GoalFusion Wealth Management, LLC
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
16 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.3% | $8,812,964 |
| Unclassified | 34.6% | $5,956,336 |
| Consumer Cyclical | 3.9% | $662,323 |
| Financial Services | 3.4% | $583,784 |
| Communication Services | 3.0% | $523,296 |
| Utilities | 2.4% | $409,008 |
| Industrials | 1.4% | $244,779 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | +1,811 | 6,014 | $1,740,211 | |
| NVDA | Nvidia Corp | +1,482 | 12,074 | $2,415,886 | |
| HD | Home Depot, Inc. | +505 | 1,263 | $445,434 | |
| GLD | Spdr Gold Trust | +504 | 16,169 | $5,956,336 | |
| MSFT | Microsoft Corp | +244 | 2,115 | $788,937 | |
| META | Meta Platforms, Inc. | +50 | 929 | $523,296 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterSold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VB | Vanguard Morningstar Small-Cap ETF | 56,670 | $14,843,006 | |
| GOOGL | Alphabet Inc. | 1,542 | $442,338 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | 5,625 | $422,437 | |
| ACN | Accenture plc | 1,260 | $249,845 | |
| CVX | Chevron Corp | 1,125 | $232,762 | |
| ALOY | Realloys Inc. | 13,000 | $126,880 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
Added | 16,169 | $5,956,336 | 34.64% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 12,074 | $2,415,886 | 14.05% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 3,370 | $1,957,666 | 11.39% | |
| AAPL |
Apple Inc.
Technology
|
Added | 6,014 | $1,740,211 | 10.12% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,115 | $788,937 | 4.59% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 1,374 | $656,181 | 3.82% | |
| AIZ |
Assurant, Inc.
Financial Services
|
Reduced | 2,174 | $583,784 | 3.40% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 929 | $523,296 | 3.04% | |
| DELL |
Dell Technologies Inc.
Technology
|
Reduced | 1,067 | $460,367 | 2.68% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,263 | $445,434 | 2.59% | |
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,660 | $409,008 | 2.38% | |
| ARM |
Arm Holdings PLC /Uk
Technology
|
NEW | 905 | $320,885 | 1.87% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 691 | $244,779 | 1.42% | |
| ADI |
Analog Devices Inc
Technology
|
NEW | 600 | $238,302 | 1.39% | |
| IBM |
International Business Machines Corp
Technology
|
Held | 834 | $234,529 | 1.36% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 910 | $216,889 | 1.26% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.