Holdings
GoalFusion Wealth Management, LLC
As of Sep 30, 2026, GoalFusion Wealth Management, LLC reported 16 positions worth US$14.1M. Largest: Nvidia Corporation, Apple Inc and Advanced Micro Devices Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Nvidia Corporation | 12,316 | US$2.81M | +242 | Sep 30, 2026 |
| Apple Inc | 6,028 | US$2.01M | +14 | Sep 30, 2026 |
| Advanced Micro Devices Inc | 2,920 | US$1.79M | −450 | Sep 30, 2026 |
| Microsoft Corp. | 2,508 | US$1.29M | +393 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2,355 | US$1.17M | new | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 2,890 | US$985K | +840 | Sep 30, 2026 |
| Meta Platforms, Inc. | 876 | US$635K | −53 | Sep 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,392 | US$635K | +18 | Sep 30, 2026 |
| Assurant, Inc. | 2,174 | US$573K | no change | Sep 30, 2026 |
| Dell Technologies Inc. | 904 | US$486K | −163 | Sep 30, 2026 |