Goodman Advisory Group, LLC
Annual return '25
+13.5%
SPY '25
+17.7%
Alpha
-4.2ptsvs SPY
Invested
$385.4M
Holdings
184
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$CWB
STATE STREET
Held since at least Q1 2024
12.4%
02
$SPYM
STATE STREET
Held since at least Q1 2024
6.0%
03
$JVAL
JPMORGAN US
Held since at least Q1 2024
4.8%
04
$PRF
INVESCO FTSE
Held since at least Q1 2024
4.8%
05
$SPYV
STATE STREET
Held since at least Q1 2024
4.7%
06
$NVDA
NVIDIA CORP
Held since at least Q1 2024
3.4%
07
$GOOGL
ALPHABET INC
Held since at least Q1 2024
3.1%
08
$TOPT
ISHARES TR
Held since at least Q1 2024
2.8%
09
$TSM
TAIWAN SEMICONDUCTOR
Held since at least Q1 2024
2.6%
10
$AAPL
APPLE INC
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:25 UTC.