Goodwin Investment Advisory filed its 13F report for Q2 2026 on August 19, 2026. The portfolio totaled 49.66 M reflecting a -40.88% change from the prior quarter, spanning 28 assets. The top 10 holdings comprised 80.9% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 4 new positions and 5 complete exits.
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Goodwin Investment Advisory submitted their Form 13F-HR for the Q2 2026 period on 08/19/2026. This was the only submission for the quarter.
In the Q2 2026 filing, Goodwin Investment Advisory reported a managed portfolio value of 49.66 M, consisting of 111 individual positions.
This page displays the raw filing documents. To see which stocks Goodwin Investment Advisory bought or sold during Q2 2026, please visit Goodwin Investment Advisory's Portfolio Analysis page.