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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 11 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 MELI MERCADOLIBRE INC Consumer Cyclical 163.0 $277K 0.03% -20.0 -10.9% $1697.39 +12.4%
202 SPYV SPDR SERIES TRUST 4,473.0 $272K 0.03% $60.79 +5.1%
203 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,212.0 $271K 0.03% +12.0 +1.0% $223.95 +23.8%
204 NXPI NXP SEMICONDUCTORS N V Technology 965.0 $271K 0.03% NEW $281.03 -19.6%
205 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,459.0 $270K 0.03% +252.0 +11.4% $109.77 +0.1%
206 MTW MANITOWOC CO INC Industrials 19,300.0 $268K 0.02% $13.89 +38.1%
207 DGRO ISHARES TR 3,527.0 $267K 0.02% $75.79 +5.6%
208 ACN ACCENTURE PLC IRELAND Technology 2,136.0 $266K 0.02% NEW $124.44 +47.2%
209 AON AON PLC Financial Services 790.0 $262K 0.02% NEW $331.69 +5.0%
210 PJUL INNOVATOR ETFS TRUST 5,357.0 $261K 0.02% $48.81 +1.9%
211 SO SOUTHERN CO Utilities 2,725.0 $261K 0.02% +396.0 +17.0% $95.71 -3.7%
212 PJAN INNOVATOR ETFS TRUST 5,251.0 $260K 0.02% $49.49 +2.0%
213 MAR MARRIOTT INTL INC NEW Consumer Cyclical 699.0 $259K 0.02% NEW $370.59 -2.9%
214 PYLD PIMCO ETF TR 9,732.0 $258K 0.02% +144.0 +1.5% $26.52 -0.9%
215 UNP UNION PAC CORP Industrials 947.0 $258K 0.02% NEW $272.00 +11.0%
216 COP CONOCOPHILLIPS Energy 2,464.0 $256K 0.02% +192.0 +8.4% $103.96 +25.6%
217 HOOD ROBINHOOD MKTS INC Financial Services 2,522.0 $253K 0.02% NEW $100.28 -4.5%
218 BLACKROCK ETF TRUST 3,118.0 $250K 0.02% -294.0 -8.6% $80.16
219 MUNI PIMCO ETF TR 4,735.0 $249K 0.02% +714.0 +17.8% $52.60 -1.5%
220 IWY ISHARES TR 846.0 $246K 0.02% -148.0 -14.9% $290.62 -1.5%
Page 11 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%