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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 9 of 55  ·  1,090 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 IDEV ISHARES TR CORE MSCI INTL 1,161.0 $103K 0.08% +537.0 +86.1% $89.04 +4.3%
162 VYM VANGUARD WHITEHALL FDS HIGH DIV YLD 654.0 $103K 0.08% +10.0 +1.6% $157.92 +4.0%
163 SDG ISHARES TRUST ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF 1,123.0 $100K 0.08% $89.44 +4.1%
164 TLT ISHARES TR 20 YR TR BD ETF 1,162.0 $100K 0.08% +1K +1352.5% $86.42 -4.1%
165 BLACKROCK ETF TRUST ISHA WORL EX ETF 1,709.0 $99K 0.07% $57.66
166 STLD STEEL DYNAMICS INC Basic Materials 418.0 $96K 0.07% $229.38 +2.3%
167 BCI ABRDN ETFS BLOOMBERG ALL COMMODITY STRATEGY K-1 FRE 4,290.0 $96K 0.07% $22.34 +13.9%
168 IGSB ISHARES TR ISHS 1-5YR INVS 1,824.0 $96K 0.07% +320.0 +21.3% $52.41 -0.6%
169 VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND 1,114.0 $95K 0.07% -137.0 -10.9% $85.49 +2.4%
170 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF 397.0 $94K 0.07% -50.0 -11.2% $236.62 +2.7%
171 MUB ISHARES NATIONAL MUNI BOND ETF 861.0 $93K 0.07% $107.62 -2.2%
172 CGBL CAPITAL GROUP CORE BALANCED ET SHS 2,439.0 $93K 0.07% +50.0 +2.1% $37.97 +0.6%
173 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD 1,825.0 $92K 0.07% $50.58 -2.3%
174 IAGG ISHARES INTL AGGREGATE BOND 1,795.0 $91K 0.07% +114.0 +6.8% $50.60 -1.7%
175 SCHC SCHWAB STRATEGIC TR INTL SCEQT ETF 1,870.0 $90K 0.07% $48.12 +7.0%
176 EPD ENTERPRISE PRODS PARTNERS L P COM 2,414.0 $89K 0.07% $36.76
177 FBND FIDELITY TOTAL BOND ETF 1,950.0 $89K 0.07% $45.49 -1.6%
178 PEG PUBLIC SVC ENTERPRISE GRP INC COM Utilities 1,090.0 $88K 0.07% $81.16 -9.8%
179 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%
180 USHY ISHARES TR BROAD USD HIGH 2,368.0 $88K 0.07% -244.0 -9.3% $37.02 -0.4%
Page 9 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%