StockDriftsStockDriftsTop 50 Goldstein Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 18.7% | 1.25M | $204.6M | +61.18%(+472.86K) | $122.51(+38.62%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 8.06% | 621.9K | $88.2M | +4.00%(+23.94K) | $88.79(+67.52%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 6.61% | 1.98M | $72.3M | +14.22%(+245.93K) | $31.89(+16.73%) | 2026-06-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 6.31% | 700.4K | $69.0M | +3.24%(+21.96K) | $66.81(+44.87%) | 2026-06-30 | |
| VFLO | VICTORY PORTFOLIOS II | 5.1% | 1.22M | $55.8M | -20.87%(-321.55K) | $35.28(+52.23%) | 2026-06-30 | |
| UBND | VICTORY PORTFOLIOS II | 3.62% | 1.82M | $39.6M | +7.79%(+131.84K) | $21.71(-1.24%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 3.02% | 1.08M | $33.0M | +1.55%(+16.47K) | $29.08(+7.81%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 2.67% | 316.9K | $29.2M | +12.57%(+35.39K) | $91.38(-0.87%) | 2026-06-30 | |
| ALAI | THE ALGER ETF TRUST | 2.66% | 638.2K | $29.1M | -6.41%(-43.74K) | $34.27(+34.45%) | 2026-06-30 | |
| THRO | BLACKROCK ETF TRUST | 2.62% | 665.5K | $28.7M | -25.83%(-231.79K) | $34.96(+26.96%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.59% | +46.56% | — | — | +59.53% |
| Top 20 Holdings Unweighted | +13.03% | +44.41% | — | — | +53.68% |
Goldstein Advisors, LLC reports $1.09B in US-listed equity holdings across 261 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (18.7%), GSLC (8.1%) and CORO (6.6%). The top 20 holdings account for 76.3% of reported assets. Its disclosed equity book has returned +46.56% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Goldstein Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1963807). View Goldstein Advisors, LLC’s 13F filings on SEC