Institutions / Goldstein Advisors, LLC

Goldstein Advisors, LLC

CIK 1963807 ยท Institution ยท as of Dec 31, 2025
Portfolio value
$877.71M
Positions
225
As of
Dec 31, 2025

Top holdings

CompanyClassValueShares% of portfolio
iShares MSCI UAE ETFโ€”$94.67M636,66410.8%
Goldman Sachs ETF Trโ€”$89.39M675,30510.2%
Victory Portfolios IIโ€”$82.09M2,084,6269.4%
J P Morgan Exchange Traded Fโ€”$59.84M644,7996.8%
iShares MSCI UAE ETFโ€”$33.61M169,1963.8%
Nomura ETF Trโ€”$33.20M825,8253.8%
BlackRock ETF Trustโ€”$31.71M822,4463.6%
Victory Portfolios IIโ€”$31.10M1,413,5553.5%
Litman Gregory Fds Trโ€”$29.48M1,050,5553.4%
PIMCO ETF Trโ€”$25.04M269,0102.9%
Invesco Exch Traded Fd Tr IIโ€”$23.21M194,5482.6%
The Alger ETF Trustโ€”$21.98M608,6472.5%
American Centy ETF Trโ€”$20.76M412,1112.4%
Hartford Fds Exchange Tradedโ€”$19.99M511,0502.3%
iShares MSCI UAE ETFโ€”$17.16M202,7392.0%
Lattice Strategies Trโ€”$16.34M441,8491.9%
iShares Trโ€”$16.12M47,0011.8%
American Centy ETF Trโ€”$12.62M153,3261.4%
J P Morgan Exchange Traded Fโ€”$11.44M228,4591.3%
Global X Fdsโ€”$10.48M161,7951.2%
Vanguard Charlotte Fdsโ€”$9.39M194,3181.1%
WisdomTree Trโ€”$8.90M228,0491.0%
PGIM ETF Trโ€”$6.38M128,5540.7%
iShares Trโ€”$6.37M96,5520.7%
Goldman Sachs ETF Trโ€”$6.32M63,2770.7%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes โ€” what it's buying and selling.
No quarter-over-quarter changes yet โ€” position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.