GoalFusion Wealth Management, LLC - Portfolio Stock Holdings
GoalFusion Wealth Management, LLC disclosed 35 stock positions in a recent SEC 13F filing. $247,664,120 of stock holdings were filed, with the largest holdings including IVV, AGG, and VT. This filing represented positions held on June 30, 2026, and was filed today.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:
June 30, 2026No. of Stocks:
35Est. Stock Holding Value:
$247,664,120Top Stock Holdings By Sector
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Portfolio Stock Holdings - GoalFusion Wealth Management, LLC
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Stock
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% of Portfolio
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