SEC Form 13F

GoalVest Advisory LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$539,118,468
Positions500

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD S&P 500 ETFVOOETF$207,727,190302,452
VANGUARD GROWTH ETFVUGETF$30,853,421358,178
STATE STREET SPDR NYSE TECHNOLOGY ETFXNTKETF$23,095,22859,120
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETFSPIBETF$21,146,954632,007
GOLDMAN SACHS MUNICIPAL INCOME ETFGMUBETF$17,930,441348,570
ISHARES CORE MSCI EAFE ETFIEFAETF$16,260,305168,361
SPEAR ALPHA ETFSPRXETF$14,416,495248,646
VANGUARD TOTAL STOCK MARKET ETFVTIETF$13,394,69736,198
ISHARES CORE MSCI EMERGING MARKETS ETFIEMGETF$10,947,886132,157
GOLDMAN SACHS PHYSICAL GOLD ETFAAAUETF$8,753,636221,219

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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