Goalvest Advisory LLC (CIK: 0001839307) is a financial institution headquartered at 4 World Trade Center, Suite 2908, New York, New York 10007. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $578.2 M, comprising 725 distinct securities. Over its filing history, it has submitted 23 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 68.0%. Quarterly turnover: 1.9%. ▲ 282 new, +161 added, −87 reduced, ×54 exited.

Top Buys

Q3 2026

1. VTI Vanguard Total Stock Market Etf

+$13.58 M

2. SPRX Spear Alpha Etf

+$12.79 M

3. VUG Vanguard Growth Etf

+$12.35 M

4. VOO Vanguard S&P 500 Etf

+$12.02 M

5. MSFT Microsoft Corporation

+$5.79 M

Top Sells

Q3 2026

1. RSP Invesco S&P 500 Equal Weight Etf

−$2.33 M

2. VGK Vanguard Ftse Europe Etf

−$2 M

3. OKE Oneok

−$1.57 M

4. SPYG Spdr Portfolio S&P 500 Growth Etf

−$916,946.05

5. REMX Vaneck Rare Earth And Strategic Metals Etf

−$716,142

Stocks/ETFs

+7.04%

$570.85 M 98.73%

Options

$0 0.00%

Debt

$0 0.00%

Other

+26.86%

$7.35 M 1.27%

Name	Shares	Market Value	Weight	Change	Activity
Vanguard S&P 500 Etf ETF-VOO	319,605	$224 M	38.74%	▲ 17,153	Add 5.7%
Vanguard Growth Etf ETF-VUG	659,467	$27.03 M	4.68%	▲ 301,289	Add 84.1%
Spear Alpha Etf ETF-SPRX	558,991	$23.04 M	3.98%	▲ 310,345	Add 124.8%
Spdr Nyse Technology Etf ETF-XNTK	59,968	$22.92 M	3.96%	▲ 848	Add 1.4%
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf ETF-SPIB	641,978	$20.72 M	3.58%	▲ 9,971	Add 1.6%
Ishares Core Msci Eafe Etf ETF-IEFA	181,897	$17.62 M	3.05%	▲ 13,536	Add 8.0%
Goldman Sachs Municipal Income Etf ETF-GMUB	358,646	$17.5 M	3.03%	▲ 10,076	Add 2.9%
Vanguard Total Stock Market Etf ETF-VTI	810,011	$14.22 M	2.46%	▲ 773,813	Add 2137.7%
Ishares Core Msci Emerging Markets Etf ETF-IEMG	146,029	$11.85 M	2.05%	▲ 13,872	Add 10.5%
Goldman Sachs Physical Gold Etf ETF-AAAU	229,006	$9.38 M	1.62%	▲ 7,787	Add 3.5%

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Goalvest Advisory LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Goalvest Advisory LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 22 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Goalvest Advisory LLC Quarterly 13F Statistics

Discover detailed insights into Goalvest Advisory LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Goalvest Advisory LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Goalvest Advisory LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Goalvest Advisory LLC 13F Filings, Portfolio & Analysis

Goalvest Advisory LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Goalvest Advisory LLC's Portfolio

Goalvest Advisory LLC Quarterly 13F Statistics

Goalvest Advisory LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)