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Portfolio (Quarterly) Guide ↗

Goodwin Investment Advisory

· CIK 0001803294
13F Portfolio $84M AUM 212 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 3 Added 6 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FBCG FIDELITY COVINGTON TRUST 836,772.0 $41.9M 49.93% -41K -4.6% $50.12 +19.4%
2 FVAL FIDELITY COVINGTON TRUST 79,585.0 $5.5M 6.58% -813.0 -1.0% $69.40 +11.2%
3 VOO VANGUARD INDEX FDS 5,118.0 $3.1M 3.64% -319.0 -5.9% $597.55 +12.9%
4 VUG VANGUARD INDEX FDS 3,093.0 $1.4M 1.61% -664.0 -17.7% $436.79 -80.2%
5 MUNI PIMCO ETF TR 18,946.0 $989K 1.18% -1K -6.3% $52.19 -0.6%
6 ITM VANECK ETF TRUST 15,431.0 $716K 0.85% -8K -33.2% $46.43 -0.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 55.9%
Healthcare 29.4%
Consumer Cyclical 7.9%
Consumer Defensive 6.7%