13F Insight
DOSSIER · 13F-HR · Q1 2026

Goldstein Advisors, LLC

Goldstein's asset manager based in Stamford, CT — $900M in tracked AUM across 228 positions as of Q1 2026.

G
Goldstein·Stamford, CT·Asset Manager
CIK 0001963807 · last filed Mar 31, 2026
Total AUM
$900M
▲ 15.9%
vs prior
Holdings
228
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Financials
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Goldstein Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$110M773K12.2%
02
GSLC
GOLDMAN SACHS ETF TR
$75M598K8.3%
03
VFLO
VICTORY PORTFOLIOS II
$61M1.5M6.8%
04
JGRO
J P MORGAN EXCHANGE TRADED F
$57M678K6.4%
05
CORO
BLACKROCK ETF TRUST
$56M1.7M6.2%
06
UBND
VICTORY PORTFOLIOS II
$37M1.7M4.1%
07
THRO
BLACKROCK ETF TRUST
$33M897K3.6%
08
DBMF
LITMAN GREGORY FDS TR
$32M1.1M3.6%
09
BOND
PIMCO ETF TR
$26M282K2.9%
10
QUAL
ISHARES TR
$25M130K2.8%

Filing history

Filing history loading…