GoalFusion Wealth Management, LLC - Portfolio Stock Holdings
GoalFusion Wealth Management, LLC disclosed 35 stock positions in a recent SEC 13F filing. $250,076,385 of stock holdings were filed, with the largest holdings including IVV, AGG, and VT. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $238,468,507 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
35Est. Stock Holding Value:
$250,076,385Top Stock Holdings By Sector
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Portfolio Stock Holdings - GoalFusion Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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