Goldstein Advisors, LLC Portfolio Holdings

Goldstein Advisors, LLC

  • $823 Billion
  • Q3 2025

Goldstein Advisors, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $823 Billion distributed in 204 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $91.8B, Goldman Sachs ETF Tr Activebet with a value of $85.9B, J P Morgan Exchange Traded Fd with a value of $60.4B, Victory Portfolios Ii with a value of $60.4B, and Ishares Msci Usa Quality Facto with a value of $56B.

Examining the 13F form we can see an increase of $78.5B in the current position value, from $744B to 823B.

Goldstein Advisors, LLC is based out at Madison, WI

Below you can find more details about Goldstein Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $823 Billion
ETFs: $535 Billion
Technology: $25 Billion
Financial Services: $9.2 Billion
Communication Services: $7.28 Billion
Consumer Cyclical: $5.76 Billion
Industrials: $4.56 Billion
Healthcare: $4.32 Billion
Utilities: $3.06 Billion
Other: $2.95 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
-
$60.4 Billion 7.34% of portfolio
-
Q3 2025 Reduced 1.57%
$465B
$5.91 Billion 0.72% of portfolio
31,657
Q3 2025 Reduced 0.2%
$4.3T
$5.47 Billion 0.67% of portfolio
21,494
Q3 2025 Reduced 0.67%
$3.78T
$5.06 Billion 0.62% of portfolio
9,772
Q3 2025 Added 0.42%
$453B
$3.77 Billion 0.46% of portfolio
5
Q1 2025 New
$2.39T
$2.24 Billion 0.27% of portfolio
10,215
Q3 2025 Reduced 2.39%
$1.65T
$1.94 Billion 0.24% of portfolio
7,998
Q3 2025 Added 0.65%
$139B
$1.8 Billion 0.22% of portfolio
5,443
Q3 2025 Added 8.17%
$1.37T
$1.83 Billion 0.22% of portfolio
2,495
Q3 2025 Added 9.62%
$1.74T
$1.73 Billion 0.21% of portfolio
7,093
Q3 2025 Reduced 0.52%
$16.9B
$1.38 Billion 0.17% of portfolio
20,505
Q3 2025 Added 14.43%
$881B
$1.31 Billion 0.16% of portfolio
4,156
Q3 2025 Added 1.34%
$81.8B
$1.2 Billion 0.15% of portfolio
10,876
Q3 2025 Added 0.03%
$163B
$1.11 Billion 0.13% of portfolio
1,545
Q3 2025 Reduced 11.61%
-
$988 Million 0.12% of portfolio
-
Q2 2025 Reduced 0.15%
$593B
$940 Million 0.11% of portfolio
3,344
Q3 2025 Added 7.46%
$414B
$749 Million 0.09% of portfolio
3,237
Q3 2025 Reduced 3.43%
$662B
$723 Million 0.09% of portfolio
1,438
Q3 2025 Added 6.6%
$522B
$658 Million 0.08% of portfolio
3,550
Q3 2025 Reduced 1.91%
$49.1B
$632 Million 0.08% of portfolio
527
Q3 2025 Added 3.33%
$1.46T
$684 Million 0.08% of portfolio
2,448
Q3 2025 Added 2.64%
$1.29T
$674 Million 0.08% of portfolio
1,516
Q3 2025 Reduced 14.83%
$11.9B
$609 Million 0.07% of portfolio
11,127
Q3 2025 Added 11.76%
$404B
$561 Million 0.07% of portfolio
606
Q3 2025 Reduced 10.09%
$224B
$592 Million 0.07% of portfolio
1,947
Q3 2025 Reduced 0.31%
$115B
$610 Million 0.07% of portfolio
1,244
Q3 2025 Added 1.06%
$533B
$509 Million 0.06% of portfolio
1,492
Q3 2025 Reduced 19.13%
$367B
$457 Million 0.06% of portfolio
1,128
Q3 2025 Reduced 32.46%
$490B
$519 Million 0.06% of portfolio
4,602
Q3 2025 Added 3.3%
$79.1B
$412 Million 0.05% of portfolio
2,305
Q3 2025 Added 22.48%
$266B
$378 Million 0.05% of portfolio
1,339
Q3 2025 Reduced 0.15%
$258B
$401 Million 0.05% of portfolio
2,399
Q3 2025 Added 3.76%
$512B
$414 Million 0.05% of portfolio
727
Q3 2025 Reduced 1.62%
$971B
$398 Million 0.05% of portfolio
522
Q3 2025 Reduced 17.92%
$237B
$421 Million 0.05% of portfolio
2,593
Q3 2025 Reduced 0.08%
$79.6B
$396 Million 0.05% of portfolio
3,201
Q3 2025 Reduced 2.53%
$132B
$303 Million 0.04% of portfolio
1,225
Q3 2025 Added 8.41%
$61.4B
$341 Million 0.04% of portfolio
823
Q2 2025 Reduced 0.72%
$50.1B
$346 Million 0.04% of portfolio
2,879
Q3 2025 New
$174B
$310 Million 0.04% of portfolio
2,087
Q3 2025 Reduced 23.3%
$279B
$338 Million 0.04% of portfolio
3,275
Q3 2025 Reduced 31.6%
$72.7B
$296 Million 0.04% of portfolio
1,509
Q3 2025 Reduced 20.99%
$193B
$352 Million 0.04% of portfolio
3,070
Q3 2025 Reduced 13.5%
$140B
$312 Million 0.04% of portfolio
833
Q3 2025 New
$170B
$297 Million 0.04% of portfolio
2,058
Q3 2025 Reduced 2.0%
$82.8B
$322 Million 0.04% of portfolio
1,116
Q3 2025 Added 9.3%
$204B
$363 Million 0.04% of portfolio
2,587
Q3 2025 Reduced 7.77%
$413B
$305 Million 0.04% of portfolio
5,909
Q3 2025 Reduced 4.0%
$103B
$353 Million 0.04% of portfolio
151
Q3 2025 Reduced 15.64%

Summary

  • Portfolio
  • No. of Stocks 204
  • Current Value $823 Billion
  • Prior Value $744 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 66 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 88 stocks
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