GoalFusion Wealth Management, LLC - Portfolio overview

GoalFusion Wealth Management, LLC has 32 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 24.32%
2. AGG - ISHARES TR, 23.52%
3. VT - VANGUARD INTL EQUITY INDEX F, 12.57%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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