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

GoalVest Advisory LLC

$578M in tracked AUM across 725 positions as of Q3 2026.

GA
CIK 0001839307 · last filed Sep 30, 2026
Total AUM
$578M
as of Q3 2026
Holdings
725
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q3 2026.

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