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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $1.1B AUM 261 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 51 New 113 Added 44 Reduced 18 Exited
Page 2 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLK SELECT SECTOR SPDR TR 22,942.0 $4.4M 0.40% +5K +29.7% $190.52 -4.3%
22 GOOGL ALPHABET INC Communication Services 11,460.0 $4.1M 0.37% +4K +48.9% $357.38 -4.2%
23 FVD FIRST TR EXCHANGE-TRADED FD 80,890.0 $3.9M 0.36% +647.0 +0.8% $48.18 +5.6%
24 SPY STATE STR SPDR S&P 500 ETF T Financial Services 5,154.0 $3.8M 0.35% +1K +34.5% $746.75 +2.4%
25 VTI VANGUARD INDEX FDS 10,130.0 $3.7M 0.34% +4K +64.3% $370.02 +2.1%
26 IMCB ISHARES TR 38,426.0 $3.7M 0.34% +640.0 +1.7% $96.56 +3.4%
27 PUSH PGIM ETF TR 69,871.0 $3.5M 0.32% +7K +10.3% $50.41 -0.1%
28 IVV ISHARES TR 3,707.0 $2.8M 0.25% +40.0 +1.1% $748.89 +2.6%
29 VO VANGUARD INDEX FDS 33,199.0 $2.7M 0.24% +29K +682.3% $80.57 +3.0%
30 AVGO BROADCOM INC Technology 6,735.0 $2.5M 0.23% +594.0 +9.7% $377.75 -2.4%
31 VUG VANGUARD INDEX FDS 29,130.0 $2.5M 0.23% +25K +536.4% $86.14 +1.2%
32 EMGF ISHARES INC 30,922.0 $2.3M 0.21% +3K +11.8% $73.26 -2.0%
33 QQQM INVESCO EXCH TRADED FD TR II 7,471.0 $2.3M 0.21% +274.0 +3.8% $302.97 -3.4%
34 META META PLATFORMS INC Communication Services 3,580.0 $2.0M 0.18% +928.0 +35.0% $563.28 -2.5%
35 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,346.0 $1.6M 0.15% +720.0 +27.4% $477.57 -12.2%
36 WDC WESTERN DIGITAL CORP Technology 2,395.0 $1.5M 0.14% +353.0 +17.3% $638.72 -27.3%
37 JPM JPMORGAN CHASE & CO Financial Services 4,518.0 $1.5M 0.14% +295.0 +7.0% $327.33 +8.2%
38 TSLA TESLA INC Consumer Cyclical 3,473.0 $1.5M 0.13% +2K +82.6% $420.60 -14.5%
39 IEFA ISHARES TR 14,601.0 $1.4M 0.13% +353.0 +2.5% $96.58 +4.4%
40 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,466.0 $1.4M 0.12% +892.0 +155.4% $935.47 +1.2%
Page 2 of 6  ·  113 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.5%
Financial Services 18.8%
Communication Services 11.7%
Consumer Cyclical 10.1%
Industrials 7.3%
Healthcare 6.2%
Utilities 4.6%
Consumer Defensive 3.2%
Energy 1.4%
Real Estate 0.3%