What does GoalVest Advisory LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

GoalVest Advisory LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

VANGUARD S&P 500 ETF

$172M287K33.5%

VANGUARD GROWTH ETF

$31M70K6.0%

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

$20M611K4.0%

GOLDMAN SACHS MUNICIPAL INCOME ETF

$16M307K3.1%

STATE STREET SPDR NYSE TECHNOLOGY ETF

$14M56K2.8%

ISHARES CORE MSCI EAFE ETF

$14M151K2.7%

VANGUARD TOTAL STOCK MARKET ETF

$12M37K2.3%

VANGUARD FTSE EUROPE ETF

$10M120K1.9%

GOLDMAN SACHS PHYSICAL GOLD ETF

$9M202K1.8%

ISHARES CORE MSCI EMERGING MARKETS ETF

$8M120K1.6%

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