GoalFusion Wealth Management, LLC
GoalFusion Wealth Management, LLC reported 32 holdings worth US$248M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 10, 2026
GoalFusion Wealth Management, LLC reported 32 holdings worth US$248M as of Jun 30, 2026. Largest: Nvidia Corporation, Advanced Micro Devices Inc and Apple Inc. Filed Jul 10, 2026 (Form 13F).
- Holdings
- 32
- Value as reported
- US$248M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 12,074 | US$2.42M | 0.98% |
| Advanced Micro Devices Inc | 3,370 | US$1.96M | 0.79% |
| Apple Inc | 6,014 | US$1.74M | 0.70% |
| Microsoft Corp. | 2,115 | US$789K | 0.32% |
| Alphabet Inc (google) Class C | 2,050 | US$733K | 0.30% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,374 | US$656K | 0.26% |
| Assurant, Inc. | 2,174 | US$584K | 0.24% |
| Meta Platforms, Inc. | 929 | US$523K | 0.21% |
| Dell Technologies Inc. | 1,067 | US$460K | 0.19% |
| Home Depot, Inc. (the) | 1,263 | US$445K | 0.18% |
| Nextera Energy, Inc. | 4,660 | US$409K | 0.17% |
| General Dynamics Corporation | 691 | US$245K | 0.10% |
| Analog Devices, Inc. | 600 | US$238K | 0.10% |
| International Business Machines Corporation | 834 | US$235K | 0.09% |
| Amazon.com, Inc. | 910 | US$217K | 0.09% |
| Chevron Corporation | 0 | US$0 | 0.00% |
| Realloys Inc. | 0 | US$0 | 0.00% |