Goodman Advisory Group, LLC
All 13F Filings
- Location
- Needham, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 435,036
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/12/2026 | 69 | 435,036 | 13F-HR | Goodman Advisory Group, LLC |
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 359.6 K | 82.7% | 49.67 K | 0 | 49.67 K |
| ETFs | 75.45 K | 17.3% | 0 | 91 | -91 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
435,036
Holdings
69
QoQ value change ($000)
49,590
(12.9%)
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.