Goodman Advisory Group, LLC

Q1 2026 13F-HR Holdings

Location
Needham, MA
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
184
Total value ($000)
$385,446
Net value change ($000)
-20,909 (-5.1%)
New positions
27
Sold out positions
28
Turnover %
11.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MSCI 5,311 NEW
ANET 4,631 92620.0%
FANG 3,128 NEW
FER 2,799 NEW
GIL 2,392 NEW
ALLE 2,315 NEW
SNPS 2,211 NEW
MSI 2,152 NEW
MCK 2,120 NEW
TXN 2,040 NEW
Top Reduces (Value $000, Stocks/ETFs)
NOW -6,333 -100.0%
VUG -3,998 -45.0%
MSFT -3,610 -29.8%
USB -3,112 -32.8%
SHOP -2,894 -100.0%
BKNG -2,880 -65.8%
RPRX -2,873 -26.4%
META -2,739 -40.9%
BBVA -2,565 -51.4%
TDG -2,493 -64.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type