Goal Vest Advisory LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $453 Million distributed in 403 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $160M, Vanguard Growth ETF with a value of $38.3M, Spdr Portfolio Intermediate Te with a value of $19.3M, Vanguard Total Stock Market Et with a value of $13.2M, and Ishares Tr with a value of $10.6M.
Examining the 13F form we can see an increase of $60M in the current position value, from $393M to 453M.
Below you can find more details about Goal Vest Advisory LLC portfolio as well as his latest detailed transactions.
Portfolio value
$453 Million
ETFs: $295 Million
Technology: $37.2 Million
Financial Services: $28.4 Million
Consumer Cyclical: $19.8 Million
Consumer Defensive: $12 Million
Industrials: $11.5 Million
Energy: $11.3 Million
Communication Services: $8.6 Million
Other: $28.3 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
