GoalVest Advisory LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 539,118
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 500 | 539,118 | 13F-HR | GoalVest Advisory LLC |
| Q1 2026 | 4/13/2026 | 445 | 511,981 | 13F-HR | GoalVest Advisory LLC |
| Q4 2025 | 1/5/2026 | 513 | 522,069 | 13F-HR | GoalVest Advisory LLC |
| Q3 2025 | 10/22/2025 | 403 | 471,663 | 13F-HR | GoalVest Advisory LLC |
| Q2 2025 | 8/1/2025 | 358 | 403,902 | 13F-HR | GoalVest Advisory LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 127.2 K | 23.6% | 0 | 38.23 K | -38.23 K |
| ETFs | 411.9 K | 76.4% | 65.38 K | 0 | 65.38 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
539,118
Holdings
500
QoQ value change ($000)
27,137
(5.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.