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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 4 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 3,346.0 $1.6M 0.15% +720.0 +27.4% $477.57 -13.7%
62 MU MICRON TECHNOLOGY INC Technology 1,381.0 $1.6M 0.15% NEW $1154.29 -18.8%
63 JCI JOHNSON CONTROLS INTERNATION Industrials 10,907.0 $1.6M 0.15% $146.11 -0.8%
64 LNT ALLIANT ENERGY CORP Utilities 20,055.0 $1.5M 0.14% $76.29 -8.0%
65 WDC WESTERN DIGITAL CORP Technology 2,395.0 $1.5M 0.14% +353.0 +17.3% $638.72 -27.7%
66 IEMG ISHARES INC 18,153.0 $1.5M 0.14% -2K -9.0% $82.84 -2.7%
67 JPM JPMORGAN CHASE & CO Financial Services 4,518.0 $1.5M 0.14% +295.0 +7.0% $327.33 +9.1%
68 TSLA TESLA INC Consumer Cyclical 3,473.0 $1.5M 0.13% +2K +82.6% $420.60 -16.5%
69 IEFA ISHARES TR 14,601.0 $1.4M 0.13% +353.0 +2.5% $96.58 +4.0%
70 EMEQ NOMURA ETF TR 19,013.0 $1.4M 0.13% -255K -93.1% $72.86 -12.8%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,466.0 $1.4M 0.12% +892.0 +155.4% $935.47 +2.3%
72 IWF ISHARES TR 10,549.0 $1.3M 0.12% +8K +296.3% $124.17 -1.2%
73 V VISA INC Financial Services 3,672.0 $1.3M 0.12% +2K +104.1% $343.05 +6.6%
74 JPME J P MORGAN EXCHANGE TRADED F 10,068.0 $1.3M 0.11% -558.0 -5.2% $124.21 +3.3%
75 SCHG SCHWAB STRATEGIC TR 36,844.0 $1.2M 0.11% +9K +32.6% $33.84 +4.8%
76 USMV ISHARES TR 11,809.0 $1.1M 0.10% $96.46 +5.0%
77 PXH INVESCO EXCH TRADED FD TR II 40,643.0 $1.1M 0.10% $27.88 +4.4%
78 ILCG ISHARES TR 9,572.0 $1.1M 0.10% +347.0 +3.8% $117.02 -1.3%
79 VHT VANGUARD WORLD FD 3,598.0 $1.1M 0.10% -93.0 -2.5% $299.01 +10.2%
80 CAT CATERPILLAR INC Industrials 1,001.0 $1.1M 0.10% +688.0 +219.8% $1064.90 -23.4%
Page 4 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%