Godfrey Financial Associates, Inc.
All 13F Filings
- Location
- Glenmont, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 130,661
- 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 | 8/11/2026 | 1,090 | 130,661 | 13F-HR | Godfrey Financial Associates, Inc. |
| Q1 2026 | 5/11/2026 | 1,110 | 116,526 | 13F-HR | Godfrey Financial Associates, Inc. |
| Q4 2025 | 2/10/2026 | 1,113 | 115,331 | 13F-HR | Godfrey Financial Associates, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.43 K | 23.3% | 1.803 K | 0 | 1.803 K |
| ETFs | 99.82 K | 76.4% | 12.41 K | 0 | 12.41 K |
| Debt | 395 | 0.3% | 2 | 0 | 2 |
| Other | 1 | 0.0% | 0 | 0 | 0 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
130,661
Holdings
1090
QoQ value change ($000)
14,135
(12.1%)
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.