Institutional Fund
Goalfusion Wealth Management, LLC
Austin, TXCIK 18956785 filings on record
Portfolio Value
$220.48M
Q1 2026
Holdings
30
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+2.0%
from $216.22M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr24.4%
- Ishares Tr23.6%
- Vanguard Intl Equity Index F12.6%
- Vanguard Scottsdale Fds9.3%
- Vanguard Index Fds6.7%
- Vanguard Index Fds4.0%
- Other19.4%
Portfolio Holdings
30 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 82.3K | $53.74M | 24.4% | +2.3K | Added |
| 2 | Ishares Tr | 523.7K | $51.99M | 23.6% | +23.9K | Added |
| 3 | Vanguard Intl Equity Index F | 200.9K | $27.78M | 12.6% | +1.7K | Added |
| 4 | Vanguard Scottsdale Fds | 248.0K | $20.53M | 9.3% | +9.1K | Added |
| 5 | Vanguard Index Fds | 56.7K | $14.84M | 6.7% | +788 | Added |
| 6 | Vanguard Index Fds | 20.3K | $8.88M | 4.0% | +2.2K | Added |
| 7 | Vanguard Index Fds | 44.8K | $8.78M | 4.0% | +1.4K | Added |
| 8 | Spdr Gold Tr | 15.7K | $6.74M | 3.1% | +30 | Added |
| 9 | Vanguard Intl Equity Index F | 107.6K | $5.81M | 2.6% | +2.7K | Added |
| 10 | Vanguard World Fd | 31.5K | $5.45M | 2.5% | −5.3K | Reduced |
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