Institutions / Goodwin Investment Advisory
Goodwin Investment Advisory
CIK 1803294 · Institution · as of Dec 31, 2025
Portfolio value
$91.09M
Positions
26
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 26 →
| Company | Value | % of portfolio |
|---|---|---|
| Fidelity Covington Trust | $48.12M | 52.8% |
| Fidelity Merrimack Str Tr | $12.97M | 14.2% |
| Fidelity Covington Trust | $5.81M | 6.4% |
| iShares Tr | $4.58M | 5.0% |
| Vanguard Index Fds | $3.41M | 3.7% |
| Invesco Exchange Traded Fd T | $2.00M | 2.2% |
| iShares Tr | $1.93M | 2.1% |
| Vanguard Index Fds | $1.83M | 2.0% |
| Bank of New York Mellon Corp/The | $1.32M | 1.4% |
| Fidelity Comwlth Tr | $1.12M | 1.2% |
| VanEck ETF Trust | $1.09M | 1.2% |
| Invesco Exchange Traded Fd T | $1.08M | 1.2% |
| PIMCO ETF Tr | $1.06M | 1.2% |
| Axsome Therapeutics, Inc. | $774.6K | 0.9% |
| Vanguard Index Fds | $732.4K | 0.8% |
| Selective Insurance Group Inc | $502.0K | 0.6% |
| John Hancock Exchange Traded | $384.1K | 0.4% |
| iShares Tr | $309.0K | 0.3% |
| Tesla Inc | $307.2K | 0.3% |
| J P Morgan Exchange Traded F | $292.7K | 0.3% |
| iShares Tr | $280.8K | 0.3% |
| ELI LILLY & Co | $267.6K | 0.3% |
| iShares Tr | $247.5K | 0.3% |
| J P Morgan Exchange Traded F | $244.7K | 0.3% |
| iShares Tr | $223.4K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.