Goldstein Advisors, LLC 13F Holdings · Q2 2026
Goldstein Advisors, LLC reported 260 securities worth $1.09B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ITOT (18.70%), GSLC (8.06%), CORO (6.61%). Among its top 25 positions this quarter: 1 new, 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $204.6M | 18.70% | 1.2M | Added |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $88.2M | 8.06% | 621,939 | Added |
| 3 | CORO | BLACKROCK ETF TRUST | $72.3M | 6.61% | 2.0M | Added |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | $69.0M | 6.31% | 700,355 | Added |
| 5 | VFLO | VICTORY PORTFOLIOS II | $55.8M | 5.10% | 1.2M | Trimmed |
| 6 | UBND | VICTORY PORTFOLIOS II | $39.6M | 3.62% | 1.8M | Added |
| 7 | DBMF | LITMAN GREGORY FDS TR | $33.0M | 3.02% | 1.1M | Added |
| 8 | BOND | PIMCO ETF TR | $29.2M | 2.67% | 316,893 | Added |
| 9 | ALAI | THE ALGER ETF TRUST | $29.1M | 2.66% | 638,243 | Trimmed |
| 10 | THRO | BLACKROCK ETF TRUST | $28.7M | 2.62% | 665,525 | Trimmed |
| 11 | BLCR | BLACKROCK ETF TRUST | $23.8M | 2.18% | 472,740 | Added |
| 12 | SPMO | INVESCO EXCH TRADED FD TR II | $22.9M | 2.09% | 141,576 | Trimmed |
| 13 | TAXF | AMERICAN CENTY ETF TR | $22.2M | 2.03% | 436,469 | Added |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | $21.4M | 1.95% | 546,282 | Added |
| 15 | SHLD | GLOBAL X FDS | $20.0M | 1.83% | 335,543 | Added |
| 16 | RODM | LATTICE STRATEGIES TR | $19.1M | 1.74% | 471,735 | Added |
| 17 | IXUS | ISHARES TR | $16.0M | 1.47% | 168,051 | Trimmed |
| 18 | IALT | BLACKROCK ETF TRUST | $14.8M | 1.35% | 526,954 | New |
| 19 | JPSE | J P MORGAN EXCHANGE TRADED F | $13.9M | 1.27% | 230,728 | Added |
| 20 | XSOE | WISDOMTREE TR | $11.1M | 1.02% | 226,328 | Trimmed |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $10.0M | 0.92% | 207,195 | Trimmed |
| 22 | PULS | PGIM ETF TR | $9.6M | 0.87% | 193,058 | Added |
| 23 | NVDA | NVIDIA CORPORATION | $8.5M | 0.78% | 42,612 | Added |
| 24 | AAPL | APPLE INC | $7.9M | 0.72% | 27,333 | Added |
| 25 | IJH | ISHARES TR | $7.3M | 0.67% | 94,702 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR