13F Insight
DOSSIER · 13F-HR · Q3 2026

GoalFusion Wealth Management, LLC

$250M in tracked AUM across 34 positions as of Q3 2026.

GW
CIK 0001895678 · last filed Sep 30, 2026
Total AUM
$250M
as of Q3 2026
Holdings
34
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

GoalFusion Wealth Management, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$64M84K25.6%02
AGG
ISHARES TR
$50M531K20.1%03
VT
VANGUARD INTL EQUITY INDEX F
$32M204K12.9%04
VCIT
VANGUARD SCOTTSDALE FDS
$20M255K8.0%05
VB
VANGUARD INDEX FDS
$17M58K6.6%06
VUG
VANGUARD INDEX FDS
$11M125K4.5%07
VTV
VANGUARD INDEX FDS
$10M46K4.0%08
BND
VANGUARD BD INDEX FDS
$7M99K2.8%09
VWO
VANGUARD INTL EQUITY INDEX F
$7M113K2.7%10
GLD
SPDR GOLD TR
$6M16K2.5%

Filing history

2026Q3Sep 30
$250M▲ 1.0%
34 positionsView →2026Q2Jun 30
$248M▲ 12.3%
32 positionsView →2026Q1Mar 31
$220M▲ 2.0%
30 positionsView →2025Q4Dec 31
$216M▲ 530.4%
27 positionsView →2025Q3Sep 30
$34M▼ 82.4%
10 positionsLocked2025Q2Jun 30
$195M▲ 6.5%
28 positionsLocked2025Q1Mar 31
$183M▼ 0.4%
24 positionsLocked2024Q4Dec 31
$183M▲ 1.6%
28 positionsLocked2024Q3Sep 30
$181M▲ 12.2%
29 positionsLocked2024Q2Jun 30
$161M▲ 2.5%
31 positionsLocked2024Q1Mar 31
$157M▲ 7.0%
29 positionsLocked2023Q4Dec 31
$147M▲ 9.1%
29 positionsLocked
Showing 12 of 20