13F Filings History of Goodman Advisory Group, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$406,355,203
Signature - Title
Ruth Thortvedt - Compliance Consultant
Location
Needham, MA
Summary
This page shows a list of all the recent 13F filings made by Goodman Advisory Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Goodman Advisory Group, LLC reported 184 stock holdings with total value $406,355,203 as of Q4 2025. Top holdings included CWB, SPYM, PRF, JVAL, and SPYV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 184 $406,355,203 +$85,691,661 -$80,771,169 +$4,920,492 CWB, SPYM, PRF, JVAL, SPYV 13F-HR 11 Feb 2026, 15:01
Q3 2025 186 $401,807,519 +$123,574,237 -$36,609,241 +$86,964,996 CWB, SPLG, FELG, SPYG, ILCG 13F-HR 12 Nov 2025, 21:12
Q2 2025 146 $294,264,614 +$119,969,188 -$174,168,946 -$54,199,758 CWB, SPLG, SPYG, ILCG, MINT 13F-HR 15 Aug 2025, 17:40
Q1 2025 181 $327,967,613 +$31,828,036 -$31,367,976 +$460,060 SPLG, JVAL, SPYV, PRF, VTEB Restatement 15 May 2025, 12:43
Q4 2024 53 $339,012,297 +$25,515,397 -$38,504,303 -$12,988,906 SPLG, JVAL, PZA, SPYV, VTEB 13F-HR 13 Feb 2025, 15:18
Q3 2024 196 $350,317,273 +$71,297,260 -$68,066,794 +$3,230,466 SPLG, JVAL, SPYV, PZA, VTEB 13F-HR 14 Nov 2024, 17:58
Q2 2024 177 $334,789,766 +$82,030,987 -$66,614,155 +$15,416,832 SPYG, SPLG, VUG, PZA, VTEB 13F-HR 15 Aug 2024, 10:22
Q1 2024 171 $315,358,130 +$41,778,031 -$39,137,000 +$2,641,031 SPYG, SPLG, VTEB, PZA, TLT 13F-HR 15 May 2024, 14:35
Q4 2023 152 $293,598,992 +$74,450,313 -$74,946,588 -$496,275 SPYG, SPLG, PZA, SPTL, VUG 13F-HR 30 Jan 2024, 18:18
Q3 2023 158 $267,721,532 +$84,814,971 -$75,842,135 +$8,972,836 SPYG, MINT, SPLG, SPTL, QUS 13F-HR 11 Oct 2023, 15:36
Q2 2023 159 $269,719,515 +$154,092,281 -$77,943,768 +$76,148,513 MINT, SPLG, QUS, JHML, SPTL 13F-HR 11 Aug 2023, 14:16
Q1 2023 159 $183,599,524 +$81,109,794 -$77,465,695 +$3,644,099 QUS, JHML, TFI, PZA, TLT 13F-HR 15 May 2023, 09:31
Q4 2022 141 $171,821,000 +$58,301,459 -$74,699,704 -$16,398,245 TLT, RPV, SPVU, JHML, PZA 13F-HR 20 Jan 2023, 12:18
Q3 2022 156 $183,326,000 +$57,209,549 -$79,197,163 -$21,987,614 TAIL, TLT, BTAL, TFI, RPV 13F-HR 17 Oct 2022, 13:37
Q2 2022 168 $224,182,000 +$102,359,041 -$130,070,515 -$27,711,474 TAIL, RPV, JHML, GLDM, TLT 13F-HR 02 Aug 2022, 18:06
Q1 2022 64 $289,000,000 +$65,541,546 -$53,801,829 +$11,739,717 RPV, TAIL, JHML, QUS, SPVU 13F-HR 06 May 2022, 20:07
Q4 2021 61 $296,260,000 $0 $0 $0 TAIL, JHML, SPYV, QUS, RPV 13F-HR 01 Feb 2022, 21:22