Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2025) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $194.59 million in total holdings as of June 30, 2025.Goalfusion Wealth Management, LLC owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 1.18% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 24 new stocks and bought additional shares in 9 stocks.Goalfusion Wealth Management, LLC sold shares of 7 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $49,259,715iShares Core U.S. Aggregate Bond ETF $47,941,413Vanguard Total World Stock ETF $25,479,891Vanguard Intermediate-Term Corporate Bond ETF $16,337,645Vanguard Small-Cap ETF $12,905,982 Largest New Holdings this Quarter 037833100 - Apple $1,176,855 Holding007903107 - Advanced Micro Devices $769,098 Holding023135106 - Amazon.com $359,361 Holding032654105 - Analog Devices $238,020 Holding09229E303 - Blackboxstocks $215,969 Holding Largest Purchases this Quarter Apple 5,736 shares (about $1.18M)iShares Core U.S. Aggregate Bond ETF 9,359 shares (about $928.41K)Advanced Micro Devices 5,420 shares (about $769.10K)Amazon.com 1,638 shares (about $359.36K)Health Care Select Sector SPDR Fund 2,145 shares (about $289.12K) Largest Sales this Quarter Vanguard Total Bond Market ETF 9,166 shares (about $674.89K)iShares Core S&P 500 ETF 671 shares (about $416.62K)Vanguard Intermediate-Term Corporate Bond ETF 4,268 shares (about $353.90K)Vanguard Total World Stock ETF 1,550 shares (about $199.21K)Vanguard FTSE Emerging Markets ETF 1,462 shares (about $72.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoalfusion Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$49,259,715$416,624 ▼-0.8%79,33625.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$47,941,413$928,414 ▲2.0%483,28024.6%FinanceVTVanguard Total World Stock ETF$25,479,891$199,206 ▼-0.8%198,25613.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$16,337,645$353,903 ▼-2.1%197,0298.4%ETFVBVanguard Small-Cap ETF$12,905,982$260,205 ▲2.1%54,4606.6%ETFVTVVanguard Value ETF$7,606,890$39,767 ▼-0.5%43,0403.9%ETFVDEVanguard Energy ETF$6,150,854$259,919 ▲4.4%51,6363.2%ETFVWOVanguard FTSE Emerging Markets ETF$5,149,862$72,310 ▼-1.4%104,1222.6%ETFXLVHealth Care Select Sector SPDR Fund$4,929,001$289,125 ▲6.2%36,5682.5%ETFGLDSPDR Gold Shares$4,717,244$108,215 ▲2.3%15,4752.4%FinanceBNDVanguard Total Bond Market ETF$3,226,467$674,893 ▼-17.3%43,8201.7%ETFVOVanguard Mid-Cap ETF$3,186,129$24,345 ▲0.8%11,3861.6%ETFAAPLApple$1,176,855$1,176,855 ▲New Holding5,7360.6%Computer and TechnologyNVDANVIDIA$899,805$5,846 ▲0.7%5,6950.5%Computer and TechnologyMSFTMicrosoft$812,676$25,862 ▼-3.1%1,6340.4%Computer and TechnologyAMDAdvanced Micro Devices$769,098$769,098 ▲New Holding5,4200.4%Computer and TechnologyMETAMeta Platforms$652,4720.0%8840.3%Computer and TechnologyAIZAssurant$468,8270.0%2,3740.2%FinanceVTIVanguard Total Stock Market ETF$411,825$5,167 ▲1.3%1,3550.2%ETFACNAccenture$376,6170.0%1,2600.2%Computer and TechnologyAMZNAmazon.com$359,361$359,361 ▲New Holding1,6380.2%Retail/WholesaleNEENextEra Energy$323,4970.0%4,6600.2%UtilitiesHDHome Depot$281,8570.0%7690.1%Retail/WholesaleGOOGAlphabet$266,482$6,210 ▲2.4%1,5020.1%Computer and TechnologyIBMInternational Business Machines$246,7310.0%8370.1%Computer and TechnologyADIAnalog Devices$238,020$238,020 ▲New Holding1,0000.1%Computer and TechnologyBLBXBlackboxstocks$215,969$215,969 ▲New Holding36,6670.1%Business ServicesGDGeneral Dynamics$201,537$201,537 ▲New Holding6910.1%AerospaceCOSTCostco Wholesale$0$317,782 ▼-100.0%00.0%Retail/WholesaleCVXChevron$0$202,292 ▼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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