GoalFusion Wealth Management, LLC
Net buyer this quarter
$248M
17
+$1.73M
6.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLD | $5.96M | 2.41% | 0.00% | +3.2% | Q1 2022 |
 NVDA | $2.42M | 0.98% | 0.00% | +14.0% | Q2 2023 |
 AMD | $1.96M | 0.79% | 0.00% | -19.2% | Q4 2021 |
 AAPL | $1.74M | 0.70% | 0.00% | +43.1% | Q4 2021 |
 MSFT | $789K | 0.32% | 0.00% | +13.0% | Q1 2022 |
 GOOG | $733K | 0.30% | Not reported | +34.4% | Q4 2024 |
 TSM | $656K | 0.26% | 0.00% | New | Q2 2026 |
 AIZ | $584K | 0.24% | 0.00% | -8.4% | Q2 2023 |
 META | $523K | 0.21% | Not reported | +5.7% | Q3 2023 |
 DELL | $460K | 0.19% | 0.00% | -23.8% | Q1 2026 |
 HD | $445K | 0.18% | 0.00% | +66.6% | Q2 2024 |
 NEE | $409K | 0.17% | 0.00% | Not reported | Q1 2022 |
 ARM | $321K | 0.13% | 0.00% | New | Q2 2026 |
 GD | $245K | 0.10% | 0.00% | Not reported | Q2 2024 |
 ADI | $238K | 0.10% | 0.00% | Not reported | Q1 2023 |
 IBM | $235K | 0.09% | 0.00% | Not reported | Q4 2021 |
 AMZN | $217K | 0.09% | 0.00% | Not reported | Q2 2025 |
| Q1 2026 | |||||
| GLD | $6.74M | 3.06% | 0.00% | +0.2% | Q1 2022 |
| NVDA | $1.85M | 0.84% | 0.00% | +7.7% | Q2 2023 |
| AAPL | $1.07M | 0.48% | 0.00% | -1.7% | Q4 2021 |
| AMD | $848K | 0.38% | 0.00% | Not reported | Q4 2021 |
| MSFT | $693K | 0.31% | 0.00% | +17.1% | Q1 2022 |
| AIZ | $517K | 0.23% | 0.00% | Not reported | Q2 2023 |
| META | $503K | 0.23% | Not reported | -0.6% | Q3 2023 |
| GOOG | $442K | 0.20% | Not reported | +1.2% | Q4 2024 |
| NEE | $433K | 0.20% | 0.00% | Not reported | Q1 2022 |
 ACN | $250K | 0.11% | 0.00% | Not reported | Q2 2023 |
| HD | $249K | 0.11% | 0.00% | -1.4% | Q2 2024 |
| GD | $237K | 0.11% | 0.00% | Not reported | Q2 2024 |
 CVX | $233K | 0.11% | 0.00% | Not reported | Q4 2022 |
| DELL | $230K | 0.10% | 0.00% | New | Q1 2026 |
| IBM | $202K | 0.09% | 0.00% | Not reported | Q4 2021 |
 ALOY | $127K | 0.06% | 0.02% | New | Q1 2026 |
| Q4 2025 | |||||
| GLD | $6.2M | 2.87% | 0.00% | -1.3% | Q1 2022 |
| NVDA | $1.83M | 0.85% | 0.00% | +62.6% | Q2 2023 |
| AAPL | $1.16M | 0.54% | 0.00% | -0.1% | Q4 2021 |
| AMD | $893K | 0.41% | 0.00% | -19.3% | Q4 2021 |
| MSFT | $773K | 0.36% | 0.00% | -2.9% | Q1 2022 |
| META | $584K | 0.27% | Not reported | Not reported | Q3 2023 |
| AIZ | $572K | 0.26% | 0.00% | Not reported | Q2 2023 |
| GOOG | $478K | 0.22% | Not reported | +1.5% | Q4 2024 |
| NEE | $374K | 0.17% | 0.00% | Not reported | Q1 2022 |
| ACN | $338K | 0.16% | 0.00% | Not reported | Q2 2023 |
| HD | $265K | 0.12% | 0.00% | Not reported | Q2 2024 |
| IBM | $247K | 0.11% | 0.00% | Not reported | Q4 2021 |
| GD | $233K | 0.11% | 0.00% | Not reported | Q2 2024 |
| BLBX | $223K | 0.10% | Not reported | -25.0% | Q2 2022 |
| Q3 2025 | |||||
| GLD | $5.63M | 2.69% | 0.00% | +2.4% | Q1 2022 |
| NVDA | $1.13M | 0.54% | 0.00% | +6.2% | Q2 2023 |
| AAPL | $1.09M | 0.52% | 0.00% | -25.5% | Q4 2021 |
| MSFT | $852K | 0.41% | 0.00% | +0.7% | Q1 2022 |
| AMD | $836K | 0.40% | 0.00% | -4.6% | Q4 2021 |
| META | $649K | 0.31% | Not reported | Not reported | Q3 2023 |
| AIZ | $514K | 0.25% | 0.00% | Not reported | Q2 2023 |
| GOOG | $366K | 0.17% | Not reported | Not reported | Q4 2024 |
| NEE | $352K | 0.17% | 0.00% | Not reported | Q1 2022 |
| HD | $311K | 0.15% | 0.00% | Not reported | Q2 2024 |
| ACN | $311K | 0.15% | 0.00% | Not reported | Q2 2023 |
 OKLO | $302K | 0.14% | 0.00% | New | Q3 2025 |
| GD | $236K | 0.11% | 0.00% | Not reported | Q2 2024 |
| IBM | $235K | 0.11% | 0.00% | -0.4% | Q4 2021 |
| BLBX | $217K | 0.10% | Not reported | Not reported | Q2 2022 |