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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 8 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 NTRA NATERA INC Healthcare 1,701.0 $462K 0.04% +105.0 +6.6% $271.45 +19.7%
142 SDY SPDR SERIES TRUST 3,034.0 $462K 0.04% +500.0 +19.7% $152.18 +3.9%
143 BAPR INNOVATOR ETFS TRUST 8,548.0 $455K 0.04% NEW $53.26 +1.6%
144 GE GE AEROSPACE Industrials 1,212.0 $453K 0.04% +394.0 +48.2% $373.73 -7.8%
145 MCK MCKESSON CORP Healthcare 588.0 $444K 0.04% +106.0 +22.0% $755.60 +11.0%
146 SCHB SCHWAB STRATEGIC TR 15,294.0 $443K 0.04% +3K +25.1% $28.96 +1.8%
147 BA BOEING CO Industrials 2,042.0 $442K 0.04% +924.0 +82.7% $216.47 -0.6%
148 DIS DISNEY WALT CO Communication Services 4,546.0 $438K 0.04% +1K +49.0% $96.25 +11.5%
149 MA MASTERCARD INCORPORATED Financial Services 842.0 $432K 0.04% +80.0 +10.5% $513.60 +11.7%
150 PEP PEPSICO INC Consumer Defensive 3,152.0 $427K 0.04% +216.0 +7.4% $135.40 +4.9%
151 APH AMPHENOL CORP Technology 2,357.0 $416K 0.04% -404.0 -14.6% $176.32 -13.2%
152 INNOVATOR ETFS TRUST 20,080.0 $410K 0.04% NEW $20.44
153 FMAR FIRST TR EXCHNG TRADED FD VI 7,846.0 $410K 0.04% NEW $52.26 +1.7%
154 VGT VANGUARD WORLD FD 3,383.0 $404K 0.04% +3K +699.8% $119.52 -1.0%
155 CB CHUBB LIMITED Financial Services 1,179.0 $402K 0.04% +259.0 +28.1% $340.74 +0.6%
156 PWR QUANTA SVCS INC Industrials 557.0 $401K 0.04% -267.0 -32.4% $720.04 -8.0%
157 BAC BANK OF AMER CORP Financial Services 7,012.0 $400K 0.04% +1K +18.9% $56.98 +8.6%
158 NFLX NETFLIX INC. Communication Services 5,540.0 $396K 0.04% +741.0 +15.4% $71.40 +12.2%
159 RDVY FIRST TR EXCHANGE TRADED FD 4,869.0 $395K 0.04% $81.06 +0.5%
160 PNOV INNOVATOR ETFS TRUST 8,871.0 $393K 0.04% $44.35 +1.8%
Page 8 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%