Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2026) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $220.48 million in total holdings as of March 31, 2026.Goalfusion Wealth Management, LLC owns shares of 30 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.62% of the portfolio was purchased this quarter.About 0.53% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 27 new stocks and bought additional shares in 15 stocks.Goalfusion Wealth Management, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $53,744,151iShares Core U.S. Aggregate Bond ETF $51,985,453Vanguard Total World Stock ETF $27,782,157Vanguard Intermediate-Term Corporate Bond ETF $20,526,055Vanguard Small-Cap ETF $14,842,939 Largest New Holdings this Quarter 464288356 - iShares California Muni Bond ETF $426,450 Holding166764100 - Chevron $232,762 Holding24703L202 - Dell Technologies $229,782 Holding75606V101 - REALLOYS INC $126,880 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 23,877 shares (about $2.37M)iShares Core S&P 500 ETF 2,253 shares (about $1.47M)Vanguard Growth ETF 2,247 shares (about $981.47K)Vanguard Intermediate-Term Corporate Bond ETF 9,050 shares (about $748.89K)iShares California Muni Bond ETF 7,500 shares (about $426.45K) Largest Sales this Quarter Vanguard Energy ETF 5,330 shares (about $922.30K)Apple 71 shares (about $18.02K)Home Depot 11 shares (about $3.62K)Meta Platforms 5 shares (about $2.86K) 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$53,744,151$1,471,682 â–²2.8%82,27724.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$51,985,453$2,370,271 â–²4.8%523,67723.6%FinanceVTVanguard Total World Stock ETF$27,782,157$234,868 â–²0.9%200,85412.6%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$20,526,055$748,888 â–²3.8%248,0499.3%ETFVBVanguard Small-Cap ETF$14,842,939$206,392 â–²1.4%56,6706.7%ETFVUGVanguard Growth ETF$8,879,504$981,467 â–²12.4%20,3294.0%ETFVTVVanguard Value ETF$8,783,150$273,505 â–²3.2%44,7664.0%ETFGLDSPDR Gold Shares$6,740,493$12,909 â–²0.2%15,6653.1%FinanceVWOVanguard FTSE Emerging Markets ETF$5,814,028$145,016 â–²2.6%107,5682.6%ETFVDEVanguard Energy ETF$5,449,857$922,297 â–¼-14.5%31,4952.5%ETFVOVanguard Mid-Cap ETF$3,654,924$214,810 â–²6.2%12,7271.7%ETFBNDVanguard Total Bond Market ETF$3,118,580$34,022 â–²1.1%42,3491.4%ETFNVDANVIDIA$1,847,302$131,850 â–²7.7%10,5920.8%Computer and TechnologyAAPLApple$1,066,679$18,019 â–¼-1.7%4,2030.5%Computer and TechnologyAMDAdvanced Micro Devices$848,3030.0%4,1700.4%Computer and TechnologyMSFTMicrosoft$692,520$101,046 â–²17.1%1,8710.3%Computer and TechnologyAIZAssurant$517,0650.0%2,3740.2%FinanceMETAMeta Platforms$502,902$2,861 â–¼-0.6%8790.2%Computer and TechnologyGOOGAlphabet$442,407$5,164 â–²1.2%1,5420.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$434,6980.0%1,3550.2%ETFNEENextEra Energy$432,8210.0%4,6600.2%UtilitiesCMFiShares California Muni Bond ETF$426,450$426,450 â–²New Holding7,5000.2%ETFVEUVanguard FTSE All-World ex-US ETF$422,438$37,550 â–²9.8%5,6250.2%ETFACNAccenture$249,8560.0%1,2600.1%Computer and TechnologyHDHome Depot$249,218$3,617 â–¼-1.4%7580.1%Retail/WholesaleGDGeneral Dynamics$237,1650.0%6910.1%AerospaceCVXChevron$232,762$232,762 â–²New Holding1,1250.1%EnergyDELLDell Technologies$229,782$229,782 â–²New Holding1,4000.1%Computer and TechnologyIBMInternational Business Machines$202,1530.0%8340.1%Computer and TechnologyREALLOYS INC$126,880$126,880 â–²New Holding13,0000.1%COMBLACKBOXSTOCKS INC$0$222,612 â–¼-100.0%00.0%COMShowing 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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