Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Goodwin Investment Advisory (CIK 1803294) reported $49.7M across 28 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: FBND ($14.3M, 28.85%), FVAL ($7.0M, 14.09%), ESGU ($5.0M, 10.10%), VOO ($3.9M, 7.92%), XLG ($2.1M, 4.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $14.3M | 28.85% | 315,244 | Added |
| 2 | FVAL | FIDELITY COVINGTON TRUST | $7.0M | 14.09% | 89,747 | Added |
| 3 | ESGU | ISHARES TR | $5.0M | 10.10% | 30,636 | Trimmed |
| 4 | VOO | VANGUARD INDEX FDS | $3.9M | 7.92% | 5,728 | Added |
| 5 | XLG | INVESCO EXCHANGE TRADED FD T | $2.1M | 4.15% | 33,660 | Hold |
| 6 | IVV | ISHARES TR | $1.9M | 3.92% | 2,597 | Trimmed |
| 7 | BK | BANK OF NY MELLON CORP | $1.6M | 3.30% | 11,344 | Hold |
| 8 | VUG | VANGUARD INDEX FDS | $1.6M | 3.19% | 18,416 | Added |
| 9 | EQWL | INVESCO EXCHANGE TRADED FD T | $1.4M | 2.81% | 10,829 | Added |
| 10 | ONEQ | FIDELITY COMWLTH TR | $1.3M | 2.55% | 12,248 | Hold |
| 11 | MIAX | MIAMI INTL HLDGS INC | $1.0M | 2.10% | 28,025 | New |
| 12 | AXSM | AXSOME THERAPEUTICS INC. | $1.0M | 2.09% | 4,241 | Hold |
| 13 | MUNI | PIMCO ETF TR | $976,181 | 1.97% | 18,558 | Trimmed |
| 14 | AVGO | BROADCOM INC | $929,265 | 1.87% | 2,460 | New |
| 15 | VBK | VANGUARD INDEX FDS | $886,145 | 1.78% | 2,423 | Hold |
| 16 | ITM | VANECK ETF TRUST | $725,102 | 1.46% | 15,431 | Hold |
| 17 | SIGI | SELECTIVE INS GROUP INC | $582,060 | 1.17% | 6,000 | Hold |
| 18 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $474,795 | 0.96% | 6,334 | Added |
| 19 | IJT | ISHARES TR | $390,955 | 0.79% | 2,189 | Hold |
| 20 | IVE | ISHARES TR | $300,627 | 0.61% | 1,324 | Hold |
| 21 | LLY | ELI LILLY & CO | $298,658 | 0.60% | 249 | Hold |
| 22 | JVAL | J P MORGAN EXCHANGE TRADED F | $292,320 | 0.59% | 4,985 | Hold |
| 23 | CSCO | CISCO SYS INC | $289,421 | 0.58% | 2,464 | New |
| 24 | TSLA | TESLA INC | $287,269 | 0.58% | 683 | Hold |
| 25 | IWF | ISHARES TR | $259,763 | 0.52% | 2,092 | Added |
Source: SEC Form 13F filings · as of 2026-06-30