Goldstein Advisors, LLC Portfolio Holdings

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.