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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 11 of 12  ·  228 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 INNOVATOR ETFS TRUST 8,452.0 $221K 0.03% $26.10
202 EFX EQUIFAX INC Industrials 1,225.0 $221K 0.03% +183.0 +17.6% $180.07 -10.0%
203 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,207.0 $213K 0.02% NEW $96.47 -0.8%
204 BSV VANGUARD BD INDEX FDS 2,711.0 $213K 0.02% NEW $78.40 -0.9%
205 D DOMINION ENERGY INC Utilities 3,421.0 $211K 0.02% NEW $61.82 +8.7%
206 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 2,146.0 $211K 0.02% NEW $98.42 -1.0%
207 FAST FASTENAL CO Industrials 4,530.0 $210K 0.02% NEW $46.40 -6.6%
208 MUNI PIMCO ETF TR 4,021.0 $210K 0.02% $52.19 -0.5%
209 CVX CHEVRON CORPORATION Energy 1,013.0 $210K 0.02% NEW $206.90 -6.2%
210 WM WASTE MGMT INC DEL Industrials 910.0 $209K 0.02% NEW $229.79 -2.6%
211 HON HONEYWELL INTL INC Industrials 922.0 $208K 0.02% NEW $226.03 -4.5%
212 JKHY HENRY JACK & ASSOC INC Technology 1,302.0 $206K 0.02% NEW $158.04 -12.0%
213 SBUX STARBUCKS CORP Consumer Cyclical 2,291.0 $205K 0.02% NEW $89.59 +18.4%
214 PAPR INNOVATOR ETFS TRUST 5,036.0 $200K 0.02% NEW $39.80 +4.9%
215 RKT ROCKET COS INC Financial Services 10,125.0 $144K 0.02% NEW $14.25 -12.0%
216 VENTAS RLTY LTD PARTNERSHIP 15,000.0 $23K 0.00% $1.51
217 JAZZ INVESTMENTS I LTD 15,000.0 $18K 0.00% $1.21
218 BLACKSTONE MORTGAGE TRUST IN 18,000.0 $18K 0.00% $0.99
219 PPL CAP FDG INC 15,000.0 $17K 0.00% $1.16
220 ON SEMICONDUCTOR CORP 16,000.0 $16K 0.00% $0.97
Page 11 of 12  ·  228 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%