GoalFusion Wealth Management, LLC
Top Portfolio Positions
15 positions ·
$14,175,993 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
15,665 | $6,740,492 | 47.55% | |
| NVDA |
Nvidia Corp
Technology
|
10,592 | $1,847,244 | 13.03% | |
| AAPL |
Apple Inc.
Technology
|
4,203 | $1,066,679 | 7.52% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
4,170 | $848,303 | 5.98% | |
| MSFT |
Microsoft Corp
Technology
|
1,871 | $692,588 | 4.89% | |
| AIZ |
Assurant, Inc.
Financial Services
|
2,374 | $517,080 | 3.65% | |
| META |
Meta Platforms, Inc.
Communication Services
|
879 | $502,902 | 3.55% | |
| NEE |
Nextera Energy Inc
Utilities
|
4,660 | $432,820 | 3.05% | |
| ACN |
Accenture plc
Technology
|
1,260 | $249,845 | 1.76% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
758 | $249,298 | 1.76% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ALOY
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $126,880 | 13,000 | Shares | Sole | 2026-04-14 | |
| No 13F history on record for this holder in this stock. | ||||||