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Portfolio (Quarterly) Guide ↗

Goldstein Advisors, LLC

· CIK 0001963807
13F Portfolio $900M AUM 228 positions Filed Apr 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 19 New 102 Added 48 Reduced 16 Exited
Page 2 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPTM SPDR SERIES TRUST 10,841.0 $857K 0.10% -545.0 -4.8% $79.06 +13.2%
22 VWO VANGUARD INTL EQUITY INDEX F 13,861.0 $749K 0.08% -2K -10.9% $54.05 +8.3%
23 DIVI FRANKLIN TEMPLETON ETF TR 18,246.0 $726K 0.08% -105.0 -0.6% $39.81 +7.1%
24 IWM ISHARES TR 2,728.0 $677K 0.07% -188.0 -6.5% $248.00 +12.4%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 574.0 $572K 0.06% -32.0 -5.3% $996.43 +8.7%
26 VONV VANGUARD SCOTTSDALE FDS 6,087.0 $571K 0.06% -753.0 -11.0% $93.74 +9.2%
27 WDC WESTERN DIGITAL CORP Technology 2,042.0 $552K 0.06% -45.0 -2.2% $270.49 +70.6%
28 SCHF SCHWAB STRATEGIC TR 20,824.0 $515K 0.06% -9K -30.0% $24.75 +9.4%
29 CRWD CROWDSTRIKE HLDGS INC Technology 1,198.0 $468K 0.05% -37.0 -3.0% $390.41 +64.2%
30 ORCL ORACLE CORP Technology 3,161.0 $465K 0.05% -58.0 -1.8% $147.11 +25.1%
31 MRK MERCK & CO INC Healthcare 3,676.0 $442K 0.05% -50.0 -1.3% $120.29 -6.0%
32 EFAV ISHARES TR 4,481.0 $409K 0.04% -53.0 -1.2% $91.36 +0.7%
33 APP APPLOVIN CORP Technology 1,026.0 $408K 0.04% -283.0 -21.6% $398.00 +20.6%
34 TLN TALEN ENERGY CORP Utilities 1,179.0 $376K 0.04% -288.0 -19.6% $319.23 +6.1%
35 UITB VICTORY PORTFOLIOS II 7,910.0 $372K 0.04% -42.0 -0.5% $47.02 -1.3%
36 AVDE AMERICAN CENTY ETF TR 4,125.0 $350K 0.04% -149K -97.3% $84.84 +6.5%
37 DSI ISHARES TR 2,871.0 $348K 0.04% -92.0 -3.1% $121.19 +16.0%
38 HD HOME DEPOT INC Consumer Cyclical 1,038.0 $341K 0.04% -23.0 -2.2% $328.89 -6.5%
39 ASML ASML HLDG NV Technology 230.0 $304K 0.03% -57.0 -19.9% $1320.83 +16.8%
40 USXF ISHARES TR 5,118.0 $283K 0.03% -63.0 -1.2% $55.20 +19.8%
Page 2 of 3  ·  48 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%