Goalvest Advisory
$539M 13F equity value
568 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Goalvest Advisory covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 302,452 | $208M | 38.5% |
| VUG | VANGUARD GROWTH ETF | 358,178 | $31M | 5.7% |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | 59,120 | $23M | 4.3% |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 632,007 | $21M | 3.9% |
| GMUB | GOLDMAN SACHS MUNICIPAL INCOME ETF | 348,570 | $18M | 3.3% |
| IEFA | ISHARES CORE MSCI EAFE ETF | 168,361 | $16M | 3.0% |
| SPRX | SPEAR ALPHA ETF | 248,646 | $14M | 2.7% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 36,198 | $13M | 2.5% |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | 132,157 | $11M | 2.0% |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD ETF | 221,219 | $9M | 1.6% |
Track Goalvest Advisory's 13F portfolio: $539M in reported holdings, 568 positions. Top holdings and quarterly changes on SentiSense.
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