Goalvest Advisory LLC - Q22026 Holdings

Goalvest Advisory LLC holds 499 stocks with a total portfolio value of $ 539.12M as of Q22026. In Q22026, Goalvest Advisory LLC added 123 new positions, increased stakes in 105 stocks, reduced 92 holdings, and fully exited 69 positions. The largest holding is Vanguard S&P 500 Etf (VOO), representing 38.53% of the total portfolio.