Institutional Fund
Goodman Advisory Group, LLC
Needham, MACIK 18641236 filings on record
Portfolio Value
$385.45M
Q1 2026
Holdings
183
Reported positions
New Buys
27
Opened this quarter
QoQ Change
-5.1%
from $406.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust12.4%
- Spdr Series Trust6.0%
- J P Morgan Exchange Traded F4.8%
- Invesco Exchange Traded Fd T4.8%
- Spdr Series Trust4.7%
- Nvidia Corporation3.4%
- Other63.9%
Portfolio Holdings
183 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 522.9K | $47.85M | 12.4% | −13.4K | Reduced |
| 2 | Spdr Series Trust | 301.4K | $23.07M | 6.0% | −9.1K | Reduced |
| 3 | J P Morgan Exchange Traded F | 376.1K | $18.38M | 4.8% | −22.1K | Reduced |
| 4 | Invesco Exchange Traded Fd T | 386.3K | $18.36M | 4.8% | −32.3K | Reduced |
| 5 | Spdr Series Trust | 322.9K | $18.27M | 4.7% | −20.7K | Reduced |
| 6 | Nvidia Corporation | 75.4K | $13.14M | 3.4% | +1.1K | Added |
| 7 | Alphabet Inc | 41.4K | $11.90M | 3.1% | −1.4K | Reduced |
| 8 | Ishares Tr | 383.3K | $10.97M | 2.8% | −7.1K | Reduced |
| 9 | Taiwan Semiconductor Mfg Ltd | 30.0K | $10.13M | 2.6% | −4.4K | Reduced |
| 10 | Apple Inc | 37.8K | $9.60M | 2.5% | +2.8K | Added |
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