account_balance
Investment manager · 13F filer · SEC CIK 1803294
Goodwin Investment Advisory
Reported value$49.7Mas of Jun 30, 2026
Positions28 4 new, 5 sold out
Top 10 weight80.9%FBND alone is 29%
FiledAug 1950 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FBNDFidelity Merrimack STR Tr
28.9%Added +11%
FVALFidelity Covington Trust
14.1%Added +13%
ESGUiShares Tr
10.1%
VOOVanguard Index FDS
7.9%Added +12%
XLGInvesco Exchange Traded Fd T
4.2%
IVViShares Tr
3.9%−8%
BNYBank of New York Mellon Corp
3.3%
VUGVanguard Index FDS
3.2%
EQWLInvesco Exchange Traded Fd T
2.8%
ONEQFidelity Comwlth Tr
2.5%
FBNDFidelity Merrimack STR Tr
28.9%Added +11%
FVALFidelity Covington Trust
14.1%
ESGUiShares Tr
10.1%
VOOVanguard Index FDS
7.9%Added +12%
XLG4.2%
IVV3.9%
BNY3.3%VUG3.2%
EQWL
ONEQ
MIAXAXSMBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FBND Fidelity Merrimack STR Tr 28.9% Added +11%
FVAL Fidelity Covington Trust 14.1% Added +13%
ESGU iShares Tr 10.1% Held
VOO Vanguard Index FDS 7.9% Added +12%
XLG Invesco Exchange Traded Fd T 4.2% Held
IVV iShares Tr 3.9% Trimmed −8%
BNY Bank of New York Mellon Corp 3.3% HeldVUG Vanguard Index FDS 3.2% Held
EQWL Invesco Exchange Traded Fd T 2.8% Added +18%
ONEQ Fidelity Comwlth Tr 2.5% Held
MIAX Miami International Holdings, Inc. 2.1% NewAXSM Axsome Therapeutics, Inc. 2.1% HeldWhat changed
Biggest moves since Mar 31, 2026
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