Goldstein Advisors, LLC
All 13F Filings
- Location
- Madison, WI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 877,711
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 225 | 877,711 | 13F-HR | Goldstein Advisors, LLC |
| Q3 2025 | 10/21/2025 | 204 | 822,892 | 13F-HR | Goldstein Advisors, LLC |
| Q2 2025 | 7/29/2025 | 210 | 744,371 | 13F-HR | Goldstein Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 698.7 K | 79.6% | 54.84 K | 0 | 54.84 K |
| ETFs | 178.7 K | 20.4% | 262 | 0 | 262 |
| Debt | 273 | 0.0% | 273 | 0 | 273 |
| Other | 0 | 0.0% | 0 | 563 | -563 |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
877,711
Holdings
225
QoQ value change ($000)
54,819
(6.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.