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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 | $338K | 0.2%Prev: 0.1% | 1,260 SH | Increased-9 SH |
| ADVANCED MICRO DEVICES INC | COM | $893K | 0.4%Prev: 0.7% | 4,170 SH | Decreased+1,250 SH |
| ALPHABET INC | CAP STK CL C | $478K | 0.2%Prev: 0.4% | 1,524 SH | Decreased-1,366 SH |
| APPLE INC | COM | $1.2M | 0.5%Prev: 0.8% | 4,274 SH | Decreased-1,754 SH |
| ASSURANT INC | COM | $572K | 0.3%Prev: 0.2% | 2,374 SH | Decreased+200 SH |
| BLACKBOXSTOCKS INC | COM | $223K | 0.1% | 27,500 SH | New |
| GENERAL DYNAMICS CORP | COM | $233K | 0.1%Prev: 0.1% | 691 SH | Increased |
| HOME DEPOT INC | COM | $265K | 0.1%Prev: 0.1% | 769 SH | Decreased-492 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $247K | 0.1%Prev: 0.1% | 834 SH | Increased-106 SH |
| ISHARES TR | CORE S&P500 ETF | $54.8M | 25.4%Prev: 25.6% | 80,024 SH | Decreased-3,648 SH |
| ISHARES TR | CORE US AGGBD ET | $49.9M | 23.1%Prev: 20.1% | 499,800 SH | Decreased-30,731 SH |
| META PLATFORMS INC | CL A | $584K | 0.3%Prev: 0.3% | 884 SH | Decreased+8 SH |
| MICROSOFT CORP | COM | $773K | 0.4%Prev: 0.5% | 1,598 SH | Decreased-910 SH |
| NEXTERA ENERGY INC | COM | $374K | 0.2%Prev: 0.1% | 4,660 SH | Increased |
| NVIDIA CORPORATION | COM | $1.8M | 0.8%Prev: 1.1% | 9,836 SH | Decreased-2,480 SH |
| SPDR GOLD TR | GOLD SHS | $6.2M | 2.9%Prev: 2.5% | 15,635 SH | Increased-489 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $3.1M | 1.4%Prev: 2.8% | 41,887 SH | Decreased-57,582 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $8.8M | 4.1%Prev: 4.5% | 18,082 SH | Decreased-107,155 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $3.5M | 1.6%Prev: 1.7% | 11,979 SH | Decreased-43,768 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $14.4M | 6.7%Prev: 6.6% | 55,882 SH | Decreased-2,319 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $454K | 0.2%Prev: 0.2% | 1,355 SH | Decreased |
| VANGUARD INDEX FDS | VALUE ETF | $8.3M | 3.8%Prev: 4.0% | 43,372 SH | Decreased-2,585 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $377K | 0.2%Prev: 0.2% | 5,125 SH | Decreased-500 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $5.6M | 2.6%Prev: 2.7% | 104,885 SH | Decreased-7,766 SH |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $28.1M | 13.0%Prev: 12.9% | 199,156 SH | Decreased-5,112 SH |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $20.0M | 9.3%Prev: 8.0% | 238,999 SH | Increased-16,218 SH |
| VANGUARD WORLD FD | ENERGY ETF | $4.6M | 2.1%Prev: 2.2% | 36,825 SH | Decreased+4,332 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 |