account_balance

Investment manager · 13F filer · SEC CIK 1963807

Goldstein Advisors, LLC

Reported value$1.13Bas of Sep 30, 2026
Positions268 27 new, 20 sold out
Top 10 weight59.8%ITOT alone is 19%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
ITOT iShares Tr 18.6% Held
GSLC Goldman Sachs ETF Tr 8.1% Held
CORO BlackRock ETF Trust 6.6% Added +4%
JGRO J P Morgan Exchange Traded F 6.2% Added +3%
VFLO Victory Portfolios II 5.1% Trimmed −7%
UBND Victory Portfolios II 4.0% Added +20%
DBMF Im Global Partner Funds 3.1% Held
BLCR BlackRock ETF Trust 2.7% Added +31%
THRO BlackRock ETF Trust 2.7% Added +3%
BOND Pimco ETF Tr 2.5% Added +4%
ALAI The Alger ETF Trust 1.9% Trimmed −26%
TAXF American Centy ETF Tr 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 20, 2026 filing
add_circleNew
arrow_upwardAdded
  • MTW +3281%
  • AVDE +1609%
  • EMEQ +508%
  • IEFA +60%
arrow_downwardTrimmed
  • ALAI −26%
  • SHLD −12%
  • GBIL −12%
  • GOOGL −10%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast