GoalVest Advisory LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1839307
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$539.1M
Holdings
500
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GoalVest Advisory LLC disclosed 500 positions worth $539.1M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 121 new positions and exited 68 and a full exit from $SCCO. The portfolio is most concentrated in Other (74.3% of disclosed assets). All figures are sourced directly from GoalVest Advisory LLC’s Form 13F-HR filing with the SEC under CIK 1839307.
AI Fund Analysis
ConcentratingVANGUARD S&P 500 ETF - ETF
38.5% weight
Held 10 quarters
VANGUARD GROWTH ETF - ETF
5.7% weight
Held 10 quarters
STATE STREET SPDR NYSE TEC
4.3% weight
Held 10 quarters
STATE STREET SPDR PORTFOLI
3.9% weight
Held 10 quarters
GOLDMAN SACHS MUNICIPAL IN
3.3% weight
Held 4 quarters
VANGUARD S&P 500 ETF - ETF
7 quarters accumulating
$AMZN6 quarters accumulating
$META6 quarters accumulating
$QQQ6 quarters accumulating
$BRK-A5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD S&P 500 ETF - ETF
—Quality
$207.7M302,452 shVANGUARD GROWTH ETF - ETF
—Quality
$30.9M358,178 shSTATE STREET SPDR NYSE TECHNOLOGY ETF - ETF
—Quality
$23.1M59,120 shSTATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF
—Quality
$21.1M632,007 shGOLDMAN SACHS MUNICIPAL INCOME ETF - ETF
—Quality
$17.9M348,570 shISHARES CORE MSCI EAFE ETF - ETF
—Quality
$16.3M168,361 shSPEAR ALPHA ETF - ETF
—Quality
$14.4M248,646 shVANGUARD TOTAL STOCK MARKET ETF - ETF
—Quality
$13.4M36,198 shISHARES CORE MSCI EMERGING MARKETS ETF - ETF
—Quality
$10.9M132,157 sh- —
Quality
$8.8M221,219 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD S&P 500 ETF - ETF | — | $207.7M | 302,452 |
| VANGUARD GROWTH ETF - ETF | — | $30.9M | 358,178 |
| STATE STREET SPDR NYSE TECHNOLOGY ETF - ETF | — | $23.1M | 59,120 |
| STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF | — | $21.1M | 632,007 |
| GOLDMAN SACHS MUNICIPAL INCOME ETF - ETF | — | $17.9M | 348,570 |
| ISHARES CORE MSCI EAFE ETF - ETF | — | $16.3M | 168,361 |
| SPEAR ALPHA ETF - ETF | — | $14.4M | 248,646 |
| VANGUARD TOTAL STOCK MARKET ETF - ETF | — | $13.4M | 36,198 |
| ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | — | $10.9M | 132,157 |
 Goldman Sachs Physical Gold ETF$AAAU | — | $8.8M | 221,219 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GoalVest Advisory LLC's 500 positions.
Showing top 10 of 500 holdings.
Sector Allocation
Other
$400.6M
Technology
$39.0M
Financials
$36.1M
Industrials
$11.5M
Consumer Discretionary
$11.1M
Healthcare
$9.6M
Energy
$9.5M
Real Estate
$5.9M
Top Holdings — GoalVest Advisory LLC (Q2 2026)
Top 150 of 500 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD S&P 500 ETF - ETF | $207.7M | 38.5% | +5% | — |
| 2 | — | VANGUARD GROWTH ETF - ETF | $30.9M | 5.7% | +412% | — |
| 3 | — | STATE STREET SPDR NYSE TECHNOLOGY ETF - ETF | $23.1M | 4.3% | +6% | — |
| 4 | — | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF - ETF | $21.1M | 3.9% | +3% | — |
| 5 | — | GOLDMAN SACHS MUNICIPAL INCOME ETF - ETF | $17.9M | 3.3% | +13% | — |
| 6 | — | ISHARES CORE MSCI EAFE ETF - ETF | $16.3M | 3.0% | +11% | — |
| 7 | — | SPEAR ALPHA ETF - ETF | $14.4M | 2.7% | +64% | — |
| 8 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $13.4M | 2.5% | -3% | — |
| 9 | — | ISHARES CORE MSCI EMERGING MARKETS ETF - ETF | $10.9M | 2.0% | +10% | — |
| 10 | $AAAU | Goldman Sachs Physical Gold ETF | $8.8M | 1.6% | +9% | — |
| 11 |  $GOOG | Alphabet Inc. | $6.9M | 1.3% | -7% | 78.2 |
| 12 |  $TSLA | Tesla, Inc. | $6.1M | 1.1% | +2% | 53.9 |
| 13 | $AMZN | AMAZON COM INC | $5.3M | 1.0% | +1% | 68.7 |
| 14 | — | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF - ETF | $5.2M | 1.0% | -8% | — |
| 15 | — | VANGUARD FTSE EUROPE ETF - ETF | $4.6M | 0.9% | -56% | — |
| 16 |  $MSFT | MICROSOFT CORP | $4.6M | 0.8% | -18% | 79.8 |
| 17 |  $BRK.B | BERKSHIRE HATHAWAY INC | $4.6M | 0.8% | +8% | 73.8 |
| 18 |  $NVDA | NVIDIA CORP | $4.4M | 0.8% | -49% | 85.9 |
| 19 |  $TER | TERADYNE, INC | $4.0M | 0.7% | NEW | 77.3 |
| 20 |  $AAPL | Apple Inc. | $3.9M | 0.7% | -16% | 76.4 |
| 21 | — | CALAMOS AUTOCALLABLE INCOME ETF - ETF | $3.5M | 0.7% | +17% | — |
| 22 |  $GS | GOLDMAN SACHS GROUP INC | $3.3M | 0.6% | +4% | 73.5 |
| 23 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.6% | -33% | 70.7 |
| 24 |  $WMT | Walmart Inc. | $3.1M | 0.6% | +5% | 60.2 |
| 25 |  $V | VISA INC. | $3.0M | 0.6% | -25% | 82.9 |
| 26 |  $SPY | SPDR S&P 500 ETF TRUST | $2.8M | 0.5% | +7% | — |
| 27 |  $CSCO | CISCO SYSTEMS, INC. | $2.7M | 0.5% | -3% | 70.3 |
| 28 |  $GE | GENERAL ELECTRIC CO | $2.7M | 0.5% | +16% | 73.8 |
| 29 |  $JNJ | JOHNSON & JOHNSON | $2.7M | 0.5% | +3% | 69 |
| 30 |  $BAC | BANK OF AMERICA CORP /DE/ | $2.6M | 0.5% | +18% | 67.6 |
| 31 |  $LLY | ELI LILLY & Co | $2.6M | 0.5% | -32% | 87.5 |
| 32 |  $NEE | NEXTERA ENERGY INC | $2.5M | 0.5% | -4% | 64.6 |
| 33 |  $IVZ | Invesco Ltd. | $2.4M | 0.5% | -44% | — |
| 34 | — | ISHARES ESG OPTIMIZED MSCI USA ETF - ETF | $2.4M | 0.4% | -4% | — |
| 35 | $META | Meta Platforms, Inc. | $2.3M | 0.4% | +15% | 79.6 |
| 36 |  $BKR | Baker Hughes Co | $2.3M | 0.4% | +7% | 60.7 |
| 37 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.2M | 0.4% | +0% | — |
| 38 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $2.0M | 0.4% | -1% | 57.5 |
| 39 |  $WMB | WILLIAMS COMPANIES, INC. | $1.9M | 0.4% | -4% | 64.3 |
| 40 |  $AVGO | Broadcom Inc. | $1.8M | 0.3% | -1% | 84.5 |
| 41 | — | STATE STREET SPDR PORTFOLIO S&P 500 ETF - ETF | $1.8M | 0.3% | +0% | — |
| 42 |  $MRK | Merck & Co., Inc. | $1.7M | 0.3% | +0% | 59.9 |
| 43 |  $ABBV | AbbVie Inc. | $1.7M | 0.3% | -48% | 72.6 |
| 44 |  $VLO | VALERO ENERGY CORP/TX | $1.6M | 0.3% | -8% | 57.8 |
| 45 |  $OKE | ONEOK INC /NEW/ | $1.6M | 0.3% | -1% | 71.7 |
| 46 |  $MCD | MCDONALDS CORP | $1.5M | 0.3% | +3% | 69 |
| 47 |  $MO | ALTRIA GROUP, INC. | $1.5M | 0.3% | -2% | 67.4 |
| 48 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $1.5M | 0.3% | -1% | 56.5 |
| 49 |  $DHT | DHT Holdings, Inc. | $1.4M | 0.3% | -6% | — |
| 50 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.3% | +1% | 65.6 |
| 51 | — | ALERIAN MLP ETF - ETF | $1.4M | 0.3% | +1% | — |
| 52 |  $T | AT&T INC. | $1.4M | 0.3% | +1% | 65.7 |
| 53 |  $PG | PROCTER & GAMBLE Co | $1.4M | 0.3% | -0% | 64.6 |
| 54 |  $PM | Philip Morris International Inc. | $1.3M | 0.3% | -3% | 75.9 |
| 55 |  $GOOGL | Alphabet Inc. | $1.3M | 0.2% | +51% | 78.2 |
| 56 |  $DLR | DIGITAL REALTY TRUST, INC. | $1.3M | 0.2% | -1% | 72.8 |
| 57 |  $WULF | TERAWULF INC. | $1.2M | 0.2% | +0% | 33.8 |
| 58 |  $SO | SOUTHERN CO | $1.2M | 0.2% | +0% | 62 |
| 59 |  $DTB | DTE ENERGY CO | $1.2M | 0.2% | +4% | 68.9 |
| 60 |  $PEP | PEPSICO INC | $1.2M | 0.2% | -1% | 63.4 |
| 61 |  $IP | INTERNATIONAL PAPER CO /NEW/ | $1.1M | 0.2% | +7% | 52.1 |
| 62 | — | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND - ETF | $1.1M | 0.2% | +0% | — |
| 63 |  $CVX | CHEVRON CORP | $1.1M | 0.2% | -9% | 62.8 |
| 64 |  $ARCC | ARES CAPITAL CORP | $1.1M | 0.2% | -1% | — |
| 65 |  $AGNC | AGNC Investment Corp. | $1.1M | 0.2% | +3855% | — |
| 66 |  $UL | UNILEVER PLC | $1.0M | 0.2% | +3% | — |
| 67 | — | ISHARES SELECT DIVIDEND ETF - ETF | $1.0M | 0.2% | +28% | — |
| 68 |  $CORZ | Core Scientific, Inc./tx | $1.0M | 0.2% | +0% | 14.1 |
| 69 |  $STWD | STARWOOD PROPERTY TRUST, INC. | $897,919 | 0.2% | +2% | 68.4 |
| 70 |  $VICI | VICI PROPERTIES INC. | $894,788 | 0.2% | +0% | 65.8 |
| 71 | — | ISHARES SEMICONDUCTOR ETF - ETF | $767,630 | 0.1% | NEW | — |
| 72 |  $AMD | ADVANCED MICRO DEVICES INC | $740,079 | 0.1% | +82% | 79.8 |
| 73 | — | FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF | $736,680 | 0.1% | NEW | — |
| 74 | — | FT VEST LADDERED MODERATE BUFFER ETF - ETF | $726,906 | 0.1% | +17% | — |
| 75 | — | ARK BLOCKCHAIN & FINTECH INNOVATION ETF - ETF | $719,987 | 0.1% | NEW | — |
| 76 | — | VANECK RARE EARTH AND STRATEGIC METALS ETF - ETF | $716,142 | 0.1% | NEW | — |
| 77 | — | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF - ETF | $697,564 | 0.1% | +2670% | — |
| 78 | — | ISHARES RUSSELL 1000 GROWTH ETF - ETF | $691,875 | 0.1% | +300% | — |
| 79 | — | VANECK URANIUM AND NUCLEAR ETF - ETF | $681,267 | 0.1% | NEW | — |
| 80 | — | TEMA SPACE INNOVATORS ETF - ETF | $678,871 | 0.1% | NEW | — |
| 81 |  $ASML | ASML HOLDING NV | $578,927 | 0.1% | +0% | — |
| 82 |  $EVRG | Evergy, Inc. | $543,670 | 0.1% | +0% | 53.2 |
| 83 |  $KLAR | Klarna Group plc | $539,113 | 0.1% | NEW | — |
| 84 | $IVZ | Invesco Ltd. | $491,284 | 0.1% | -15% | — |
| 85 | — | FIRST TRUST HEALTH CARE ALPHADEX FUND - ETF | $480,420 | 0.1% | -4% | — |
| 86 | — | ISHARES CORE S&P 500 ETF - ETF | $480,038 | 0.1% | +1% | — |
| 87 | — | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF | $442,286 | 0.1% | NEW | — |
| 88 |  $COST | COSTCO WHOLESALE CORP /NEW | $441,542 | 0.1% | +0% | 66.2 |
| 89 |  $MA | Mastercard Inc | $393,956 | 0.1% | +4% | 85.1 |
| 90 | — | BBH SELECT LARGE CAP ETF - Stock | $388,211 | 0.1% | +0% | — |
| 91 | — | ISHARES NATIONAL MUNI BOND ETF - ETF | $379,791 | 0.1% | NEW | — |
| 92 | — | SCHWAB U.S. LARGE-CAP GROWTH ETF - ETF | $368,721 | 0.1% | +0% | — |
| 93 |  $XOM.R34088 | EXXON MOBIL CORP | $362,308 | 0.1% | +1% | 57.9 |
| 94 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $361,609 | 0.1% | +3% | — |
| 95 | — | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF - ETF | $356,229 | 0.1% | +0% | — |
| 96 | — | ISHARES MSCI USA MOMENTUM FACTOR ETF - ETF | $353,458 | 0.1% | +0% | — |
| 97 | — | SCHWAB U.S. LARGE-CAP ETF - ETF | $350,953 | 0.1% | -7% | — |
| 98 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $346,781 | 0.1% | -6% | — |
| 99 |  $PLTR | Palantir Technologies Inc. | $336,943 | 0.1% | -92% | 84.6 |
| 100 |  $PWR | QUANTA SERVICES, INC. | $326,898 | 0.1% | +0% | 72.1 |
| 101 | — | NATIXIS GATEWAY QUALITY INCOME ETF - ETF | $323,364 | 0.1% | +0% | — |
| 102 | $IVZ | Invesco Ltd. | $320,233 | 0.1% | +0% | — |
| 103 | — | ISHARES GLOBAL TECH ETF - ETF | $312,077 | 0.1% | +0% | — |
| 104 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $308,988 | 0.1% | +709% | — |
| 105 | — | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF - ETF | $302,260 | 0.1% | +0% | — |
| 106 | — | VANGUARD RUSSELL 1000 GROWTH ETF - ETF | $293,068 | 0.1% | +0% | — |
| 107 |  $STT | STATE STREET CORP | $283,836 | 0.1% | +0% | 71.5 |
| 108 | — | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX - ETF | $280,914 | 0.1% | +0% | — |
| 109 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $272,618 | 0.1% | +0% | — |
| 110 | — | ALPHA ARCHITECT 1-3 MONTH BOX ETF - ETF | $263,335 | 0.1% | +9678% | — |
| 111 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $249,991 | 0.1% | +0% | — |
| 112 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $246,639 | 0.1% | +0% | — |
| 113 | — | VANGUARD MID-CAP GROWTH ETF - ETF | $241,058 | 0.0% | -30% | — |
| 114 |  $ADX | ADAMS DIVERSIFIED EQUITY FUND, INC. | $239,967 | 0.0% | +0% | — |
| 115 |  $CAT | CATERPILLAR INC | $239,603 | 0.0% | +6% | 66.5 |
| 116 | — | SCHWAB U.S. LARGE-CAP VALUE ETF - ETF | $239,249 | 0.0% | +0% | — |
| 117 | — | ISHARES RUSSELL 2000 ETF - ETF | $235,853 | 0.0% | +0% | — |
| 118 |  $CTAS | CINTAS CORP | $232,329 | 0.0% | +0% | 68.7 |
| 119 | — | JPMORGAN EQUITY FOCUS ETF - ETF | $213,518 | 0.0% | -19% | — |
| 120 |  $INTC | INTEL CORP | $209,585 | 0.0% | +135% | 45.6 |
| 121 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $209,222 | 0.0% | +0% | 59.1 |
| 122 |  $STX | Seagate Technology Holdings plc | $198,790 | 0.0% | +3% | — |
| 123 |  $PL | Planet Labs PBC | $198,416 | 0.0% | +0% | 38.4 |
| 124 |  $DE | DEERE & CO | $197,277 | 0.0% | +231% | 55.4 |
| 125 | — | ISHARES MSCI EAFE ETF - ETF | $186,153 | 0.0% | NEW | — |
| 126 |  $TT | Trane Technologies plc | $171,906 | 0.0% | +0% | — |
| 127 | — | VANGUARD MID-CAP VALUE ETF - ETF | $170,529 | 0.0% | -7% | — |
| 128 | — | VANGUARD LARGE-CAP ETF - ETF | $170,235 | 0.0% | +25% | — |
| 129 | — | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE - ETF | $169,538 | 0.0% | +0% | — |
| 130 | — | VANGUARD S&P MID-CAP 400 GROWTH ETF - ETF | $169,415 | 0.0% | +0% | — |
| 131 |  $SNPS | SYNOPSYS INC | $158,355 | 0.0% | +0% | 67.9 |
| 132 |  $OBT | Orange County Bancorp, Inc. /DE/ | $150,798 | 0.0% | NEW | 55.8 |
| 133 | — | JPMORGAN U.S. QUALITY FACTOR ETF - ETF | $149,330 | 0.0% | +0% | — |
| 134 |  $HD | HOME DEPOT, INC. | $144,599 | 0.0% | -37% | 60.3 |
| 135 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $141,499 | 0.0% | +0% | — |
| 136 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $141,039 | 0.0% | -79% | — |
| 137 |  $LIN | LINDE PLC | $136,481 | 0.0% | +0% | — |
| 138 |  $RITM | Rithm Capital Corp. | $133,845 | 0.0% | +0% | 47.1 |
| 139 |  $GLD | SPDR GOLD TRUST | $133,722 | 0.0% | -5% | — |
| 140 |  $UMBF | UMB FINANCIAL CORP | $130,625 | 0.0% | NEW | 77.3 |
| 141 |  $CRM | Salesforce, Inc. | $127,365 | 0.0% | +0% | 77 |
| 142 | — | FIRST TRUST ACTIVE FACTOR LARGE CAP ETF - ETF | $126,005 | 0.0% | +0% | — |
| 143 |  $TMUS | T-Mobile US, Inc. | $123,114 | 0.0% | -23% | 69.1 |
| 144 |  $GD | GENERAL DYNAMICS CORP | $122,213 | 0.0% | +0% | 68.7 |
| 145 |  $VICR | VICOR CORP | $121,909 | 0.0% | +23% | 58.1 |
| 146 |  $PAYX | PAYCHEX INC | $120,651 | 0.0% | +2% | 74.6 |
| 147 |  $MU | MICRON TECHNOLOGY INC | $116,583 | 0.0% | NEW | 86.2 |
| 148 |  $ORCL | ORACLE CORP | $116,507 | 0.0% | -87% | 66.2 |
| 149 |  $TJX | TJX COMPANIES INC /DE/ | $115,292 | 0.0% | -89% | 68.7 |
| 150 |  $EW | Edwards Lifesciences Corp | $112,623 | 0.0% | +0% | 69.4 |
New Positions (121)
ISHARES SEMICONDUCTOR ETF - ETF$767,630
FIRST TRUST NASDAQ CYBERSECURITY ETF - ETF$736,680
ARK BLOCKCHAIN & FINTECH INNOVATION ETF - ETF$719,987
VANECK RARE EARTH AND STRATEGIC METALS ETF - ETF$716,142
TEMA SPACE INNOVATORS ETF - ETF$678,871
$KLAR Klarna Group plc$539,113 FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF - ETF$442,286
ISHARES NATIONAL MUNI BOND ETF - ETF$379,791
ISHARES MSCI EAFE ETF - ETF$186,153
$OBT Orange County Bancorp, Inc. /DE/$150,798$UMBF UMB FINANCIAL CORP$130,625$MU MICRON TECHNOLOGY INC$116,583
$NUE NUCOR CORP$55,688 VANGUARD MEGA CAP GROWTH ETF - ETF$34,724
$DVN DEVON ENERGY CORP/DE$30,370Exited Positions (68)
$SCCO SOUTHERN COPPER CORP/
$NRG NRG ENERGY, INC.
$CAVA CAVA GROUP, INC.
$WPM Wheaton Precious Metals Corp.
$L LOEWS CORP
$BX Blackstone Inc.
$FLR FLUOR CORP
$ATO ATMOS ENERGY CORP PUTNAM BDC INCOME ETF
$RIO RIO TINTO PLC
$EL ESTEE LAUDER COMPANIES INC
$DINO HF Sinclair Corp
$TSCO TRACTOR SUPPLY CO /DE/
$ITW ILLINOIS TOOL WORKS INC
$FDS FACTSET RESEARCH SYSTEMS INCBrowse Top Institutional Investors
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