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Filers›Holding Co.›Godfrey Financial Associates, Inc.
DOSSIER · 13F-HR · Q1 2026

Godfrey Financial Associates, Inc.

Godfrey Financial Associates's holding co. based in Omaha, NE — $117M in tracked AUM across 1,122 positions as of Q1 2026.

GF
Godfrey Financial Associates·Omaha, NE·Holding Co.
CIK 0002097943 · last filed Mar 31, 2026
Total AUM
$117M
▲ 10.9%
vs prior
Holdings
1,122
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Godfrey Financial Associates, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$13M20K11.2%
02
IVW
ISHARES TR
$10M90K8.8%
03
HDV
ISHARES TR
$8M61K7.1%
04
IJH
ISHARES TR
$8M117K6.8%
05
DVY
ISHARES TR
$4M27K3.5%
06
AGG
ISHARES TR
$4M39K3.3%
07
IJR
ISHARES TR
$3M26K2.8%
08
ITOT
ISHARES TR
$3M22K2.7%
09
STIP
ISHARES TR
$3M25K2.2%
10
NVDA
NVIDIA CORPORATION
$2M10K1.5%

Filing history

Filing history loading…
AI Agent · grounded in Godfrey
haiku-4-5 · 1,122 positions indexed
Sector mix
  • Tech23%
  • Financials16%
  • Health Care5%
  • Cons. Disc.48%
  • Communications8%
  • Energy9%
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