Goldstein Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Goldstein Advisors, LLC held in its portfolio 197 assets valued at $877,711,275 (i.e. $877.71M).
The most valuable assets in the portfolio included: ISHARES TR ($94.67M), GOLDMAN SACHS ETF TR ($89.39M), and VICTORY PORTFOLIOS II ($82.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 197 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Goldstein Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 636664 | 94665635 | CORE S&P TTL STK |
| GOLDMAN SACHS ETF TR | 675305 | 89390118 | ACTIVEBETA US LG |
| VICTORY PORTFOLIOS II | 2084626 | 82092572 | SHARES FREE CASH |
| J P MORGAN EXCHANGE TRADED F | 644799 | 59837347 | ACTIVE GROWTH |
| ISHARES TR | 169196 | 33605710 | MSCI USA QLT FCT |
| NOMURA ETF TR | 825825 | 33198000 | FOCUSED EMERGING |
| BLACKROCK ETF TRUST | 822446 | 31713518 | ISHARES US THEMA |
| VICTORY PORTFOLIOS II | 1413555 | 31098210 | CORE INTRMEDIATE |
| LITMAN GREGORY FDS TR | 1050555 | 29478573 | IMGP DBI MANAGED |
| PIMCO ETF TR | 269010 | 25039451 | ACTIVE BD ETF |
| INVESCO EXCH TRADED FD TR II | 194548 | 23213467 | S&P 500 MOMNTM |
| THE ALGER ETF TRUST | 608647 | 21978243 | AI ENABLERS ADOP |
| AMERICAN CENTY ETF TR | 412111 | 20762152 | DIVERSIFIED MU |
| HARTFORD FDS EXCHANGE TRADED | 511050 | 19987165 | MUN OPORTUNITE |
| ISHARES TR | 202739 | 17159868 | CORE MSCI TOTAL |
| LATTICE STRATEGIES TR | 441849 | 16337360 | HARTFORD MLT ETF |
| ISHARES TR | 47001 | 16119933 | S&P 100 ETF |
| AMERICAN CENTY ETF TR | 153326 | 12621796 | INTL EQT ETF |
| J P MORGAN EXCHANGE TRADED F | 228459 | 11439839 | DIVERSFD EQT ETF |
| GLOBAL X FDS | 161795 | 10482698 | DEFENSE TECH ETF |
| VANGUARD CHARLOTTE FDS | 194318 | 9389446 | TOTAL INT BD ETF |
| WISDOMTREE TR | 228049 | 8898472 | EM EX ST-OWNED |
| PGIM ETF TR | 128554 | 6375010 | PGIM ULTRA SH BD |
| ISHARES TR | 96552 | 6372432 | CORE S&P MCP ETF |
| GOLDMAN SACHS ETF TR | 63277 | 6323903 | ACCES TREASURY |
| APPLE INC | 21893 | 5951704 | COM |
| NVIDIA CORPORATION | 30691 | 5723875 | COM |
| BLACKROCK ETF TRUST II | 100194 | 5287237 | ISHARES FLEXIBLE |
| INVESCO QQQ TR | 8311 | 5105530 | UNIT SER 1 |
| SPDR SERIES TRUST | 61084 | 4878391 | STATE STREET SPD |
| MICROSOFT CORP | 9906 | 4790531 | COM |
| ISHARES TR | 57807 | 4481777 | EAFE SML CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 5 | 3774000 | CL A |
| FIRST TR EXCHANGE-TRADED FD | 80710 | 3719109 | SHS |
| FLEXSHARES TR | 13982 | 3477216 | MORNSTAR USMKT |
| DBX ETF TR | 70547 | 3394017 | XTRACK MSCI EAFE |
| ISHARES TR | 38341 | 3171936 | MRGSTR MD CP ETF |
| AMAZON COM INC | 11347 | 2619115 | COM |
| SPDR S&P 500 ETF TR | 3832 | 2612982 | TR UNIT |
| ISHARES TR | 38158 | 2480752 | MRGSTR SM CP ETF |
| ALPHABET INC | 7904 | 2474098 | CAP STK CL A |
| ISHARES TR | 3497 | 2395235 | CORE S&P500 ETF |
| ALPHABET INC | 7471 | 2344400 | CAP STK CL C |
| SELECT SECTOR SPDR TR | 15982 | 2300875 | STATE STREET TEC |
| VANGUARD INDEX FDS | 4349 | 2121703 | GROWTH ETF |
| VANGUARD INDEX FDS | 6141 | 2058739 | TOTAL STK MKT |
| BLACKROCK ETF TRUST | 33132 | 2014757 | ISHARES US EQUIT |
| ISHARES TR | 8030 | 2009989 | MSCI USA MMENTM |
| BROADCOM INC | 5602 | 1938852 | COM |
| INVESCO EXCH TRADED FD TR II | 7386 | 1868067 | NASDAQ 100 ETF |
| PACER FDS TR | 30748 | 1850107 | US CASH COWS 100 |
| META PLATFORMS INC | 2565 | 1693081 | CL A |
| ISHARES TR | 13937 | 1674949 | CORE S&P SCP ETF |
| DBX ETF TR | 26504 | 1545448 | XTRACKERS RUSSEL |
| SPDR INDEX SHS FDS | 34508 | 1532500 | PORTFOLIO DEVLPD |
| INNOVATOR ETFS TRUST | 34681 | 1528619 | US EQTY PWR BUF |
| ISHARES INC | 22586 | 1518262 | CORE MSCI EMKT |
| JPMORGAN CHASE & CO. | 4099 | 1320780 | COM |
| JOHNSON CTLS INTL PLC | 10878 | 1302641 | SHS |
| ALLIANT ENERGY CORP | 19912 | 1294479 | COM |
| ISHARES TR | 2687 | 1271757 | RUS 1000 GRW ETF |
| ISHARES TR | 14076 | 1259239 | CORE MSCI EAFE |
| INVESCO EXCHANGE TRADED FD T | 25320 | 1152313 | S&P500 EQL TEC |
| J P MORGAN EXCHANGE TRADED F | 10544 | 1145711 | DIVERSFED RTRN |
| ISHARES TR | 11712 | 1102802 | MSCI USA MIN VOL |
| VANGUARD WORLD FD | 3770 | 1085195 | HEALTH CAR ETF |
| INVESCO EXCH TRADED FD TR II | 40994 | 1058055 | RAFI EMRGNG MRKT |
| ISHARES TR | 9470 | 985259 | MORNINGSTAR GRWT |
| VANGUARD INDEX FDS | 3324 | 964560 | MID CAP ETF |
| ISHARES INC | 16325 | 944401 | EMNG MKTS EQT |
| EXACT SCIENCES CORP | 9200 | 934352 | COM |
| SCHWAB STRATEGIC TR | 27664 | 902400 | US LCAP GR ETF |
| APPLOVIN CORP | 1309 | 882030 | COM CL A |
| ISHARES TR | 9112 | 877212 | RUS MID CAP ETF |
| VANGUARD INTL EQUITY INDEX F | 15565 | 836774 | FTSE EMR MKT ETF |
| VANGUARD INDEX FDS | 2628 | 827277 | LARGE CAP ETF |
| MGE ENERGY INC | 10421 | 817244 | COM |
| ABBVIE INC | 3558 | 812967 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2574 | 782213 | SPONSORED ADS |
| TESLA INC | 1681 | 755979 | COM |
| JOHNSON & JOHNSON | 3556 | 735811 | COM |
| ISHARES TR | 2916 | 717803 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 29752 | 715238 | INTL EQTY ETF |
| FRANKLIN TEMPLETON ETF TR | 18351 | 713670 | INTL COR DIV TIL |
| SCHWAB STRATEGIC TR | 26484 | 712684 | US LRG CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 1405 | 706238 | CL B NEW |
| DBX ETF TR | 11078 | 691821 | XTRACKRS S&P 500 |
| VANGUARD STAR FDS | 9114 | 687560 | VG TL INTL STK F |
| AMERICAN CENTY ETF TR | 7210 | 677524 | INTL SMCP VLU |
| VANGUARD SCOTTSDALE FDS | 6840 | 631332 | VNG RUS1000VAL |
| ORACLE CORP | 3219 | 627415 | COM |
| NEBIUS GROUP N.V. | 7340 | 614395 | SHS CLASS A |
| MCDONALDS CORP | 1948 | 595367 | COM |
| CROWDSTRIKE HLDGS INC | 1235 | 578919 | CL A |
| ISHARES TR | 6324 | 567642 | SYSTEMATIC BD ET |
| ISHARES TR | 12912 | 566966 | ESG ADVANCED UNI |
| ISHARES TR | 4554 | 561326 | S&P 500 GRWT ETF |
| TALEN ENERGY CORP | 1467 | 549890 | COM |
| ELI LILLY & CO | 506 | 543788 | COM |
| EXXON MOBIL CORP | 4481 | 539244 | COM |
| SCHWAB STRATEGIC TR | 17788 | 526703 | US LCAP VA ETF |
| COSTCO WHSL CORP NEW | 606 | 522578 | COM |
| VANGUARD INDEX FDS | 2612 | 498866 | VALUE ETF |
| VISA INC | 1325 | 464547 | COM CL A |
| ISHARES TR | 3420 | 450038 | S&P MC 400VL ETF |
| NETFLIX INC | 4636 | 434671 | COM |
| PHILIP MORRIS INTL INC | 2586 | 414794 | COM |
| DIMENSIONAL ETF TRUST | 8819 | 410877 | US MKTWIDE VALUE |
| MASTERCARD INCORPORATED | 717 | 409321 | CL A |
| ISHARES TR | 2958 | 404447 | MSCI USA VALUE |
| SCHWAB STRATEGIC TR | 13043 | 392203 | US MID-CAP ETF |
| MERCK & CO INC | 3726 | 392199 | COM |
| ISHARES TR | 4534 | 391024 | MSCI EAFE MIN VL |
| RTX CORPORATION | 2122 | 389175 | COM |
| INTERNATIONAL BUSINESS MACHS | 1309 | 387739 | COM |
| WALMART INC | 3447 | 384030 | COM |
| ISHARES TR | 2963 | 381723 | ESG MSCI KLD 400 |
| VICTORY PORTFOLIOS II | 7952 | 376565 | CORE INTERMEDIAT |
| EXCHANGE TRADED CONCEPTS TRU | 9250 | 373330 | EMQQ THE EMERGIN |
| PEPSICO INC | 2600 | 373152 | COM |
| SHOPIFY INC | 2310 | 371841 | CL A SUB VTG SHS |
| HOME DEPOT INC | 1061 | 365090 | COM |
| WESTERN DIGITAL CORP | 2087 | 359527 | COM |
| MCKESSON CORP | 436 | 357646 | COM |
| DIMENSIONAL ETF TRUST | 7116 | 355088 | INTERNATNAL VAL |
| AMPHENOL CORP NEW | 2622 | 354337 | CL A |
| AMERICAN CENTY ETF TR | 7965 | 351734 | MULTISECTOR |
| THE CIGNA GROUP | 1275 | 350781 | COM |
| DISNEY WALT CO | 3060 | 348136 | COM |
| QUANTA SVCS INC | 823 | 347355 | COM |
| FIRST TR EXCHANGE TRADED FD | 4878 | 338875 | RISNG DIVD ACHIV |
| GE VERNOVA INC | 506 | 330706 | COM |
| BANK AMERICA CORP | 5888 | 323840 | COM |
| ISHARES TR | 1922 | 322781 | CORE S&P US GWT |
| VANGUARD WORLD FD | 423 | 318747 | INF TECH ETF |
| TJX COS INC NEW | 2063 | 316897 | COM |
| DIMENSIONAL ETF TRUST | 5310 | 316157 | US TARGETED VLU |
| NATERA INC | 1355 | 310417 | COM |
| AUTOMATIC DATA PROCESSING IN | 1204 | 309705 | COM |
| CITIGROUP INC | 2635 | 307478 | COM NEW |
| ASML HOLDING N V | 287 | 307050 | N Y REGISTRY SHS |
| MERCADOLIBRE INC | 150 | 302139 | COM |
| ISHARES TR | 5181 | 298322 | ESG MSCI USA ETF |
| INVESCO EXCHANGE TRADED FD T | 4460 | 296679 | LARGE CAP VALUE |
| KLA CORP | 244 | 296480 | COM NEW |
| GILEAD SCIENCES INC | 2380 | 292121 | COM |
| LOWES COS INC | 1205 | 290598 | COM |
| SCHWAB STRATEGIC TR | 10964 | 287586 | US BRD MKT ETF |
| PROGRESSIVE CORP | 1259 | 286699 | COM |
| WELLS FARGO CO NEW | 3041 | 283421 | COM |
| ISHARES TR | 1013 | 280540 | RUS TP200 GR ETF |
| S&P GLOBAL INC | 534 | 279063 | COM |
| CHUBB LIMITED | 893 | 278723 | COM |
| SELECT SECTOR SPDR TR | 6522 | 278424 | STATE STREET UTI |
| LEIDOS HOLDINGS INC | 1536 | 277094 | COM |
| THERMO FISHER SCIENTIFIC INC | 467 | 270603 | COM |
| ISHARES TR | 2372 | 270218 | EAFE GRWTH ETF |
| ASTERA LABS INC | 1611 | 268006 | COM |
| ISHARES TR | 1910 | 266121 | ESG OPTIMIZED |
| PGIM ETF TR | 5240 | 264070 | ULTRA SHORT MUNI |
| EATON CORP PLC | 828 | 263726 | SHS |
| ROKU INC | 2430 | 263631 | COM CL A |
| SEA LTD | 2066 | 263560 | SPONSORD ADS |
| MONDELEZ INTL INC | 4865 | 261883 | CL A |
| QXO INC | 13524 | 260878 | COM NEW |
| ABBOTT LABS | 2061 | 258223 | COM |
| BLACKROCK ETF TRUST | 3478 | 257688 | ISHARES US CARBO |
| MORGAN STANLEY | 1434 | 254578 | COM NEW |
| PIMCO ETF TR | 9534 | 254367 | MULTISECTOR BD |
| GE AEROSPACE | 817 | 251661 | COM NEW |
| PROLOGIS INC. | 1911 | 243958 | COM |
| ISHARES TR | 3514 | 243942 | CORE DIV GRWTH |
| CATERPILLAR INC | 425 | 243470 | COM |
| DUKE ENERGY CORP NEW | 2062 | 241687 | COM NEW |
| CONSTELLATION ENERGY CORP | 678 | 239517 | COM |
| SUNCOR ENERGY INC NEW | 5374 | 238391 | COM |
| MARSH & MCLENNAN COS INC | 1265 | 234683 | COM |
| SPOTIFY TECHNOLOGY S A | 403 | 234026 | SHS |
| INVESCO EXCH TRADED FD TR II | 3264 | 233115 | S&P500 LOW VOL |
| MANITOWOC CO INC | 19300 | 231407 | COM NEW |
| DIMENSIONAL ETF TRUST | 3282 | 228657 | US SMALL CAP ETF |
| LPL FINL HLDGS INC | 634 | 226446 | COM |
| EQUIFAX INC | 1042 | 226093 | COM |
| ISHARES TR | 2240 | 220640 | CONV BD ETF |
| GENERAL DYNAMICS CORP | 655 | 220512 | COM |
| BOOKING HOLDINGS INC | 41 | 219569 | COM |
| INNOVATOR ETFS TRUST | 8469 | 218331 | EQUITY DEFINED P |
| ABRDN SILVER ETF TRUST | 3212 | 217260 | PHYSCL SILVR SHS |
| INTERACTIVE BROKERS GROUP IN | 3365 | 216403 | COM CL A |
| TELEDYNE TECHNOLOGIES INC | 423 | 216039 | COM |
| LOCKHEED MARTIN CORP | 444 | 214749 | COM |
| INTUIT | 321 | 212306 | COM |
| MOTOROLA SOLUTIONS INC | 552 | 211593 | COM NEW |
| BOEING CO | 973 | 211258 | COM |
| PIMCO ETF TR | 4021 | 210741 | INTER MUN BD ACT |
| ISHARES INC | 2874 | 208882 | MSCI EMRG CHN |
| VANGUARD INDEX FDS | 328 | 205699 | S&P 500 ETF SHS |
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