Goalfusion Wealth Management, LLC
GOALFUSION WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in Austin, Texas. Founded in 2011, it provides comprehensive financial planning, wealth management, college and retirement planning, estate planning, and investment solutions. With approximately 4 employees, the firm serves primarily individuals and high-net-worth clients, focusing on a personalized and technology-enabled approach to financial advice and asset management. The firm leverages digital tools and 1:1 meetings to develop deep advisory relationships and regularly reviews clients' financial plans tailored to their goals and life stage.
Investment Strategy
GoalFusion Wealth Management employs a holistic, client-centric investment strategy, combining diversified portfolios with long-term planning. Their approach integrates personalized goals, risk tolerance analysis, and regular reviews, supported by robust technology tools for tracking investments and financial progress. Investment recommendations cover major asset classes and focus on strategic asset allocation, wealth preservation, retirement planning, charitable giving, and tax efficiency. The firm's advisory services emphasize unbiased, fiduciary guidance, designed specifically for individuals, families, and small businesses, allowing for dynamic adjustment to changing client needs and market conditions.
Latest 13F Filing Activity
Goalfusion Wealth Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 27 equity positions with a total 13F market value of $209M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Ishares TR among other positions. Goalfusion Wealth Management, LLC reduced exposure to Select Sector SPDR TR, Vanguard Index FDS, Amazon Com Inc. among others.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 25.40% | $53.2M | 79,490 | $470.16 | $669.30 | +$3.9M |
A AGG | ISHARES TR | 24.05% | $50.4M | 502,507 | $105.52 | $100.25 | +$2.4M |
V VT | VANGUARD INTL EQUITY INDEX F | 13.01% | $27.2M | 197,703 | $104.51 | $137.80 | +$1.8M |
V VCIT | VANGUARD SCOTTSDALE FDS | 8.73% | $18.3M | 217,257 | $79.98 | $84.11 | +$1.9M |
V VB | VANGUARD INDEX FDS | 6.69% | $14.0M | 55,112 | $219.75 | $254.28 | +$1.1M |