Goodwin Investment Advisory
Goodwin Investment Advisory reported 28 positions worth $49.7M as of June 30, 2026 (13F filed August 19, 2026). Largest holding: FBND (28.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | FBND | SH | $14.3M | 28.85% | 315,244 | — | — | |
| ▸ 2 | FVAL | SH | $7.0M | 14.09% | 89,747 | — | — | |
| ▸ 3 | ESGU | SH | $5.0M | 10.10% | 30,636 | — | — | |
| ▸ 4 | VOO | SH | $3.9M | 7.92% | 5,728 | — | — | |
| ▸ 5 | XLG | SH | $2.1M | 4.15% | 33,660 | — | — | |
| ▸ 6 | IVV | SH | $1.9M | 3.92% | 2,597 | — | — | |
| ▸ 7 | BNY | SH | $1.6M | 3.30% | 11,344 | — | — | |
| ▸ 8 | VUG | SH | $1.6M | 3.19% | 18,416 | — | — | |
| ▸ 9 | EQWL | SH | $1.4M | 2.81% | 10,829 | — | — | |
| ▸ 10 | ONEQ | SH | $1.3M | 2.55% | 12,248 | — | — |
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Frequently Asked Questions
What stocks does Goodwin Investment Advisory hold as of Q2 2026?
Goodwin Investment Advisory reported 28 positions worth $49.7M in its Q2 2026 13F filing. Largest positions: FBND (28.9%), FVAL (14.1%), ESGU (10.1%), VOO (7.9%) and XLG (4.2%).
What did Goodwin Investment Advisory buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Goodwin Investment Advisory sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.