Goalfusion Wealth Management, LLC Top Holdings and 13F Report (2025) About Goalfusion Wealth Management, LLCInvestment ActivityGoalfusion Wealth Management, LLC has $183.47 million in total holdings as of December 31, 2024.Goalfusion Wealth Management, LLC owns shares of 28 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 3.62% of the portfolio was purchased this quarter.About 0.25% of the portfolio was sold this quarter.This quarter, Goalfusion Wealth Management, LLC has purchased 29 new stocks and bought additional shares in 16 stocks.Goalfusion Wealth Management, LLC sold shares of 5 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $46,440,369iShares Core U.S. Aggregate Bond ETF $43,770,541Vanguard Total World Stock ETF $23,245,912Vanguard Intermediate-Term Corporate Bond ETF $16,056,729Vanguard Small-Cap ETF $12,401,143 Largest New Holdings this Quarter Alphabet $279,421 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 30,176 shares (about $2.92M)Vanguard Total World Stock ETF 6,366 shares (about $747.88K)iShares Core S&P 500 ETF 862 shares (about $507.44K)Vanguard Intermediate-Term Corporate Bond ETF 6,127 shares (about $491.81K)Health Care Select Sector SPDR Fund 3,424 shares (about $471.04K) Largest Sales this Quarter Apple 285 shares (about $71.37K)Assurant 225 shares (about $47.97K)Microsoft 55 shares (about $23.18K)Advanced Micro Devices 174 shares (about $21.02K)Berkshire Hathaway 28 shares (about $12.69K) Sector Allocation Over TimeMap of 500 Largest Holdings ofGoalfusion Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$46,440,369$507,442 ▲1.1%78,88925.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$43,770,541$2,924,057 ▲7.2%451,70823.9%FinanceVTVanguard Total World Stock ETF$23,245,912$747,879 ▲3.3%197,87112.7%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$16,056,729$491,814 ▲3.2%200,0348.8%ETFVBVanguard Small-Cap ETF$12,401,143$83,618 ▲0.7%51,6116.8%ETFVTVVanguard Value ETF$7,219,460$218,228 ▲3.1%42,6433.9%ETFVDEVanguard Energy ETF$6,172,226$330,447 ▲5.7%50,8803.4%ETFBNDVanguard Total Bond Market ETF$4,894,195$100,602 ▲2.1%68,0602.7%ETFXLVHealth Care Select Sector SPDR Fund$4,732,958$471,040 ▲11.1%34,4042.6%ETFVWOVanguard FTSE Emerging Markets ETF$4,559,230$206,811 ▲4.8%103,5252.5%ETFGLDSPDR Gold Shares$3,707,737$74,092 ▲2.0%15,3132.0%FinanceVOVanguard Mid-Cap ETF$2,946,356$105,916 ▲3.7%11,1551.6%ETFAAPLApple$1,466,710$71,370 ▼-4.6%5,8570.8%Computer and TechnologyMSFTMicrosoft$905,304$23,181 ▼-2.5%2,1480.5%Computer and TechnologyNVDANVIDIA$732,999$33,575 ▲4.8%5,4580.4%Computer and TechnologyMETAMeta Platforms$517,5910.0%8840.3%Computer and TechnologyAIZAssurant$506,169$47,973 ▼-8.7%2,3740.3%FinanceACNAccenture$443,2740.0%1,2600.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$377,043$39,704 ▲11.8%1,3010.2%ETFIBMInternational Business Machines$337,879$29,457 ▲9.6%1,5370.2%Computer and TechnologyNEENextEra Energy$334,0750.0%4,6600.2%UtilitiesCOSTCostco Wholesale$307,8670.0%3360.2%Retail/WholesaleHDHome Depot$299,0380.0%7690.2%Retail/WholesaleGOOGAlphabet$279,421$279,421 ▲New Holding1,4670.2%Computer and TechnologyADIAnalog Devices$276,623$4,674 ▲1.7%1,3020.2%Computer and TechnologyBRK.BBerkshire Hathaway$245,224$12,692 ▼-4.9%5410.1%FinanceAMDAdvanced Micro Devices$216,939$21,017 ▼-8.8%1,7960.1%Computer and TechnologyBLBXBlackboxstocks$80,6670.0%36,6670.0%Business ServicesGDGeneral Dynamics$0$208,820 ▼-100.0%00.0%AerospaceGRAYSCALE ETHEREUM MINI TR E$0$73,461 ▼-100.0%00.0%COM UNITShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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