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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $900.2B AUM 228 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 102 Added 48 Reduced 16 Exited
Page 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USMV ISHARES TR 11,814.0 $1.1M 0.12% +102.0 +0.9% $92.74 +3.3%
42 NEBIUS GROUP N.V. 9,307.0 $966K 0.11% +2K +26.8% $103.76
43 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,626.0 $887K 0.10% +52.0 +2.0% $337.95 +15.7%
44 JNJ JOHNSON & JOHNSON Healthcare 3,596.0 $879K 0.10% +40.0 +1.1% $244.41 -6.3%
45 ABBV ABBVIE INC Healthcare 3,700.0 $805K 0.09% +142.0 +4.0% $217.49 -3.6%
46 XOM EXXON MOBIL CORP Energy 4,621.0 $784K 0.09% +140.0 +3.1% $169.66 -5.8%
47 TSLA TESLA INC Consumer Cyclical 1,902.0 $707K 0.08% +221.0 +13.2% $371.75 +8.1%
48 SCHX SCHWAB STRATEGIC TR 26,640.0 $683K 0.08% +156.0 +0.6% $25.64 +12.5%
49 BERKSHIRE HATHAWAY INC DEL 1,425.0 $683K 0.08% +20.0 +1.4% $479.21
50 SNPE DBX ETF TR 11,145.0 $664K 0.07% +67.0 +0.6% $59.55 +13.0%
51 SYSB ISHARES TR 7,263.0 $646K 0.07% +939.0 +14.8% $89.00 -1.7%
52 EUSB ISHARES TR 13,243.0 $576K 0.06% +331.0 +2.6% $43.50 -1.4%
53 V VISA INC Financial Services 1,799.0 $544K 0.06% +474.0 +35.8% $302.17 +10.2%
54 IVW ISHARES TR 4,764.0 $539K 0.06% +210.0 +4.6% $113.11 +19.3%
55 LLY ELI LILLY & CO Healthcare 526.0 $484K 0.05% +20.0 +4.0% $919.77 +7.8%
56 WMT WALMART INC Consumer Defensive 3,832.0 $476K 0.05% +385.0 +11.2% $124.28 +6.8%
57 SPTL SPDR SERIES TRUST 18,072.0 $475K 0.05% +1K +7.2% $26.30 -3.9%
58 NFLX NETFLIX INC. Communication Services 4,799.0 $461K 0.05% +163.0 +3.5% $96.15 -5.5%
59 PM PHILIP MORRIS INTL INC Consumer Defensive 2,786.0 $461K 0.05% +200.0 +7.7% $165.34 +14.6%
60 PEP PEPSICO INC Consumer Defensive 2,936.0 $456K 0.05% +336.0 +12.9% $155.29 -3.6%
Page 3 of 6  ·  102 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 34.8%
Financial Services 18.4%
Communication Services 11.1%
Consumer Cyclical 8.4%
Industrials 8.0%
Healthcare 7.0%
Utilities 5.8%
Consumer Defensive 3.6%
Energy 2.5%
Real Estate 0.4%