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Andy Peters

Goldstein Advisors, Llc

Assets Managed
$900.19M
Holdings
228
Last Quarter
2026 - Q1
Filed Date
1mo 11d ago
Growth Rate
2.57%(2Q avg: 4.62%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstein Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 228 positions.

Assets under management

The assets under management (AUM) of Goldstein Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 900.19M in assets, with a quarterly growth rate of 2.57% and a 2-quarter average growth rate of 4.62%. The portfolio is managed by Andy Peters, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 21.4%
12.23%
$110.077M
772,851 shares@ $142.43 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -11.44%
8.32%
$74.827M
597,997 shares@ $125.13 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -26.08%
6.76%
$60.831M
1.541M shares@ $39.48 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 5.21%
6.37%
$57.338M
678,390 shares@ $84.53 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
6.18%
$55.622M
1.73M shares@ $32.16 avg price
UBND
Victoryshares Core Plus Inte
Recent Activity
Increased 19.78%
4.1%
$36.875M
1.693M shares@ $21.79 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Increased 9.11%
3.62%
$32.501M
897,320 shares@ $36.22 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 1.14%
3.56%
$32.033M
1.062M shares@ $30.15 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 4.65%
2.89%
$25.977M
281,501 shares@ $92.28 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Decreased -22.95%
2.78%
$25.002M
130,350 shares@ $191.81 avg price

1-10 of 228