Goldstein Advisors, LLC Top Holdings and 13F Report (2026) About Goldstein Advisors, LLCInvestment ActivityGoldstein Advisors, LLC has $900.19 million in total holdings as of March 31, 2026.Goldstein Advisors, LLC owns shares of 228 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 15.10% of the portfolio was purchased this quarter.About 10.85% of the portfolio was sold this quarter.This quarter, Goldstein Advisors, LLC has purchased 225 new stocks and bought additional shares in 115 stocks.Goldstein Advisors, LLC sold shares of 56 stocks and completely divested from 16 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $110,077,155Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $74,827,360VictoryShares Free Cash Flow ETF $60,830,981JPMorgan Active Growth ETF $57,337,523BLACKROCK ETF TRUST $55,621,925 Largest New Holdings this Quarter 09290C764 - BLACKROCK ETF TRUST $55,621,925 Holding09290C855 - BLACKROCK ETF TRUST $19,003,800 Holding20825C104 - ConocoPhillips $299,904 Holding78468R754 - SPDR Russell 1000 Low Volatility Focus ETF $273,438 Holding17275R102 - Cisco Systems $270,944 Holding Largest Purchases this Quarter BLACKROCK ETF TRUST 1,729,914 shares (about $55.62M)iShares Core S&P Total U.S. Stock Market ETF 136,187 shares (about $19.40M)BLACKROCK ETF TRUST 462,830 shares (about $19.00M)VictoryShares Core Plus Intermediate Bond ETF 279,496 shares (about $6.09M)GLOBAL X FDS 81,676 shares (about $5.79M) Largest Sales this Quarter NOMURA ETF TR 551,931 shares (about $24.89M)VictoryShares Free Cash Flow ETF 543,821 shares (about $21.47M)Avantis International Equity ETF 149,201 shares (about $12.66M)Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 77,308 shares (about $9.67M)iShares MSCI USA Quality Factor ETF 38,846 shares (about $7.45M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoldstein Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$110,077,155$19,397,112 â–²21.4%772,85112.2%ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$74,827,360$9,673,549 â–¼-11.4%597,9978.3%ETFVFLOVictoryShares Free Cash Flow ETF$60,830,981$21,470,053 â–¼-26.1%1,540,8056.8%ETFJGROJPMorgan Active Growth ETF$57,337,523$2,839,111 â–²5.2%678,3906.4%ETFBLACKROCK ETF TRUST$55,621,925$55,621,925 â–²New Holding1,729,9146.2%ISHARES INTL CTRUBNDVictoryShares Core Plus Intermediate Bond ETF$36,874,651$6,087,423 â–²19.8%1,693,0514.1%ETFBTHMBlackRock Future U.S. Themes ETF$32,500,930$2,711,936 â–²9.1%897,3203.6%ETFDBMFiMGP DBi Managed Futures Strategy ETF$32,032,807$358,574 â–²1.1%1,062,4483.6%ETFPIMCO ETF TR$25,976,912$1,152,669 â–²4.6%281,5012.9%ACTIVE BD ETFQUALiShares MSCI USA Quality Factor ETF$25,002,398$7,451,041 â–¼-23.0%130,3502.8%ETFSPMOInvesco S&P 500 Momentum ETF$22,719,988$909,212 â–²4.2%202,6582.5%ETFTHE ALGER ETF TRUST$22,532,751$2,423,054 â–²12.0%681,9842.5%AI ENABLERS ADOPTAXFAmerican Century Diversified Municipal Bond ETF$21,068,047$441,891 â–²2.1%420,9402.3%ETFHMOPHartford Municipal Opportunities ETF$20,279,925$481,848 â–²2.4%523,4882.3%ETFIXUSiShares Core MSCI Total International Stock ETF$19,326,869$1,761,564 â–²10.0%223,0712.1%ManufacturingBLACKROCK ETF TRUST$19,003,800$19,003,800 â–²New Holding462,8302.1%ISHARES LARGE CARODMHartford Multifactor Developed Markets (ex-US) ETF$17,651,757$234,076 â–²1.3%447,7872.0%ETFGLOBAL X FDS$17,247,486$5,785,928 â–²50.5%243,4711.9%DEFENSE TECH ETFNOMURA ETF TR$12,352,619$24,892,087 â–¼-66.8%273,8941.4%FOCUSED EMERGINGJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$12,093,539$115,451 â–²1.0%230,6611.3%ETFBNDXVanguard Total International Bond ETF$10,072,818$735,838 â–²7.9%209,6321.1%ETFXSOEWisdomTree Emerging Markets ex-State-Owned Enterprises Fund$9,236,634$91,869 â–²1.0%230,3401.0%FinancePULSPGIM Ultra Short Bond ETF$9,121,807$2,758,386 â–²43.3%184,2791.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$7,037,646$697,924 â–²11.0%70,2430.8%ETFIJHiShares Core S&P Mid-Cap ETF$6,558,986$38,830 â–²0.6%97,1270.7%ETFAAPLApple$5,754,068$197,952 â–²3.6%22,6730.6%Computer and TechnologyNVDANVIDIA$5,681,955$329,442 â–²6.2%32,5800.6%Computer and TechnologyBINCiShares Flexible Income Active ETF$5,389,295$186,221 â–²3.6%103,7800.6%ETFQQQInvesco QQQ$4,840,809$43,866 â–²0.9%8,3870.5%FinanceSCZiShares MSCI EAFE Small-Cap ETF$4,420,991$111,656 â–¼-2.5%56,3830.5%ETFMSFTMicrosoft$3,985,093$318,334 â–²8.7%10,7660.4%Computer and TechnologyFVDFirst Trust Value Line Dividend Index Fund$3,773,818$21,963 â–¼-0.6%80,2430.4%ETFBRK.ABerkshire Hathaway$3,590,7000.0%50.4%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$3,356,089$128,934 â–¼-3.7%67,9370.4%ETFTILTFlexShares Morningstar US Market Factor Tilt Index Fund$3,339,890$34,999 â–¼-1.0%13,8370.4%ETFPGIM ETF TR$3,189,567$2,925,796 â–²1,109.2%63,3630.4%ULTRA SHORT MUNIIMCBiShares Morningstar Mid-Cap ETF$3,152,471$46,303 â–¼-1.4%37,7860.4%ETFAMZNAmazon.com$2,556,306$193,066 â–²8.2%12,2740.3%Retail/WholesaleGOOGAlphabet$2,526,089$382,958 â–²17.9%8,8060.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,491,9840.0%3,8320.3%FinanceISCBiShares Morningstar Small-Cap ETF$2,405,939$77,783 â–¼-3.1%36,9630.3%ETFIVViShares Core S&P 500 ETF$2,395,321$111,046 â–²4.9%3,6670.3%ETFXLKTechnology Select Sector SPDR Fund$2,351,483$227,520 â–²10.7%17,6940.3%ETFGOOGLAlphabet$2,213,196$59,816 â–¼-2.6%7,6960.2%Computer and TechnologyVUGVanguard Growth ETF$1,999,188$99,588 â–²5.2%4,5770.2%ETFVTIVanguard Total Stock Market ETF$1,977,967$8,020 â–²0.4%6,1660.2%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$1,965,728$38,108 â–²2.0%33,7870.2%ETFCOWZPacer US Cash Cows 100 ETF$1,954,312$30,717 â–²1.6%31,2390.2%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,914,880$12,239 â–¼-0.6%7,9790.2%ETFAVGOBroadcom$1,900,701$166,826 â–²9.6%6,1410.2%Computer and TechnologyQUSSPDR MSCI USA StrategicFactors ETF$1,842,384$6,179 â–¼-0.3%10,7340.2%ETFIJRiShares Core S&P Small-Cap ETF$1,748,296$15,787 â–²0.9%14,0640.2%ETFQQQMInvesco NASDAQ 100 ETF$1,710,151$44,910 â–¼-2.6%7,1970.2%ETFEMGFiShares Emerging Markets Equity Factor ETF$1,671,192$684,672 â–²69.4%27,6550.2%ETFDEUSXtrackers Russell US Multifactor ETF$1,521,505$65,819 â–¼-4.1%25,4050.2%ETFMETAMeta Platforms$1,517,246$49,774 â–²3.4%2,6520.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$1,463,448$111,843 â–¼-7.1%32,0580.2%ETFLNTAlliant Energy$1,432,832$3,947 â–²0.3%19,9670.2%UtilitiesJCIJohnson Controls International$1,424,867$393 â–²0.0%10,8810.2%ConstructionIEMGiShares Core MSCI Emerging Markets ETF$1,391,335$184,074 â–¼-11.7%19,9470.2%ETFIEFAiShares Core MSCI EAFE ETF$1,289,871$15,571 â–²1.2%14,2480.1%ETFJPMJPMorgan Chase & Co.$1,242,238$36,476 â–²3.0%4,2230.1%FinanceVOVanguard Mid-Cap ETF$1,218,662$264,177 â–²27.7%4,2440.1%ETFJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,216,996$9,391 â–²0.8%10,6260.1%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$1,151,052$5,069 â–²0.4%25,4320.1%ETFIWFiShares Russell 1000 Growth ETF$1,135,077$10,660 â–¼-0.9%2,6620.1%ETFPXHInvesco RAFI Emerging Markets ETF$1,097,040$6,109 â–¼-0.6%40,7670.1%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,095,630$9,459 â–²0.9%11,8140.1%ETFVHTVanguard Health Care ETF$1,005,170$21,514 â–¼-2.1%3,6910.1%ETFYNDXYandex$965,694$204,096 â–²26.8%9,3070.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$887,457$17,573 â–²2.0%2,6260.1%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$885,9600.0%9,1120.1%ETFILCGiShares Morningstar Growth ETF$880,803$23,393 â–¼-2.6%9,2250.1%ETFJNJJohnson & Johnson$878,884$9,776 â–²1.1%3,5960.1%MedicalSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$857,089$43,088 â–¼-4.8%10,8410.1%ETFSCHGSchwab U.S. Large-Cap Growth ETF$809,495$3,641 â–²0.5%27,7890.1%ETFABBVAbbVie$804,713$30,884 â–²4.0%3,7000.1%MedicalMGEEMGE Energy$801,417$4,019 â–¼-0.5%10,3690.1%UtilitiesVVVanguard Large-Cap ETF$785,3610.0%2,6280.1%ETFXOMExxonMobil$783,999$23,752 â–²3.1%4,6210.1%EnergyVWOVanguard FTSE Emerging Markets ETF$749,187$92,101 â–¼-10.9%13,8610.1%ETFDIVIFranklin International Core Dividend Tilt Index ETF$726,373$4,180 â–¼-0.6%18,2460.1%ETFAVDVAvantis International Small Cap Value ETF$719,9910.0%7,2100.1%ETFTSLATesla$707,069$82,157 â–²13.1%1,9020.1%Auto/Tires/TrucksVXUSVanguard Total International Stock ETF$702,549$231 â–¼0.0%9,1110.1%ETFSCHXSchwab US Large-Cap ETF$683,050$4,000 â–²0.6%26,6400.1%ETFBRK.BBerkshire Hathaway$682,874$9,584 â–²1.4%1,4250.1%FinanceIWMiShares Russell 2000 ETF$676,544$46,624 â–¼-6.4%2,7280.1%FinanceSNPEXtrackers S&P 500 Scored & Screened ETF$663,685$3,990 â–²0.6%11,1450.1%ETFFIBRiShares U.S. Fixed Income Balanced Risk Systematic ETF$646,407$83,571 â–²14.8%7,2630.1%ETFMCDMcDonald's$605,730$311 â–²0.1%1,9490.1%Retail/WholesaleEUSBiShares ESG Advanced Total USD Bond Market ETF$576,071$14,399 â–²2.6%13,2430.1%ETFCOSTCostco Wholesale$571,951$31,886 â–¼-5.3%5740.1%Retail/WholesaleVONVVanguard Russell 1000 Value ETF$570,595$70,586 â–¼-11.0%6,0870.1%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$559,7470.0%9,4520.1%ETFWDCWestern Digital$552,341$12,172 â–¼-2.2%2,0420.1%Computer and TechnologyVVisa$543,606$143,229 â–²35.8%1,7990.1%Business ServicesSCHVSchwab U.S. Large-Cap Value ETF$542,5340.0%17,7880.1%ETFIVWiShares S&P 500 Growth ETF$538,856$23,753 â–²4.6%4,7640.1%ETFSCHFSchwab International Equity ETF$515,394$220,968 â–¼-30.0%20,8240.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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