GoalFusion Wealth Management, LLC
CIK: 1895678SEC EDGAR →
Portfolio Value
$101.0B
Holdings
34
As of
Q3 2026
New Positions
3
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 530,531 | $50.2B | 49.67% |
| 2 | VANGUARD SCOTTSDALE FDS | 255,217 | $20.0B | 19.79% |
| 3 | VANGUARD INDEX FDS | 125,237 | $11.3B | 11.18% |
| 4 | VANGUARD BD INDEX FDS | 99,469 | $7.0B | 6.91% |
| 5 | VANGUARD INTL EQUITY INDEX F | 112,651 | $6.7B | 6.62% |
| 6 | VANGUARD INDEX FDS | 55,747 | $4.4B | 4.33% |
| 7 | VANGUARD INTL EQUITY INDEX F | 5,625 | $466.7M | 0.46% |
| 8 | NEXTERA ENERGY INC | 4,660 | $352.9M | 0.35% |
| 9 | ISHARES TR | 6,150 | $332.8M | 0.33% |
| 10 | VANGUARD WORLD FD | 2,290 | $212.2M | 0.21% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 16 | $100.6B | 99.6% |
| Utilities | 1 | $352.9M | 0.3% |
| Technology | 9 | $9.7M | 0.0% |
| Unknown | 2 | $7.3M | 0.0% |
| Communication Services | 2 | $1.6M | 0.0% |
| Consumer Cyclical | 2 | $654K | 0.0% |
| Energy | 1 | $235K | 0.0% |
| Industrials | 1 | $229K | 0.0% |