Goalfusion Wealth Management, LLC - Q12026 Holdings

Goalfusion Wealth Management, LLC holds 30 stocks with a total portfolio value of $ 220.48M as of Q12026. In Q12026, Goalfusion Wealth Management, LLC added 4 new positions, increased stakes in 15 stocks, reduced 4 holdings, and fully exited 1 position. The largest holding is Ishares Tr (IVV), representing 24.38% of the total portfolio.