GoalFusion Wealth Management, LLC

13F filer, CIK 1895678, AUSTIN, TX

GoalFusion Wealth Management, LLC reported $183,473,679 across 28 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-15. Its ten largest share positions make up 92.38% of the portfolio.

Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001895678-25-000001

Period: 2024-12-31
Reported value: $183M
Holdings: 28
Top 10 weight: 92.38%
New: 1
Sold out: 2

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AGGadded	+30,176	$2.92M
VTadded	+6,366	$748K
IVVadded	+862	$507K
VCITadded	+6,127	$492K
XLVadded	+3,424	$471K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
GDexited	-691	-$209K
GRAYSCALE ETHEREUM MINI STA…exited	-30,107	-$73.5K
AAPLreduced	-285	-$71.4K
AIZreduced	-225	-$48K
MSFTreduced	-55	-$23.2K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001895678-25-000001, largest first. % of portfolio is the value over $183,473,679, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
IVVISHARES TR	78,889	$46.4M	25.31%	+862	Timeline
AGGISHARES TR	451,708	$43.8M	23.86%	+30,176	Timeline
VTVANGUARD INTL EQUITY INDEX F	197,871	$23.2M	12.67%	+6,366	Timeline
VCITVANGUARD SCOTTSDALE FDS	200,034	$16.1M	8.75%	+6,127	Timeline
VBVANGUARD INDEX FDS	51,611	$12.4M	6.76%	+348	Timeline
VTVVANGUARD INDEX FDS	42,643	$7.22M	3.93%	+1,289	Timeline
VDEVANGUARD WORLD FD	50,880	$6.17M	3.36%	+2,724	Timeline
BNDVANGUARD BD INDEX FDS	68,060	$4.89M	2.67%	+1,399	Timeline
XLVSELECT SECTOR SPDR TR	34,404	$4.73M	2.58%	+3,424	Timeline
VWOVANGUARD INTL EQUITY INDEX F	103,525	$4.56M	2.48%	+4,696	Timeline
GLDSPDR GOLD TR	15,313	$3.71M	2.02%	+306	Timeline
VOVANGUARD INDEX FDS	11,155	$2.95M	1.61%	+401	Timeline
AAPLAPPLE INC	5,857	$1.47M	0.8%	-285	Timeline
MSFTMICROSOFT CORP	2,148	$905K	0.49%	-55	Timeline
NVDANVIDIA CORPORATION	5,458	$733K	0.4%	+250	Timeline
METAMETA PLATFORMS INC	884	$518K	0.28%	0	Timeline
AIZASSURANT INC	2,374	$506K	0.28%	-225	Timeline
ACNACCENTURE PLC IRELAND	1,260	$443K	0.24%	0	Timeline
VTIVANGUARD INDEX FDS	1,301	$377K	0.21%	+137	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,537	$338K	0.18%	+134	Timeline
NEENEXTERA ENERGY INC	4,660	$334K	0.18%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	336	$308K	0.17%	0	Timeline
HDHOME DEPOT INC	769	$299K	0.16%	0	Timeline
GOOGALPHABET INC	1,467	$279K	0.15%	new	Timeline
ADIANALOG DEVICES INC	1,302	$277K	0.15%	+22	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	541	$245K	0.13%	-28	Timeline
AMDADVANCED MICRO DEVICES INC	1,796	$217K	0.12%	-174	Timeline
BLACKBOXSTOCKS INCBLACKBOXSTOCKS INC	36,667	$80.7K	0.04%	0

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
GDGENERAL DYNAMICS CORP	691	$209K	shares
GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E…	30,107	$73.5K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001895678-25-000001	base		2025-01-15	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC