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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SDY SPDR SERIES TRUST 3,034.0 $462K 0.04% +500.0 +19.7% $152.18 +4.3%
82 GE GE AEROSPACE Industrials 1,212.0 $453K 0.04% +394.0 +48.2% $373.73 -6.8%
83 MCK MCKESSON CORP Healthcare 588.0 $444K 0.04% +106.0 +22.0% $755.60 +13.9%
84 SCHB SCHWAB STRATEGIC TR 15,294.0 $443K 0.04% +3K +25.1% $28.96 +2.1%
85 BA BOEING CO Industrials 2,042.0 $442K 0.04% +924.0 +82.7% $216.47 -1.2%
86 DIS DISNEY WALT CO Communication Services 4,546.0 $438K 0.04% +1K +49.0% $96.25 +11.7%
87 MA MASTERCARD INCORPORATED Financial Services 842.0 $432K 0.04% +80.0 +10.5% $513.60 +12.8%
88 PEP PEPSICO INC Consumer Defensive 3,152.0 $427K 0.04% +216.0 +7.4% $135.40 +5.5%
89 VGT VANGUARD WORLD FD 3,383.0 $404K 0.04% +3K +699.8% $119.52 -1.4%
90 CB CHUBB LIMITED Financial Services 1,179.0 $402K 0.04% +259.0 +28.1% $340.74 +0.8%
91 BAC BANK OF AMER CORP Financial Services 7,012.0 $400K 0.04% +1K +18.9% $56.98 +9.3%
92 NFLX NETFLIX INC. Communication Services 5,540.0 $396K 0.04% +741.0 +15.4% $71.40 +11.6%
93 SHOP SHOPIFY INC Technology 3,361.0 $384K 0.04% +811.0 +31.8% $114.18 +29.2%
94 LOW LOWES COS INC Consumer Cyclical 1,703.0 $375K 0.03% +437.0 +34.5% $220.49 -1.3%
95 SE SEA LTD Consumer Cyclical 3,882.0 $372K 0.03% +1K +41.9% $95.83 +22.8%
96 WFC WELLS FARGO & CO Financial Services 4,471.0 $369K 0.03% +999.0 +28.8% $82.64 +1.8%
97 PGR PROGRESSIVE CORP Financial Services 1,630.0 $356K 0.03% +31.0 +1.9% $218.45 +0.9%
98 DUK DUKE ENERGY CORP NEW Utilities 2,801.0 $355K 0.03% +584.0 +26.3% $126.58 -4.0%
99 ONEV SPDR SERIES TRUST 2,238.0 $320K 0.03% +200.0 +9.8% $143.07 +5.6%
100 PLD PROLOGIS INC. Real Estate 2,308.0 $313K 0.03% +288.0 +14.3% $135.47 +3.8%
Page 5 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%