GoalFusion Wealth Management, LLC
RIA/Wealth
GoalFusion Wealth Management, LLC is a RIA/Wealth based in Glastonbury, CT led by Cary Patrick Laudadio, managing $209.4M across 28 long positions as of Q3 2025 with 94% ETF concentration, 93% concentrated in top 10 holdings, and 25% allocation to IVV.
Managing PartnerCary Patrick Laudadio
- Portfolio Value
- $209.4M
- Positions
- 28
- Top Holding
- IVV at 25.4%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in GoalFusion Wealth Management, LLC's portfolio (93% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $53.2M | 25.40% | +$103.1K Bought | — 79.5K shares | |
ETF ETF | $50.4M | 24.05% | +$1.9M Bought | — 502.5K shares | |
ETF ETF | $27.2M | 13.01% | -$76.2K Sold | — 197.7K shares | |
ETF ETF | $18.3M | 8.73% | +$1.7M Bought | — 217.3K shares | |
ETF ETF | $14.0M | 6.69% | +$165.8K Bought | — 55.1K shares | |
ETF ETF | $7.0M | 3.36% | -$983.6K Sold | — 37.8K shares | |
ETF ETF | $6.8M | 3.23% | +$268.2K Bought | — 53.8K shares | |
ETF ETF | $6.7M | 3.20% | +$6.7M New | — 14.0K shares | |
Unknown Unknown | $5.6M | 2.69% | +$132.6K Bought | — 15.8K shares | |
ETF ETF | $5.6M | 2.67% | -$56.3K Sold | — 103.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in GoalFusion Wealth Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
+10.27% | |
+6.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-25.45% | |
-12.25% |
Analytics
Portfolio insights and performance metrics for GoalFusion Wealth Management, LLC
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