Goldstein Advisors 13F Holdings & Latest Moves

13F filer · Latest filing Oct 15, 2026

Latest 13F moves (filed Oct 15, 2026): 9 new positions, 24 added, 14 reduced, 10 sold out. Largest change by value: added $ITOT ($210.22M held).

New positions
9
Added / reduced
24 / 14
Sold out
10

Top buys and sells in the latest 13F

Biggest new and added positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ITOT Added +18.53K (+1.49%) 1.26M $210.22M —
$GSLC Added +12.18K (+1.96%) 634.12K $91.97M —
$CORO Added +87.08K (+4.41%) 2.06M $74.99M —
$JGRO Added +22.12K (+3.16%) 722.48K $69.78M —
$UBND Added +372.81K (+20.43%) 2.20M $45.39M —

Biggest reduced and exited positions

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VFLO Reduced -88.21K (-7.23%) 1.13M $57.90M —
$ALAI Reduced -167.97K (-26.32%) 470.27K $21.85M —
$SHLD Reduced -41.33K (-12.32%) 294.21K $17.68M —
$QQQ Reduced -488 (-5.47%) 8.43K $6.23M —
$GBIL Reduced -7.07K (-12.23%) 50.76K $5.08M —

New positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$PFE New +13.63K 13.63K $388.67K —
$LITE New +399 399 $387.53K —
$CRM New +1.16K 1.16K $265.84K Read
$JLL New +858 858 $262.14K Read
$PG New +1.75K 1.75K $254.38K Read
$PFEB New +5.73K 5.73K $252.32K Read
$DELL New +462 462 $248.53K Read
$GFL New +5.66K 5.66K $236.76K —
$TWLO New +792 792 $231.63K —

Added positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$ITOT Added +18.53K (+1.49%) 1.26M $210.22M —
$GSLC Added +12.18K (+1.96%) 634.12K $91.97M —
$CORO Added +87.08K (+4.41%) 2.06M $74.99M —
$JGRO Added +22.12K (+3.16%) 722.48K $69.78M —
$UBND Added +372.81K (+20.43%) 2.20M $45.39M —
$BLCR Added +145.81K (+30.84%) 618.55K $30.28M —
$THRO Added +22.21K (+3.34%) 687.74K $30.25M —
$BOND Added +12.87K (+4.06%) 329.76K $28.69M —
$HMOP Added +7.42K (+1.36%) 553.70K $20.40M Read
$AVDE Added +176.29K (+1608.67%) 187.25K $16.87M —
$IXUS Added +4.71K (+2.80%) 172.76K $16.41M —
$MTW Added +633.19K (+3280.79%) 652.49K $14M —
$BNDX Added +40.02K (+19.32%) 247.22K $11.59M —
$EMEQ Added +96.53K (+507.72%) 115.55K $7.59M —
$MSFT Added +1.24K (+10.20%) 13.34K $6.84M —
$VTI Added +3.20K (+31.56%) 13.33K $4.99M —
$XLK Added +1.78K (+7.75%) 24.72K $4.84M —
$AVGO Added +1.12K (+16.70%) 7.86K $2.76M —
$IEFA Added +8.80K (+60.27%) 23.40K $2.27M —
$MU Added +543 (+39.32%) 1.92K $2.05M —
$IEMG Added +3.31K (+18.25%) 21.47K $1.74M Read
$AMD Added +790 (+59.18%) 2.12K $1.30M —
$MRK Added +1.82K (+41.14%) 6.26K $909.35K Read
$VTV Added +1.37K (+52.45%) 3.98K $860.43K —

Reduced positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VFLO Reduced -88.21K (-7.23%) 1.13M $57.90M —
$ALAI Reduced -167.97K (-26.32%) 470.27K $21.85M —
$SHLD Reduced -41.33K (-12.32%) 294.21K $17.68M —
$QQQ Reduced -488 (-5.47%) 8.43K $6.23M —
$GBIL Reduced -7.07K (-12.23%) 50.76K $5.08M —
$AMZN Reduced -1.60K (-7.84%) 18.78K $4.68M —
$GOOGL Reduced -1.19K (-10.34%) 10.28K $3.54M —
$PUSH Reduced -5.13K (-7.34%) 64.74K $3.22M Read
$QUAL Reduced -1.69K (-14.90%) 9.65K $2.15M —
$NBIS Reduced -1.35K (-17.68%) 6.29K $1.48M —
$SCHG Reduced -9.05K (-24.58%) 27.79K $998.47K —
$SPMO Reduced -138.30K (-97.69%) 3.27K $495.97K —
$PANW Reduced -587 (-35.49%) 1.07K $423.93K —
$VOO Reduced -353 (-50.14%) 351 $246K Read

Sold out positions in the latest 13F

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VXF Sold out -1.16K — — —
$VT Sold out -2.24K — — —
$SMH Sold out -440 — — —
$XLU Sold out -6.52K — — —
$SBUX Sold out -2.31K — — —
$SHOP Sold out -3.36K — — —
$ROKU Sold out -2.21K — — —
$MRVL Sold out -979 — — —
$CROX Sold out -2K — — —
$GLW Sold out -918 — — —

All tracked 13F moves by Goldstein Advisors

FiledTicker MoveChangeShares heldValue held1W1M6MStory
$VFLO Reduced -88.21K (-7.23%) 1.13M $57.90M —
$PUSH Reduced -5.13K (-7.34%) 64.74K $3.22M Read
$QQQ Reduced -488 (-5.47%) 8.43K $6.23M —
$AMZN Reduced -1.60K (-7.84%) 18.78K $4.68M —
$TWLO New +792 792 $231.63K —
$PG New +1.75K 1.75K $254.38K Read
$CRM New +1.16K 1.16K $265.84K Read
$PFE New +13.63K 13.63K $388.67K —
$PFEB New +5.73K 5.73K $252.32K Read
$LITE New +399 399 $387.53K —
$JLL New +858 858 $262.14K Read
$GFL New +5.66K 5.66K $236.76K —
$DELL New +462 462 $248.53K Read
$VXF Sold out -1.16K — — —
$VT Sold out -2.24K — — —
$VOO Reduced -353 (-50.14%) 351 $246K Read
$SMH Sold out -440 — — —
$XLU Sold out -6.52K — — —
$SBUX Sold out -2.31K — — —
$SPMO Reduced -138.30K (-97.69%) 3.27K $495.97K —
$SHOP Sold out -3.36K — — —
$SHLD Reduced -41.33K (-12.32%) 294.21K $17.68M —
$SCHG Reduced -9.05K (-24.58%) 27.79K $998.47K —
$ROKU Sold out -2.21K — — —
$QUAL Reduced -1.69K (-14.90%) 9.65K $2.15M —
$PANW Reduced -587 (-35.49%) 1.07K $423.93K —
$NBIS Reduced -1.35K (-17.68%) 6.29K $1.48M —
$MRVL Sold out -979 — — —
$GBIL Reduced -7.07K (-12.23%) 50.76K $5.08M —
$CROX Sold out -2K — — —
$GLW Sold out -918 — — —
$GOOGL Reduced -1.19K (-10.34%) 10.28K $3.54M —
$ALAI Reduced -167.97K (-26.32%) 470.27K $21.85M —
$VTV Added +1.37K (+52.45%) 3.98K $860.43K —
$VTI Added +3.20K (+31.56%) 13.33K $4.99M —
$UBND Added +372.81K (+20.43%) 2.20M $45.39M —
$THRO Added +22.21K (+3.34%) 687.74K $30.25M —
$XLK Added +1.78K (+7.75%) 24.72K $4.84M —
$MTW Added +633.19K (+3280.79%) 652.49K $14M —
$MSFT Added +1.24K (+10.20%) 13.34K $6.84M —
$MU Added +543 (+39.32%) 1.92K $2.05M —
$MRK Added +1.82K (+41.14%) 6.26K $909.35K Read
$JGRO Added +22.12K (+3.16%) 722.48K $69.78M —
$IXUS Added +4.71K (+2.80%) 172.76K $16.41M —
$ITOT Added +18.53K (+1.49%) 1.26M $210.22M —
$IEMG Added +3.31K (+18.25%) 21.47K $1.74M Read
$IEFA Added +8.80K (+60.27%) 23.40K $2.27M —
$HMOP Added +7.42K (+1.36%) 553.70K $20.40M Read
$GSLC Added +12.18K (+1.96%) 634.12K $91.97M —
$EMEQ Added +96.53K (+507.72%) 115.55K $7.59M —
$CORO Added +87.08K (+4.41%) 2.06M $74.99M —
$AVGO Added +1.12K (+16.70%) 7.86K $2.76M —
$BOND Added +12.87K (+4.06%) 329.76K $28.69M —
$BNDX Added +40.02K (+19.32%) 247.22K $11.59M —
$BLCR Added +145.81K (+30.84%) 618.55K $30.28M —
$AVDE Added +176.29K (+1608.67%) 187.25K $16.87M —
$AMD Added +790 (+59.18%) 2.12K $1.30M —

13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.

Stocks Goldstein Advisors holds or traded

Frequently asked questions

What did Goldstein Advisors buy and sell in its latest 13F?

It opened or added to $ITOT, $GSLC, $CORO, $JGRO and $UBND; it cut or exited $VFLO, $ALAI, $SHLD, $QQQ and $GBIL.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.

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