GoalVest Advisory LLC - Portfolio Stock Holdings
GoalVest Advisory LLC disclosed 787 stock positions in a recent SEC 13F filing. $2,460,918,138 of stock holdings were filed, with the largest holdings including SPY, QQQ, and VTI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $777,569,840 and has 10 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:
787Est. Stock Holding Value:
$2,460,918,138Top Stock Holdings By Sector
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Portfolio Stock Holdings - GoalVest Advisory LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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% Change
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