CIK 1895678
GoalFusion Wealth Management, LLC
Institutional 13F holdings & portfolio
Holdings
27
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
7
Holdings
13F filings as of Dec 31, 2025 · Showing 1–27 of 27
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 80K | $1M+ | SH |
| AGG | ISHARES TR | 500K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 199K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 239K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 56K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 18K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 43K | $1M+ | SH |
| GLD | SPDR GOLD TR | 16K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 105K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 37K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 42K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| AAPL | APPLE INC | 4K | $1M+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 884 | $500K+ | SH |
| AIZ | ASSURANT INC | 2K | $500K+ | SH |
| GOOG | ALPHABET INC | 2K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 1K | $100K–$500K | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 5K | $100K–$500K | SH |
| ACN | ACCENTURE PLC IRELAND | 1K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 769 | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 834 | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 691 | $100K–$500K | SH |
| BLBX | BLACKBOXSTOCKS INC | 28K | $100K–$500K | SH |