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Andy Peters

Goldstein Advisors, Llc

Assets Managed
$1.094B
Holdings
261
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
21.59%(2Q avg: 12.08%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Goldstein Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 261 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.094B in assets, with a quarterly growth rate of 21.59% and a 2-quarter average growth rate of 12.08%. 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 61.19%
18.7%
$204.633M
1.246M shares@ $164.28 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Increased 4.01%
8.07%
$88.247M
621,939 shares@ $141.89 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 14.22%
6.61%
$72.316M
1.976M shares@ $36.61 avg price
JGRO
Jpmorgan Active Growth Etf
Recent Activity
Increased 3.24%
6.31%
$69.048M
700,355 shares@ $98.59 avg price
VFLO
Victoryshares Free Cash Flow
Recent Activity
Decreased -20.86%
5.1%
$55.781M
1.219M shares@ $45.76 avg price
UBND
Victoryshares Core Plus Inte
Recent Activity
Increased 7.79%
3.63%
$39.646M
1.825M shares@ $21.73 avg price
DBMF
Imgp Dbi Managed Futures Str
Recent Activity
Increased 1.55%
3.02%
$33.026M
1.079M shares@ $30.62 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 12.58%
2.67%
$29.221M
316,893 shares@ $92.22 avg price
ALAI
Alger Ai Enable & Adopt Etf
Recent Activity
Decreased -6.41%
2.67%
$29.129M
638,243 shares@ $45.65 avg price
THRO
Ishares U.s. Thematic Rotati
Recent Activity
Decreased -25.83%
2.63%
$28.691M
665,525 shares@ $43.12 avg price

1-10 of 261