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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-17-2020
- Office Locations
- 3
Office Locations
About Goalfusion Wealth Management
GoalFusion Wealth Management is a Texas-based fiduciary advisory firm providing wealth and asset management alongside holistic financial planning for individuals, couples, families, and businesses. The team builds diversified, ETF-focused portfolios and supports college and retirement planning, estate and tax coordination, charitable giving, and stock-option planning. A tech-forward practice, it uses modern planning software and a robust client portal for frequent check-ins and ongoing plan reviews.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
CARY PATRICK LAUDADIO
Founding Partner, Managing Member
- CRD
- #4038531
- Ownership
- 75% or more
JARED W MCBRIDE
Chief Compliance Officer, Founding Partner, Managing Member
- CRD
- #6090029
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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WALTER SCOTT THOMAS
--
- CRD
- #7993963
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,468,507 | $257,248 |
| Non-Discretionary | $0 | -- |
| Total | $238,468,507 | $257,248 |
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Separately Managed Accounts
Total SMA Asset: $238,468,507
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $410,492,203 | 35.3% |
| Equity - Exchange | $520,964,609 | 44.8% |
| Cash | $231,410,619 | 19.9% |
| Total | $1,162,867,431 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY CREST UNISON | ATLAS SUMMIT | 7SLMDQIK6 | VNVNB | 8.97% | $97,352,086 |
| PEAK FOCUS | NORTH VALUE | IBY864WH0 | FQX | 10.30% | $85,150,216 |
| CREST PIONEER | PIONEER BRIDGE | DMZVANJ9F | JLSOB | 10.06% | $97,705,520 |
| HORIZON NORTH RADIAL | CAPITAL EAGLE | XSTE0K4K8 | RLOS | 10.04% | $91,841,485 |
| VERTEX HORIZON | ALPHA PRIME | 367BU765C | FWEPG | 1.41% | $25,795,665 |
| MATRIX MOMENTUM FUSION | MERIDIAN TIMBER | 9TVZW2NUL | PRA | 2.67% | $34,575,336 |
| FUSION FUSION PATHWAY | HARBOR FOCUS | E9PR53IS0 | ANWX | 5.29% | $104,469,139 |
| OPTIMA VALUE DELTA | PEAK PRIME | 7CW1X4EHV | VBH | 6.79% | $12,190,357 |