Goldstein Advisors, LLC — Q1 2026 13F Holdings

Name: Goldstein Advisors, LLC — 13F Holdings, Q1 2026
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001963807

Total reported value

$1.1B

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Full holdings list this quarter

Showing top 200 holdings (of 228 total)

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ITOT	Ishares Core S&p Total U.s.	ETF-Other	12.23%	+6.47%	+21.39%
2	GSLC	Goldman Activebeta US Lc ETF	ETF-Commodities	8.31%	-0.25%	-11.45%
3	VFLO	Victoryshares Free Cash Flow	ETF-Other	6.76%	-1.66%	-26.09%
4	JGRO	Jpmorgan Active Growth ETF	ETF-Other	6.37%	-0.06%	+5.21%
5	CORO	Ish Intl Ctry Rot Act ETF	ETF-Other	6.18%	+0.43%	—
6	UBND	Victoryshares Core Plus Bond	ETF-Other	4.10%	-0.48%	+19.77%
7	THRO	Ishares U.s. Thematic Rotati	ETF-Other	3.61%	-0.99%	+9.10%
8	DBMF	Imgp Dbi Managed Futures Str	ETF-Other	3.56%	-0.54%	+1.13%
9	BOND	Pimco Active Bond Exchange-t	ETF-Other	2.89%	-0.22%	+4.64%
10	QUAL	Ishares Msci USA Quality Fac	ETF-Other	2.78%	-2.55%	-22.96%
11	SPMO	Invesco S&p 500 Momentum ETF	ETF-Large Cap & Growth	2.52%	—	+4.17%
12	ALAI	Alger Ai Enable & Adopt ETF	ETF-Other	2.50%	+0.16%	+12.05%
13	TAXF	American Century Diver Muni	ETF-Other	2.34%	-0.31%	+2.14%
14	HMOP	Hartford Municipal Opp ETF	ETF-Other	2.25%	-0.30%	+2.43%
15	IXUS	Ishares Core Intl Stock ETF	ETF-Other	2.15%	-0.68%	+10.03%
16	BLCR	Ishares Lrg Cp Cr Act Etf-ui	ETF-Other	2.11%	+0.07%	—
17	RODM	Hartford Multifact Dev Mrkt	ETF-Other	1.96%	-0.22%	+1.34%
18	SHLD	Global X Defense Tech ETF	ETF-Tech	1.92%	-0.09%	+50.48%
19	EMEQ	Nomura Focused Emerging Mark	ETF-Emerging Markets	1.37%	-1.24%	-66.83%
20	JPSE	JPM Diversified Rt Small Cap	ETF-Small Cap	1.34%	-0.07%	+0.96%
21	BNDX	Vanguard Total Intl Bond ETF	ETF-Other	1.12%	—	+7.88%
22	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	ETF-Other	1.03%	-0.01%	+1.00%
23	PULS	Pgim Ultra Short Bond ETF	ETF-Other	1.01%	—	+43.35%
24	GBIL	Goldman Sachs Access Treasur	ETF-Commodities	0.78%	-0.25%	+11.01%
25	IJH	Ishares Core S&p Midcap ETF	ETF-Other	0.73%	-0.06%	+0.60%
26	AAPL	Apple INC	Stock-Tech	0.64%	+0.08%	+3.56%
27	NVDA	Nvidia CORP	Stock-Tech	0.63%	+0.15%	+6.15%
28	BINC	Ishares Flex I A Etf-usd INC	ETF-Other	0.60%	—	+3.58%
29	QQQ	Invesco Qqq Trust Series 1	ETF-Tech	0.54%	+0.06%	+0.91%
30	SCZ	Ishares Msci Eafe Small-cap	ETF-Other	0.49%	—	-2.46%
31	MSFT	Microsoft CORP	Stock-Tech	0.44%	—	+8.68%
32	FVD	First Trust Value Line Dvd	ETF-Other	0.42%	—	-0.58%
33	BRK-A	Berkshire Hathaway Inc-cl A	Stock-Other	0.40%	—	—
34	DBEF	Xtrackers Msci Eafe Hedged E	ETF-Other	0.37%	—	-3.70%
35	TILT	Flexshares Morningstar US Ma	ETF-Other	0.37%	—	-1.04%
36	PUSH	Pgim Ultra Shrt Mnpl Bnd ETF	ETF-Other	0.35%	—	+1109.22%
37	IMCB	Ishares Morningstar Mid-cap	ETF-Other	0.35%	—	-1.45%
38	AMZN	Amazon.com INC	Stock-Consumer Disc	0.28%	+0.16%	+8.17%
39	GOOG	Alphabet Inc-cl C	Stock-Comm Services	0.28%	+0.17%	+17.87%
40	SPY	Ss Spdr S&p 500 ETF Trust-us	ETF-Large Cap & Growth	0.28%	+0.07%	—
41	ISCB	Ishares Morningstar Sm Cap	ETF-Other	0.27%	—	-3.13%
42	IVV	Ishares Core S&p 500 ETF	ETF-Large Cap & Growth	0.27%	—	+4.86%
43	XLK	Ss Technology Select Sector	ETF-Tech	0.26%	+0.14%	+10.71%
44	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	0.25%	+0.12%	-2.63%
45	VUG	Vanguard Growth ETF	ETF-Other	0.22%	—	+5.24%
46	VTI	Vanguard Total Stock Mkt ETF	ETF-Other	0.22%	+0.12%	+0.41%
47	DYNF	Ishrs US E F R A Etf-usd INC	ETF-Other	0.22%	—	+1.98%
48	COWZ	Pacer US Cash Cows 100 ETF	ETF-Other	0.22%	—	+1.60%
49	MTUM	Ishares Msci USA Momentum Fa	ETF-Other	0.21%	+0.03%	-0.64%
50	AVGO	Broadcom INC	Stock-Tech	0.21%	+0.02%	+9.62%

1–50 of 200

Holding changes this quarter

Position changes disclosed by Goldstein Advisors, LLC for the quarter ending Q1 2026, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ITOT	Ishares Core S&p Total U.s.	+1.4%	+21.39%	Add
2	SHLD	Global X Defense Tech ETF	+0.7%	+50.48%	Add
3	UBND	Victoryshares Core Plus Bond	+0.6%	+19.77%	Add
4	PUSH	Pgim Ultra Shrt Mnpl Bnd ETF	+0.3%	+1109.22%	Add
5	PULS	Pgim Ultra Short Bond ETF	+0.3%	+43.35%	Add
6	DBMF	Imgp Dbi Managed Futures Str	+0.2%	+1.13%	Add
7	IXUS	Ishares Core Intl Stock ETF	+0.2%	+10.03%	Add
8	RODM	Hartford Multifact Dev Mrkt	+0.1%	+1.34%	Add
9	EMGF	Ishares Emerging Markets Equ	+0.1%	+69.40%	Add
10	GBIL	Goldman Sachs Access Treasur	+0.1%	+11.01%	Add
11	BNDX	Vanguard Total Intl Bond ETF	+0.1%	+7.88%	Add
12	BOND	Pimco Active Bond Exchange-t	0%	+4.64%	Add
13	JPSE	JPM Diversified Rt Small Cap	0%	+0.96%	Add
14	NBIS	Nebius Group NV	0%	+26.80%	Add
15	VO	Vanguard Mid-cap ETF	0%	+27.68%	Add
16	XOM	Exxon Mobil CORP	0%	+3.12%	Add
17	XSOE	Wisdmtree Emerg Mkt Ex-st Ow	0%	+1.00%	Add
18	THRO	Ishares U.s. Thematic Rotati	—	+9.10%	Add
19	ALAI	Alger Ai Enable & Adopt ETF	—	+12.05%	Add
20	TAXF	American Century Diver Muni	0%	+2.14%	Add
21	HMOP	Hartford Municipal Opp ETF	0%	+2.43%	Add
22	GOOGL	Alphabet Inc-cl A	0%	-2.63%	Trim
23	QQQ	Invesco Qqq Trust Series 1	0%	+0.91%	Add
24	APP	Applovin Corp-class A	-0.1%	-21.62%	Trim
25	MSFT	Microsoft CORP	-0.1%	+8.68%	Add
26	SPMO	Invesco S&p 500 Momentum ETF	-0.1%	+4.17%	Add
27	JGRO	Jpmorgan Active Growth ETF	-0.5%	+5.21%	Add
28	QUAL	Ishares Msci USA Quality Fac	-1.1%	-22.96%	Trim
29	AVDE	Avantis International Equity	-1.4%	-97.31%	Trim
30	GSLC	Goldman Activebeta US Lc ETF	-1.9%	-11.45%	Trim
31	EMEQ	Nomura Focused Emerging Mark	-2.4%	-66.83%	Trim
32	VFLO	Victoryshares Free Cash Flow	-2.6%	-26.09%	Trim
33	CORO	Ish Intl Ctry Rot Act ETF	—	NEW	New buy
34	BLCR	Ishares Lrg Cp Cr Act Etf-ui	—	NEW	New buy
35	OEF	Ishares S&p 100 ETF	—	EXIT	Sold out
36	EXK	Exact Sciences CORP	—	EXIT	Sold out
37	COP	Conocophillips	—	NEW	New buy
38	SPGI	S&p Global INC	—	EXIT	Sold out
39	LDOS	Leidos Holdings INC	—	EXIT	Sold out
40	ONEV	Ss Spdr R1000 Lo Vol Foc ETF	—	NEW	New buy
41	CSCO	Cisco Systems INC	—	NEW	New buy
42	MDLZ	Mondelez International Inc-a	—	EXIT	Sold out
43	CEG	Constellation Energy	—	EXIT	Sold out
44	SPOT	Spotify Technology S.A.	—	EXIT	Sold out
45	CGSM	Cap Group Short Muni Income	—	NEW	New buy
46	LPLA	Lpl Financial Holdings INC	—	EXIT	Sold out
47	SO	Southern Co/the	—	NEW	New buy
48	GD	General Dynamics CORP	—	EXIT	Sold out
49	BKNG	Booking Holdings INC	—	EXIT	Sold out
50	KMB	Kimberly-clark CORP	—	NEW	New buy