Goalvest Advisory LLC: Major ETF Purchases & Strategic Sales in Q1 2026

Goalvest Advisory Llc's portfolio saw substantial changes during the quarter ended June 30th, 2026. The total portfolio value increased by approximately $18 million to reach $514 million.

Prominent Purchases

The investor demonstrated a clear preference for broad-based ETFs and bond funds this quarter:

• VOO (Vanguard S&P 500 ETF) experienced the largest share increase, rising by over 182,000 shares or approximately 5.3% year-over-year.
• VUG (Vanguard Growth ETF) saw an extraordinary expansion of its position with a nearly 412% increase in holdings, adding over 288,000 shares to the portfolio.
• XNTK (SPDR New York Semiconductors ETF) increased its stake by about 6.3%, adding over 3,500 shares.
• The position in SPIB (SPDR Intermediate Term Corporate Bond ETF) grew modestly but significantly with a nearly 3.4% increase in holdings.
• IEFA (iShares Core MSCI EAFE ETF), the large-cap international equity fund, also saw an increase of about 11.5%, adding over 17,000 shares.

Significant Reductions in Holdings

In contrast to these additions, Goalvest Advisory Llc divested substantial portions from several holdings:

• VGK (Vanguard FTSE Europe ETF) was drastically reduced by nearly 56.4% in share count, representing a significant exit.
• The position in PLTR (Palantir Technologies Inc.) decreased sharply by over 92%, indicating a major sell-off.
• FCX (Freeport-McMoRan Inc.) also saw its position vanish entirely, reduced to zero shares following the sale.
• NVDA (NVIDIA Corporation) experienced a substantial reduction of nearly 49% in holdings during this period.

Other Notable Changes and New Positions

Beyond the major shifts, several other activities stand out:

• The investor initiated or significantly increased positions in specific niche areas like ARKF (the Fintech-focused ETF) and small-cap holdings such as HUT.
• GOOGL (Alphabet Inc.) saw a slight increase in shares, though not as pronounced as the large ETF additions.
• The position in GNRC (Generac Holdings) was increased by nearly one share, indicating active management at this level too.

Overall Portfolio Activity Summary

The quarter revealed a dynamic investor focused on rebalancing and refining its allocations. Goalvest Advisory Llc simultaneously bolstered its exposure to large-cap US equities (especially via VOO) and international developed markets (IEFA), while strategically reducing positions in specific European ETFs (VGK) and high-risk/high-reward names like PLTR.

For further details on Goalvest Advisory Llc's portfolio holdings, please visit the provided link. You can also explore individual stock positions by clicking through to their respective pages.