§ 13F · FUND PROFILE
GoalFusion Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $194.6T (13F)Positions · 28Turnover · — · Q4Filed · Jan 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 80K | $54.8T | 25.4% | +1% |
| 2 | AGG | ISHARES TR | 500K | $49.9T | 23.1% | −1% |
| 3 | VT | VANGUARD INTL EQUITY INDEX F | 199K | $28.1T | 13.0% | +1% |
| 4 | VCIT | VANGUARD SCOTTSDALE FDS | 239K | $20.0T | 9.3% | +10% |
| 5 | VB | VANGUARD INDEX FDS | 56K | $14.4T | 6.7% | +1% |
| 6 | VUG | VANGUARD INDEX FDS | 18K | $8.8T | 4.1% | +29% |
| 7 | VTV | VANGUARD INDEX FDS | 43K | $8.3T | 3.8% | +15% |
| 8 | GLD | SPDR GOLD TR | 16K | $6.2T | 2.9% | −1% |
| 9 | VWO | VANGUARD INTL EQUITY INDEX F | 105K | $5.6T | 2.6% | +2% |
| 10 | VDE | VANGUARD WORLD FD | 37K | $4.6T | 2.1% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GOALFUSION SIGNAL
AC read
GoalFusion Wealth Management, LLC is a Other fund managing $194592.7 trillion in assets. The fund runs a focused portfolio of just 28 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed