Goalvest Advisory LLC - Q12026 Holdings

Goalvest Advisory LLC holds 445 stocks with a total portfolio value of $ 511.98M as of Q12026. In Q12026, Goalvest Advisory LLC added 44 new positions, increased stakes in 75 stocks, reduced 117 holdings, and fully exited 112 positions. The largest holding is Vanguard S&P 500 Etf (VOO), representing 33.51% of the total portfolio.