Arkolith/Funds/Godfrey Financial Associates, Inc.

Godfrey Financial Associates, Inc.

CIK 2097943
Holdings as of Jun 30, 2026·disclosed Aug 11, 2026·~42-day 13F lag·13F-HR
Active Filer

Godfrey Financial Associates, Inc. holds a focused book of 1090 stocks worth $130.7M as of Q2 2026 (disclosed Aug 11, 2026, a ~42-day 13F lag). This quarter they opened Ishares Esg Advance Msci USA and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 11% of the equity book.

Opened
32
bought for the first time
Added to
132
already held, bought more
Trimmed
140
sold some, still holds it
Sold out
52
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
37%
Top 10 holdings
49%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

23% mapped to company sectors

ETF / fund or unclassified
77%
Information Technology
11%
Financials
4%
Consumer Discretionary
2%
Health Care
2%
Industrials
1%
Materials
1%
Utilities
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Godfrey Financial Associates, Inc.

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$511.4B
JPMORGAN CHASE & CO80 / 80$458.1B
WELLS FARGO & COMPANY/MN80 / 80$167.0B
ROYAL BANK OF CANADA80 / 80$145.8B
UBS Group AG80 / 80$132.9B
ENVESTNET ASSET MANAGEMENT INC80 / 80$111.4B
LPL Financial LLC80 / 80$97.2B
RAYMOND JAMES FINANCIAL INC80 / 80$83.9B

Ranked by how many of Godfrey Financial Associates, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

1,090 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
CORE S&P500 ETF
$14.9M19.9K
11.4%
−0.6%
Reduced · −113 sh
2Ishares S&P 500 Growth ETF
S&P 500 GRWT ETF
$12.3M90.5K
9.4%
+0.2%
Added · +151 sh
3Ishares Core S&P Mid-Cap ETF
CORE S&P MCP ETF
$8.7M112.8K
6.6%
−3.3%
Reduced · −4K sh
4Ishares Core High Dividend ETF
CORE HIGH DV ETF
$8.3M304.3K
6.4%
+401%
Added · +244K sh
5Ishares Select Dividend ETF
SELECT DIVID ETF
$4.3M27.8K
3.3%
+2.0%
Added · +554 sh
6Ishares Core US Aggregate Bond ETF
CORE US AGGBD ET
$3.9M39.5K
3.0%
+2.3%
Added · +874 sh
7Ishares Core S&P Small-Cap E
CORE S&P SCP ETF
$3.9M26.2K
3.0%
+0.8%
Added · +219 sh
8Ishares Core S&P Total US Stock Market ETF
CORE S&P TTL STK
$3.6M21.7K
2.7%
−1.9%
Reduced · −432 sh
9Ishares 0-5 Year Tips Bond ETF
0-5 YR TIPS ETF
$2.6M25.1K
2.0%
−0.8%
Reduced · −202 sh
10Nvidia Corporation Com
COM
$2.0M10.1K
1.5%
Held
11Ishares S&P Mid-Cap 400 Growth ETF
S&P MC 400GR ETF
$1.8M15.4K
1.4%
−1.3%
Reduced · −198 sh
12Berkshire Hathaway Inc Com Usd0.0033 Class B
CL B NEW
$1.8M3.5K
1.4%
+5.8%
Added · +196 sh
13Schwab Strategic TR US Large-Cap ETF
US LRG CAP ETF
$1.6M53.9K
1.2%
+1.4%
Added · +735 sh
14Alphabet Inc Cap STK CL A
CAP STK CL A
$1.6M4.4K
1.2%
−5.9%
Reduced · −280 sh
15Dell Technologies Inc CL C
CL C
$1.4M3.3K
1.1%
−1.2%
Reduced · −41 sh
16Arista Networks Inc Com SHS
COM SHS
$1.3M7.5K
1.0%
−2.5%
Reduced · −190 sh
17Microsoft Corp
COM
$1.2M3.3K
1.0%
−15%
Reduced · −589 sh
18Ishares TR Intl Sel Div ETF
INTL SEL DIV ETF
$1.2M29.5K
0.9%
+17%
Added · +4K sh
19Ishares New York Muni Bond ETF
NEW YORK MUN ETF
$1.2M21.9K
0.9%
Held
20Johnson &Johnson Com
COM
$1.2M4.6K
0.9%
+0.4%
Added · +17 sh
21Vanguard Developed Markets Index Fund ETF
VAN FTSE DEV MKT
$1.1M15.6K
0.9%
+10%
Added · +1K sh
22Amazon.com Inc
COM
$1.1M4.5K
0.8%
−17%
Reduced · −888 sh
23Apple Inc
COM
$923K3.2K
0.7%
−0.4%
Reduced · −14 sh
24Schwab US Large-Cap Growth ETF
US LCAP GR ETF
$868K25.7K
0.7%
+3.0%
Added · +750 sh
25Ishares TR Eafe GRWTH ETF
EAFE GRWTH ETF
$860K6.9K
0.7%
−37%
Reduced · −4K sh
26Ishares Trust Core Msci Eafe ETF
CORE MSCI EAFE
$800K8.3K
0.6%
+0.2%
Added · +19 sh
27Tesla Inc Com
COM
$791K1.9K
0.6%
−3.2%
Reduced · −63 sh
28Fidelity Enhanced Large Cap Growth ETF
ENHANCED LARGE
$761K17.4K
0.6%
Held
29Visa Inc
COM CL A
$726K2.1K
0.6%
−5.3%
Reduced · −118 sh
30Ishares US Technology ETF
U.S. TECH ETF
$719K2.9K
0.6%
+1.6%
Added · +44 sh
31Ishares Trust Esg Msci KLD 400 ETF
ESG MSCI KLD ETF
$705K5.0K
0.5%
−0.1%
Reduced · −4 sh
32Ishares TR S&P Small Cap 600 Growth ETF
S&P SML 600 GWT
$699K3.9K
0.5%
−1.0%
Reduced · −40 sh
33SPDR Series Trust State Street S&P 500 Esg ETF
SPDR S&P 500 ESG
$692K9.0K
0.5%
+25%
Added · +2K sh
34International Bus Mach Corp Com Usd0.20
COM
$675K2.4K
0.5%
+0.3%
Added · +6 sh
35ASML Holding NV Eur0.09 NY Registry SHS 2012
N Y REGISTRY SHS
$669K336
0.5%
−0.6%
Reduced · −2 sh
36Ishares Iboxx Inv Grade Corporate Bond ETF
IBOXX INV CP ETF
$638K5.8K
0.5%
+2.8%
Added · +159 sh
37Ishares TR Esg Aware Msci USA ETF
ESG AWR MSCI USA
$613K3.7K
0.5%
+1.2%
Added · +44 sh
38Ishares Trust Core Divid GWTH
CORE DIV GRWTH
$607K8.0K
0.5%
+0.1%
Added · +11 sh
39Ishares Core 1-5 Year Usd Bond ETF
CORE 1 5 YR USD
$596K12.3K
0.5%
+0.4%
Added · +49 sh
40Ishares Global Tech ETF
GLOBAL TECH ETF
$581K4.0K
0.4%
Held
41Caterpillar Inc Com
COM
$506K475
0.4%
Held
42Ishares Tips Bond ETF
TIPS BD ETF
$472K4.3K
0.4%
+2.0%
Added · +87 sh
43Exxon Mobil Corp Com
COM
$432K3.2K
0.3%
−4.5%
Reduced · −149 sh
44Alphabet Inc Cap STK CL C
CAP STK CL C
$420K1.2K
0.3%
Held
45JPMorgan Chase &CO. Com
COM
$415K1.3K
0.3%
−7.2%
Reduced · −98 sh
46Ishares TR GL Clean Ene ETF
GL CLEAN ENE ETF
$392K19.1K
0.3%
+0.1%
Added · +14 sh
47Ishares S&P 500 Value ETF
S&P 500 VAL ETF
$389K1.7K
0.3%
+15%
Added · +219 sh
48Ishares Russell 2000 ETF
RUSSELL 2000 ETF
$378K1.3K
0.3%
Held
49Invesco Exch Traded FD TR II S&P500 HDL Vol
S&P500 HDL VOL
$376K7.4K
0.3%
−10%
Reduced · −824 sh
50BlackRock ETF Trust Ishares U.S. Carbon Transition Readiness Aware Active ETF
ISHA US AWAR ETF
$375K4.7K
0.3%
+0.1%
Added · +3 sh
Showing 50 of 1,090 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 11, 20261,090$130.7M13F-HR
Q1 2026Mar 31, 2026May 12, 20261,122$116.5M13F-HR
Q4 2025Dec 31, 2025Feb 10, 20261,116$115.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.