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.
GoalVest Advisory LLC (CIK 1839307) reported $512.0M across 443 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($171.6M, 33.51%), VUG ($30.6M, 5.97%), SPIB ($20.5M, 4.00%), GMUB ($15.7M, 3.06%), XNTK ($14.2M, 2.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $171.6M | 33.51% | 287,151 | Added |
| 2 | VUG | VANGUARD GROWTH ETF | $30.6M | 5.97% | 69,973 | Trimmed |
| 3 | SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $20.5M | 4.00% | 611,069 | Trimmed |
| 4 | GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | $15.7M | 3.06% | 307,340 | Added |
| 5 | XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | $14.2M | 2.77% | 55,614 | Added |
| 6 | IEFA | ISHARES CORE MSCI EAFE ETF | $13.7M | 2.67% | 151,038 | Trimmed |
| 7 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $11.9M | 2.33% | 37,239 | Trimmed |
| 8 | VGK | VANGUARD FTSE EUROPE ETF | $9.9M | 1.93% | 119,785 | Added |
| 9 | AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | $9.3M | 1.83% | 202,375 | Trimmed |
| 10 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $8.4M | 1.63% | 119,839 | Added |
| 11 | NVDA | NVIDIA CORPORATION COM | $7.5M | 1.46% | 42,882 | Added |
| 12 | GOOGL | ALPHABET INC CAP STK CL A | $6.0M | 1.17% | 20,776 | Trimmed |
| 13 | MSFT | MICROSOFT CORP COM | $5.6M | 1.09% | 15,134 | Added |
| 14 | SPRX | SPEAR ALPHA ETF | $5.4M | 1.06% | 151,953 | New |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC CL A | $5.3M | 1.04% | 36,437 | Trimmed |
| 16 | TSLA | TESLA INC COM | $5.3M | 1.03% | 14,187 | Added |
| 17 | SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $4.7M | 0.91% | 47,565 | Trimmed |
| 18 | AMZN | AMAZON COM INC COM | $4.5M | 0.89% | 21,836 | Added |
| 19 | JPM | JPMORGAN CHASE & CO COM | $4.2M | 0.82% | 14,332 | Trimmed |
| 20 | AAPL | APPLE INC COM | $4.1M | 0.80% | 16,106 | Added |
| 21 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $4.0M | 0.79% | 8,448 | Added |
| 22 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $3.9M | 0.76% | 20,390 | Added |
| 23 | V | VISA INC COM CL A | $3.5M | 0.69% | 11,736 | Added |
| 24 | WMT | WALMART INC COM | $3.2M | 0.63% | 25,853 | Added |
| 25 | SCCO | SOUTHERN COPPER CORP COM | $3.2M | 0.62% | 18,565 | Added |
Source: SEC Form 13F filings · as of 2026-03-31