9%	18k	37.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$687k		26k	26.34	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$684k	+2%	2.4k	279.29	View chart
Tesla Motors (TSLA)	0.1	$674k	-14%	1.5k	444.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$662k	+6%	5.5k	120.72	View chart
Johnson & Johnson (JNJ)	0.1	$658k		3.6k	185.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$653k		8.9k	73.46	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$642k		7.2k	89.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$634k	-23%	2.6k	241.96	View chart
Netflix (NFLX)	0.1	$632k	+3%	527.00	1198.92	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$621k	-4%	10k	60.03	View chart
Talen Energy Corp (TLN)	0.1	$619k	-14%	1.5k	425.38	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$610k		1.2k	490.38	View chart
EXACT Sciences Corporation (EXAS)	0.1	$609k	+11%	11k	54.71	View chart
McDonald's Corporation (MCD)	0.1	$592k		1.9k	303.89	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$563k	+3%	13k	43.92	View chart
Costco Wholesale Corporation (COST)	0.1	$561k	-10%	606.00	925.63	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.1	$541k		9.5k	57.19	View chart
Exxon Mobil Corporation (XOM)	0.1	$519k	+3%	4.6k	112.75	View chart
Visa Com Cl A (V)	0.1	$509k	-19%	1.5k	341.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$504k		17k	29.11	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.1	$490k	+5%	5.5k	89.37	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$487k		2.6k	186.49	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$482k	+6%	21k	23.28	View chart
Home Depot (HD)	0.1	$457k	-32%	1.1k	405.19	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.1	$444k		3.4k	129.72	View chart
Exchange Traded Concepts Tru Emqq The Emergin (EMQQ)	0.1	$433k	-3%	9.3k	46.44	View chart
Philip Morris International (PM)	0.1	$421k		2.6k	162.20	View chart
Mastercard Incorporated Cl A (MA)	0.1	$414k		727.00	568.81	View chart
Sea Sponsord Ads (SE)	0.1	$412k	+22%	2.3k	178.73	View chart
Raytheon Technologies Corp (RTX)	0.0	$401k	+3%	2.4k	167.33	View chart
Eli Lilly & Co. (LLY)	0.0	$398k	-17%	522.00	763.00	View chart
Amphenol Corp Cl A (APH)	0.0	$396k	-2%	3.2k	123.75	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$394k		8.8k	44.69	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$387k		13k	29.64	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$387k		4.6k	84.82	View chart
International Business Machines (IBM)	0.0	$378k		1.3k	282.16	View chart
Victory Portfolios Ii Core Intermediat (UITB)	0.0	$377k		7.9k	47.52	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.0	$376k	-2%	3.0k	125.95	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$370k		3.0k	125.05	View chart
Pepsi (PEP)	0.0	$363k	-7%	2.6k	140.44	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$362k		8.4k	43.10	View chart
American Centy Etf Tr Multisector (MUSI)	0.0	$357k		8.0k	44.42	View chart
MercadoLibre (MELI)	0.0	$353k	-15%	151.00	2336.94	View chart
Automatic Data Processing (ADP)	0.0	$353k		1.2k	293.50	View chart
Walt Disney Company (DIS)	0.0	$352k	-13%	3.1k	114.50	View chart
Western Digital (WDC)	0.0	$346k	NEW	2.9k	120.06	View chart
Quanta Services (PWR)	0.0	$341k		823.00	414.42	View chart
Wal-Mart Stores (WMT)	0.0	$338k	-31%	3.3k	103.06	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$331k	-5%	4.9k	67.26	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$328k		7.1k	46.12	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$328k		2.0k	164.54	View chart
Cigna Corp (CI)	0.0	$322k	+9%	1.1k	288.12	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$316k		423.00	746.39	View chart
Eaton Corp SHS (ETN)	0.0	$312k	NEW	833.00	374.25	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$310k	-23%	2.1k	148.61	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$309k		5.3k	58.21	View chart
Merck & Co (MRK)	0.0	$308k		3.7k	83.93	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$305k	+2%	4.9k	62.47	View chart
Bank of America Corporation (BAC)	0.0	$305k	-3%	5.9k	51.59	View chart
Progressive Corporation (PGR)	0.0	$303k	+8%	1.2k	246.95	View chart
Lowe's Companies (LOW)	0.0	$300k		1.2k	251.31	View chart
Astera Labs (ALAB)	0.0	$298k	NEW	1.5k	195.80	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$298k		5.2k	57.31	View chart
TJX Companies (TJX)	0.0	$298k	-2%	2.1k	144.54	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$296k	+7%	12k	25.71	View chart
Vistra Energy (VST)	0.0	$296k	-20%	1.5k	195.92	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$291k		4.5k	65.21	View chart
Leidos Holdings (LDOS)	0.0	$290k	NEW	1.5k	188.96	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$289k	-10%	298.00	968.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$286k		7.0k	41.06	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.0	$284k		3.3k	87.21	View chart
Roblox Corp Cl A (RBLX)	0.0	$283k	NEW	2.0k	138.52	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$281k	+6%	2.5k	113.88	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.0	$280k		3.1k	91.56	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$277k	-15%	1.0k	273.65	View chart
Roku Com Cl A (ROKU)	0.0	$273k		2.7k	100.13	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	0.0	$271k		3.3k	83.41	View chart
Citigroup Com New (C)	0.0	$269k	+5%	2.6k	101.50	View chart
Abbott Laboratories (ABT)	0.0	$268k	-3%	2.0k	133.94	View chart
Gilead Sciences (GILD)	0.0	$264k		2.4k	111.00	View chart
Natera (NTRA)	0.0	$263k		1.6k	160.97	View chart
S&p Global (SPGI)	0.0	$258k	-6%	531.00	486.71	View chart
McKesson Corporation (MCK)	0.0	$258k	+4%	334.00	772.54	View chart
Constellation Energy (CEG)	0.0	$255k	NEW	774.00	329.07	View chart
Kla Corp Com New (KLAC)	0.0	$255k		236.00	1078.60	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.0	$254k		1.8k	140.05	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.0	$253k	-2%	3.5k	72.58	View chart
Motorola Solutions Com New (MSI)	0.0	$253k		553.00	457.29	View chart
Duke Energy Corp Com New (DUK)	0.0	$248k	+2%	2.0k	123.75	View chart
Fastenal Company (FAST)	0.0	$247k		5.0k	49.04	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.0	$245k		4.4k	55.33	View chart
Ge Aerospace Com New (GE)	0.0	$245k		815.00	300.82	View chart
Chubb (CB)	0.0	$245k	+2%	868.00	282.25	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$243k	NEW	397.00	612.38	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$241k		412.00	586.04	View chart
Spotify Technology S A SHS (SPOT)	0.0	$241k	+16%	345.00	698.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$240k		3.3k	73.48	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$238k	-37%	1.6k	150.86	View chart
Wells Fargo & Company (WFC)	0.0	$235k	NEW	2.8k	83.82	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$227k	-43%	1.6k	143.18	View chart
Marsh & McLennan Companies (MMC)	0.0	$226k	NEW	1.1k	201.53	View chart
Thermo Fisher Scientific (TMO)	0.0	$226k	-26%	465.00	485.02	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$226k	NEW	8.4k	26.84	View chart
Suncor Energy (SU)	0.0	$225k		5.4k	41.81	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$225k		3.3k	68.46	View chart
Caterpillar (CAT)	0.0	$223k	NEW	468.00	477.15	View chart
AutoZone (AZO)	0.0	$223k	NEW	52.00	4290.23	View chart
General Dynamics Corporation (GD)	0.0	$222k	NEW	652.00	341.00	View chart
Lockheed Martin Corporation (LMT)	0.0	$222k		444.00	499.21	View chart
Morgan Stanley Com New (MS)	0.0	$220k	-15%	1.4k	158.96	View chart
Intuit (INTU)	0.0	$219k	-16%	321.00	681.85	View chart
Prologis (PLD)	0.0	$218k	NEW	1.9k	114.52	View chart
Innovator Etfs Trust Equity Defined P (ZAPR)	0.0	$216k		8.5k	25.44	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$213k	NEW	1.6k	135.63	View chart
Illinois Tool Works (ITW)	0.0	$212k	NEW	812.00	260.76	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$210k		4.0k	52.28	View chart
Interactive Brokers Group In Com Cl A (IBKR)	0.0	$209k	NEW	3.0k	68.81	View chart
Booking Holdings (BKNG)	0.0	$205k	-2%	38.00	5399.26	View chart
Analog Devices (ADI)	0.0	$203k	-4%	828.00	245.70	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$202k	NEW	2.0k	100.05	View chart
Lpl Financial Holdings (LPLA)	0.0	$201k	+2%	605.00	332.69	View chart
Manitowoc Com New (MTW)	0.0	$193k		19k	10.01	View chart
Harsco Corporation (NVRI)	0.0	$158k		13k	12.69	View chart

Past Filings by Goldstein Advisors

SEC 13F filings are viewable for Goldstein Advisors going back to 2022

Goldstein Advisors 2025 Q3 filed Oct. 21, 2025
Goldstein Advisors 2025 Q2 filed July 29, 2025
Goldstein Advisors 2025 Q1 filed April 23, 2025
Goldstein Advisors 2024 Q4 filed Jan. 17, 2025
Goldstein Advisors 2024 Q3 filed Oct. 24, 2024
Goldstein Advisors 2024 Q2 filed July 24, 2024
Goldstein Advisors 2024 Q1 filed May 13, 2024
Goldstein Advisors 2023 Q4 filed Feb. 12, 2024
Goldstein Advisors 2023 Q3 filed Oct. 18, 2023
Goldstein Advisors 2023 Q2 filed July 21, 2023
Goldstein Advisors 2023 Q1 filed May 9, 2023
Goldstein Advisors 2022 Q4 filed Feb. 3, 2023

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