§ 13F · FUND PROFILE
Godfrey Financial Associates, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 1116Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$115.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 21K | $14.2T | 12.3% | NEW |
| 2 | IVW | ISHARES TR | 91K | $11.3T | 9.8% | NEW |
| 3 | IJH | ISHARES TR | 117K | $7.7T | 6.7% | NEW |
| 4 | HDV | ISHARES TR | 61K | $7.5T | 6.5% | NEW |
| 5 | AGG | ISHARES TR | 38K | $3.8T | 3.3% | NEW |
| 6 | DVY | ISHARES TR | 26K | $3.7T | 3.2% | NEW |
| 7 | ITOT | ISHARES TR | 23K | $3.4T | 2.9% | NEW |
| 8 | IJR | ISHARES TR | 26K | $3.2T | 2.7% | NEW |
| 9 | MSFT | MICROSOFT CORP | 4K | $1.9T | 1.6% | NEW |
| 10 | NVDA | NVIDIA CORPORATION | 10K | $1.9T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GODFREY SIGNAL
AC read
Godfrey Financial Associates, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed