Goldstein Advisors, LLC
263 holdingsFiling period: 2026-06-30Current AUM: $1.10Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 1.25M | $204.6M | $205.7M | 18.73% | +472.9K | 2026-06-30 |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 621.9K | $88.2M | $89.9M | 8.19% | +23.9K | 2026-06-30 |
| 3 | CORO | BLACKROCK ETF TRUST | 1.98M | $72.3M | $72.0M | 6.55% | +245.9K | 2026-06-30 |
| 4 | JGRO | J P MORGAN EXCHANGE TRADED F | 700.4K | $69.0M | $65.2M | 5.93% | +22.0K | 2026-06-30 |
| 5 | VFLO | VICTORY PORTFOLIOS II | 1.22M | $55.8M | $66.3M | 6.04% | -321,548 | 2026-06-30 |
| 6 | UBND | VICTORY PORTFOLIOS II | 1.82M | $39.6M | $38.3M | 3.49% | +131.8K | 2026-06-30 |
| 7 | DBMF | LITMAN GREGORY FDS TR | 1.08M | $33.0M | $34.8M | 3.17% | +16.5K | 2026-06-30 |
| 8 | BOND | PIMCO ETF TR | 316.9K | $29.2M | $28.1M | 2.56% | +35.4K | 2026-06-30 |
| 9 | ALAI | THE ALGER ETF TRUST | 638.2K | $29.1M | $28.0M | 2.55% | -43,741 | 2026-06-30 |
| 10 | THRO | BLACKROCK ETF TRUST | 665.5K | $28.7M | $28.9M | 2.63% | -231,795 | 2026-06-30 |
| 11 | BLCR | BLACKROCK ETF TRUST | 472.7K | $23.8M | $22.9M | 2.08% | +9.9K | 2026-06-30 |
| 12 | SPMO | INVESCO EXCH TRADED FD TR II | 141.6K | $22.9M | $20.3M | 1.85% | -61,082 | 2026-06-30 |
| 13 | TAXF | AMERICAN CENTY ETF TR | 436.5K | $22.2M | $21.2M | 1.93% | +15.5K | 2026-06-30 |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | 546.3K | $21.4M | $20.6M | 1.88% | +22.8K | 2026-06-30 |
| 15 | SHLD | GLOBAL X FDS | 335.5K | $20.0M | $21.0M | 1.91% | +92.1K | 2026-06-30 |
| 16 | RODM | LATTICE STRATEGIES TR | 471.7K | $19.1M | $19.8M | 1.80% | +23.9K | 2026-06-30 |
| 17 | IXUS | ISHARES TR | 168.1K | $16.0M | $16.1M | 1.46% | -55,020 | 2026-06-30 |
| 18 | IALT | BLACKROCK ETF TRUST | 527.0K | $14.8M | $15.5M | 1.41% | -- | 2026-06-30 |
| 19 | JPSE | J P MORGAN EXCHANGE TRADED F | 230.7K | $13.9M | $13.4M | 1.22% | +67 | 2026-06-30 |
| 20 | XSOE | WISDOMTREE TR | 226.3K | $11.1M | $10.5M | 0.96% | -4,012 | 2026-06-30 |
| 21 | BNDX | VANGUARD CHARLOTTE FDS | 207.2K | $10.0M | $9.7M | 0.88% | -2,437 | 2026-06-30 |
| 22 | PULS | PGIM ETF TR | 193.1K | $9.6M | $9.6M | 0.87% | +8.8K | 2026-06-30 |
| 23 | NVDA | NVIDIA CORPORATION | 42.6K | $8.5M | $9.0M | 0.82% | +10.0K | 2026-06-30 |
| 24 | AAPL | APPLE INC | 27.3K | $7.9M | $9.1M | 0.82% | +4.7K | 2026-06-30 |
| 25 | IJH | ISHARES TR | 94.7K | $7.3M | $6.9M | 0.63% | -2,425 | 2026-06-30 |
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