StockDriftsStockDriftsTop 32 GoalFusion Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 25.15% | 83.2K | $62.3M | +1.10%(+909) | $463.25(+68.14%) | 2026-06-30 | |
| AGG | ISHARES TR | 22.39% | 560.2K | $55.4M | +6.97%(+36.51K) | $105.32(-7.51%) | 2026-06-30 | |
| VT | VANGUARD INTL EQUITY INDEX F | 12.79% | 201.8K | $31.7M | +0.50%(+995) | $103.71(+54.95%) | 2026-06-30 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 8.75% | 262.3K | $21.7M | +5.75%(+14.27K) | $81.11(+0.04%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 7.03% | 57.4K | $17.4M | +1.31%(+744) | $219.85(+40.31%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.26% | 122.5K | $10.5M | +0.40%(+489) | $77.39(+15.23%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 4.05% | 46.0K | $10.0M | +2.79%(+1.25K) | $151.95(+49.73%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.65% | 110.0K | $6.6M | +2.30%(+2.48K) | $47.22(+27.88%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 2.41% | 16.2K | $6.0M | +3.22%(+504) | $191.56(+111.00%) | 2026-06-30 | |
| VDE | VANGUARD WORLD FD | 2.1% | 34.6K | $5.2M | +9.98%(+3.14K) | $95.98(+82.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.29% | +37.85% | — | — | +26.46% |
| Top 20 Holdings Unweighted | +18.36% | +65.80% | — | — | +49.30% |
GoalFusion Wealth Management, LLC reports $247.66M in US-listed equity holdings across 32 positions in its most recent 13F filing. Its largest disclosed positions are IVV (25.1%), AGG (22.4%) and VT (12.8%). The top 20 holdings account for 98.32% of reported assets. Its disclosed equity book has returned +37.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from GoalFusion Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1895678). View GoalFusion Wealth Management, LLC’s 13F filings on SEC