Goodman Advisory Group, LLC TOPT — ISHARES TR

Ownership history in Goodman Advisory Group, LLC  ·  4 quarters on record

AI Ownership Summary

Goodman Advisory Group, LLC reported ISHARES TR (TOPT) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 3.23% in 2025 Q3. The latest visible filing shows TOPT at 2.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this TOPT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Goodman Advisory Group, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

TOPT was reported at 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

TOPT stock page Goodman Advisory Group, LLC fund profile Goodman Advisory Group, LLC full holdings
How Goodman Advisory Group, LLC held TOPT — position size vs. price
% of Fund (quarterly)    TOPT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 388,708 +5,435 +1.4% 2.94% $12.8M 2026-08-12 $33.77
2026 Q1 REDUCED — — — 383,273 -7,121 -1.8% 2.85% $11.0M 2026-04-22 $31.66
2025 Q4 REDUCED 8.4% -8.3% ✅ 390,394 -35,592 -8.4% 3.00% $12.2M 2026-02-11 $30.54
2025 Q3 INITIATED — — — 425,986 — — 3.23% $13.0M 2025-11-13 $30.86

🏢 Other funds also holding TOPT

As of 2026 Q2 — sorted by position size

CEERA INVESTMENTS, LLC 3Y 2.67% Midwest Financial Network, LLC 0.66% Core Wealth Partners LLC 3Y 0.4% Clear Creek Financial Management, LLC 3Y 0.37% Tranquilli Financial Advisor LLC 3Y 0.31% RCS Financial Planning, LLC 3Y 0.31% RIA Advisory Group LLC 3Y 0.29% Keystone Wealth Services, LLC 3Y 0.24% Guardian Capital, LLC 0.21% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.18%

FAQ About Goodman Advisory Group, LLC and TOPT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Goodman Advisory Group, LLC reported owning TOPT?

Goodman Advisory Group, LLC reported TOPT across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported TOPT position in Goodman Advisory Group, LLC's portfolio?

The largest reported portfolio weight for TOPT was 3.23% in 2025 Q3.

What is the latest reported TOPT position on this page?

The most recent filing on this page is 2026 Q2, when Goodman Advisory Group, LLC reported 388,708 shares, equal to 2.94% of portfolio, with an estimated market value of $12.8M.

What does the chart on this TOPT ownership page compare?

The chart compares Goodman Advisory Group, LLC's quarterly TOPT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Goodman Advisory Group, LLC time their TOPT position?

Based on 13F filing dates vs. subsequent TOPT price moves, Goodman Advisory Group, LLC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on TOPT relative to SPY over the holding period was -7.4%.

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