Goldstein Advisors, LLC
•CIK: 1963807•Filing: Q4 2025
**Goldstein Advisors, LLC** manages $878M across a diversified portfolio of 225 positions. The fund exhibits significant overweight exposure to technology and financial sectors, highlighted by top holdings including ITOT ($94.7M) and GSLC ($89.4M). Notable allocations also include VFLO ($82.1M) and JGRO ($59.8M), suggesting a strategic focus on growth and cyclical opportunities. This positioning reflects a conviction in sector leaders across multiple asset classes.
Total AUM
$877.4M
QoQ Performance
+6.6%
Positions
128
Top 10 Concentration
58.2%
Latest Filing
Q4 2025
Top Holdings Allocation
ITOT
GSLC
VFLO
JGRO
ITOT10.8%
GSLC10.2%
VFLO9.4%
JGRO6.8%
QUAL3.8%
EMEQ3.8%
THRO3.6%
UBND3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.9%
Technology3.0%
Financial0.9%
Consumer0.7%
ETF0.6%
Healthcare0.4%
Industrial0.3%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+8 more exited positions
Changes from Q3 2025
NEW9 new positions
↑84 increased
↓80 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023