Goldstein Advisors, LLC
Goldstein Advisors, LLC reported 261 holdings worth US$1.09B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 20, 2026
Goldstein Advisors, LLC reported 261 holdings worth US$1.09B as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Nvidia Corporation and Apple Inc. Filed Jul 20, 2026 (Form 13F).
- Holdings
- 261
- Value as reported
- US$1.09B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 25,341 | US$9.06M | 0.83% |
| Nvidia Corporation | 42,612 | US$8.53M | 0.78% |
| Apple Inc | 27,333 | US$7.91M | 0.72% |
| Amazon.com, Inc. | 20,378 | US$4.86M | 0.44% |
| Microsoft Corp. | 12,107 | US$4.52M | 0.41% |
| Berkshire Hathaway Inc. | 8,965 | US$4.49M | 0.41% |
| Broadcom Inc. | 6,735 | US$2.54M | 0.23% |
| Meta Platforms, Inc. | 3,580 | US$2.02M | 0.18% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 3,346 | US$1.6M | 0.15% |
| Micron Technology, Inc. | 1,381 | US$1.59M | 0.15% |
| Alliant Energy Corporation | 20,055 | US$1.53M | 0.14% |
| Western Digital Corporation | 2,395 | US$1.53M | 0.14% |
| Jp Morgan Chase & Co. | 4,518 | US$1.48M | 0.14% |
| Tesla, Inc. | 3,473 | US$1.46M | 0.13% |
| Costco Wholesale Corporation | 1,466 | US$1.37M | 0.13% |
| Visa Inc. | 3,672 | US$1.26M | 0.12% |
| Caterpillar, Inc. | 1,001 | US$1.07M | 0.10% |
| Johnson & Johnson | 3,947 | US$1M | 0.09% |
| Abbvie Inc. | 3,951 | US$994K | 0.09% |
| Ge Vernova Inc. | 817 | US$960K | 0.09% |
| Crowdstrike Holdings, Inc. | 1,204 | US$919K | 0.08% |
| Home Depot, Inc. (the) | 2,486 | US$877K | 0.08% |
| Kla Corporation | 2,810 | US$848K | 0.08% |
| Mge Energy Inc. | 10,266 | US$837K | 0.08% |
| Space Exploration Technologies Corp | 4,615 | US$789K | 0.07% |
| Astera Labs, Inc. | 1,622 | US$783K | 0.07% |
| Advanced Micro Devices Inc | 1,335 | US$776K | 0.07% |
| Applovin Corporation | 1,347 | US$694K | 0.06% |
| Exxon Mobil Corporation | 4,932 | US$674K | 0.06% |
| Pnc Financial Services Group, Inc. (the) | 2,642 | US$651K | 0.06% |
| American Express Company | 1,912 | US$647K | 0.06% |
| Charles Schwab Corporation (the) | 6,916 | US$638K | 0.06% |
| Eli Lilly And Company | 525 | US$630K | 0.06% |
| Tjx Companies, Inc. (the) | 4,119 | US$624K | 0.06% |
| Citigroup, Inc. | 4,184 | US$586K | 0.05% |
| Philip Morris International Inc | 3,208 | US$580K | 0.05% |
| International Business Machines Corporation | 2,052 | US$577K | 0.05% |
| Merck & Company, Inc. | 4,434 | US$570K | 0.05% |
| Palo Alto Networks, Inc. | 1,654 | US$564K | 0.05% |
| Fastenal Company | 11,445 | US$550K | 0.05% |
| Talen Energy Corporation | 1,429 | US$549K | 0.05% |
| Mcdonald's Corporation | 2,004 | US$542K | 0.05% |
| The Cigna Group | 1,763 | US$486K | 0.04% |
| Cisco Systems, Inc. | 4,133 | US$485K | 0.04% |
| Oracle Corporation | 3,281 | US$481K | 0.04% |
| Rtx Corporation | 2,514 | US$477K | 0.04% |
| Qxo, Inc. | 27,484 | US$475K | 0.04% |
| Morgan Stanley | 2,269 | US$474K | 0.04% |
| Walmart Inc. | 4,150 | US$470K | 0.04% |
| Natera, Inc. | 1,701 | US$462K | 0.04% |
| Ge Aerospace | 1,212 | US$453K | 0.04% |
| Mckesson Corporation | 588 | US$444K | 0.04% |
| Boeing Company (the) | 2,042 | US$442K | 0.04% |
| Walt Disney Company (the) | 4,546 | US$438K | 0.04% |
| Mastercard Incorporated | 842 | US$432K | 0.04% |
| Pepsico, Inc. | 3,152 | US$427K | 0.04% |
| Amphenol Corporation | 2,357 | US$416K | 0.04% |
| Quanta Services, Inc. | 557 | US$401K | 0.04% |
| Bank Of America Corporation | 7,012 | US$400K | 0.04% |
| Netflix, Inc. | 5,540 | US$396K | 0.04% |
| Shopify Inc. | 3,361 | US$384K | 0.04% |
| Lowe's Companies, Inc. | 1,703 | US$375K | 0.03% |
| Wells Fargo & Company | 4,471 | US$369K | 0.03% |
| Progressive Corporation (the) | 1,630 | US$356K | 0.03% |
| Duke Energy Corporation (holding Company) | 2,801 | US$355K | 0.03% |
| Deere & Company | 549 | US$348K | 0.03% |
| T. Rowe Price Group, Inc. | 2,985 | US$339K | 0.03% |
| Asml Holding Nv | 168 | US$334K | 0.03% |
| Gilead Sciences, Inc. | 2,555 | US$323K | 0.03% |
| Snowflake Inc. | 1,235 | US$314K | 0.03% |
| Prologis, Inc. | 2,308 | US$313K | 0.03% |
| Abbott Laboratories | 3,378 | US$307K | 0.03% |
| Analog Devices, Inc. | 768 | US$305K | 0.03% |
| Roku, Inc. | 2,207 | US$305K | 0.03% |
| Marvell Technology, Inc. | 979 | US$292K | 0.03% |
| Arrowhead Pharmaceuticals, Inc. | 3,566 | US$291K | 0.03% |
| Dominion Energy, Inc. | 4,244 | US$290K | 0.03% |
| Suncor Energy Inc. | 5,351 | US$287K | 0.03% |
| Thermo Fisher Scientific Inc | 555 | US$278K | 0.03% |
| Mercadolibre, Inc. | 163 | US$277K | 0.03% |
| Automatic Data Processing, Inc. | 1,212 | US$271K | 0.02% |
| Kimberly-clark Corporation | 2,459 | US$270K | 0.02% |
| Manitowoc Company, Inc. (the) | 19,300 | US$268K | 0.02% |
| Southern Company (the) | 2,725 | US$261K | 0.02% |
| Marriott International | 699 | US$259K | 0.02% |
| Union Pacific Corporation | 947 | US$258K | 0.02% |
| Conocophillips | 2,464 | US$256K | 0.02% |
| Robinhood Markets, Inc. | 2,522 | US$253K | 0.02% |
| Crocs, Inc. | 2,005 | US$242K | 0.02% |
| Bank Of Montreal | 1,348 | US$238K | 0.02% |
| Fifth Third Bancorp | 4,209 | US$237K | 0.02% |
| Starbucks Corporation | 2,310 | US$236K | 0.02% |
| Corning Incorporated | 918 | US$234K | 0.02% |
| Motorola Solutions, Inc. | 552 | US$229K | 0.02% |
| Azz Inc. | 1,421 | US$220K | 0.02% |
| Novo Nordisk A/s Class B | 4,550 | US$218K | 0.02% |
| Applied Materials, Inc. | 301 | US$218K | 0.02% |
| Abivax Sa | 1,598 | US$213K | 0.02% |
| Booking Holdings Inc. Common Stock | 1,194 | US$213K | 0.02% |
| Plexus Corp. | 699 | US$210K | 0.02% |
Every holding of Goldstein Advisors, LLC
Source
View original at SEC
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