Goldstein Advisors, LLC
CIK 1963807
13F filing for Q2 2026・No. 2,439
- Holdings
- US$1.09B
- Quarter change
- +US$194.28M
- Entries
- 261
- Net bought (estimate)
- +US$70.08M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 48
- Sold out 14
- Cut 55
- Added 115
- Corporate actions 0
- Unchanged 31
Largest holdings
249 stocks worth US$1.09B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRCORE S&P TTL STK | Added | 1,245,712 | US$204.63M | 18.70% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Added | 621,939 | US$88.25M | 8.06% |
| BLACKROCK ETF TRUSTISHA IN CTRY ETF | Added | 1,975,843 | US$72.32M | 6.61% |
| J P MORGAN EXCHANGE TRADED FACTIVE GROWTH | Added | 700,355 | US$69.05M | 6.31% |
| VICTORY PORTFOLIOS IISHS FR CA FL ETF | Cut | 1,219,257 | US$55.78M | 5.10% |
| VICTORY PORTFOLIOS IICORE PLUS BD ETF | Added | 1,824,886 | US$39.65M | 3.62% |
| LITMAN GREGORY FDS TRIMGP DBI MAN ETF | Added | 1,078,914 | US$33.03M | 3.02% |
| PIMCO ETF TRACTIVE BD ETF | Added | 316,893 | US$29.22M | 2.67% |
| THE ALGER ETF TRUSTAI ENABLERS ADOP | Cut | 638,243 | US$29.13M | 2.66% |
| BLACKROCK ETF TRUSTISHA US THEM ETF | Cut | 665,525 | US$28.69M | 2.62% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.