GoalFusion Wealth Management, LLC
Filing Date
Global Rank
#7,578
/ 8,232
▲ 235
Top Industry
Semiconductors
36.3%
3Y Alpha vs SPY
+3.2%
Period ended 2 months ago
Filed Apr 14, 2026 · 2mo
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+90.5%
SPY
+76.3%
Annualised alpha
+3.2%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
15 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
47.5%
+1.5 pts
Top 5
79.0%
−1.6 pts
Top 10
92.7%
−3.7 pts
HHI
2,599
Highly concentrated+86
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 47.5% | $6,740,492 |
| Technology | 36.2% | $5,136,594 |
| Financial Services | 3.6% | $517,080 |
| Communication Services | 3.5% | $502,902 |
| Utilities | 3.1% | $432,820 |
| Consumer Cyclical | 1.8% | $249,298 |
| Industrials | 1.7% | $237,165 |
| Energy | 1.6% | $232,762 |
| Basic Materials | 0.9% | $126,880 |
Last Quarter's Activity
Export CSVSold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$432,820 total
· Utilities only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Energy
Financial Services
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
Held | 4,660 | $432,820 | 100.00% |