GoalFusion Wealth Management
GoalFusion Wealth Management reported 34 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are IVV (25.6%), AGG (20.1%) and VT (12.9%). Compared with Q2 2026, the fund opened new positions in BRK.B, CVX and ACN, added to IVV, VT and VB, trimmed AGG, VCIT and VTV and sold out of ADI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $64.1M | 25.6% | 84K | +486 (+1%) | 8 of 8 | |
| 2 |  AGG Ishares TR | $50.2M | 20.1% | 531K | −30K (−5%) | 8 of 8 | |
| 3 |  VT Vanguard Total World | $32.2M | 12.9% | 204K | +2,419 (+1%) | 8 of 8 | |
| 4 |  VCIT Vanguard Scottsdale Fds | $20M | 8.0% | 255K | −7,104 (−3%) | 8 of 8 | |
| 5 |  VB Vanguard Index Fds | $16.6M | 6.6% | 58K | +787 (+1%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $11.3M | 4.5% | 125K | +2,774 (+2%) | 5 of 8 | |
| 7 |  VTV Vanguard Index Fds | $9.9M | 4.0% | 46K | −58 (−0%) | 8 of 8 | |
| 8 |  BND Vanguard BD Index Fds | $7M | 2.8% | 99K | +59K (+148%) | 8 of 8 | |
| 9 |  VWO Vanguard Intl Equity Index F | $6.7M | 2.7% | 113K | +2,607 (+2%) | 8 of 8 | |
| 10 |  GLD Spdr Gold TR | $6.1M | 2.5% | 16K | −45 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 ADI Analog Devices Inc | $238K | 600 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 6, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →GoalFusion Wealth Management 13F FAQ
What does GoalFusion Wealth Management own?
GoalFusion Wealth Management reported 34 stocks worth $250M in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are IVV (25.6%), AGG (20.1%) and VT (12.9%). The table above lists every position in the filing (the top 10 without an account).
What did GoalFusion Wealth Management buy and sell in Q3 2026?
Compared with Q2 2026: 3 new positions, 14 added to, 10 trimmed and 1 sold out. New positions include BRK.B, CVX and ACN. It sold all of ADI.
When will GoalFusion Wealth Management file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is GoalFusion Wealth Management's portfolio worth?
The Q3 2026 filing reports $250M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.