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Goodman Advisory Group, LLC
Goodman Advisory Group, LLC is a financial advisory and investment management firm headquartered in Needham, Massachusetts. The firm provides holistic financial planning, objective investment strategies, and personalized portfolio management services to individuals, families, nonprofits, and corporate clients. With a focus on in-depth research and customized financial solutions, they help clients prepare for retirement, college funding, business growth, and estate conservation. As of 2025, the firm employs 8 professionals and manages several hundred client accounts.
Investment Strategy
Goodman Advisory Group, LLC utilizes a client-centered approach, offering tailored portfolio management and financial planning based on thorough market research and holistic needs assessments. Their strategy integrates personalized investment selection, portfolio diversification, and continuous monitoring to help clients achieve long-term financial goals. The firm targets both high-net-worth and retail investors with a broad offering that spans retirement income planning, education funding, business solutions, and multigenerational wealth management. Objective investment advice is supported by comprehensive research, with an emphasis on education and transparency for clients seeking to build and preserve wealth.
Latest 13F Filing Activity
Goodman Advisory Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 146 equity positions with a total 13F market value of $294M. The fund increased holdings in SPDR Bloomberg, Ishares Morningstar, SPDR Portfolio among other positions. Goodman Advisory Group, LLC reduced exposure to Ark Innovation, JPMorgan Us, SPDR Portfolio among others.
Top Holdings
Equity Positions (146)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CWB | SPDR BLOOMBERG | 13.99% | $41.2M | 497,987 | $82.66 | $82.66 | +$41.2M |
S SPLG | SPDR PORTFOLIO | 10.16% | $29.9M | 411,202 | $53.38 | $72.69 | +$611.6K |
S SPYG | SPDR PORTFOLIO | 6.25% | $18.4M | 192,880 | $94.77 | $95.32 | +$17.8M |
I ILCG | ISHARES MORNINGSTAR | 6.09% | $17.9M | 184,981 | $96.90 | $96.90 | +$17.9M |
M MINT | PIMCO EHNANCED | 4.76% | $14.0M | 139,234 | $100.27 | $100.54 | +$8.9M |
Industry Allocation
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