13F Filings History of Goldstein Advisors, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$877,711,275
Signature - Title
Andy Peters - Principal
Location
Madison, WI
Summary
This page shows a list of all the recent 13F filings made by Goldstein Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goldstein Advisors, LLC reported 225 stock holdings with total value $877,711,275 as of Q4 2025. Top holdings included ITOT, GSLC, VFLO, JGRO, and QUAL.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 225 $877,711,275 +$82,445,365 -$37,662,374 +$44,782,991 ITOT, GSLC, VFLO, JGRO, QUAL 13F-HR 10 Feb 2026, 17:27
Q3 2025 204 $822,891,997 +$117,320,658 -$87,633,528 +$29,687,130 ITOT, GSLC, JGRO, VFLO, QUAL 13F-HR 21 Oct 2025, 10:32
Q2 2025 210 $744,371,195 +$64,960,582 -$60,976,146 +$3,984,436 ITOT, GSLC, JGRO, VFLO, QUAL 13F-HR 29 Jul 2025, 13:50
Q1 2025 202 $684,027,973 +$72,733,796 -$57,961,849 +$14,771,947 ITOT, GSLC, JGRO, QUAL, VFLO 13F-HR 23 Apr 2025, 17:08
Q4 2024 202 $688,623,775 +$58,376,631 -$22,417,892 +$35,958,739 ITOT, GSLC, JGRO, QUAL, SPDW 13F-HR 17 Jan 2025, 16:12
Q3 2024 205 $657,894,124 +$147,555,557 -$115,667,493 +$31,888,064 ITOT, GSLC, JGRO, QUAL, UBND 13F-HR 24 Oct 2024, 13:12
Q2 2024 185 $597,963,577 +$22,380,619 -$11,263,368 +$11,117,251 ITOT, GSLC, DBMF, UBND, COWZ 13F-HR 24 Jul 2024, 16:32
Q1 2024 178 $585,699,764 +$65,525,714 -$30,296,512 +$35,229,202 ITOT, GSLC, UBND, GBIL, COWZ 13F-HR 13 May 2024, 09:43
Q4 2023 174 $518,694,707 +$53,606,927 -$52,352,528 +$1,254,399 ITOT, GSLC, UITB, GBIL, DBMF 13F-HR 12 Feb 2024, 15:04
Q3 2023 167 $479,098,075 +$25,540,092 -$7,199,993 +$18,340,099 ITOT, GSLC, UITB, DBMF, RDVY 13F-HR 18 Oct 2023, 16:58
Q2 2023 174 $477,461,151 +$30,377,280 -$27,604,024 +$2,773,256 ITOT, GSLC, UITB, DBMF, RDVY 13F-HR 21 Jul 2023, 14:01
Q1 2023 160 $454,791,300 +$78,351,964 -$59,266,136 +$19,085,828 ITOT, GSLC, UITB, RDVY, JPME 13F-HR 09 May 2023, 12:34
Q4 2022 159 $413,222,000 $0 $0 $0 ITOT, GSLC, QQQM, UITB, RODM 13F-HR 03 Feb 2023, 16:56