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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 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 USXF ISHARES TRUST ESG ADVANCED MSCI USA ETF 4,134.0 $287K 0.22% NEW $69.45 -2.0%
62 IUSG ISHARES CORE S&P US GROWTH ETF 1,512.0 $284K 0.22% +22.0 +1.5% $188.09 +1.7%
63 IUSV ISHARES CORE S&P US VALUE ETF 2,522.0 $278K 0.21% +27.0 +1.1% $110.15 +4.3%
64 SUSB ISHARES TR ESG AWRE 1 5 YR 11,079.0 $277K 0.21% $24.99 -0.6%
65 BNDX VANGUARD CHARLOTTE FDS TOTAL INTL BD ETF 5,500.0 $266K 0.20% +161.0 +3.0% $48.43 -1.7%
66 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 360.0 $265K 0.20% -32.0 -8.2% $735.61 -2.6%
67 BINC ISHARES FLEXIBLE INCOME ACTIVE ETF 4,722.0 $247K 0.19% +473.0 +11.1% $52.34 -0.7%
68 BUFZ FIRST TR EXCHNG TRADED FD VIII FT VEST LAD 8,679.0 $242K 0.19% +1K +16.4% $27.93 +1.9%
69 SCHH SCHWAB STRATEGIC TR US REIT ETF 9,767.0 $240K 0.18% $24.59 -3.4%
70 AMD ADVANCED MICRO DEVICES INC Technology 413.0 $240K 0.18% -21.0 -4.8% $580.91 -19.9%
71 SPYM SPDR PORTFOLIO S&P 500 ETF 2,697.0 $237K 0.18% +109.0 +4.2% $87.88 +3.1%
72 IXUS ISHARES TR CORE MSCI TOTAL 2,467.0 $235K 0.18% +382.0 +18.3% $95.43 +2.4%
73 QUAL ISHARES TR MSCI USA QLT FCT 1,072.0 $235K 0.18% +115.0 +12.0% $219.43 +1.9%
74 SUSC ISHARES TR ESG AWRE USD ETF 10,090.0 $234K 0.18% +123.0 +1.2% $23.15 -1.9%
75 GEV GE VERNOVA INC COM Utilities 198.0 $233K 0.18% -7.0 -3.4% $1174.86 -22.4%
76 IWV ISHARES RUSSELL 3000 ETF 531.0 $226K 0.17% -15.0 -2.8% $426.40 +2.6%
77 IYM ISHARES TRUST - ISHARES U.S. BASIC MATERIALS ETF 1,247.0 $224K 0.17% $179.51 +7.8%
78 TSM TAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10 Technology 465.0 $222K 0.17% $477.57 -12.6%
79 DMXF ISHARES TRUST ESG ADVANCED MSCI EAFE ETF 2,573.0 $218K 0.17% $84.59 +2.6%
80 GLW CORNING INC Technology 846.0 $216K 0.17% $255.38 -41.7%
Page 4 of 55  ·  1,090 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%