Goodwin Investment Advisory

Overview

Goodwin Investment Advisory is an SEC-registered investment adviser in WOODSTOCK, GA, registered since 2020. The firm manages $397 million in assets, $391 million on a discretionary basis. It has 13 employees and 6 investment advisers. Historical Form 13F reports for Goodwin Investment Advisory (CIK 0001803294, CRD 131193). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0001803294. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-19 reports $49,656,155 in Section 13(f) long-position table value across 111 information-table rows and 28 distinct security, option and amount-type positions. Filing accessions: 0001420506-26-001870. For the quarter ended 2026-03-31, the report chain filed through 2026-05-13 reports $83,992,477 in Section 13(f) long-position table value across 212 information-table rows and 29 distinct security, option and amount-type positions. Filing accessions: 0001420506-26-000952. The five largest reported positions by table value for 2026-06-30 are: FIDELITY MERRIMACK STR TR, $14,328,148 reported table value; FIDELITY COVINGTON TRUST, $6,994,495 reported table value; ISHARES TR, $5,014,276 reported table value; VANGUARD INDEX FDS, $3,934,177 reported table value; INVESCO EXCHANGE TRADED FD T, $2,061,001 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.