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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 3  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NXPI NXP SEMICONDUCTORS N V Technology 965.0 $271K 0.03% NEW $281.03 -20.3%
22 ACN ACCENTURE PLC IRELAND Technology 2,136.0 $266K 0.02% NEW $124.44 +47.9%
23 AON AON PLC Financial Services 790.0 $262K 0.02% NEW $331.69 +6.4%
24 MAR MARRIOTT INTL INC NEW Consumer Cyclical 699.0 $259K 0.02% NEW $370.59 -3.8%
25 UNP UNION PAC CORP Industrials 947.0 $258K 0.02% NEW $272.00 +12.1%
26 HOOD ROBINHOOD MKTS INC Financial Services 2,522.0 $253K 0.02% NEW $100.28 -5.6%
27 CROX CROCS INC Consumer Cyclical 2,005.0 $242K 0.02% NEW $120.64 +2.3%
28 BMO BANK MONTREAL MEDIUM Financial Services 1,348.0 $238K 0.02% NEW $176.70 -2.5%
29 FITB FIFTH THIRD BANCORP Financial Services 4,209.0 $237K 0.02% NEW $56.37 -3.2%
30 GLW CORNING INC Technology 918.0 $234K 0.02% NEW $255.43 -40.6%
31 AVSC AMERICAN CENTY ETF TR 3,162.0 $232K 0.02% NEW $73.34 -0.1%
32 SUSC ISHARES TR 9,594.0 $222K 0.02% NEW $23.15 -2.1%
33 AZZ AZZ INC Industrials 1,421.0 $220K 0.02% NEW $155.05 -9.7%
34 SGOL ETFS GOLD TR Financial Services 5,720.0 $219K 0.02% NEW $38.23 +12.6%
35 NVO NOVO-NORDISK A S Healthcare 4,550.0 $218K 0.02% NEW $47.94 -3.4%
36 AMAT APPLIED MATLS INC Technology 301.0 $218K 0.02% NEW $723.00 -32.0%
37 PDEC INNOVATOR ETFS TRUST 4,679.0 $215K 0.02% NEW $45.89 +1.9%
38 ABVX ABIVAX SA Healthcare 1,598.0 $213K 0.02% NEW $133.26 -11.6%
39 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,194.0 $213K 0.02% NEW $178.24 +18.1%
40 IWP ISHARES TR 1,448.0 $212K 0.02% NEW $146.41 -2.8%
Page 2 of 3  ·  51 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%