Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2025) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $182.74 million in total holdings as of March 31, 2025.Goalfusion Wealth Management, LLC owns shares of 24 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 2.20% of the portfolio was purchased this quarter.About 2.18% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 28 new stocks and bought additional shares in 11 stocks.Goalfusion Wealth Management, LLC sold shares of 5 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares Core U.S. Aggregate Bond ETF $46,880,302iShares Core S&P 500 ETF $44,955,926Vanguard Total World Stock ETF $23,167,532Vanguard Intermediate-Term Corporate Bond ETF $16,458,043Vanguard Small-Cap ETF $11,833,071 Largest New Holdings this Quarter 166764100 - Chevron $202,292 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 22,213 shares (about $2.20M)iShares Core S&P 500 ETF 1,118 shares (about $628.20K)Vanguard Small-Cap ETF 1,751 shares (about $388.29K)Vanguard Total World Stock ETF 1,935 shares (about $224.36K)Chevron 1,209 shares (about $202.29K) Largest Sales this Quarter Vanguard Total Bond Market ETF 15,074 shares (about $1.11M)Vanguard Energy ETF 1,426 shares (about $184.97K)International Business Machines 700 shares (about $174.06K)Microsoft 462 shares (about $173.41K)SPDR Gold Shares 193 shares (about $55.61K) 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 PortfolioSectorAGGiShares Core U.S. Aggregate Bond ETF$46,880,302$2,197,312 ▲4.9%473,92125.7%FinanceIVViShares Core S&P 500 ETF$44,955,926$628,204 ▲1.4%80,00724.6%ETFVTVanguard Total World Stock ETF$23,167,532$224,364 ▲1.0%199,80612.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$16,458,043$103,263 ▲0.6%201,2979.0%ETFVBVanguard Small-Cap ETF$11,833,071$388,286 ▲3.4%53,3626.5%ETFVTVVanguard Value ETF$7,473,596$107,444 ▲1.5%43,2654.1%ETFVDEVanguard Energy ETF$6,414,650$184,966 ▼-2.8%49,4543.5%ETFXLVHealth Care Select Sector SPDR Fund$5,026,102$2,774 ▲0.1%34,4232.8%ETFVWOVanguard FTSE Emerging Markets ETF$4,778,720$93,190 ▲2.0%105,5842.6%ETFGLDSPDR Gold Shares$4,356,677$55,611 ▼-1.3%15,1202.4%FinanceBNDVanguard Total Bond Market ETF$3,891,822$1,107,185 ▼-22.1%52,9862.1%ETFVOVanguard Mid-Cap ETF$2,922,134$37,241 ▲1.3%11,2991.6%ETFMSFTMicrosoft$632,838$173,411 ▼-21.5%1,6860.3%Computer and TechnologyNVDANVIDIA$613,250$21,677 ▲3.7%5,6580.3%Computer and TechnologyMETAMeta Platforms$509,5020.0%8840.3%Computer and TechnologyAIZAssurant$497,9320.0%2,3740.3%FinanceACNAccenture$393,1870.0%1,2600.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$367,736$10,169 ▲2.8%1,3380.2%ETFNEENextEra Energy$330,3470.0%4,6600.2%UtilitiesCOSTCostco Wholesale$317,7820.0%3360.2%Retail/WholesaleHDHome Depot$281,7410.0%7690.2%Retail/WholesaleGOOGAlphabet$229,2270.0%1,4670.1%Computer and TechnologyIBMInternational Business Machines$208,128$174,062 ▼-45.5%8370.1%Computer and TechnologyCVXChevron$202,292$202,292 ▲New Holding1,2090.1%EnergyAAPLApple$0$1,466,710 ▼-100.0%00.0%Computer and TechnologyADIAnalog Devices$0$276,623 ▼-100.0%00.0%Computer and TechnologyBRK.BBerkshire Hathaway$0$245,224 ▼-100.0%00.0%FinanceAMDAdvanced Micro Devices$0$216,939 ▼-100.0%00.0%Computer and TechnologyBLBXBlackboxstocks$0$80,667 ▼-100.0%00.0%Business ServicesShowing 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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