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 $84.0M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FBCG ($41.9M, 49.93%), FBND ($13.0M, 15.47%), FVAL ($5.5M, 6.58%), ESGU ($4.3M, 5.16%), VOO ($3.1M, 3.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FBCG | FIDELITY COVINGTON TRUST | $41.9M | 49.93% | 836,772 | Trimmed |
| 2 | FBND | FIDELITY MERRIMACK STR TR | $13.0M | 15.47% | 284,777 | Added |
| 3 | FVAL | FIDELITY COVINGTON TRUST | $5.5M | 6.58% | 79,585 | Trimmed |
| 4 | ESGU | ISHARES TR | $4.3M | 5.16% | 30,637 | Trimmed |
| 5 | VOO | VANGUARD INDEX FDS | $3.1M | 3.64% | 5,118 | Trimmed |
| 6 | IVV | ISHARES TR | $1.8M | 2.20% | 2,825 | Hold |
| 7 | XLG | INVESCO EXCHANGE TRADED FD T | $1.8M | 2.19% | 33,660 | Hold |
| 8 | VUG | VANGUARD INDEX FDS | $1.4M | 1.61% | 3,093 | Trimmed |
| 9 | BK | BANK NEW YORK MELLON CORP | $1.3M | 1.60% | 11,344 | Hold |
| 10 | EQWL | INVESCO EXCHANGE TRADED FD T | $1.1M | 1.25% | 9,144 | Hold |
| 11 | ONEQ | FIDELITY COMWLTH TR | $1.0M | 1.24% | 12,248 | Hold |
| 12 | MUNI | PIMCO ETF TR | $988,792 | 1.18% | 18,946 | Trimmed |
| 13 | VBK | VANGUARD INDEX FDS | $732,397 | 0.87% | 2,423 | Trimmed |
| 14 | ITM | VANECK ETF TRUST | $716,462 | 0.85% | 15,431 | Trimmed |
| 15 | AXSM | AXSOME THERAPEUTICS INC. | $716,814 | 0.85% | 4,241 | Hold |
| 16 | PTRB | PGIM ETF TR | $664,326 | 0.79% | 16,004 | New |
| 17 | FGRO | FIDELITY COVINGTON TRUST | $493,655 | 0.59% | 17,751 | New |
| 18 | SIGI | SELECTIVE INS GROUP INC | $452,340 | 0.54% | 6,000 | Hold |
| 19 | JHMM | JOHN HANCOCK EXCHANGE TRADED | $393,745 | 0.47% | 5,866 | Hold |
| 20 | IJT | ISHARES TR | $316,770 | 0.38% | 2,189 | Hold |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $295,541 | 0.35% | 5,912 | Added |
| 22 | IVE | ISHARES TR | $279,563 | 0.33% | 1,324 | Hold |
| 23 | TSLA | TESLA INC | $253,905 | 0.30% | 683 | Hold |
| 24 | JVAL | J P MORGAN EXCHANGE TRADED F | $243,567 | 0.29% | 4,985 | Hold |
| 25 | USRT | ISHARES TR | $232,128 | 0.28% | 3,922 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31