Godfrey Financial Associates, Inc.
All 13F Filings
- Location
- Glenmont, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 116,526
- 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 | 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 28.63 K | 24.6% | 0 | 20.22 K | -20.22 K |
| ETFs | 87.41 K | 75.1% | 22.14 K | 0 | 22.14 K |
| Debt | 393 | 0.3% | 59 | 0 | 59 |
| Other | 1 | 0.0% | 0 | 812 | -812 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
116,526
Holdings
1110
QoQ value change ($000)
1,195
(1.0%)
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.