Goldstein Advisors, LLC: 13F holdings
CIK 19638072026Q2
| Positions | 261 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ITOT ISHARES TR | 1,245,712 | $204.6m | 18.7% |
| GSLC GOLDMAN SACHS ETF TR | 621,939 | $88.2m | 8.1% |
| BLACKROCK ETF TRUST | 1,975,843 | $72.3m | 6.6% |
| JGRO J P MORGAN EXCHANGE TRADED F | 700,355 | $69.0m | 6.3% |
| ACT VICTORY PORTFOLIOS II | 1,219,257 | $55.8m | 5.1% |
| VICTORY PORTFOLIOS II | 1,824,886 | $39.6m | 3.6% |
| LITMAN GREGORY FDS TR | 1,078,914 | $33.0m | 3.0% |
| BOND PIMCO ETF TR | 316,893 | $29.2m | 2.7% |
| THE ALGER ETF TRUST | 638,243 | $29.1m | 2.7% |
| EFSI BLACKROCK ETF TRUST | 665,525 | $28.7m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1963807")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.