Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2026) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $247.66 million in total holdings as of June 30, 2026.Goalfusion Wealth Management, LLC owns shares of 32 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 8.87% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 30 new stocks and bought additional shares in 17 stocks.Goalfusion Wealth Management, LLC sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $62,297,154iShares Core U.S. Aggregate Bond ETF $55,447,247Vanguard Total World Stock ETF $31,680,237Vanguard Intermediate-Term Corporate Bond ETF $21,680,831Vanguard Small-Cap ETF $17,403,254 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $656,181 Holding042068205 - ARM HOLDINGS PLC $320,886 Holding032654105 - Analog Devices $238,302 Holding023135106 - Amazon.com $216,889 Holding921910816 - Vanguard Mega Cap Growth ETF $201,314 Holding Largest Purchases this Quarter Vanguard Growth ETF 102,134 shares (about $8.80M)iShares Core U.S. Aggregate Bond ETF 36,509 shares (about $3.61M)Vanguard Mid-Cap ETF 41,066 shares (about $3.31M)Vanguard Intermediate-Term Corporate Bond ETF 14,272 shares (about $1.18M)iShares Core S&P 500 ETF 909 shares (about $680.74K) Largest Sales this Quarter Advanced Micro Devices 800 shares (about $464.73K)Vanguard Total Bond Market ETF 2,241 shares (about $164.51K)Dell Technologies 333 shares (about $143.68K)Assurant 200 shares (about $53.70K) 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$62,297,154$680,741 â–²1.1%83,18625.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$55,447,247$3,613,663 â–²7.0%560,18622.4%FinanceVTVanguard Total World Stock ETF$31,680,237$156,165 â–²0.5%201,84912.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$21,680,831$1,179,581 â–²5.8%262,3218.8%ETFVBVanguard Small-Cap ETF$17,403,254$225,520 â–²1.3%57,4147.0%ETFVUGVanguard Growth ETF$10,548,963$8,797,823 â–²502.4%122,4634.3%ETFVTVVanguard Value ETF$10,028,116$272,196 â–²2.8%46,0154.0%ETFVWOVanguard FTSE Emerging Markets ETF$6,568,502$147,792 â–²2.3%110,0442.7%ETFGLDSPDR Gold Shares$5,956,336$185,664 â–²3.2%16,1692.4%FinanceVDEVanguard Energy ETF$5,200,320$472,006 â–²10.0%34,6392.1%ETFVOVanguard Mid-Cap ETF$4,334,098$3,308,685 â–²322.7%53,7931.7%ETFBNDVanguard Total Bond Market ETF$2,944,328$164,512 â–¼-5.3%40,1081.2%ETFNVDANVIDIA$2,415,953$296,542 â–²14.0%12,0741.0%Computer and TechnologyAMDAdvanced Micro Devices$1,957,667$464,728 â–¼-19.2%3,3700.8%Computer and TechnologyAAPLApple$1,740,211$524,031 â–²43.1%6,0140.7%Computer and TechnologyMSFTMicrosoft$788,869$91,009 â–²13.0%2,1150.3%Computer and TechnologyGOOGAlphabet$732,538$187,640 â–²34.4%2,0730.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$656,181$656,181 â–²New Holding1,3740.3%Computer and TechnologyAIZAssurant$583,765$53,704 â–¼-8.4%2,1740.2%FinanceMETAMeta Platforms$523,296$28,164 â–²5.7%9290.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$501,4040.0%1,3550.2%ETFVEUVanguard FTSE All-World ex-US ETF$471,0940.0%5,6250.2%ETFDELLDell Technologies$460,368$143,676 â–¼-23.8%1,0670.2%Computer and TechnologyHDHome Depot$445,349$178,069 â–²66.6%1,2630.2%Retail/WholesaleCMFiShares California Muni Bond ETF$432,3000.0%7,5000.2%ETFNEENextEra Energy$409,0080.0%4,6600.2%UtilitiesARM HOLDINGS PLC$320,886$320,886 â–²New Holding9050.1%SPONSORED ADSGDGeneral Dynamics$244,7800.0%6910.1%AerospaceADIAnalog Devices$238,302$238,302 â–²New Holding6000.1%Computer and TechnologyIBMInternational Business Machines$234,5290.0%8340.1%Computer and TechnologyAMZNAmazon.com$216,889$216,889 â–²New Holding9100.1%Retail/WholesaleMGKVanguard Mega Cap Growth ETF$201,314$201,314 â–²New Holding2,2900.1%ETFACNAccenture$0$249,856 â–¼-100.0%00.0%Computer and TechnologyCVXChevron$0$232,762 â–¼-100.0%00.0%EnergyREALLOYS INC$0$126,880 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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