Goalvest Advisory LLC - Q32026 Holdings

Goalvest Advisory LLC holds 723 stocks with a total portfolio value of $ 578.2M as of Q32026. In Q32026, Goalvest Advisory LLC added 288 new positions, increased stakes in 164 stocks, reduced 88 holdings, and fully exited 64 positions. The largest holding is Vanguard S&P 500 Etf (VOO), representing 38.74% of the total portfolio.