account_balance
Investment manager · 13F filer · SEC CIK 1864123
Goodman Advisory Group, LLC
Reported value$440Mas of Sep 30, 2026
Positions165 102 new, 6 sold out
Top 10 weight50.0%CWB alone is 12%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
CWBState Street
12.1%
SPYMState Street
6.2%
JVALJPMorgan US
4.4%New
PRFInvesco Ftse
4.4%New
SPYVState Street
4.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
RPRXRoyalty Pharma PLC
3.9%Added +7%
CBOECboe Global Markets, Inc.
3.7%Added +49%
AAPLApple Inc.
3.7%Added +17%
GOOGLAlphabet Inc.
3.4%Added +3%
MSFTMicrosoft Corp
3.4%Added +16%
NVDANVIDIA Corp
3.3%Trimmed −27%
CWBState Street
12.1%
SPYMState Street
6.2%
JVALJPMorgan US
4.4%New
PRFInvesco Ftse
4.4%New
SPYVState Street
4.4%New
TSMTaiwan Semiconductor Manufacturing Co Ltd
3.9%
RPRXRoyalty Pharma PLC
3.9%
CBOECboe Global Markets, Inc.
3.7%
AAPLApple Inc.
3.7%
GOOGL3.4%MSFT3.4%NVDA3.3%Boxes 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
CWB State Street 12.1% Held
SPYM State Street 6.2% Held
JVAL JPMorgan US 4.4% New
PRF Invesco Ftse 4.4% New
SPYV State Street 4.4% New
TSM Taiwan Semiconductor Manufacturing Co Ltd 3.9% HeldRPRX Royalty Pharma PLC 3.9% Added +7%CBOE Cboe Global Markets, Inc. 3.7% Added +49%AAPL Apple Inc. 3.7% Added +17%GOOGL Alphabet Inc. 3.4% Added +3%MSFT Microsoft Corp 3.4% Added +16%NVDA NVIDIA Corp 3.3% Trimmed −27%What changed
Biggest moves since Jun 30, 2026
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