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Portfolio (Quarterly) Guide ↗

GoalVest Advisory LLC

· CIK 0001839307
13F Portfolio $539M AUM 500 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 147 New 95 Added 134 Reduced 160 Exited
Page 4 of 25  ·  500 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IP INTERNATIONAL PAPER CO COM Consumer Cyclical 30,044.0 $1.1M 0.21% +3K +13.1% $38.10 +5.1%
62 FBT FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND 4,483.0 $1.1M 0.21% -180.0 -3.9% $247.89 +5.2%
63 CVX CHEVRON CORPORATION COM Energy 6,592.0 $1.1M 0.20% -2K -23.1% $165.76 +24.1%
64 ARCC ARES CAPITAL CORP COM Financial Services 58,237.0 $1.1M 0.20% -8K -11.7% $18.53 +6.2%
65 AGNC AGNC INVT CORP COM Real Estate 96,949.0 $1.1M 0.20% +94K +3855.5% $10.90 +0.2%
66 UNILEVER PLC SPON ADR NEW 17,173.0 $1.0M 0.19% -2K -8.8% $60.12
67 DVY ISHARES SELECT DIVIDEND ETF 6,573.0 $1.0M 0.19% -5K -42.9% $156.30 +5.5%
68 CORZ CORE SCIENTIFIC INC NEW COM Technology 40,100.0 $1.0M 0.19% $25.59 -26.3%
69 STWD STARWOOD PPTY TR INC COM Real Estate 54,818.0 $898K 0.17% +10K +23.4% $16.38 -0.9%
70 VICI VICI PPTYS INC COM Real Estate 33,702.0 $895K 0.17% +523.0 +1.6% $26.55 -2.4%
71 SOXX ISHARES SEMICONDUCTOR ETF 1,198.0 $768K 0.14% NEW $640.76 -17.1%
72 AMD ADVANCED MICRO DEVICES INC COM Technology 1,274.0 $740K 0.14% +574.0 +82.0% $580.91 -16.6%
73 CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF 8,199.0 $737K 0.14% NEW $89.85 +8.4%
74 BUFZ FT VEST LADDERED MODERATE BUFFER ETF 26,026.0 $727K 0.14% +4K +16.8% $27.93 +1.5%
75 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 18,246.0 $720K 0.13% NEW $39.46 +7.6%
76 REMX VANECK RARE EARTH AND STRATEGIC METALS ETF 8,092.0 $716K 0.13% NEW $88.50 -13.5%
77 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 5,235.0 $698K 0.13% +3K +193.8% $133.25 -9.7%
78 IWF ISHARES RUSSELL 1000 GROWTH ETF 5,572.0 $692K 0.13% +4K +261.6% $124.17 -0.9%
79 NLR VANECK URANIUM AND NUCLEAR ETF 5,874.0 $681K 0.13% NEW $115.98 -1.3%
80 TEMA SPACE INNOVATORS ETF 22,346.0 $679K 0.13% NEW $30.38
Page 4 of 25  ·  500 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 24.3%
Technology 19.7%
Consumer Cyclical 10.9%
Communication Services 9.1%
Energy 7.8%
Healthcare 7.2%
Consumer Defensive 6.7%
Industrials 5.1%
Real Estate 4.4%
Utilities 4.4%