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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VUG VANGUARD INDEX FDS VANGUARD GROWTH ETF FORMERLY VANGUARD INDEX TR VIPERS 1,020.0 $88K 0.07% +862.0 +545.6% $86.14 +2.8%
62 VONG VANGUARD SCOTTSDALE FUNDS VANGUARD RUSS1000 GROWTH IDX FD ETF 682.0 $87K 0.07% +16.0 +2.4% $127.81 -1.1%
63 SCHA SCHWAB STRATEGIC TR US SMALL-CAP ETF 2,318.0 $84K 0.06% +246.0 +11.9% $36.12 -5.2%
64 VB VANGUARD SMALL-CAP INDEX FUND 262.0 $79K 0.06% +8.0 +3.1% $303.12 -0.8%
65 FDVV FIDELITY HIGH DIVIDEND ETF 1,250.0 $75K 0.06% +250.0 +25.0% $60.29 +4.9%
66 CGCB CAPITAL GRP FIXED INCM ETF TR CORE BOND ETF 2,833.0 $74K 0.06% +73.0 +2.6% $26.18 -1.2%
67 BIL SPDR SERIES TRUST STATE STREET BLOOMBERG 1-3 MONTH T-BILL ETF 750.0 $69K 0.05% +600.0 +400.0% $91.64 +0.0%
68 CGCP CAPITAL GRP FIXED INCM ETF TR CORE PLUS INCM 2,920.0 $65K 0.05% +49.0 +1.7% $22.29 -1.2%
69 JEPI J P MORGAN EXCHANGE TRADED FD EQUITY PREMIUM 1,120.0 $63K 0.05% +242.0 +27.6% $56.48 +2.3%
70 VTV VANGUARD INDEX FDS VANGUARD VALUE ETF FORMERLY VANGUARD INDEX TR 254.0 $55K 0.04% +64.0 +33.7% $217.93 +3.4%
71 CVS CVS HEALTH CORPORATION COM USD0.01 Healthcare 501.0 $52K 0.04% +23.0 +4.8% $103.46 -10.1%
72 GFS GLOBALFOUNDRIES INC COM USD0.02 Technology 576.0 $47K 0.04% +55.0 +10.6% $82.41 -45.7%
73 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 810.0 $41K 0.03% +60.0 +8.0% $50.66 -0.3%
74 XLF SELECT SECTOR SPDR TRUST STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 702.0 $38K 0.03% +600.0 +588.2% $53.60 +8.4%
75 VYMI VANGUARD WHITEHALL FDS INTL HIGH ETF 380.0 $37K 0.03% +344.0 +955.6% $98.20 +7.0%
76 GILD GILEAD SCIENCES INC COM USD0.001 Healthcare 293.0 $37K 0.03% +10.0 +3.5% $126.34 +15.3%
77 SCCO SOUTHERN COPPER CORP Basic Materials 211.0 $37K 0.03% +2.0 +1.0% $174.26 +20.4%
78 WM WASTE MANAGEMENT INC Industrials 163.0 $36K 0.03% +11.0 +7.2% $222.88 -1.4%
79 BLDX IMPAX FUNDS SERIES TRUST I GLOBAL SUSTAINABLE INFRASTRUCTURE ETF 1,382.0 $36K 0.03% +1K +264.6% $26.05 -0.2%
80 VDC VANGUARD WORLD FD CONSUM STP ETF 146.0 $33K 0.03% +1.0 +0.7% $225.50 +2.2%
Page 4 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%