GoalFusion Wealth Management, LLC
GoalFusion Wealth Management, LLC reported 34 holdings worth US$250M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 6, 2026
GoalFusion Wealth Management, LLC reported 34 holdings worth US$250M as of Sep 30, 2026. Largest: Nvidia Corporation, Apple Inc and Advanced Micro Devices Inc. Filed Oct 6, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$250M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Nvidia Corporation | 12,316 | US$2.81M | 1.1% |
| Apple Inc | 6,028 | US$2.01M | 0.80% |
| Advanced Micro Devices Inc | 2,920 | US$1.79M | 0.71% |
| Microsoft Corp. | 2,508 | US$1.29M | 0.51% |
| Berkshire Hathaway Inc. | 2,355 | US$1.17M | 0.47% |
| Alphabet Inc (google) Class C | 2,890 | US$985K | 0.39% |
| Meta Platforms, Inc. | 876 | US$635K | 0.25% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,392 | US$635K | 0.25% |
| Assurant, Inc. | 2,174 | US$573K | 0.23% |
| Dell Technologies Inc. | 904 | US$486K | 0.19% |
| Home Depot, Inc. (the) | 1,261 | US$359K | 0.14% |
| Nextera Energy, Inc. | 4,660 | US$353K | 0.14% |
| Amazon.com, Inc. | 1,184 | US$295K | 0.12% |
| Chevron Corporation | 1,153 | US$235K | 0.09% |
| General Dynamics Corporation | 691 | US$229K | 0.09% |
| International Business Machines Corporation | 940 | US$207K | 0.08% |
| Analog Devices, Inc. | 0 | US$0 | 0.00% |