Jared McBride

Goalfusion Wealth Management, Llc

Assets Managed

$247.664M

Holdings

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

12.33%(2Q avg: 7.16%)

Sustained Growth

5 quarters

Portfolio positions

This chart displays the top 10 holdings in Goalfusion Wealth Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 32 positions.

Assets under management

The assets under management (AUM) of Goalfusion Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 247.664M in assets, with a quarterly growth rate of 12.33% and a 2-quarter average growth rate of 7.16%. The portfolio is managed by Jared McBride, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.11%	25.16%	$62.297M 83,186 shares@ $748.89 avg price	Increased 1.11%
AGG Ishares Core U.s. Aggregate Recent Activity Increased 6.98%	22.39%	$55.447M 560,186 shares@ $98.99 avg price	Increased 6.98%
VT Vanguard Tot World Stk Etf Recent Activity Increased 0.5%	12.8%	$31.68M 201,849 shares@ $156.96 avg price	Increased 0.5%
VCIT Vanguard Int-term Corporate Recent Activity Increased 5.76%	8.76%	$21.681M 262,321 shares@ $82.66 avg price	Increased 5.76%
VB Vanguard Small-cap Etf Recent Activity Increased 1.32%	7.03%	$17.403M 57,414 shares@ $303.12 avg price	Increased 1.32%
VUG Vanguard Growth Etf Recent Activity Increased 502.41%	4.26%	$10.549M 122,463 shares@ $86.15 avg price	Increased 502.41%
VTV Vanguard Value Etf Recent Activity Increased 2.8%	4.05%	$10.028M 46,015 shares@ $217.94 avg price	Increased 2.8%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 2.31%	2.66%	$6.569M 110,044 shares@ $59.69 avg price	Increased 2.31%
GLD Spdr Gold Shares Recent Activity Increased 3.22%	2.41%	$5.956M 16,169 shares@ $368.38 avg price	Increased 3.22%
VDE Vanguard Energy Etf Recent Activity Increased 9.99%	2.1%	$5.2M 34,639 shares@ $150.13 avg price	Increased 9.99%

1-10 of 32