Goldstein Advisors, LLC - Portfolio Stock Holdings
Goldstein Advisors, LLC disclosed 272 stock positions in a recent SEC 13F filing. $1,128,632,708 of stock holdings were filed, with the largest holdings including ITOT, GSLC, and CORO. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
272Est. Stock Holding Value:
$1,128,632,708Top Stock Holdings By Sector
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Portfolio Stock Holdings - Goldstein Advisors, LLC
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Portfolio Options Holdings - Goldstein Advisors, LLC
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