13F Filings History of GoalFusion Wealth Management, LLC

Latest 13F report
Q4 2025 - 06 Jan 2026
Value $
$216,217,723
Signature - Title
Jared McBride - Chief Compliance Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by GoalFusion Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. GoalFusion Wealth Management, LLC reported 27 stock holdings with total value $216,217,723 as of Q4 2025. Top holdings included IVV, AGG, VT, VCIT, and VB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $216,217,723 +$6,731,974 -$3,102,194 +$3,629,780 IVV, AGG, VT, VCIT, VB 13F-HR 06 Jan 2026, 17:25
Q3 2025 28 $209,428,170 +$11,723,911 -$7,264,538 +$4,459,373 IVV, AGG, VT, VCIT, VB 13F-HR 21 Oct 2025, 10:27
Q2 2025 28 $194,592,722 +$4,848,286 -$2,302,639 +$2,545,647 IVV, AGG, VT, VCIT, VB 13F-HR 16 Jul 2025, 15:20
Q1 2025 24 $182,742,537 +$4,016,216 -$3,981,398 +$34,818 AGG, IVV, VT, VCIT, VB 13F-HR 01 May 2025, 13:54
Q4 2024 28 $183,473,679 +$6,648,776 -$458,514 +$6,190,262 IVV, AGG, VT, VCIT, VB 13F-HR 15 Jan 2025, 15:23
Q3 2024 29 $180,504,637 +$11,593,361 -$1,027,871 +$10,565,490 IVV, AGG, VT, VCIT, VB 13F-HR 07 Oct 2024, 10:47
Q2 2024 31 $160,930,021 +$19,557,870 -$16,514,114 +$3,043,756 IVV, AGG, VT, VCIT, VB 13F-HR 18 Jul 2024, 13:56
Q1 2024 29 $157,015,613 +$10,066,547 -$7,808,829 +$2,257,718 IVV, AGG, VT, STIP, VB 13F-HR 03 Apr 2024, 14:14
Q4 2023 29 $146,740,386 +$3,051,497 -$1,069,953 +$1,981,544 IVV, AGG, VT, STIP, VB 13F-HR 02 Jan 2024, 17:54
Q3 2023 28 $134,541,216 +$3,337,518 -$622,153 +$2,715,365 IVV, AGG, STIP, VT, VB 13F-HR 10 Oct 2023, 17:26
Q2 2023 26 $135,771,052 +$5,292,710 -$435,587 +$4,857,123 IVV, AGG, STIP, VT, VB 13F-HR 17 Jul 2023, 11:01
Q1 2023 22 $127,284,625 +$10,832,499 -$6,684,056 +$4,148,443 IVV, AGG, STIP, VT, VB 13F-HR 03 Apr 2023, 14:41
Q4 2022 21 $124,058,435 +$7,507,116 -$535,724 +$6,971,392 IVV, AGG, STIP, VT, VB 13F-HR 09 Feb 2023, 21:00
Q3 2022 18 $105,726,000 +$4,911,875 -$90,086 +$4,821,789 IVV, AGG, STIP, VT, VB 13F-HR 24 Oct 2022, 15:48
Q2 2022 18 $106,705,000 +$4,385,476 -$1,473,563 +$2,911,913 IVV, AGG, STIP, VT, VB 13F-HR 28 Jul 2022, 17:58
Q1 2022 21 $116,077,000 +$26,143,347 -$15,613,387 +$10,529,960 IVV, AGG, STIP, VT, VB 13F-HR 05 May 2022, 20:16
Q4 2021 13 $101,086,000 $0 $0 $0 AGG, IVV, VT, VB, VDE 13F-HR 31 Jan 2022, 15:16