Goldstein Advisors, LLC
Annual return '25
+14.7%
SPY '25
+17.7%
Alpha
-3.1ptsvs SPY
Invested
$900.2M
Holdings
228
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ITOT
ISHARES TR
Q1 2026: Sold 98.8% (636.7k → 7.7k shares)
12.2%
02
$GSLC
GOLDMAN SACHS ETF TR
Q1 2026: Sold 95.7% (675.3k → 29.2k shares)
8.3%
03
$VFLO
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 2.08M shares)
6.8%
04
$JGRO
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 644.8k shares)
6.4%
05
$CORO
BLACKROCK ETF TRUST
Held since at least Q1 2024
6.2%
06
$UBND
VICTORY PORTFOLIOS II
Q1 2026: Exited (was 1.41M shares)
4.1%
07
$THRO
BLACKROCK ETF TRUST
Q1 2026: Exited (was 822.4k shares)
3.6%
08
$DBMF
LITMAN GREGORY FDS TR
Q1 2026: Exited (was 1.05M shares)
3.6%
09
$BOND
PIMCO ETF TR
Q1 2026: Exited (was 269.0k shares)
2.9%
10
$QUAL
ISHARES TR
Q1 2026: Exited (was 169.2k shares)
2.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 11:16 UTC.