Goodwin Investment Advisory
All 13F Filings
- Location
- Woodstock, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 49,656
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/19/2026 | 28 | 49,656 | 13F-HR | Goodwin Investment Advisory |
| Q1 2026 | 5/12/2026 | 29 | 83,992 | 13F-HR | Goodwin Investment Advisory |
| Q4 2025 | 2/9/2026 | 26 | 91,093 | 13F-HR | Goodwin Investment Advisory |
| Q3 2025 | 11/5/2025 | 28 | 93,255 | 13F-HR | Goodwin Investment Advisory |
| Q2 2025 | 8/14/2025 | 28 | 86,603 | 13F-HR | Goodwin Investment Advisory |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.369 K | 14.8% | 0 | 39.32 K | -39.32 K |
| ETFs | 42.28 K | 85.2% | 4.978 K | 0 | 4.978 K |
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Fund Snapshot
Q2 2026
Latest filed
8/19/2026
Total value ($000)
49,656
Holdings
28
QoQ value change ($000)
-34,336
(-40.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.