13F Insight
DOSSIER · 13F-HR · Q3 2026

Goldstein Advisors, LLC

$1.1B in tracked AUM across 269 positions as of Q3 2026.

GA
CIK 0001963807 · last filed Sep 30, 2026
Total AUM
$1.1B
as of Q3 2026
Holdings
269
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Goldstein Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$210M1.3M18.6%02
GSLC
GOLDMAN SACHS ETF TR
$92M634K8.1%03
CORO
BLACKROCK ETF TRUST
$75M2.1M6.6%04
JGRO
J P MORGAN EXCHANGE TRADED F
$70M722K6.2%05
VFLO
VICTORY PORTFOLIOS II
$58M1.1M5.1%06
UBND
VICTORY PORTFOLIOS II
$45M2.2M4.0%07
DBMF
IM GLOBAL PARTNER FUNDS
$35M1.1M3.1%08
BLCR
BLACKROCK ETF TRUST
$30M619K2.7%09
THRO
BLACKROCK ETF TRUST
$30M688K2.7%10
BOND
PIMCO ETF TR
$29M330K2.5%

Filing history

2026Q3Sep 30
$1.1B▲ 3.1%
269 positionsView →2026Q2Jun 30
$1.1B▲ 21.6%
261 positionsView →2026Q1Mar 31
$900M▲ 2.6%
228 positionsView →2025Q4Dec 31
$878M▲ 6.7%
225 positionsView →2025Q3Sep 30
$823M▲ 10.5%
204 positionsLocked2025Q2Jun 30
$744M▲ 8.8%
210 positionsLocked2025Q1Mar 31
$684M▼ 0.7%
202 positionsLocked2024Q4Dec 31
$689M▲ 4.7%
202 positionsLocked2024Q3Sep 30
$658M▲ 10.0%
205 positionsLocked2024Q2Jun 30
$598M▲ 2.1%
185 positionsLocked2024Q1Mar 31
$586M▼ 1.2%
178 positionsLocked2023Q4Dec 31
$593M▲ 23.8%
174 positionsLocked
Showing 12 of 16