Goodwin Investment Advisory: 13F holdings
CIK 18032942026Q2
| Positions | 28 |
|---|
| Reported value | $49.7m |
|---|
| Filed | 2026-08-19 |
|---|
Change since last quarter
| Positions | 28 (-1 vs prior quarter) |
|---|
| Reported value | $49.7m (-40.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FBND FIDELITY MERRIMACK STR TR | 315,244 | $14.3m | 28.9% |
| FVAL FIDELITY COVINGTON TRUST | 89,747 | $7.0m | 14.1% |
| ESGU ISHARES TR | 30,636 | $5.0m | 10.1% |
| VOO VANGUARD INDEX FDS | 5,728 | $3.9m | 7.9% |
| XLG INVESCO EXCHANGE TRADED FD T | 33,660 | $2.1m | 4.2% |
| IVV ISHARES TR | 2,597 | $1.9m | 3.9% |
| BNY BANK OF NY MELLON CORP | 11,344 | $1.6m | 3.3% |
| VUG VANGUARD INDEX FDS | 18,416 | $1.6m | 3.2% |
| EQWL INVESCO EXCHANGE TRADED FD T | 10,829 | $1.4m | 2.8% |
| ONEQ FIDELITY COMWLTH TR | 12,248 | $1.3m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1803294")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples