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Goldstein Advisors, LLC
RIA/Wealth
Goldstein Advisors, LLC is a RIA/Wealth based in Madison, WI led by Jon David Goldstein, reporting $943.4M in AUM as of Q3 2025 with 87% ETF concentration, 60% concentrated in top 10 holdings, and minimal technology exposure.
PartnerJon David Goldstein
- Portfolio Value
- $822.7M
- Positions
- 203
- Top Holding
- ITOT at 11.16%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Goldstein Advisors, LLC's portfolio (59.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $91.8M | 11.16% | +$17.4M Bought | — 630.4K shares | |
ETF ETF | $85.9M | 10.44% | +$13.1M Bought | — 659.4K shares | |
ETF ETF | $60.4M | 7.34% | -$963.3K Sold | — 644.0K shares | |
ETF ETF | $60.4M | 7.34% | +$998.7K Bought | — 1.6M shares | |
ETF ETF | $56.0M | 6.81% | -$2.1M Sold | — 288.1K shares | |
ETF ETF | $33.1M | 4.03% | +$1.5M Bought | — 1.5M shares | |
ETF ETF | $29.3M | 3.56% | -$3.0M Sold | — 1.1M shares | |
Unknown Unknown | $28.4M | 3.46% | +$7.7M Bought | — 750.9K shares | |
ETF ETF | $24.6M | 2.99% | +$1.9M Bought | — 263.6K shares | |
ETF ETF | $22.3M | 2.71% | +$22.3M New | — 594.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Goldstein Advisors, LLC's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Goldstein Advisors, LLC
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