GoalFusion Wealth Management, LLC
All 13F Filings
- Location
- Austin, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 250,076
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/6/2026 | 34 | 250,076 | 13F-HR | GoalFusion Wealth Management, LLC |
| Q2 2026 | 7/10/2026 | 32 | 247,664 | 13F-HR | GoalFusion Wealth Management, LLC |
| Q1 2026 | 4/14/2026 | 30 | 220,483 | 13F-HR | GoalFusion Wealth Management, LLC |
| Q4 2025 | 1/6/2026 | 27 | 216,218 | 13F-HR | GoalFusion Wealth Management, LLC |
| Q3 2025 | 10/21/2025 | 28 | 209,428 | 13F-HR | GoalFusion Wealth Management, LLC |
| Q2 2025 | 7/16/2025 | 28 | 194,593 | 13F-HR | GoalFusion Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 14.55 K | 5.8% | 2.583 K | 0 | 2.583 K |
| ETFs | 235.5 K | 94.2% | 0 | 169 | -169 |
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Fund Snapshot
Q3 2026
Latest filed
10/6/2026
Total value ($000)
250,076
Holdings
34
QoQ value change ($000)
2,412
(1.0%)
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.