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 $247.7M across 32 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($62.3M, 25.15%), AGG ($55.4M, 22.39%), VT ($31.7M, 12.79%), VCIT ($21.7M, 8.75%), VB ($17.4M, 7.03%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $62.3M | 25.15% | 83,186 | Added |
| 2 | AGG | ISHARES TR | $55.4M | 22.39% | 560,186 | Added |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | $31.7M | 12.79% | 201,849 | Added |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | $21.7M | 8.75% | 262,321 | Added |
| 5 | VB | VANGUARD INDEX FDS | $17.4M | 7.03% | 57,414 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $10.5M | 4.26% | 122,463 | Added |
| 7 | VTV | VANGUARD INDEX FDS | $10.0M | 4.05% | 46,015 | Added |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | $6.6M | 2.65% | 110,044 | Added |
| 9 | GLD | SPDR GOLD TR | $6.0M | 2.41% | 16,169 | Added |
| 10 | VDE | VANGUARD WORLD FD | $5.2M | 2.10% | 34,639 | Added |
| 11 | VO | VANGUARD INDEX FDS | $4.3M | 1.75% | 53,793 | Added |
| 12 | BND | VANGUARD BD INDEX FDS | $2.9M | 1.19% | 40,108 | Trimmed |
| 13 | NVDA | NVIDIA CORPORATION | $2.4M | 0.98% | 12,074 | Added |
| 14 | AMD | ADVANCED MICRO DEVICES INC | $2.0M | 0.79% | 3,370 | Trimmed |
| 15 | AAPL | APPLE INC | $1.7M | 0.70% | 6,014 | Added |
| 16 | MSFT | MICROSOFT CORP | $788,869 | 0.32% | 2,115 | Added |
| 17 | GOOG | ALPHABET INC | $732,538 | 0.30% | 2,073 | Added |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $656,181 | 0.26% | 1,374 | New |
| 19 | AIZ | ASSURANT INC | $583,765 | 0.24% | 2,174 | Trimmed |
| 20 | META | META PLATFORMS INC | $523,296 | 0.21% | 929 | Added |
| 21 | VTI | VANGUARD INDEX FDS | $501,404 | 0.20% | 1,355 | Hold |
| 22 | VEU | VANGUARD INTL EQUITY INDEX F | $471,094 | 0.19% | 5,625 | Hold |
| 23 | DELL | DELL TECHNOLOGIES INC | $460,368 | 0.19% | 1,067 | Trimmed |
| 24 | HD | HOME DEPOT INC | $445,349 | 0.18% | 1,263 | Added |
| 25 | CMF | ISHARES TR | $432,300 | 0.17% | 7,500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30