GoalFusion Wealth Management, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 34 total positions held by the firm, managed from its office in Pflugerville, Texas.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the disclosed holdings. The largest position in the portfolio is the iShares Core S&P 500 ETF, which holds 83,672 shares. This is followed by the iShares Core U.S. Aggregate Bond ETF, which holds 530,531 shares. Other significant ETF holdings include the iShares California Municipal Bond ETF (6,150 shares), the Vanguard Total Stock Market ETF (1,355 shares), and the Vanguard Total International Stock ETF (204,268 shares).
Among individual stock positions, NVIDIA Corporation is the largest holding with 12,316 shares. Other notable individual stock positions include Apple Inc. (6,028 shares), Microsoft Corporation (2,508 shares), and Berkshire Hathaway Inc. Class B (2,355 shares). The filing also lists holdings in companies such as Advanced Micro Devices, Alphabet Inc., Amazon.com Inc., and Chevron Corporation.
