GoalVest Advisory LLC

Position in BHF — Brighthouse Financial, Inc.

CIK 1839307 NEW YORK, NY

Position in BHF

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$18,800

+$1,016 QoQ

Shares Held

297

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#275

of 468 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GoalVest Advisory LLC holds $115,975 across 4 Insurance - Life names. BHF ranks #3 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFL	Aflac Inc	362	$42,444
2	MFC	Manulife Financial Corp	902	$36,540
3	BHF	Brighthouse Financial, Inc. This page	297	$18,800
4	MET	Metlife Inc	215	$18,191

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,800	297	0.0%	Shares	Sole	2026-07-09
2026-03-31	$17,784	297	0.0%	Shares	Sole	2026-04-13
2025-12-31	$19,242	297	—	Shares	Sole	2026-01-05
No filing history on record for this holder in this stock.