Goodwin Investment Advisory
RIA/Wealth
Goodwin Investment Advisory is a RIA/Wealth based in Woodstock, GA led by Timothy John Goodwin, reporting $344.4M in AUM as of Q3 2025 with 97% ETF concentration, 91% concentrated in top 10 holdings, and 55% allocation to FBCG.
PresidentTimothy John Goodwin
- Portfolio Value
- $93.3M
- Positions
- 28
- Top Holding
- FBCG at 55.34%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Goodwin Investment Advisory's portfolio (90.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $51.6M | 55.34% | +$1.3M Bought | — 961.8K shares | |
ETF ETF | $11.5M | 12.28% | +$377.4K Bought | — 247.7K shares | |
ETF ETF | $5.6M | 5.97% | +$137.1K Bought | — 80.9K shares | |
ETF ETF | $4.7M | 5.06% | -$447.9K Sold | — 32.4K shares | |
ETF ETF | $3.1M | 3.37% | — | — 5.1K shares | |
ETF ETF | $2.0M | 2.12% | -$959.1K Sold | — 3.0K shares | |
ETF ETF | $1.9M | 2.08% | — | — 33.7K shares | |
ETF ETF | $1.7M | 1.84% | +$203.4K Bought | — 3.6K shares | |
ETF ETF | $1.4M | 1.46% | +$66.1K Bought | — 15.3K shares | |
ETF ETF | $1.3M | 1.39% | -$281.9K Sold | — 24.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Goodwin Investment Advisory's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+13.46% | |
+5.1% | |
+3.41% | |
+2.54% | |
+2.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-62.94% | |
-32.63% | |
-22.89% |
Analytics
Portfolio insights and performance metrics for Goodwin Investment Advisory
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