account_balance

Investment manager · 13F filer · SEC CIK 1839307

GoalVest Advisory LLC

Reported value$578Mas of Sep 30, 2026
Positions725 288 new, 63 sold out
Top 10 weight67.2%VOO alone is 39%
FiledOct 22 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VOO Vanguard S&P 500 ETF 38.7% Added +6%
VUG Vanguard Morningstar Growth ETF 4.7% Added +84%
SPRX Spear Alpha ETF 4.0% Added +125%
XNTK State Street SPDR Nyse Technology ETF 4.0% Held
SPIB State Street SPDR Portfolio Intermediate Term Corporate Bond ETF 3.6% Held
IEFA iShares Core MSCI EAFE ETF 3.0% Added +8%
GMUB Goldman Sachs Municipal Income ETF 3.0% Added +3%
VTI Vanguard Morningstar Total Stock Market ETF 2.5% Added +2138%
IEMG iShares Core MSCI Emerging Markets ETF 2.0% Added +10%
AAAU Goldman Sachs Physical Gold ETF 1.6% Added +4%GOOGL Alphabet Inc. 1.2% Added +2%MSFT Microsoft Corp 1.2% Added +623%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 2, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • IGV $1.64M
  • GMNY $1.64M
  • CRDF $832K
  • CQTM $827K
arrow_upwardAdded
  • QQQ +20257%
  • SPY +19027%
  • VTI +2138%
  • AVGO +1840%
arrow_downwardTrimmed
  • VGK −44%
  • SPYG −17%
  • GOOG −3%
  • VLO −2%
remove_circleSold out
  • REMX $716K
  • MUB $380K
  • TBIL $25.9K
  • STK $13.1K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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