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Goldstein Advisors, LLC
CIK:0001963807
Investment Adviser
$823M AUM
204 holdings
Madison, WI, USA
Goldstein Advisors, LLC is a registered investment adviser providing personalized and comprehensive financial planning services to clients primarily in the Madison and southern Wisconsin area.
Latest 13F Filing Activity
Goldstein Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 200 equity positions with a total 13F market value of $823M. The fund increased holdings in Ishares TR, Goldman Sachs Etf TR, American Centy Etf TR among other positions. Goldstein Advisors, LLC reduced exposure to SPDR Index SHS FDS, Select Sector SPDR TR, Vanguard Charlotte FDS among others.
Top Holdings
Equity Positions (200)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I ITOT | ISHARES TR | 11.16% | $91.8M | 630,400 | $98.75 | $145.65 | +$22.8M |
G GSLC | GOLDMAN SACHS ETF TR | 10.44% | $85.9M | 659,356 | $88.66 | $130.28 | +$18.1M |
J JGRO | J P MORGAN EXCHANGE TRADED F | 7.34% | $60.4M | 643,986 | $65.63 | $93.75 | +$4.1M |
V VFLO | VICTORY PORTFOLIOS II | 7.33% | $60.4M | 1,609,371 | $34.59 | $37.50 | +$4.4M |
Q QUAL | ISHARES TR | 6.81% | $56.0M | 288,064 | $178.74 | $194.50 | +$1.4M |
Industry Allocation
RETAIL-DEPARTMENT STORES
+1.3%
SEMICONDUCTORS & RELATED DEVICES
+1.1%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+1.0%
SERVICES-PREPACKAGED SOFTWARE
+0.9%
ELECTRONIC COMPUTERS
+0.7%
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