Goldstein Advisors, LLC

Est. AUM

$875.6M

13F long equity, this entity only

Positions

224

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$110.1M	772851	12.57%	SOLE
2	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$74.8M	597997	8.55%	SOLE
3	VICTORY PORTFOLIOS II	SHARES FREE CASH	$60.8M	1540805	6.95%	SOLE
4	J P MORGAN EXCHANGE TRADED F	ACTIVE GROWTH	$57.3M	678390	6.55%	SOLE
5	BLACKROCK ETF TRUST	ISHARES INTL CTR	$55.6M	1729914	6.35%	SOLE
6	VICTORY PORTFOLIOS II	CORE PLUS BD ETF	$36.9M	1693051	4.21%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US THEMA	$32.5M	897320	3.71%	SOLE
8	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$32.0M	1062448	3.66%	SOLE
9	PIMCO ETF TR	ACTIVE BD ETF	$26.0M	281501	2.97%	SOLE
10	ISHARES TR	MSCI USA QLT FCT	$25.0M	130350	2.86%	SOLE
11	THE ALGER ETF TRUST	AI ENABLERS ADOP	$22.5M	681984	2.57%	SOLE
12	AMERICAN CENTY ETF TR	DIVERSIFIED MU	$21.1M	420940	2.41%	SOLE
13	HARTFORD FDS EXCHANGE TRADED	MUN OPORTUNITE	$20.3M	523488	2.32%	SOLE
14	ISHARES TR	CORE MSCI TOTAL	$19.3M	223071	2.21%	SOLE
15	BLACKROCK ETF TRUST	ISHARES LARGE CA	$19.0M	462830	2.17%	SOLE
16	LATTICE STRATEGIES TR	HARTFORD MLT ETF	$17.7M	447787	2.02%	SOLE
17	GLOBAL X FDS	DEFENSE TECH ETF	$17.2M	243471	1.97%	SOLE
18	NOMURA ETF TR	FOCUSED EMERGING	$12.4M	273894	1.41%	SOLE
19	J P MORGAN EXCHANGE TRADED F	DIVERSFD EQT ETF	$12.1M	230661	1.38%	SOLE
20	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$10.1M	209632	1.15%	SOLE
21	WISDOMTREE TR	EM EX ST-OWNED	$9.2M	230340	1.05%	SOLE
22	PGIM ETF TR	PGIM ULTRA SH BD	$9.1M	184279	1.04%	SOLE
23	GOLDMAN SACHS ETF TR	ACCES TREASURY	$7.0M	70243	0.80%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$6.6M	97127	0.75%	SOLE
25	APPLE INC	COM	$5.8M	22673	0.66%	SOLE
26	NVIDIA CORPORATION	COM	$5.7M	32580	0.65%	SOLE
27	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$5.4M	103780	0.62%	SOLE
28	INVESCO QQQ TR	UNIT SER 1	$4.8M	8387	0.55%	SOLE
29	ISHARES TR	EAFE SML CP ETF	$4.4M	56383	0.50%	SOLE
30	MICROSOFT CORP	COM	$4.0M	10766	0.46%	SOLE
31	FIRST TR EXCHANGE-TRADED FD	SHS	$3.8M	80243	0.43%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	0.41%	SOLE
33	DBX ETF TR	XTRACK MSCI EAFE	$3.4M	67937	0.38%	SOLE
34	FLEXSHARES TR	MORNSTAR USMKT	$3.3M	13837	0.38%	SOLE
35	PGIM ETF TR	ULTRA SHORT MUNI	$3.2M	63363	0.36%	SOLE
36	ISHARES TR	MRGSTR MD CP ETF	$3.2M	37786	0.36%	SOLE
37	AMAZON COM INC	COM	$2.6M	12274	0.29%	SOLE
38	ALPHABET INC	CAP STK CL C	$2.5M	8806	0.29%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.5M	3832	0.28%	SOLE
40	ISHARES TR	MRGSTR SM CP ETF	$2.4M	36963	0.27%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$2.4M	3667	0.27%	SOLE
42	SELECT SECTOR SPDR TR	STATE STREET TEC	$2.4M	17694	0.27%	SOLE
43	ALPHABET INC	CAP STK CL A	$2.2M	7696	0.25%	SOLE
44	VANGUARD INDEX FDS	GROWTH ETF	$2.0M	4577	0.23%	SOLE
45	VANGUARD INDEX FDS	TOTAL STK MKT	$2.0M	6166	0.23%	SOLE
46	BLACKROCK ETF TRUST	ISHARES US EQUIT	$2.0M	33787	0.22%	SOLE
47	PACER FDS TR	US CASH COWS 100	$2.0M	31239	0.22%	SOLE
48	ISHARES TR	MSCI USA MMENTM	$1.9M	7979	0.22%	SOLE
49	BROADCOM INC	COM	$1.9M	6141	0.22%	SOLE
50	SPDR SERIES TRUST	STATE STREET SPD	$1.8M	10734	0.21%	SOLE

1–50 of 224

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.