Godfrey Financial Associates, Inc. - Portfolio Stock Holdings
Godfrey Financial Associates, Inc. disclosed 1120 stock positions in a recent SEC 13F filing. $123,654,323 of stock holdings were filed, with the largest holdings including IVV, IVW, and HDV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $182,520,893 and has 3 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
1120Est. Stock Holding Value:
$123,654,323Top Stock Holdings By Sector
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Portfolio Stock Holdings - Godfrey Financial Associates, Inc.
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