GoalFusion Wealth Management

GoalFusion Wealth Management as of Dec. 31, 2025

Portfolio Holdings for GoalFusion Wealth Management

GoalFusion Wealth Management holds 27 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 25.4 $55M 80k 684.94
Ishares Tr Core Us Aggbd Et (AGG) 23.1 $50M 500k 99.88
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 13.0 $28M 199k 141.06
Vanguard Scottsdale Fds Int-term Corp (VCIT) 9.3 $20M 239k 83.75
Vanguard Index Fds Small Cp Etf (VB) 6.7 $14M 56k 257.95
Vanguard Index Fds Growth Etf (VUG) 4.1 $8.8M 18k 487.86
Vanguard Index Fds Value Etf (VTV) 3.8 $8.3M 43k 190.99
Spdr Gold Tr Gold Shs (GLD) 2.9 $6.2M 16k 396.31
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.6 $5.6M 105k 53.76
Vanguard World Energy Etf (VDE) 2.1 $4.6M 37k 125.92
Vanguard Index Fds Mid Cap Etf (VO) 1.6 $3.5M 12k 290.22
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.1M 42k 74.07
NVIDIA Corporation (NVDA) 0.8 $1.8M 9.8k 186.51
Apple (AAPL) 0.5 $1.2M 4.3k 271.86
Advanced Micro Devices (AMD) 0.4 $893k 4.2k 214.16
Microsoft Corporation (MSFT) 0.4 $773k 1.6k 483.56
Meta Platforms Cl A (META) 0.3 $584k 884.00 660.09
Assurant (AIZ) 0.3 $572k 2.4k 240.84
Alphabet Cap Stk Cl C (GOOG) 0.2 $478k 1.5k 313.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $454k 1.4k 335.27
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $377k 5.1k 73.56
Nextera Energy (NEE) 0.2 $374k 4.7k 80.28
Accenture Plc Ireland Shs Class A (ACN) 0.2 $338k 1.3k 268.31
Home Depot (HD) 0.1 $265k 769.00 343.99
International Business Machines (IBM) 0.1 $247k 834.00 296.21
General Dynamics Corporation (GD) 0.1 $233k 691.00 336.66
Blackboxstocks (BLBX) 0.1 $223k 28k 8.10