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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 10 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 SNOW SNOWFLAKE INC Technology 1,235.0 $314K 0.03% NEW $254.50 +27.7%
182 PLD PROLOGIS INC. Real Estate 2,308.0 $313K 0.03% +288.0 +14.3% $135.47 +4.3%
183 MDYV SPDR SERIES TRUST 3,250.0 $308K 0.03% $94.85 +0.9%
184 USXF ISHARES TR 4,437.0 $308K 0.03% -681.0 -13.3% $69.45 -1.9%
185 ABT ABBOTT LABORATORIES Healthcare 3,378.0 $307K 0.03% +901.0 +36.4% $90.74 +26.1%
186 PWV INVESCO EXCHANGE TRADED FD T 4,039.0 $306K 0.03% $75.77 +8.7%
187 ADI ANALOG DEVICES INC Technology 768.0 $305K 0.03% NEW $397.17 -6.0%
188 EMQQ EXCHANGE TRADED CONCEPTS TRU 9,775.0 $305K 0.03% +74.0 +0.8% $31.20 +10.2%
189 ROKU ROKU INC Communication Services 2,207.0 $305K 0.03% -643.0 -22.6% $138.14 +13.5%
190 SUSA ISHARES TR 1,955.0 $302K 0.03% $154.28 +2.6%
191 EFG ISHARES TR 2,386.0 $297K 0.03% -26.0 -1.1% $124.42 +0.8%
192 XLU SELECT SECTOR SPDR TR 6,522.0 $296K 0.03% $45.34 -2.9%
193 MRVL MARVELL TECHNOLOGY INC Technology 979.0 $292K 0.03% NEW $297.89 -20.3%
194 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 3,566.0 $291K 0.03% NEW $81.51 +9.7%
195 D DOMINION ENERGY INC Utilities 4,244.0 $290K 0.03% +823.0 +24.1% $68.29 -0.0%
196 EMXC ISHARES INC 2,827.0 $289K 0.03% $102.30 -6.0%
197 SMH VANECK ETF TRUST 440.0 $289K 0.03% NEW $655.92 -14.5%
198 SU SUNCOR ENERGY INC NEW Energy 5,351.0 $287K 0.03% $53.68 +25.7%
199 VXF VANGUARD INDEX FDS 1,156.0 $285K 0.03% NEW $246.21 +0.1%
200 TMO THERMO FISHER SCIENTIFIC INC Healthcare 555.0 $278K 0.03% +20.0 +3.7% $501.36 +22.4%
Page 10 of 14  ·  261 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%