GoalFusion Wealth Management, LLC: 13F holdings
CIK 18956782026Q2
| Positions | 32 |
|---|
| Reported value | $247.7m |
|---|
| Filed | 2026-07-10 |
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Change since last quarter
| Positions | 32 (+2 vs prior quarter) |
|---|
| Reported value | $247.7m (+12.3%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 83,186 | $62.3m | 25.2% |
| AGG ISHARES TR | 560,186 | $55.4m | 22.4% |
| ACWI VANGUARD INTL EQUITY INDEX F | 201,849 | $31.7m | 12.8% |
| VCIT VANGUARD SCOTTSDALE FDS | 262,321 | $21.7m | 8.8% |
| VB VANGUARD INDEX FDS | 57,414 | $17.4m | 7.0% |
| VUG VANGUARD INDEX FDS | 122,463 | $10.5m | 4.3% |
| VTV VANGUARD INDEX FDS | 46,015 | $10.0m | 4.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 110,044 | $6.6m | 2.7% |
| GLD SPDR GOLD TR | 16,169 | $6.0m | 2.4% |
| VDE VANGUARD WORLD FD | 34,639 | $5.2m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1895678")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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