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Akre Focus Etf shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Akre Focus Etf (AKRE) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Akre Focus Etf

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All positions including Akre Focus Etf held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Akre Focus Etf by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $39k 743 52.85

More positions owned by GoalVest Advisory

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)
Goldman Sachs Municipal Income Etf Etf (GMUB)
State Street Spdr Nyse Technology Etf Etf (XNTK)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Europe Etf Etf (VGK)
Goldman Sachs Physical Gold Etf Etf (AAAU)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Microsoft Corp Stock (MSFT)
Spear Alpha Etf Etf (SPRX)
Palantir Technologies Inc Cl A Stock (PLTR)

View all positions for GoalVest Advisory

Top funds holding Akre Focus Etf

Brown Brothers Harriman & Co.
Financial Engines Advisors L.L.C
AlTi Global
Franklin Resources
LPL Financial
Advisor Group Holdings
Brown Advisory Holdings Incorporated
Bank of America Corporation
Raymond James Financial
Cambridge Investment Research Advisors
Chemistry Wealth Management
Montis Financial
Mesirow Financial Investment Management International Equity
Ascension Capital Advisors
CI Private Wealth

View all funds holding Akre Focus Etf