GoalFusion Wealth Management, LLC — 13F holdings

GoalFusion Wealth Management, LLC reported 34 holdings worth $250M in its 13F filing for Q3 2026, filed October 6, 2026.

Largest positions

  1. IVV ISHARES TR — $64.1M (25.6%)
  2. AGG ISHARES TR — $50.2M (20.1%)
  3. VT VANGUARD INTL EQUITY INDEX F — $32.2M (12.9%)
  4. VCIT VANGUARD SCOTTSDALE FDS — $20.0M (8.0%)
  5. VB VANGUARD INDEX FDS — $16.6M (6.6%)
  6. VUG VANGUARD INDEX FDS — $11.3M (4.5%)
  7. VTV VANGUARD INDEX FDS — $9.93M (4.0%)
  8. BND VANGUARD BD INDEX FDS — $6.98M (2.8%)
  9. VWO VANGUARD INTL EQUITY INDEX F — $6.68M (2.7%)
  10. GLD SPDR GOLD TR — $6.14M (2.5%)