StockDriftsStockDriftsTop 50 Goldstein Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 18.62% | 1.26M | $210.2M | +1.49%(+18.53K) | $123.14(+35.39%) | 2026-09-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 8.15% | 634.1K | $92.0M | +1.96%(+12.18K) | $89.84(+62.92%) | 2026-09-30 | |
| CORO | BLACKROCK ETF TRUST | 6.64% | 2.06M | $75.0M | +4.41%(+87.08K) | $32.09(+10.67%) | 2026-09-30 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 6.18% | 722.5K | $69.8M | +3.16%(+22.12K) | $67.75(+38.64%) | 2026-09-30 | |
| VFLO | VICTORY PORTFOLIOS II | 5.13% | 1.13M | $57.9M | -7.23%(-88.21K) | $35.28(+53.42%) | 2026-09-30 | |
| UBND | VICTORY PORTFOLIOS II | 4.02% | 2.20M | $45.4M | +20.43%(+372.81K) | $21.62(-4.07%) | 2026-09-30 | |
| DBMF | IM GLOBAL PARTNER FUNDS | 3.13% | 1.09M | $35.3M | +0.66%(+7.14K) | $29.10(+13.32%) | 2026-09-30 | |
| BLCR | BLACKROCK ETF TRUST | 2.68% | 618.6K | $30.3M | +30.84%(+145.81K) | $43.64(+12.70%) | 2026-09-30 | |
| THRO | BLACKROCK ETF TRUST | 2.68% | 687.7K | $30.2M | +3.34%(+22.21K) | $35.24(+24.57%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 2.54% | 329.8K | $28.7M | +4.06%(+12.87K) | $91.31(-4.06%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.88% | +51.61% | — | — | +60.23% |
| Top 20 Holdings Unweighted | +13.72% | +47.07% | — | — | +52.67% |
Goldstein Advisors LLC reports $1.13B in US-listed equity holdings across 268 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (18.6%), GSLC (8.2%) and CORO (6.6%). The top 20 holdings account for 75.37% of reported assets. Its disclosed equity book has returned +51.61% on a three-year cumulative basis. Figures reflect the Q3 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