Long-term investor
Goalfusion Wealth Management, LLC @goalfusionwealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001895678).
Record
- Tracked since 2025-06-30 (448 days), 27 trades recorded
- Returns: week n/a · month n/a · 90 days +7.0% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 13% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 25.2% · long · since 2025-06-30
- 464287226 · 22.4% · long · since 2025-06-30
- 922042742 · 12.8% · long · since 2025-06-30
- 92206C870 · 8.8% · long · since 2025-06-30
- 922908751 · 7.0% · long · since 2025-06-30
- 922908736 · 4.3% · long · since 2025-09-30
- 922908744 · 4.0% · long · since 2025-06-30
- 922042858 · 2.7% · long · since 2025-06-30
- GLD · 2.4% · long · since 2025-06-30
- 92204A306 · 2.1% · long · since 2025-06-30
- 922908629 · 1.7% · long · since 2025-06-30
- 921937835 · 1.2% · long · since 2025-06-30