account_balance
Investment manager · 13F filer · SEC CIK 2097943
Godfrey Financial Associates, Inc.
Reported value$125Mas of Sep 30, 2026
Positions1,057 39 new, 72 sold out
Top 10 weight48.8%IVV alone is 12%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
12.0%Trimmed −2%
IVWiShares Tr
9.1%Trimmed −12%
HDViShares Tr
6.6%Trimmed −4%
IJHiShares Tr
6.0%Trimmed −7%
DVYiShares Tr
3.3%Trimmed −4%
IJRiShares Tr
2.9%
ITOTiShares Tr
2.8%Trimmed −4%
AGGiShares Tr
2.6%Trimmed −13%
NVDANVIDIA Corp
1.9%
STIPiShares Tr
1.7%Trimmed −13%
DELLDell Technologies Inc.
1.4%
MSFT1.4%IVViShares Tr
12.0%Trimmed −2%
IVWiShares Tr
9.1%Trimmed −12%
HDViShares Tr
6.6%Trimmed −4%
IJHiShares Tr
6.0%Trimmed −7%
DVYiShares Tr
3.3%
IJRiShares Tr
2.9%
ITOTiShares Tr
2.8%
AGGiShares Tr
2.6%
STIP
DELLMSFTBoxes 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
IVV iShares Tr 12.0% Trimmed −2%
IVW iShares Tr 9.1% Trimmed −12%
HDV iShares Tr 6.6% Trimmed −4%
IJH iShares Tr 6.0% Trimmed −7%
DVY iShares Tr 3.3% Trimmed −4%
IJR iShares Tr 2.9% Held
ITOT iShares Tr 2.8% Trimmed −4%
AGG iShares Tr 2.6% Trimmed −13%
NVDA NVIDIA Corp 1.9% Added +3%STIP iShares Tr 1.7% Trimmed −13%
DELL Dell Technologies Inc. 1.4% HeldMSFT Microsoft Corp 1.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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