Goalvest Advisory LLC - Q42025 Holdings

Goalvest Advisory LLC holds 513 stocks with a total portfolio value of $ 522.07M as of Q42025. In Q42025, Goalvest Advisory LLC added 155 new positions, increased stakes in 103 stocks, reduced 95 holdings, and fully exited 45 positions. The largest holding is Vanguard S&P 500 Etf (VOO), representing 33.18% of the total portfolio.