Goalvest Advisory LLC filed its 13F report for Q3 2026 on October 02, 2026. The portfolio totaled 578.2 M reflecting a +7.25% change from the prior quarter, spanning 725 assets. The top 10 holdings comprised 68.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 282 new positions and 54 complete exits.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Goalvest Advisory submitted their Form 13F-HR for the Q3 2026 period on 10/02/2026. This was the only submission for the quarter.
In the Q3 2026 filing, Goalvest Advisory reported a managed portfolio value of 578.2 M, consisting of 725 individual positions.
This page displays the raw filing documents. To see which stocks Goalvest Advisory bought or sold during Q3 2026, please visit Goalvest Advisory's Portfolio Analysis page.