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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 6 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DIVI FRANKLIN TEMPLETON ETF TR 17,541.0 $749K 0.07% -705.0 -3.9% $42.72 +4.0%
102 BERKSHIRE HATHAWAY INC DEL 1,482.0 $742K 0.07% +57.0 +4.0% $500.40
103 APP APPLOVIN CORP Technology 1,347.0 $694K 0.06% +321.0 +31.3% $515.23 -39.7%
104 XOM EXXON MOBIL CORP Energy 4,932.0 $674K 0.06% +311.0 +6.7% $136.72 +20.5%
105 IVW ISHARES TR 4,793.0 $659K 0.06% +29.0 +0.6% $137.53 +1.3%
106 PNC PNC FINL SVCS GROUP INC Financial Services 2,642.0 $651K 0.06% NEW $246.22 +0.1%
107 AXP AMERICAN EXPRESS CO Financial Services 1,912.0 $647K 0.06% NEW $338.25 +0.5%
108 SPMD SPDR SERIES TRUST 9,452.0 $639K 0.06% $67.56 -0.1%
109 SCHW SCHWAB CHARLES CORP Financial Services 6,916.0 $638K 0.06% NEW $92.27 +20.2%
110 SYSB ISHARES TR 7,142.0 $634K 0.06% -121.0 -1.7% $88.72 -1.3%
111 EUSB ISHARES TR 14,497.0 $630K 0.06% +1K +9.5% $43.45 -1.1%
112 LLY ELI LILLY & CO Healthcare 525.0 $630K 0.06% $1199.43 +6.8%
113 TJX TJX COS INC NEW Consumer Cyclical 4,119.0 $624K 0.06% +2K +144.9% $151.50 -4.6%
114 CGSM CAPITAL GRP FIXED INCM ETF T 23,616.0 $623K 0.06% +15K +173.2% $26.39 -0.3%
115 SCHV SCHWAB STRATEGIC TR 17,788.0 $619K 0.06% $34.81 +0.7%
116 VLUE ISHARES TR 2,958.0 $591K 0.05% $199.81 +0.6%
117 C CITIGROUP INC Financial Services 4,184.0 $586K 0.05% +1K +48.7% $139.96 -5.1%
118 PM PHILIP MORRIS INTL INC Consumer Defensive 3,208.0 $580K 0.05% +422.0 +15.2% $180.91 +5.0%
119 IBM INTERNATIONAL BUSINESS MACHS Technology 2,052.0 $577K 0.05% +742.0 +56.6% $281.21 -15.7%
120 MRK MERCK & CO INC Healthcare 4,434.0 $570K 0.05% +758.0 +20.6% $128.50 +18.5%
Page 6 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%