Goldstein Advisors, LLC has filed its Form 13F-HR for the period ending September 30, 2026. The filing reveals the firm holds positions in 269 distinct equity securities and exchange-traded funds. The report lists Andy Peters as the principal responsible for the filing, which was signed on October 15, 2026.
The portfolio is heavily weighted toward large-cap technology and ETFs. The top holdings include significant positions in Microsoft Corporation, with 6,842,894 shares, and Alphabet Inc. Class A and Class C shares, totaling approximately 17.5 million shares combined. Other major tech names disclosed include NVIDIA Corporation (9,759,824 shares), Apple Inc. (9,105,299 shares), Amazon.com Inc. (4,679,286 shares), and Meta Platforms Inc. Class A (2,484,412 shares).
In addition to individual stocks, the filing shows substantial allocations to various exchange-traded funds (ETFs). BlackRock ETF Trust funds account for a significant portion of the portfolio, including the iShares Core S&P 500 ETF and the iShares Core MSCI Total International Stock ETF. Other major ETF holdings include the Invesco QQQ Trust Unit Series 1, the iShares Core S&P 500 ETF, and the iShares Core MSCI EAFE ETF.
The portfolio also includes notable positions in consumer staples, healthcare, and industrial sectors. Procter & Gamble Co., Johnson & Johnson, Merck & Co., and Eli Lilly & Co. are listed among the healthcare holdings. In the industrial space, the firm holds shares in Caterpillar Inc., Deere & Co., and Lockheed Martin Corp. Additionally, the filing lists several corporate bond holdings, including notes from Alliant Energy Corp., FirstEnergy Corp., and Global Payments Inc.
