Goldstein Advisors, LLC - Portfolio overview

Goldstein Advisors, LLC has 235 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 11.96%
2. GSLC - GOLDMAN SACHS ETF TR, 8.13%
3. VFLO - VICTORY PORTFOLIOS II, 6.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.