Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goldstein Advisors, LLC (CIK 1963807) reported $900.2M across 225 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($110.1M, 12.23%), GSLC ($74.8M, 8.31%), VFLO ($60.8M, 6.76%), JGRO ($57.3M, 6.37%), CORO ($55.6M, 6.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $110.1M | 12.23% | 772,851 | Added |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $74.8M | 8.31% | 597,997 | Trimmed |
| 3 | VFLO | VICTORY PORTFOLIOS II | $60.8M | 6.76% | 1.5M | Trimmed |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | $57.3M | 6.37% | 678,390 | Added |
| 5 | CORO | BLACKROCK ETF TRUST | $55.6M | 6.18% | 1.7M | New |
| 6 | UBND | VICTORY PORTFOLIOS II | $36.9M | 4.10% | 1.7M | Added |
| 7 | THRO | BLACKROCK ETF TRUST | $32.5M | 3.61% | 897,320 | Added |
| 8 | DBMF | LITMAN GREGORY FDS TR | $32.0M | 3.56% | 1.1M | Added |
| 9 | BOND | PIMCO ETF TR | $26.0M | 2.89% | 281,501 | Added |
| 10 | QUAL | ISHARES TR | $25.0M | 2.78% | 130,350 | Trimmed |
| 11 | SPMO | INVESCO EXCH TRADED FD TR II | $22.7M | 2.52% | 202,658 | Added |
| 12 | ALAI | THE ALGER ETF TRUST | $22.5M | 2.50% | 681,984 | Added |
| 13 | TAXF | AMERICAN CENTY ETF TR | $21.1M | 2.34% | 420,940 | Added |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | $20.3M | 2.25% | 523,488 | Added |
| 15 | IXUS | ISHARES TR | $19.3M | 2.15% | 223,071 | Added |
| 16 | BLCR | BLACKROCK ETF TRUST | $19.0M | 2.11% | 462,830 | New |
| 17 | RODM | LATTICE STRATEGIES TR | $17.7M | 1.96% | 447,787 | Added |
| 18 | SHLD | GLOBAL X FDS | $17.2M | 1.92% | 243,471 | Added |
| 19 | EMEQ | NOMURA ETF TR | $12.4M | 1.37% | 273,894 | Trimmed |
| 20 | JPSE | J P MORGAN EXCHANGE TRADED F | $12.1M | 1.34% | 230,661 | Added |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | $10.1M | 1.12% | 209,632 | Added |
| 22 | XSOE | WISDOMTREE TR | $9.2M | 1.03% | 230,340 | Added |
| 23 | PULS | PGIM ETF TR | $9.1M | 1.01% | 184,279 | Added |
| 24 | GBIL | GOLDMAN SACHS ETF TR | $7.0M | 0.78% | 70,243 | Added |
| 25 | IJH | ISHARES TR | $6.6M | 0.73% | 97,127 | Added |
Source: SEC Form 13F filings · as of 2026-03-31