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CIK 0001895678 • 6 13F filings • May 1, 2025 – Jul 10, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | $311K | 0.1% | 1,260 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $836K | 0.4%Prev: 0.8% | 5,170 SH | Decreased+1,800 SH |
| ALPHABET INC | CAP STK CL C | $366K | 0.2%Prev: 0.3% | 1,502 SH | Decreased-571 SH |
| APPLE INC | COM | $1.1M | 0.5%Prev: 0.7% | 4,276 SH | Decreased-1,738 SH |
| ASSURANT INC | COM | $514K | 0.2%Prev: 0.2% | 2,374 SH | Decreased+200 SH |
| BLACKBOXSTOCKS INC | COM | $217K | 0.1% | 36,667 SH | New |
| GENERAL DYNAMICS CORP | COM | $236K | 0.1%Prev: 0.1% | 691 SH | Decreased |
| HOME DEPOT INC | COM | $311K | 0.1%Prev: 0.2% | 769 SH | Decreased-494 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $235K | 0.1%Prev: 0.1% | 834 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $53.2M | 25.4%Prev: 25.2% | 79,490 SH | Decreased-3,696 SH |
| ISHARES TR | CORE US AGGBD ET | $50.4M | 24.1%Prev: 22.4% | 502,507 SH | Decreased-57,679 SH |
| META PLATFORMS INC | CL A | $649K | 0.3%Prev: 0.2% | 884 SH | Increased-45 SH |
| MICROSOFT CORP | COM | $852K | 0.4%Prev: 0.3% | 1,646 SH | Increased-469 SH |
| NEXTERA ENERGY INC | COM | $352K | 0.2%Prev: 0.2% | 4,660 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.1M | 0.5%Prev: 1.0% | 6,048 SH | Decreased-6,026 SH |
| OKLO INC | COM CL A | $302K | 0.1% | 2,705 SH | New |
| SPDR GOLD TR | GOLD SHS | $5.6M | 2.7%Prev: 2.4% | 15,848 SH | Decreased-321 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.0M | 1.5%Prev: 1.2% | 41,009 SH | Increased+901 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $6.7M | 3.2%Prev: 4.3% | 13,990 SH | Decreased-108,473 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.4M | 1.6%Prev: 1.7% | 11,577 SH | Decreased-42,216 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.0M | 6.7%Prev: 7.0% | 55,112 SH | Decreased-2,302 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $445K | 0.2%Prev: 0.2% | 1,355 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $7.0M | 3.4%Prev: 4.0% | 37,766 SH | Decreased-8,249 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $285K | 0.1%Prev: 0.2% | 4,000 SH | Decreased-1,625 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.6M | 2.7%Prev: 2.7% | 103,083 SH | Decreased-6,961 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $27.2M | 13.0%Prev: 12.8% | 197,703 SH | Decreased-4,146 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $18.3M | 8.7%Prev: 8.8% | 217,257 SH | Decreased-45,064 SH |
| VANGUARD WORLD FD | ENERGY ETF | $6.8M | 3.2%Prev: 2.1% | 53,767 SH | Increased+19,128 SH |
| Q3 2025 |
| 13F-HR |
| 0001895678-25-000006 |
| $209.4M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001895678-26-000004 | $247.7M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001895678-25-000004 | $194.6M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001895678-26-000002 | $220.5M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001895678-25-000003 | $182.7M | View |