Goldstein Advisors, LLC
CIK: 0001963807SEC EDGAR →
Portfolio Value
$877.7M
Holdings
225
As of
Q4 2025
New Positions
225
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 636,664 | $94.7M | 10.79% |
| 2 | GOLDMAN SACHS ETF TR | 675,305 | $89.4M | 10.18% |
| 3 | VICTORY PORTFOLIOS II | 2,084,626 | $82.1M | 9.35% |
| 4 | J P MORGAN EXCHANGE TRADED F | 644,799 | $59.8M | 6.82% |
| 5 | ISHARES TR | 169,196 | $33.6M | 3.83% |
| 6 | NOMURA ETF TR | 825,825 | $33.2M | 3.78% |
| 7 | BLACKROCK ETF TRUST | 822,446 | $31.7M | 3.61% |
| 8 | VICTORY PORTFOLIOS II | 1,413,555 | $31.1M | 3.54% |
| 9 | LITMAN GREGORY FDS TR | 1,050,555 | $29.5M | 3.36% |
| 10 | PIMCO ETF TR | 269,010 | $25.0M | 2.85% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (225)
$94.7M · 637K shares
$89.4M · 675K shares
$82.1M · 2.1M shares
$59.8M · 645K shares
$33.6M · 169K shares
$33.2M · 826K shares
$31.7M · 822K shares
$31.1M · 1.4M shares
$29.5M · 1.1M shares
$25.0M · 269K shares
$23.2M · 195K shares
$22.0M · 609K shares
$20.8M · 412K shares
$20.0M · 511K shares
$17.2M · 203K shares
$16.3M · 442K shares
$16.1M · 47K shares
$12.6M · 153K shares
$11.4M · 228K shares
$10.5M · 162K shares
$9.4M · 194K shares
$8.9M · 228K shares
$6.4M · 129K shares
$6.4M · 97K shares
$6.3M · 63K shares
$6.0M · 22K shares
$5.7M · 31K shares
$5.3M · 100K shares
$5.1M · 8K shares
$4.8M · 10K shares
$4.5M · 58K shares
$3.8M · 5 shares
$3.7M · 81K shares
$3.5M · 14K shares
$3.4M · 71K shares
$3.2M · 38K shares
$2.6M · 11K shares
$2.6M · 4K shares
$2.5M · 38K shares
$2.5M · 8K shares
$2.4M · 3K shares
$2.3M · 7K shares
$2.3M · 16K shares
$2.1M · 4K shares
$2.1M · 6K shares
$2.0M · 33K shares
$2.0M · 8K shares
$1.9M · 6K shares
$1.9M · 11K shares
$1.9M · 7K shares
$1.9M · 31K shares
$1.7M · 3K shares
$1.7M · 14K shares
$1.5M · 27K shares
$1.5M · 35K shares
$1.5M · 23K shares
$1.3M · 4K shares
$1.3M · 11K shares
$1.3M · 20K shares
$1.3M · 3K shares
$1.3M · 14K shares
$1.2M · 25K shares
$1.1M · 11K shares
$1.1M · 12K shares
$1.1M · 4K shares
$1.1M · 41K shares
$985K · 9K shares
$964K · 3K shares
$944K · 16K shares
$939K · 11K shares
$934K · 9K shares
$902K · 28K shares
$882K · 1K shares
$877K · 9K shares
$836K · 16K shares
$827K · 3K shares
$817K · 10K shares
$812K · 4K shares
$782K · 3K shares
$755K · 2K shares
$735K · 4K shares
$717K · 3K shares
$715K · 30K shares
$713K · 18K shares
$712K · 26K shares
$706K · 1K shares
$691K · 11K shares
$687K · 9K shares
$677K · 7K shares
$631K · 7K shares
$627K · 3K shares
$614K · 7K shares
$595K · 2K shares
$578K · 1K shares
$567K · 6K shares
$566K · 13K shares
$561K · 5K shares
$549K · 1K shares
$547K · 9K shares
$543K · 506 shares
$539K · 4K shares
$526K · 18K shares
$522K · 606 shares
$500K · 11K shares
$498K · 3K shares
$464K · 1K shares
$450K · 3K shares
$446K · 17K shares
$434K · 5K shares
$414K · 3K shares
$410K · 9K shares
$409K · 717 shares
$404K · 3K shares
$392K · 13K shares
$392K · 4K shares
$391K · 5K shares
$389K · 2K shares
$387K · 1K shares
$384K · 3K shares
$381K · 3K shares
$376K · 8K shares
$373K · 3K shares
$373K · 9K shares
$371K · 2K shares
$371K · 9K shares
$365K · 1K shares
$359K · 2K shares
$357K · 436 shares
$355K · 7K shares
$354K · 3K shares
$351K · 8K shares
$350K · 1K shares
$348K · 3K shares
$347K · 823 shares
$338K · 5K shares
$330K · 506 shares
$323K · 6K shares
$322K · 2K shares
$318K · 423 shares
$316K · 2K shares
$316K · 5K shares
$310K · 1K shares
$309K · 1K shares
$307K · 3K shares
$307K · 287 shares
$302K · 150 shares
$298K · 5K shares
$296K · 244 shares
$296K · 4K shares
$292K · 2K shares
$290K · 1K shares
$287K · 11K shares
$286K · 1K shares
$283K · 3K shares
$282K · 3K shares
$280K · 1K shares
$279K · 534 shares
$278K · 7K shares
$278K · 893 shares
$277K · 2K shares
$275K · 3K shares
$270K · 467 shares
$270K · 2K shares
$268K · 2K shares
$266K · 2K shares
$264K · 5K shares
$263K · 828 shares
$263K · 2K shares
$263K · 2K shares
$261K · 5K shares
$260K · 14K shares
$258K · 2K shares
$258K · 2K shares
$257K · 3K shares
$254K · 10K shares
$254K · 1K shares
$252K · 4K shares
$251K · 817 shares
$248K · 5K shares
$243K · 2K shares
$243K · 4K shares
$243K · 425 shares
$241K · 2K shares
$239K · 678 shares
$238K · 5K shares
$234K · 403 shares
$234K · 1K shares
$233K · 3K shares
$231K · 19K shares
$228K · 3K shares
$226K · 634 shares
$226K · 1K shares
$220K · 2K shares
$220K · 655 shares
$219K · 41 shares
$218K · 8K shares
$217K · 3K shares
$216K · 3K shares
$216K · 423 shares
$214K · 444 shares
$212K · 321 shares
$211K · 973 shares
$211K · 552 shares
$210K · 4K shares
$208K · 3K shares
$205K · 328 shares
$205K · 4K shares
$202K · 5K shares
$37K · 10K shares
$21K · 15K shares
$17K · 18K shares
$17K · 15K shares
$16K · 17K shares
$16K · 15K shares
$16K · 16K shares
$15K · 14K shares
$15K · 16K shares
$13K · 14K shares
$13K · 13K shares
$13K · 14K shares
$13K · 13K shares
$12K · 11K shares
$12K · 12K shares
$10K · 10K shares
$9K · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 124 | $767.5M | 87.5% |
| Unknown | 29 | $56.6M | 6.5% |
| Technology | 20 | $24.7M | 2.8% |
| Communication Services | 8 | $8.4M | 1.0% |
| Consumer Cyclical | 8 | $5.4M | 0.6% |
| Healthcare | 11 | $5.3M | 0.6% |
| Industrials | 13 | $4.5M | 0.5% |
| Utilities | 5 | $2.7M | 0.3% |
| Consumer Defensive | 4 | $1.5M | 0.2% |
| Energy | 2 | $777K | 0.1% |
| Real Estate | 1 | $243K | 0.0% |