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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, CORO, JGRO, VFLO, and represent 44.77% of Goldstein Advisors's stock portfolio.
Added to shares of these 10 stocks: ITOT (+$78M), IALT (+$15M), CORO (+$9.0M), SHLD (+$5.5M), GSLC, BOND, UBND, VO, JGRO, VUG.
Started 51 new stock positions in SPCX, BMO, KO, FMAR, AXP, IWC, SGOL, UNP, ACN, QQQJ.
Reduced shares in these 10 stocks: QUAL (-$26M), EMEQ (-$19M), VFLO (-$15M), THRO (-$10M), SPMO (-$9.9M), IXUS (-$5.3M), ALAI, GBIL, NBIS, VONV.
Sold out of its positions in SIVR, American Wtr Cap Corp, BJ, DFAS, EFX, Firstenergy Corp, JKHY, Honeywell International, PAPR, ZAPR. IBKR, ICVT, Jazz Investments I, MRSH, RKT, TDY, Ventas Rlty Ltd Partnership, WM.
Goldstein Advisors was a net buyer of stock by $77M.
Goldstein Advisors has $1.1B in assets under management (AUM), dropping by 21.58%.
Central Index Key (CIK): 0001963807

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Portfolio Holdings for Goldstein Advisors

Goldstein Advisors holds 261 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	18.7	$205M	+61%	1.2M	164.27	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	8.1	$88M	+4%	622k	141.89	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	6.6	$72M	+14%	2.0M	36.60	View chart
J P Morgan Exchange Traded F Active Growth (JGRO)	6.3	$69M	+3%	700k	98.59	View chart
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)	5.1	$56M	-20%	1.2M	45.75	View chart
Victory Portfolios Ii Core Plus Bd Etf (UBND)	3.6	$40M	+7%	1.8M	21.73	View chart
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)	3.0	$33M		1.1M	30.61	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.7	$29M	+12%	317k	92.21	View chart
The Alger Etf Trust Ai Enablers Adop (ALAI)	2.7	$29M	-6%	638k	45.64	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	2.6	$29M	-25%	666k	43.11	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	2.2	$24M	+2%	473k	50.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	2.1	$23M	-30%	142k	161.54	View chart
American Centy Etf Tr Diversified Mu (TAXF)	2.0	$22M	+3%	437k	50.84	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	2.0	$21M	+4%	546k	39.15	View chart
Global X Fds Defense Tech Etf (SHLD)	1.8	$20M	+37%	336k	59.71	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	1.7	$19M	+5%	472k	40.41	View chart
Ishares Tr Core Msci Total (IXUS)	1.5	$16M	-24%	168k	95.44	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	1.4	$15M	NEW	527k	28.05	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	1.3	$14M		231k	60.16	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	1.0	$11M		226k	49.18	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.9	$10M		207k	48.43	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.9	$9.6M	+4%	193k	49.55	View chart
NVIDIA Corporation (NVDA)	0.8	$8.5M	+30%	43k	200.09	View chart
Apple (AAPL)	0.7	$7.9M	+20%	27k	289.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.7	$7.3M	-2%	95k	77.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$6.6M	+6%	8.9k	736.40	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.5	$5.9M	+8%	112k	52.34	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.5	$5.8M	-17%	58k	100.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$5.0M	+59%	14k	353.33	View chart
Amazon (AMZN)	0.4	$4.9M	+66%	20k	238.34	View chart
Microsoft Corporation (MSFT)	0.4	$4.5M	+12%	12k	373.01	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.4	$4.5M	-3%	54k	82.27	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$4.4M	+29%	23k	190.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$4.1M	+48%	12k	357.38	View chart
First Tr Exchange-traded SHS (FVD)	0.4	$3.9M		81k	48.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.4	$3.8M	+34%	5.2k	746.75	View chart
Flexshares Tr Mornstar Usmkt (TILT)	0.3	$3.8M		14k	276.08	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$3.7M	+64%	10k	370.02	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$3.7M		5.00	748850.00	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.3	$3.7M		38k	96.56	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$3.6M	-2%	66k	54.63	View chart
Pgim Etf Tr Ultr Sho Mun Etf (PUSH)	0.3	$3.5M	+10%	70k	50.41	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$2.8M		3.7k	748.89	View chart
Ishares Tr Mrgstr Sm Cp Etf (ISCB)	0.2	$2.7M	-2%	36k	75.51	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.7M	-2%	7.8k	342.83	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$2.7M	+682%	33k	80.57	View chart
Broadcom (AVGO)	0.2	$2.5M	+9%	6.7k	377.75	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$2.5M	+536%	29k	86.14	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$2.5M	-91%	11k	219.43	View chart
Ishares Emng Mkts Eqt (EMGF)	0.2	$2.3M	+11%	31k	73.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$2.3M	+3%	7.5k	302.97	View chart
Nebius Group Shs Class A (NBIS)	0.2	$2.1M	-17%	7.6k	276.17	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$2.1M		14k	148.31	View chart
Meta Platforms Cl A (META)	0.2	$2.0M	+34%	3.6k	563.28	View chart
Spdr Series Trust St Str Msci Usaq (QUS)	0.2	$2.0M		11k	186.86	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.2	$2.0M	-14%	29k	68.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.2	$1.9M		31k	62.20	View chart
Dbx Etf Tr Xtra Ru 1000 Etf (DEUS)	0.1	$1.6M	-2%	25k	65.30	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$1.6M		32k	50.39	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$1.6M		25k	64.50	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$1.6M	+27%	3.3k	477.57	View chart
Micron Technology (MU)	0.1	$1.6M	NEW	1.4k	1154.29	View chart
Johnson Controls Internation SHS (JCI)	0.1	$1.6M		11k	146.11	View chart
Alliant Energy Corporation (LNT)	0.1	$1.5M		20k	76.29	View chart
Western Digital (WDC)	0.1	$1.5M	+17%	2.4k	638.72	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$1.5M	-8%	18k	82.84	View chart
JPMorgan Chase & Co. (JPM)	0.1	$1.5M	+6%	4.5k	327.33	View chart
Tesla Motors (TSLA)	0.1	$1.5M	+82%	3.5k	420.60	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.4M	+2%	15k	96.58	View chart
Nomura Etf Tr Focu Em Mkts Etf (EMEQ)	0.1	$1.4M	-93%	19k	72.86	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+155%	1.5k	935.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.3M	+296%	11k	124.17	View chart
Visa Com Cl A (V)	0.1	$1.3M	+104%	3.7k	343.05	View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)	0.1	$1.3M	-5%	10k	124.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.2M	+32%	37k	33.84	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$1.1M		12k	96.46	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.1	$1.1M		41k	27.88	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$1.1M	+3%	9.6k	117.02	View chart
Vanguard World Health Car Etf (VHT)	0.1	$1.1M	-2%	3.6k	299.01	View chart
Caterpillar (CAT)	0.1	$1.1M	+219%	1.0k	1064.90	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.0M		9.1k	110.32	View chart
Johnson & Johnson (JNJ)	0.1	$1.0M	+9%	3.9k	253.94	View chart
Abbvie (ABBV)	0.1	$994k	+6%	4.0k	251.64	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.1	$980k		11k	90.79	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.1	$978k	+165%	11k	89.20	View chart
Ge Vernova (GEV)	0.1	$960k	+57%	817.00	1174.86	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$919k		1.2k	763.14	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$904k		2.6k	343.90	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$897k	+20%	8.7k	103.05	View chart
Home Depot (HD)	0.1	$877k	+139%	2.5k	352.68	View chart
Kla Corp Com New (KLAC)	0.1	$848k	+980%	2.8k	301.71	View chart
MGE Energy (MGEE)	0.1	$837k		10k	81.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$822k		14k	59.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$820k		2.7k	300.45	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$789k	NEW	4.6k	170.86	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$787k		9.2k	85.49	View chart
Dbx Etf Tr Xtrackrs S&p 500 (SNPE)	0.1	$786k	+2%	11k	68.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$784k		27k	29.43	View chart
Astera Labs (ALAB)	0.1	$784k	-19%	1.6k	483.02	View chart
Advanced Micro Devices (AMD)	0.1	$776k	NEW	1.3k	580.91	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$749k	-3%	18k	42.72	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$742k	+4%	1.5k	500.40	View chart
Applovin Corp Com Cl A (APP)	0.1	$694k	+31%	1.3k	515.23	View chart
Exxon Mobil Corporation (XOM)	0.1	$674k	+6%	4.9k	136.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$659k		4.8k	137.53	View chart
PNC Financial Services (PNC)	0.1	$651k	NEW	2.6k	246.22	View chart
American Express Company (AXP)	0.1	$647k	NEW	1.9k	338.25	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$639k		9.5k	67.56	View chart
Charles Schwab Corporation (SCHW)	0.1	$638k	NEW	6.9k	92.27	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$634k		7.1k	88.72	View chart
Ishares Tr Esg Advan Etf (EUSB)	0.1	$630k	+9%	15k	43.45	View chart
Eli Lilly & Co. (LLY)	0.1	$630k		525.00	1199.43	View chart
TJX Companies (TJX)	0.1	$624k	+144%	4.1k	151.50	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.1	$623k	+173%	24k	26.39	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$619k		18k	34.81	View chart
Ishares Tr Msci Usa Value (VLUE)	0.1	$591k		3.0k	199.81	View chart
Citigroup Com New (C)	0.1	$586k	+48%	4.2k	139.96	View chart
Philip Morris International (PM)	0.1	$580k	+15%	3.2k	180.91	View chart
International Business Machines (IBM)	0.1	$577k	+56%	2.1k	281.21	View chart
Merck & Co (MRK)	0.1	$570k	+20%	4.4k	128.50	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$569k		2.6k	217.93	View chart
Palo Alto Networks (PANW)	0.1	$564k	NEW	1.7k	341.02	View chart
Eaton Corp SHS (ETN)	0.1	$557k	+31%	1.3k	426.12	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$553k	-4%	20k	27.70	View chart
Fastenal Company (FAST)	0.1	$550k	+152%	11k	48.03	View chart
Talen Energy Corp (TLN)	0.1	$549k	+21%	1.4k	384.26	View chart
McDonald's Corporation (MCD)	0.0	$542k	+2%	2.0k	270.31	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.0	$529k		11k	46.41	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.0	$512k	+7%	20k	26.23	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$505k		3.4k	147.73	View chart
Cigna Corp (CI)	0.0	$486k	+20%	1.8k	275.60	View chart
Cisco Systems (CSCO)	0.0	$486k	+18%	4.1k	117.46	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$485k		8.8k	55.01	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$484k	+21%	704.00	686.81	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.0	$481k		13k	36.87	View chart
Oracle Corporation (ORCL)	0.0	$481k	+3%	3.3k	146.55	View chart
Raytheon Technologies Corp (RTX)	0.0	$477k	+14%	2.5k	189.73	View chart
Qxo Com New (QXO)	0.0	$475k	+51%	28k	17.28	View chart
Morgan Stanley Com New (MS)	0.0	$474k	+44%	2.3k	209.04	View chart
Wal-Mart Stores (WMT)	0.0	$470k	+8%	4.2k	113.26	View chart
Natera (NTRA)	0.0	$462k	+6%	1.7k	271.45	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$462k	+19%	3.0k	152.18	View chart
Innovator Etfs Trust Us Eqt Bufr Apr (BAPR)	0.0	$455k	NEW	8.5k	53.26	View chart
Ge Aerospace Com New (GE)	0.0	$453k	+48%	1.2k	373.73	View chart
McKesson Corporation (MCK)	0.0	$444k	+21%	588.00	755.60	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$443k	+25%	15k	28.96	View chart
Boeing Company (BA)	0.0	$442k	+82%	2.0k	216.47	View chart
Walt Disney Company (DIS)	0.0	$438k	+49%	4.5k	96.25	View chart
Mastercard Incorporated Cl A (MA)	0.0	$433k	+10%	842.00	513.60	View chart
Pepsi (PEP)	0.0	$427k	+7%	3.2k	135.40	View chart
Amphenol Corp Cl A (APH)	0.0	$416k	-14%	2.4k	176.32	View chart
Innovator Etfs Trust Equi Dua 10 Apri	0.0	$410k	NEW	20k	20.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$410k	NEW	7.8k	52.26	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$404k	+699%	3.4k	119.52	View chart
Chubb (CB)	0.0	$402k	+28%	1.2k	340.74	View chart
Quanta Services (PWR)	0.0	$401k	-32%	557.00	720.04	View chart
Bank of America Corporation (BAC)	0.0	$400k	+18%	7.0k	56.98	View chart
Netflix (NFLX)	0.0	$396k	+15%	5.5k	71.40	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.0	$395k		4.9k	81.06	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PNOV)	0.0	$393k		8.9k	44.35	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.0	$393k		4.5k	87.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$384k		7.1k	54.02	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$384k	+31%	3.4k	114.18	View chart
Lowe's Companies (LOW)	0.0	$376k	+34%	1.7k	220.49	View chart
Sea Sponsord Ads (SE)	0.0	$372k	+41%	3.9k	95.83	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.0	$372k	-9%	2.6k	142.39	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.0	$371k		5.3k	69.90	View chart
Wells Fargo & Company (WFC)	0.0	$370k	+28%	4.5k	82.64	View chart
Victory Portfolios Ii Core Bd Etf (UITB)	0.0	$359k	-3%	7.7k	46.84	View chart
Progressive Corporation (PGR)	0.0	$356k		1.6k	218.45	View chart
Duke Energy Corp Com New (DUK)	0.0	$355k	+26%	2.8k	126.58	View chart
American Centy Etf Tr Multisector (MUSI)	0.0	$354k		8.1k	43.73	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.0	$351k	NEW	2.2k	156.95	View chart
Deere & Company (DE)	0.0	$348k	NEW	549.00	634.33	View chart
Spdr Series Trust ST STR SP400GRW (MDYG)	0.0	$343k		3.1k	112.09	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$340k		1.8k	188.09	View chart
T. Rowe Price (TROW)	0.0	$339k	NEW	3.0k	113.69	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$334k	-26%	168.00	1989.44	View chart
Gilead Sciences (GILD)	0.0	$323k		2.6k	126.34	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.0	$320k	+9%	2.2k	143.07	View chart
Snowflake Com Shs (SNOW)	0.0	$314k	NEW	1.2k	254.50	View chart
Prologis (PLD)	0.0	$313k	+14%	2.3k	135.47	View chart
Spdr Series Trust St Str Sp400val (MDYV)	0.0	$308k		3.3k	94.85	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.0	$308k	-13%	4.4k	69.45	View chart
Abbott Laboratories (ABT)	0.0	$307k	+36%	3.4k	90.74	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.0	$306k		4.0k	75.77	View chart
Analog Devices (ADI)	0.0	$305k	NEW	768.00	397.17	View chart
Exchange Traded Concepts Tru Emqq Eme Mar Etf (EMQQ)	0.0	$305k		9.8k	31.20	View chart
Roku Com Cl A (ROKU)	0.0	$305k	-22%	2.2k	138.14	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$302k		2.0k	154.28	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$297k		2.4k	124.42	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$296k		6.5k	45.34	View chart
Marvell Technology (MRVL)	0.0	$292k	NEW	979.00	297.89	View chart
Arrowhead Pharmaceuticals (ARWR)	0.0	$291k	NEW	3.6k	81.51	View chart
Dominion Resources (D)	0.0	$290k	+24%	4.2k	68.29	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$289k		2.8k	102.30	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$289k	NEW	440.00	655.92	View chart
Suncor Energy (SU)	0.0	$287k		5.4k	53.68	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.0	$285k	NEW	1.2k	246.21	View chart
Thermo Fisher Scientific (TMO)	0.0	$278k	+3%	555.00	501.36	View chart
MercadoLibre (MELI)	0.0	$277k	-10%	163.00	1697.39	View chart
Spdr Series Trust St Str P500val (SPYV)	0.0	$272k		4.5k	60.79	View chart
Automatic Data Processing (ADP)	0.0	$271k		1.2k	223.95	View chart
Nxp Semiconductors N V (NXPI)	0.0	$271k	NEW	965.00	281.03	View chart
Kimberly-Clark Corporation (KMB)	0.0	$270k	+11%	2.5k	109.77	View chart
Manitowoc Com New (MTW)	0.0	$268k		19k	13.89	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$267k		3.5k	75.79	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$266k	NEW	2.1k	124.44	View chart
Aon Shs Cl A (AON)	0.0	$262k	NEW	790.00	331.69	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.0	$262k		5.4k	48.81	View chart
Southern Company (SO)	0.0	$261k	+17%	2.7k	95.71	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.0	$260k		5.3k	49.49	View chart
Marriott Intl Cl A (MAR)	0.0	$259k	NEW	699.00	370.59	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$258k		9.7k	26.52	View chart
Union Pacific Corporation (UNP)	0.0	$258k	NEW	947.00	272.00	View chart
ConocoPhillips (COP)	0.0	$256k	+8%	2.5k	103.96	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$253k	NEW	2.5k	100.28	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.0	$250k	-8%	3.1k	80.16	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.0	$249k	+17%	4.7k	52.60	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.0	$246k	-14%	846.00	290.62	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$245k		3.3k	74.90	View chart
Crocs (CROX)	0.0	$242k	NEW	2.0k	120.64	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.0	$240k	-62%	2.3k	106.31	View chart
Bank Of Montreal Cadcom (BMO)	0.0	$238k	NEW	1.3k	176.70	View chart
Fifth Third Ban (FITB)	0.0	$237k	NEW	4.2k	56.37	View chart
Starbucks Corporation (SBUX)	0.0	$236k		2.3k	102.19	View chart
Corning Incorporated (GLW)	0.0	$235k	NEW	918.00	255.43	View chart
American Centy Etf Tr Avan Us Smal Etf (AVSC)	0.0	$232k	NEW	3.2k	73.34	View chart
Motorola Solutions Com New (MSI)	0.0	$229k		552.00	415.29	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$223k	+5%	2.9k	77.92	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.0	$222k	NEW	9.6k	23.15	View chart
AZZ Incorporated (AZZ)	0.0	$220k	NEW	1.4k	155.05	View chart
Etfs Gold Tr Physcl Gold Shs (SGOL)	0.0	$219k	NEW	5.7k	38.23	View chart
Novo-nordisk A S Adr (NVO)	0.0	$218k	NEW	4.6k	47.94	View chart
Applied Materials (AMAT)	0.0	$218k	NEW	301.00	723.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PDEC)	0.0	$215k	NEW	4.7k	45.89	View chart
Abivax Sa Sponsored Ads (ABVX)	0.0	$213k	NEW	1.6k	133.26	View chart
Booking Holdings (BKNG)	0.0	$213k	NEW	1.2k	178.24	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$212k	NEW	1.4k	146.41	View chart
Plexus (PLXS)	0.0	$210k	NEW	699.00	300.67	View chart
Lockheed Martin Corporation (LMT)	0.0	$210k	-8%	412.00	509.46	View chart
Yum! Brands (YUM)	0.0	$209k	NEW	1.3k	159.86	View chart
Coca-Cola Company (KO)	0.0	$208k	NEW	2.6k	81.27	View chart
Chevron Corporation (CVX)	0.0	$208k	+23%	1.3k	165.76	View chart
Adeia (ADEA)	0.0	$206k	NEW	6.3k	32.93	View chart
Invesco Exch Traded Fd Tr Ii Nasdaqnxtgen100 (QQQJ)	0.0	$206k	NEW	4.5k	45.44	View chart
Quest Diagnostics Incorporated (DGX)	0.0	$201k	NEW	949.00	211.95	View chart
Ishares Tr Micro-cap Etf (IWC)	0.0	$200k	NEW	1.0k	200.04	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.0	$200k	NEW	4.8k	41.30	View chart
On Semiconductor Corp Note 0.500% 3/0 (Principal)	0.0	$19k		16k	1.19	View chart
Blackstone Mortgage Trust In Note 5.500% 3/1 (Principal)	0.0	$18k		18k	0.99	View chart
Ppl Cap Fdg Note 2.875% 3/1 (Principal)	0.0	$17k		15k	1.13	View chart
Lantheus Hldgs Note 2.625%12/1 (Principal)	0.0	$16k		11k	1.47	View chart
Halozyme Therapeutics Note 0.250% 3/0 (Principal)	0.0	$16k		14k	1.11	View chart
Synaptics Note 0.750%12/0 (Principal)	0.0	$15k	NEW	10k	1.47	View chart
Capital Southwest Corp Note 5.125%11/1 (Principal)	0.0	$15k		14k	1.04	View chart
Uber Technologies Note 0.875%12/0 (Principal)	0.0	$14k	NEW	12k	1.19	View chart
Starwood Ppty Tr Note 6.750% 7/1 (Principal)	0.0	$13k		13k	1.01	View chart
Southern Note 4.500% 6/1 (Principal)	0.0	$11k		10k	1.10	View chart
Alliant Energy Corp Note 3.250% 5/3 (Principal)	0.0	$11k	NEW	10k	1.10	View chart
Global Pmts Note 1.500% 3/0 (Principal)	0.0	$9.9k		11k	0.90	View chart

Past Filings by Goldstein Advisors

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

Goldstein Advisors 2026 Q2 filed July 20, 2026
Goldstein Advisors 2026 Q1 filed April 28, 2026
Goldstein Advisors 2025 Q4 filed Feb. 10, 2026
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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