GoalFusion Wealth Management, LLC Long-Term Concentrated

Location: Austin, TX

CIK: 0001895678 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 6, 2026

Total Value: $216M (100.0% shares, 0.0% debt)

Holdings (27)

IVV ISHARES TR 25.4%
Value $54.81M Shares 80,024 Est. Cost $409.95 Unrealized
AGG ISHARES TR 23.1%
Value $49.92M Shares 499,800 Est. Cost $105.68 Unrealized
VT VANGUARD INTL EQUITY INDEX F 13.0%
Value $28.09M Shares 199,156 Est. Cost $97.84 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 9.3%
Value $20.02M Shares 238,999 Est. Cost $80.80 Unrealized
VB VANGUARD INDEX FDS 6.7%
Value $14.41M Shares 55,882 Est. Cost $213.22 Unrealized
VUG VANGUARD INDEX FDS 4.1%
Value $8.821M Shares 18,082 Est. Cost $481.48 Unrealized
VTV VANGUARD INDEX FDS 3.8%
Value $8.284M Shares 43,372 Est. Cost $149.18 Unrealized
GLD SPDR GOLD TR 2.9%
Value $6.196M Shares 15,635 Est. Cost $189.45 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 2.6%
Value $5.639M Shares 104,885 Est. Cost $47.98 Unrealized
VDE VANGUARD WORLD FD 2.1%
Value $4.637M Shares 36,825 Est. Cost $83.54 Unrealized
VO VANGUARD INDEX FDS 1.6%
Value $3.477M Shares 11,979 Est. Cost $230.33 Unrealized
BND VANGUARD BD INDEX FDS 1.4%
Value $3.103M Shares 41,887 Est. Cost $75.11 Unrealized
NVDA NVIDIA CORPORATION 0.8%
Value $1.834M Shares 9,836 Est. Cost $133.92 Unrealized +39.0%
AAPL APPLE INC 0.5%
Value $1.162M Shares 4,274 Est. Cost $201.41 Unrealized +33.2%
AMD ADVANCED MICRO DEVICES INC 0.4%
Value $893K Shares 4,170 Est. Cost $108.87 Unrealized +106.3%
MSFT MICROSOFT CORP 0.4%
Value $773K Shares 1,598 Est. Cost $324.17 Unrealized +54.4%
META META PLATFORMS INC 0.3%
Value $584K Shares 884 Est. Cost $303.16 Unrealized +120.1%
AIZ ASSURANT INC 0.3%
Value $572K Shares 2,374 Est. Cost $119.19 Unrealized +86.9%
GOOG ALPHABET INC 0.2%
Value $478K Shares 1,524 Est. Cost $177.02 Unrealized +61.8%
VTI VANGUARD INDEX FDS 0.2%
Value $454K Shares 1,355 Est. Cost $264.52 Unrealized
VEU VANGUARD INTL EQUITY INDEX F 0.2%
Value $377K Shares 5,125 Est. Cost $71.85 Unrealized
NEE NEXTERA ENERGY INC 0.2%
Value $374K Shares 4,660 Est. Cost $72.07 Unrealized +14.5%
ACN ACCENTURE PLC IRELAND 0.2%
Value $338K Shares 1,260 Est. Cost $279.68 Unrealized -9.2%
HD HOME DEPOT INC 0.1%
Value $265K Shares 769 Est. Cost $327.56 Unrealized +11.3%
IBM INTERNATIONAL BUSINESS MACHS 0.1%
Value $247K Shares 834 Est. Cost $148.02 Unrealized +101.9%
GD GENERAL DYNAMICS CORP 0.1%
Value $233K Shares 691 Est. Cost $272.45 Unrealized +25.1%
BLACKBOXSTOCKS INC 0.1%
Value $223K Shares 27,500 Est. Cost $3.94 Unrealized +110.0%