Goldstein Advisors, LLC 13F Holdings
CIK 0001963807 · Madison, WI
As of Sep 30, 2025, Goldstein Advisors, LLC reported 204 positions worth $822.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 630,400 | $91.8M | 11.17% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 659,356 | $85.9M | 10.45% |
| JPMORGAN ACTIVE GROWTH ETF | JGRO | — | 643,986 | $60.4M | 7.34% |
| VICTORYSHARES FREE CASH FLOW ETF | VFLO | — | 1,609,371 | $60.4M | 7.34% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 288,064 | $56.0M | 6.81% |
| VICTORY PORTFOLIOS II | — | — | 1,503,262 | $33.1M | 4.03% |
| IMGP DBI MANAGED FUTURES STRATEGY ETF | DBMF | — | 1,071,181 | $29.3M | 3.56% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 750,898 | $28.4M | 3.46% |
| PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | BOND | — | 263,573 | $24.6M | 2.99% |
| ALGER AI ENABLERS & ADOPTERS ETF | ALAI | — | 594,510 | $22.3M | 2.71% |
| AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF | TAXF | — | 397,729 | $20.0M | 2.43% |
| HARTFORD FDS EXCHANGE TRADED | HMOP | — | 490,884 |