Goldstein Advisors, LLC - Portfolio Stock Holdings
Goldstein Advisors, LLC disclosed 262 stock positions in a recent SEC 13F filing. $1,093,603,653 of stock holdings were filed, with the largest holdings including ITOT, GSLC, and CORO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $1,079,309,444 and has 19 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
262Est. Stock Holding Value:
$1,093,603,653Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goldstein Advisors, LLC
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% of Portfolio
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