Universe · entity
Goodwin Investment Advisory
Institutional manager (13F) · CIK 1803294
13F holdings · as of 2026-03-31 · top 29 · reported portfolio $84M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | FIDELITY COVINGTON TRUST | $42M | 836,772 |
| 2 | FIDELITY MERRIMACK STR TR | $13M | 284,777 |
| 3 | FIDELITY COVINGTON TRUST | $6M | 79,585 |
| 4 | ISHARES TR | $4M | 30,637 |
| 5 | VANGUARD INDEX FDS | $3M | 5,118 |
| 6 | ISHARES TR | $2M | 2,825 |
| 7 | INVESCO EXCHANGE TRADED FD T | $2M | 33,660 |
| 8 | VANGUARD INDEX FDS | $1M | 3,093 |
| 9 | BANK NEW YORK MELLON CORP | $1M | 11,344 |
| 10 | INVESCO EXCHANGE TRADED FD T | $1M | 9,144 |
| 11 | FIDELITY COMWLTH TR | $1M | 12,248 |
| 12 | PIMCO ETF TR | $989k | 18,946 |
| 13 | VANGUARD INDEX FDS | $732k | 2,423 |
| 14 | AXSOME THERAPEUTICS INC. | $717k | 4,241 |
| 15 | VANECK ETF TRUST | $716k | 15,431 |
| 16 | PGIM ETF TR | $664k | 16,004 |
| 17 | FIDELITY COVINGTON TRUST | $494k | 17,751 |
| 18 | SELECTIVE INS GROUP INC | $452k | 6,000 |
| 19 | JOHN HANCOCK EXCHANGE TRADED | $394k | 5,866 |
| 20 | ISHARES TR | $317k | 2,189 |
| 21 | J P MORGAN EXCHANGE TRADED F | $296k | 5,912 |
| 22 | ISHARES TR | $280k | 1,324 |
| 23 | TESLA INC | $254k | 683 |
| 24 | J P MORGAN EXCHANGE TRADED F | $244k | 4,985 |
| 25 | ISHARES TR | $232k | 3,922 |
| 26 | ELI LILLY & CO | $229k | 249 |
| 27 | SCHWAB STRATEGIC TR | $227k | 8,537 |
| 28 | ISHARES TR | $223k | 523 |
| 29 | KROGER CO | $217k | 2,997 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.