Godfrey Financial Associates, Inc.

DOSSIER · 13F-HR · Q2 2026

Godfrey Financial Associates, Inc.

$131M in tracked AUM across 1,090 positions as of Q2 2026.

GF

CIK 0002097943 · last filed Jun 30, 2026

Total AUM

$131M

as of Q2 2026

Holdings

1,090

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Godfrey Financial Associates, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

IVV

ISHARES CORE S&P 500 ETF

$15M20K11.4%02

IVW

ISHARES S&P 500 GROWTH ETF

$12M91K9.4%03

IJH

ISHARES CORE S&P MID-CAP ETF

$9M113K6.6%04

HDV

ISHARES CORE HIGH DIVIDEND ETF

$8M304K6.4%05

DVY

ISHARES SELECT DIVIDEND ETF

$4M28K3.3%06

AGG

ISHARES CORE US AGGREGATE BOND ETF

$4M39K3.0%07

IJR

ISHARES CORE S&P SMALL-CAP E

$4M26K3.0%08

ITOT

ISHARES CORE S&P TOTAL US STOCK MARKET ETF