Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GoalFusion Wealth Management, LLC (CIK 1895678) reported $220.5M across 29 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($53.7M, 24.38%), AGG ($52.0M, 23.58%), VT ($27.8M, 12.60%), VCIT ($20.5M, 9.31%), VB ($14.8M, 6.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $53.7M | 24.38% | 82,277 | Added |
| 2 | AGG | ISHARES TR | $52.0M | 23.58% | 523,677 | Added |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $27.8M | 12.60% | 200,854 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $20.5M | 9.31% | 248,049 | Added |
| 5 | VB | VANGUARD INDEX FDS | $14.8M | 6.73% | 56,670 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $8.9M | 4.03% | 20,329 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $8.8M | 3.98% | 44,766 | Added |
| 8 | GLD | SPDR GOLD TR | $6.7M | 3.06% | 15,665 | Added |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | $5.8M | 2.64% | 107,568 | Added |
| 10 | VDE | VANGUARD WORLD FD | $5.4M | 2.47% | 31,495 | Trimmed |
| 11 | VO | VANGUARD INDEX FDS | $3.7M | 1.66% | 12,727 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $3.1M | 1.41% | 42,349 | Added |
| 13 | NVDA | NVIDIA CORPORATION | $1.8M | 0.84% | 10,592 | Added |
| 14 | AAPL | APPLE INC | $1.1M | 0.48% | 4,203 | Trimmed |
| 15 | AMD | ADVANCED MICRO DEVICES INC | $848,303 | 0.38% | 4,170 | Hold |
| 16 | MSFT | MICROSOFT CORP | $692,520 | 0.31% | 1,871 | Added |
| 17 | META | META PLATFORMS INC | $502,902 | 0.23% | 879 | Trimmed |
| 18 | AIZ | ASSURANT INC | $517,065 | 0.23% | 2,374 | Hold |
| 19 | NEE | NEXTERA ENERGY INC | $432,821 | 0.20% | 4,660 | Hold |
| 20 | GOOG | ALPHABET INC | $442,407 | 0.20% | 1,542 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $434,698 | 0.20% | 1,355 | Hold |
| 22 | CMF | ISHARES TR | $426,450 | 0.19% | 7,500 | New |
| 23 | VEU | VANGUARD INTL EQUITY INDEX F | $422,438 | 0.19% | 5,625 | Added |
| 24 | GD | GENERAL DYNAMICS CORP | $237,165 | 0.11% | 691 | Hold |
| 25 | ACN | ACCENTURE PLC IRELAND | $249,856 | 0.11% | 1,260 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31