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Holders — by stockHoldings — by fund

Godfrey Financial Associates, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002097943

$130.7M

disclosed book value

1,090

positions

11.4%

largest position share

Positions, as of 2026-06-30

top 100 of 1,090 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES CORE S&P 500 ETF19,927$14.9M11.4%
2IVWISHARES S&P 500 GROWTH ETF90,538$12.3M9.4%
3IJHISHARES CORE S&P MID-CAP ETF112,824$8.7M6.6%
4HDVISHARES CORE HIGH DIVIDEND ETF304,349$8.3M6.4%
5DVYISHARES SELECT DIVIDEND ETF27,759$4.3M3.3%
6AGGISHARES CORE US AGGREGATE BOND ETF39,466$3.9M3%
7IJRISHARES CORE S&P SMALL-CAP E26,233$3.9M3%
8ITOTISHARES CORE S&P TOTAL US STOCK MARKET ETF21,663$3.6M2.7%
9STIPISHARES 0-5 YEAR TIPS BOND ETF25,109$2.6M2%
10NVDANVIDIA CORPORATION COM10,104$2.0M1.5%
11IJKISHARES S&P MID-CAP 400 GROWTH ETF15,414$1.8M1.4%
12BRK/BBERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B3,548$1.8M1.4%
13SCHXSCHWAB STRATEGIC TR US LARGE-CAP ETF53,891$1.6M1.2%
14GOOGLALPHABET INC CAP STK CL A4,449$1.6M1.2%
15DELLDELL TECHNOLOGIES INC CL C3,297$1.4M1.1%
16ANETARISTA NETWORKS INC COM SHS7,506$1.3M1%
17MSFTMICROSOFT CORP3,337$1.2M1%
18IDVISHARES TR INTL SEL DIV ETF29,503$1.2M0.9%
19NYFISHARES NEW YORK MUNI BOND ETF21,884$1.2M0.9%
20JNJJOHNSON &JOHNSON COM4,560$1.2M0.9%
21VEAVANGUARD DEVELOPED MARKETS INDEX FUND ETF15,596$1.1M0.9%
22AMZNAMAZON.COM INC4,489$1.1M0.8%
23AAPLAPPLE INC3,191$923,2080.7%
24SCHGSCHWAB US LARGE-CAP GROWTH ETF25,660$868,3340.7%
25EFGISHARES TR EAFE GRWTH ETF6,912$859,9910.7%
26IEFAISHARES TRUST CORE MSCI EAFE ETF8,285$800,1720.6%
27TSLATESLA INC COM1,880$790,7280.6%
28FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF17,404$761,4360.6%
29VVISA INC2,115$725,7700.6%
30IYWISHARES US TECHNOLOGY ETF2,850$718,8570.6%
31DSIISHARES TRUST ESG MSCI KLD 400 ETF4,951$704,9840.5%
32IJTISHARES TR S&P SMALL CAP 600 GROWTH ETF3,911$698,5050.5%
33EFIVSPDR SERIES TRUST STATE STREET S&P 500 ESG ETF8,973$691,6050.5%
34IBMINTERNATIONAL BUS MACH CORP COM USD0.202,401$675,1850.5%
35ASML HOLDING NV EUR0.09 NY REGISTRY SHS 2012336$668,5060.5%
36LQDISHARES IBOXX INV GRADE CORPORATE BOND ETF5,848$637,7940.5%
37ESGUISHARES TR ESG AWARE MSCI USA ETF3,747$613,3110.5%
38DGROISHARES TRUST CORE DIVID GWTH8,011$607,1370.5%
39ISTBISHARES CORE 1-5 YEAR USD BOND ETF12,343$595,5400.5%
40IXNISHARES GLOBAL TECH ETF4,020$580,8100.4%
41CATCATERPILLAR INC COM475$505,8280.4%
42TIPISHARES TIPS BOND ETF4,311$471,7820.4%
43EXMOCEXXON MOBIL CORP COM3,159$431,8980.3%
44GOOGALPHABET INC CAP STK CL C1,190$420,4630.3%
45JPMJPMORGAN CHASE &CO. COM1,266$414,5010.3%
46ICLNISHARES TR GL CLEAN ENE ETF19,113$391,6280.3%
47IVEISHARES S&P 500 VALUE ETF1,711$388,5000.3%
48IWMISHARES RUSSELL 2000 ETF1,258$377,9660.3%
49SPHDINVESCO EXCH TRADED FD TR II S&P500 HDL VOL7,400$376,2280.3%
50LCTUBLACKROCK ETF TRUST ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF4,675$374,7200.3%
51VCITVANGUARD SCOTTSDALE FUNDS VANGUARD INTER-TERM CORP BD ETF4,381$362,0900.3%
52IWRISHARES TR RUS MID CAP ETF3,208$353,9070.3%
53CSCOCISCO SYSTEMS INC2,929$344,0210.3%
54IEVISHARES EUROPE ETF4,606$335,5510.3%
55GEGE AEROSPACE COM NEW865$323,2760.2%
56VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF5,271$316,3950.2%
57VVVANGUARD LARGE-CAP INDEX FUND906$311,5820.2%
58SPYSTATE STREET SPDR S&P 500 ETF UNITS410$306,2040.2%
59ESMLISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF5,417$302,9610.2%
60BACBANK AMERICA CORP COM5,163$296,9260.2%
61USXFISHARES TRUST ESG ADVANCED MSCI USA ETF4,134$287,1030.2%
62IUSGISHARES CORE S&P US GROWTH ETF1,512$284,3920.2%
63IUSVISHARES CORE S&P US VALUE ETF2,522$277,7980.2%
64SUSBISHARES TR ESG AWRE 1 5 YR11,079$276,8720.2%
65BNDXVANGUARD CHARLOTTE FDS TOTAL INTL BD ETF5,500$266,3820.2%
66QQQINVESCO QQQ TR UNIT SER 1360$264,8210.2%
67BINCISHARES FLEXIBLE INCOME ACTIVE ETF4,722$247,1440.2%
68BUFZFIRST TR EXCHNG TRADED FD VIII FT VEST LAD8,679$242,4040.2%
69SCHHSCHWAB STRATEGIC TR US REIT ETF9,767$240,1390.2%
70AMDADVANCED MICRO DEVICES INC413$239,9160.2%
71SPYMSPDR PORTFOLIO S&P 500 ETF2,697$237,0120.2%
72IXUSISHARES TR CORE MSCI TOTAL2,467$235,4240.2%
73QUALISHARES TR MSCI USA QLT FCT1,072$235,2290.2%
74SUSCISHARES TR ESG AWRE USD ETF10,090$233,5930.2%
75GEVGE VERNOVA INC COM198$232,6220.2%
76IWVISHARES RUSSELL 3000 ETF531$226,4180.2%
77IYMISHARES TRUST - ISHARES U.S. BASIC MATERIALS ETF1,247$223,8500.2%
78TSMTAIWAN SEMICONDUCTOR MANUFACTURING SPON ADS EACH REP 5 ORD TWD10465$222,0700.2%
79DMXFISHARES TRUST ESG ADVANCED MSCI EAFE ETF2,573$217,6460.2%
80GLWCORNING INC846$216,0490.2%
81WMTWALMART INC COM1,834$213,3820.2%
82VZVERIZON COMMUNICATIONS INC4,950$209,5970.2%
83FTNTFORTINET INC COM USD0.0011,362$209,2300.2%
84VTWOVANGUARD RUSSELL 2000 ETF1,718$208,5490.2%
85NBIXNEUROCRINE BIOSCIENCES INC1,225$206,4550.2%
86EAGGISHARES TR ESG AWR US AGRGT4,336$205,5820.2%
87AGZISHARES TR AGENCY BOND ETF1,872$204,5270.2%
88ADSKAUTODESK INC1,045$203,1690.2%
89LLYELI LILLY &CO COM169$202,7040.2%
90FMDEFIDELITY ENHANCED MID CAP ETF4,949$200,8140.2%
91INTUINTUIT INC767$200,1870.2%
92VTIVANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF528$195,3700.1%
93PZTINVESCO EXCHANGE-TRADED FD TR NY AMT FRE MUN8,547$194,3130.1%
94ADBEADOBE INC COM939$192,5140.1%
95EFVISHARES TR EAFE VALUE ETF2,481$189,9210.1%
96CGMSCAPITAL GRP FIXED INCM ETF TR US MULTI-SECTOR6,896$188,4780.1%
97MUMICRON TECHNOLOGY INC163$188,1490.1%
98MAMASTERCARD INCORPORATED CL A365$187,5160.1%
99PFFISHARES TR PFD AND INCM SEC6,027$183,7630.1%
100IGMISHARES TR EXPND TEC SC ETF1,120$183,2100.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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