GoalFusion Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, GoalFusion Wealth Management, LLC held in its portfolio 27 assets valued at $216,217,723 (i.e. $216.22M).
The most valuable assets in the portfolio included: ISHARES TR ($54.81M), ISHARES TR ($49.92M), and VANGUARD INTL EQUITY INDEX F ($28.09M).
The chart below shows the top 10 valuable assets, and the table below shows the top 27 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
GoalFusion Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 80024 | 54811630 | CORE S&P500 ETF |
| ISHARES TR | 499800 | 49920061 | CORE US AGGBD ET |
| VANGUARD INTL EQUITY INDEX F | 199156 | 28092978 | TT WRLD ST ETF |
| VANGUARD SCOTTSDALE FDS | 238999 | 20016166 | INT-TERM CORP |
| VANGUARD INDEX FDS | 55882 | 14414696 | SMALL CP ETF |
| VANGUARD INDEX FDS | 18082 | 8821485 | GROWTH ETF |
| VANGUARD INDEX FDS | 43372 | 8283677 | VALUE ETF |
| SPDR GOLD TR | 15635 | 6196307 | GOLD SHS |
| VANGUARD INTL EQUITY INDEX F | 104885 | 5638596 | FTSE EMR MKT ETF |
| VANGUARD WORLD FD | 36825 | 4636976 | ENERGY ETF |
| VANGUARD INDEX FDS | 11979 | 3476530 | MID CAP ETF |
| VANGUARD BD INDEX FDS | 41887 | 3102570 | TOTAL BND MRKT |
| NVIDIA CORPORATION | 9836 | 1834476 | COM |
| APPLE INC | 4274 | 1161930 | COM |
| ADVANCED MICRO DEVICES INC | 4170 | 893047 | COM |
| MICROSOFT CORP | 1598 | 772736 | COM |
| META PLATFORMS INC | 884 | 583520 | CL A |
| ASSURANT INC | 2374 | 571761 | COM |
| ALPHABET INC | 1524 | 478306 | CAP STK CL C |
| VANGUARD INDEX FDS | 1355 | 454291 | TOTAL STK MKT |
| VANGUARD INTL EQUITY INDEX F | 5125 | 376995 | ALLWRLD EX US |
| NEXTERA ENERGY INC | 4660 | 374105 | COM |
| ACCENTURE PLC IRELAND | 1260 | 338072 | SHS CLASS A |
| HOME DEPOT INC | 769 | 264529 | COM |
| INTERNATIONAL BUSINESS MACHS | 834 | 247039 | COM |
| GENERAL DYNAMICS CORP | 691 | 232632 | COM |
| BLACKBOXSTOCKS INC | 27500 | 222612 | COM |
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