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GoalFusion Wealth Management, LLCETFConcentrated long-term

CIK: 0001895678 | AUSTIN, TX

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR34$250.1M2026-10-06SEC ↗
Q2 2026
13F-HR32$247.7M2026-07-10SEC ↗
Q1 2026
13F-HR30$220.5M2026-04-14SEC ↗
Q4 2025
13F-HR27$216.2M2026-01-06SEC ↗
Q3 2025
13F-HR28$209.4M2025-10-21SEC ↗
Q2 2025
13F-HR28$194.6M2025-07-16SEC ↗
Q1 2025
13F-HR24$182.7M2025-05-01SEC ↗
Q4 2024
13F-HR28$183.5M2025-01-15SEC ↗
Q3 2024
13F-HR29$180.5M2024-10-07SEC ↗
Q2 2024
13F-HR31$160.9M2024-07-18SEC ↗
Q1 2024
13F-HR29$157.0M2024-04-03SEC ↗
Q4 2023
13F-HR29$146.7M2024-01-03SEC ↗
Q3 2023
13F-HR28$134.5M2023-10-10SEC ↗
Q2 2023
13F-HR26$135.8M2023-07-17SEC ↗
Q1 2023
13F-HR22$127.3M2023-04-03SEC ↗
Q4 2022
13F-HR21$124.1M2023-02-10SEC ↗
Q3 2022
13F-HR18$325.5K2022-10-24SEC ↗
Q2 2022
13F-HR18$372.4K2022-07-29SEC ↗
Q1 2022
13F-HR21$718.5K2022-05-06SEC ↗
Q4 2021
13F-HR13$101.7K2022-01-31SEC ↗