13F Insight
DOSSIER · 13F-HR · Q1 2026

Goodman Advisory Group, LLC

Goodman Advisory's asset manager based in San Francisco, CA — $385M in tracked AUM across 184 positions as of Q1 2026.

GA
Goodman Advisory·San Francisco, CA·Asset Manager
CIK 0001864123 · last filed Mar 31, 2026
Total AUM
$385M
▲ 8.4%
vs prior
Holdings
184
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
18% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Goodman Advisory Group, LLC 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
CWB
STATE STREET
$48M523K12.4%
02
SPYM
STATE STREET
$23M301K6.0%
03
JVAL
JPMORGAN US
$18M376K4.8%
04
PRF
INVESCO FTSE
$18M386K4.8%
05
SPYV
STATE STREET
$18M323K4.7%
06
NVDA
NVIDIA CORP
$13M75K3.4%
07
GOOGL
ALPHABET INC
$12M41K3.1%
08
TOPT
ISHARES TR
$11M383K2.8%
09
TSM
TAIWAN SEMICONDUCTOR
$10M30K2.6%
10
AAPL
APPLE INC
$10M38K2.5%

Filing history

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