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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $522M AUM 513 positions Filed Jan 5, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 157 New 103 Added 90 Reduced 47 Exited
Page 1 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 ETF 276,212.0 $173.2M 33.18% +15K +5.5% $627.13 +9.3%
2 VUG VANGUARD GROWTH ETF 84,385.0 $41.2M 7.89% +5K +5.7% $487.86 -82.1%
3 SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 612,998.0 $20.7M 3.97% +45K +7.9% $33.81 -1.4%
4 GMUB GOLDMAN SACHS MUNICIPAL INCOME ETF 271,777.0 $13.9M 2.67% +115K +73.5% $51.19 -0.4%
5 IEFA ISHARES CORE MSCI EAFE ETF 151,914.0 $13.6M 2.60% +30K +24.9% $89.46 +8.7%
6 XNTK STATE STREET SPDR NYSE TECHNOLOGY ETF 46,712.0 $13.0M 2.49% +10K +25.8% $277.88 +25.5%
7 VGK VANGUARD FTSE EUROPE ETF 109,580.0 $9.2M 1.75% +16K +17.2% $83.61 +5.8%
8 AAAU GOLDMAN SACHS PHYSICAL GOLD ETF Financial Services 203,122.0 $8.6M 1.66% +65K +47.5% $42.55 +4.4%
9 BKLN INVESCO SENIOR LOAN ETF 350,294.0 $7.4M 1.41% +318K +988.4% $21.00 -2.5%
10 GOOGL ALPHABET INC CAP STK CL A Communication Services 20,935.0 $6.6M 1.25% +682.0 +3.4% $313.00 +22.4%
11 MSFT MICROSOFT CORP COM Technology 12,987.0 $6.3M 1.20% +584.0 +4.7% $483.61 -13.4%
12 AMZN AMAZON COM INC COM Consumer Cyclical 17,636.0 $4.1M 0.78% +2K +12.9% $230.82 +15.4%
13 BERKSHIRE HATHAWAY INC DEL CL B NEW 7,936.0 $4.0M 0.76% +1K +15.7% $502.62
14 V VISA INC COM CL A Financial Services 11,219.0 $3.9M 0.75% +739.0 +7.0% $350.72 -6.2%
15 AAPL APPLE INC COM Technology 13,486.0 $3.7M 0.70% +3K +24.1% $271.87 +13.6%
16 CAIE CALAMOS AUTOCALLABLE INCOME ETF 126,139.0 $3.4M 0.65% +104K +473.6% $26.74 +3.1%
17 GS GOLDMAN SACHS GROUP INC COM Financial Services 3,304.0 $2.9M 0.56% +414.0 +14.3% $879.00 +13.4%
18 WMT WALMART INC COM Consumer Defensive 25,797.0 $2.9M 0.55% +2K +8.2% $111.41 +8.0%
19 SCCO SOUTHERN COPPER CORP COM Basic Materials 18,525.0 $2.7M 0.51% +139.0 +0.8% $143.47 +25.2%
20 LLY ELI LILLY & CO COM Healthcare 2,405.0 $2.6M 0.49% +978.0 +68.5% $1074.68 -0.9%
Page 1 of 6  ·  103 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.9%
Technology 21.3%
Consumer Cyclical 10.0%
Communication Services 7.0%
Industrials 7.0%
Energy 6.6%
Healthcare 6.5%
Consumer Defensive 5.9%
Utilities 5.2%
Basic Materials 4.5%