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.
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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CWB | STATE STREET | $47.9M | 12.42% | 522,882 | Trimmed |
| 2 | SPLG | STATE STREET | $23.1M | 5.98% | 301,363 | Trimmed |
| 3 | JVAL | JPMORGAN US | $18.4M | 4.77% | 376,094 | Trimmed |
| 4 | PRF | INVESCO FTSE | $18.4M | 4.76% | 386,316 | Trimmed |
| 5 | SPYV | STATE STREET | $18.3M | 4.74% | 322,865 | Trimmed |
| 6 | NVDA | NVIDIA CORP | $13.1M | 3.41% | 75,354 | Added |
| 7 | GOOGL | ALPHABET INC | $11.9M | 3.09% | 41,397 | Trimmed |
| 8 | TOPT | ISHARES TR | $11.0M | 2.85% | 383,273 | Trimmed |
| 9 | TSM | TAIWAN SEMICONDUCTOR | $10.1M | 2.63% | 29,979 | Trimmed |
| 10 | AAPL | APPLE INC | $9.6M | 2.49% | 37,820 | Added |
| 11 | QUS | STATE STREET | $9.6M | 2.48% | 55,742 | Trimmed |
| 12 | IEF | ISHARES 7-10YR | $9.5M | 2.47% | 99,849 | Trimmed |
| 13 | DYNF | ISHARES U S | $8.9M | 2.30% | 152,328 | Trimmed |
| 14 | MSFT | MICROSOFT CORP | $8.5M | 2.20% | 22,948 | Trimmed |
| 15 | CBOE | CBOE GLOBAL | $8.5M | 2.19% | 30,093 | Trimmed |
| 16 | TMFC | MOTLEY FOOL | $8.3M | 2.15% | 125,586 | Trimmed |
| 17 | RPRX | ROYALTY PHARMA | $8.0M | 2.07% | 166,598 | Trimmed |
| 18 | AMZN | AMAZON COM | $7.2M | 1.86% | 34,434 | Added |
| 19 | RVNU | XTRACKERS MUNI | $6.7M | 1.75% | 273,644 | Added |
| 20 | VTEB | VANGUARD MUNICIPAL | $6.6M | 1.71% | 132,371 | Trimmed |
| 21 | TLH | ISHARES 10-20YR | $6.4M | 1.67% | 63,731 | Trimmed |
| 22 | MINT | PIMCO EHNANCED | $6.5M | 1.67% | 64,165 | Trimmed |
| 23 | USB | U S BANCORP DE | $6.4M | 1.65% | 122,651 | Trimmed |
| 24 | AVGO | BROADCOM INC | $6.1M | 1.59% | 19,793 | Trimmed |
| 25 | PZA | INVESCO NATIONAL | $5.6M | 1.46% | 244,404 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31