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Portfolio (Quarterly) Guide ↗

Godfrey Financial Associates, Inc.

· CIK 0002097943
13F Portfolio $131M AUM 1,090 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 115 Added 134 Reduced 52 Exited
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 1,522.0 $126K 0.10% +137.0 +9.9% $82.82 -1.2%
42 IUSB ISHARES TRUST CORE UNIVERSAL USD BOND ETF 2,609.0 $120K 0.09% +101.0 +4.0% $46.15 -1.4%
43 VOO VANGUARD INDEX FUNDS S&P 500 ETF USD 173.0 $119K 0.09% +5.0 +3.0% $686.81 +3.0%
44 CGDG CAPITAL GROUP DIVIDEND GROWERS SHS ETF 3,131.0 $117K 0.09% +54.0 +1.8% $37.51 +3.1%
45 CGDV CAPITAL GROUP DIVIDEND VALUE ETF 2,337.0 $115K 0.09% +1K +75.8% $49.28 +2.2%
46 VGT VANGUARD WORLD FD INF TECH ETF 964.0 $115K 0.09% +844.0 +703.3% $119.47 +0.5%
47 IGRO ISHARES TR INTL DIV GRWTH 1,307.0 $115K 0.09% +15.0 +1.2% $87.93 +5.2%
48 IWF ISHARES TR RUS 1000 GRW ETF 924.0 $115K 0.09% +693.0 +300.0% $124.17 -1.1%
49 EMXC ISHARES MSCI EMR MRK EX CHNA 1,109.0 $113K 0.09% +115.0 +11.6% $102.30 -4.1%
50 SCHV SCHWAB US LARGE-CAP VALUE ETF 3,136.0 $113K 0.09% +450.0 +16.8% $35.92 -3.6%
51 GII SPDR INDEX SHARES FUNDS STATE STREET SPDR S&P GLOBAL INFRASTRUCTURE ETF 1,486.0 $113K 0.09% +295.0 +24.8% $75.72 -2.3%
52 DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF 1,631.0 $111K 0.09% +235.0 +16.8% $68.01 +2.3%
53 ABBV ABBVIE INC COM USD0.01 Healthcare 436.0 $110K 0.08% +3.0 +0.7% $251.45 +1.6%
54 FNDF SCHWAB STRATEGIC TR FUNDAMENTAL INTL LARGE CO INDEX ETF 1,977.0 $104K 0.08% +1K +135.1% $52.76 +5.1%
55 IDEV ISHARES TR CORE MSCI INTL 1,161.0 $103K 0.08% +537.0 +86.1% $89.04 +4.3%
56 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 654.0 $103K 0.08% +10.0 +1.6% $157.92 +4.0%
57 TLT ISHARES TR 20 YR TR BD ETF 1,162.0 $100K 0.08% +1K +1352.5% $86.42 -4.1%
58 IGSB ISHARES TR ISHS 1-5YR INVS 1,824.0 $96K 0.07% +320.0 +21.3% $52.41 -0.6%
59 CGBL CAPITAL GROUP CORE BALANCED ET SHS 2,439.0 $93K 0.07% +50.0 +2.1% $37.97 +0.6%
60 IAGG ISHARES INTL AGGREGATE BOND 1,795.0 $91K 0.07% +114.0 +6.8% $50.60 -1.7%
Page 3 of 6  ·  115 positions

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
Technology 40.8%
Financial Services 12.6%
Healthcare 9.7%
Consumer Cyclical 9.1%
Communication Services 8.2%
Industrials 7.3%
Energy 3.8%
Utilities 3.3%
Consumer Defensive 3.1%
Basic Materials 1.4%