Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Goodman Advisory Group, LLC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

Goodman Advisory Group, LLC (CIK 1864123) reported $385.4M across 182 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CWB ($47.9M, 12.42%), SPLG ($23.1M, 5.98%), JVAL ($18.4M, 4.77%), PRF ($18.4M, 4.76%), SPYV ($18.3M, 4.74%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1CWBSTATE STREET$47.9M12.42%522,882Trimmed
2SPLGSTATE STREET$23.1M5.98%301,363Trimmed
3JVALJPMORGAN US$18.4M4.77%376,094Trimmed
4PRFINVESCO FTSE$18.4M4.76%386,316Trimmed
5SPYVSTATE STREET$18.3M4.74%322,865Trimmed
6NVDANVIDIA CORP$13.1M3.41%75,354Added
7GOOGLALPHABET INC$11.9M3.09%41,397Trimmed
8TOPTISHARES TR$11.0M2.85%383,273Trimmed
9TSMTAIWAN SEMICONDUCTOR$10.1M2.63%29,979Trimmed
10AAPLAPPLE INC$9.6M2.49%37,820Added
11QUSSTATE STREET$9.6M2.48%55,742Trimmed
12IEFISHARES 7-10YR$9.5M2.47%99,849Trimmed
13DYNFISHARES U S$8.9M2.30%152,328Trimmed
14MSFTMICROSOFT CORP$8.5M2.20%22,948Trimmed
15CBOECBOE GLOBAL$8.5M2.19%30,093Trimmed
16TMFCMOTLEY FOOL$8.3M2.15%125,586Trimmed
17RPRXROYALTY PHARMA$8.0M2.07%166,598Trimmed
18AMZNAMAZON COM$7.2M1.86%34,434Added
19RVNUXTRACKERS MUNI$6.7M1.75%273,644Added
20VTEBVANGUARD MUNICIPAL$6.6M1.71%132,371Trimmed
21TLHISHARES 10-20YR$6.4M1.67%63,731Trimmed
22MINTPIMCO EHNANCED$6.5M1.67%64,165Trimmed
23USBU S BANCORP DE$6.4M1.65%122,651Trimmed
24AVGOBROADCOM INC$6.1M1.59%19,793Trimmed
25PZAINVESCO NATIONAL$5.6M1.46%244,404Trimmed

Source: SEC Form 13F filings · as of 2026-03-31