Goodman Advisory Group, LLC
All 13F Filings
- Location
- Needham, MA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 385,446
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 4/22/2026 | 184 | 385,446 | 13F-HR | Goodman Advisory Group, LLC |
| Q4 2025 | 2/11/2026 | 185 | 406,355 | 13F-HR | Goodman Advisory Group, LLC |
| Q3 2025 | 11/13/2025 | 196 | 401,808 | 13F-HR | Goodman Advisory Group, LLC |
| Q2 2025 | 8/18/2025 | 146 | 294,265 | 13F-HR | Goodman Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 309.9 K | 80.4% | 0 | 96.44 K | -96.44 K |
| ETFs | 75.54 K | 19.6% | 75.54 K | 0 | 75.54 K |
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Fund Snapshot
Q1 2026
Latest filed
4/22/2026
Total value ($000)
385,446
Holdings
184
QoQ value change ($000)
-20,909
(-5.1%)
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.