account_balance

Investment manager · 13F filer · SEC CIK 1895678

GoalFusion Wealth Management, LLC

Reported value$250Mas of Sep 30, 2026

Positions34 3 new, 1 sold out

Top 10 weight89.6%IVV alone is 26%

FiledOct 66 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IVViShares Tr

25.6%

AGGiShares Tr

20.1%Trimmed −5%

VTVanguard Intl Equity Index F

12.9%

VCITVanguard Scottsdale FDS

8.0%Trimmed −3%

VBVanguard Index FDS

6.6%

VUGVanguard Index FDS

4.5%Added +2%

VTVVanguard Index FDS

4.0%

BNDVanguard Bd Index FDS

2.8%+148%

VWOVanguard Intl Equity Index F

2.7%+2%

GLDSPDR Gold Trust

2.5%

VDEVanguard World Fd

2.2%−6%

VO1.7%

IVViShares Tr

25.6%

AGGiShares Tr

20.1%Trimmed −5%

VTVanguard Intl Equity Index F

12.9%

VCITVanguard Scottsdale FDS

8.0%−3%

VBVanguard Index FDS

6.6%

VUG4.5%

VTV4.0%

BND2.8%

VWO

GLD

VDE2.2%

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

IVV iShares Tr 25.6% Held

AGG iShares Tr 20.1% Trimmed −5%

VT Vanguard Intl Equity Index F 12.9% Held

VCIT Vanguard Scottsdale FDS 8.0% Trimmed −3%

VB Vanguard Index FDS 6.6% Held

VUG Vanguard Index FDS 4.5% Added +2%

VTV Vanguard Index FDS 4.0% Held

BND Vanguard Bd Index FDS 2.8% Added +148%

VWO Vanguard Intl Equity Index F 2.7% Added +2%

GLD SPDR Gold Trust 2.5% Held

VDE Vanguard World Fd 2.2% Trimmed −6%

VO Vanguard Index FDS 1.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 6, 2026, compared with the Jul 10, 2026 filing

add_circleNew

BRK-B $1.17M
CVX $235K
ACN $233K

arrow_upwardAdded

BND +148%
GOOG +39%
MSFT +19%
VO +4%

arrow_downwardTrimmed

AMD −13%
VDE −6%
META −6%
AGG −5%

remove_circleSold out

ADI $238K

GoalFusion Wealth Management, LLC

Where the money is

Biggest moves since Jun 30, 2026

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