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LifeGoal Wealth Advisors

Latest statistics and disclosures from LifeGoal Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are LRGF, CGGO, DGRO, VUG, BND, and represent 43.27% of LifeGoal Investments's stock portfolio.
Added to shares of these 10 stocks: VWOB, GPZ, CGGO, LRGF, FEGE, BND, SGOV, SHYG, VUSB, VTI.
Started 9 new stock positions in QQQ, GPZ, IBIT, BRK.B, SPTS, VUSB, VWOB, GLD, MINT.
Reduced shares in these 10 stocks: SCHP, SMLF, JAAA, BIL, JBBB, CGDG, NFLX, VTIP, HTAB, MUB.
Sold out of its positions in JAAA, NFLX, BIL, VTIP.
LifeGoal Investments was a net buyer of stock by $8.6M.
LifeGoal Investments has $120M in assets under management (AUM), dropping by 14.39%.
Central Index Key (CIK): 0002054684

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Positions held by LifeGoal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LifeGoal Investments

LifeGoal Investments holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	9.9	$12M	+11%	173k	69.12	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	9.6	$12M	+14%	337k	34.17	View chart
Ishares Tr Core Div Grwth (DGRO)	9.3	$11M	+3%	165k	68.08	View chart
Vanguard Index Fds Growth Etf (VUG)	7.6	$9.2M	+5%	19k	479.60	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.8	$8.2M	+14%	110k	74.35	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	6.2	$7.5M	+16%	170k	44.23	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.1	$4.9M	+7%	106k	46.41	View chart
Pimco Etf Tr Multisector Bd (PYLD)	3.4	$4.1M	+13%	153k	26.84	View chart
Ishares Emng Mkts Eqt (EMGF)	2.2	$2.7M	+4%	47k	56.58	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	2.2	$2.6M	+59%	27k	96.98	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.1	$2.5M	+29%	7.8k	328.18	View chart
Ishares Msci Gbl Gold Mn (RING)	2.0	$2.5M	+11%	38k	64.71	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	1.9	$2.2M	NEW	34k	66.90	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.6	$1.9M		19k	99.81	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	1.6	$1.9M	NEW	65k	29.04	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.5	$1.8M	+13%	20k	89.57	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.2	$1.5M		19k	77.65	View chart
Ishares Tr Global Equity (GLOF)	1.2	$1.4M	-8%	28k	51.62	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.2	$1.4M	-16%	41k	34.65	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	1.1	$1.4M	-15%	72k	19.13	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.1	$1.3M	-9%	16k	79.67	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	1.0	$1.2M	+158%	28k	43.30	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$1.2M		4.7k	243.57	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.1M	-12%	11k	100.25	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$1.0M	-2%	37k	27.29	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.8	$1.0M	-73%	37k	26.95	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.8	$985k		36k	27.75	View chart
NVIDIA Corporation (NVDA)	0.8	$944k	-2%	5.1k	186.59	View chart
Ishares Tr New York Mun Etf (NYF)	0.8	$942k		18k	53.35	View chart
Apple (AAPL)	0.8	$928k	-5%	3.6k	254.62	View chart
Microsoft Corporation (MSFT)	0.8	$906k	+2%	1.7k	517.82	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$869k	-11%	1.4k	612.37	View chart
Amazon (AMZN)	0.6	$772k	-22%	3.5k	219.57	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.6	$713k	+172%	21k	34.20	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.5	$644k	NEW	13k	49.99	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$632k	+8%	2.9k	215.80	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.5	$628k		5.3k	119.54	View chart
Vanguard World Health Car Etf (VHT)	0.5	$627k	+2%	2.4k	259.60	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.5	$626k	-73%	8.4k	74.35	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$584k	-29%	5.5k	106.50	View chart
Meta Platforms Cl A (META)	0.5	$576k	-4%	784.00	734.55	View chart
Ishares Tr Core Total Usd (IUSB)	0.4	$522k	+4%	11k	46.71	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.4	$519k	NEW	8.0k	65.00	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.4	$485k	-37%	10k	48.17	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$441k	+24%	8.8k	50.07	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$412k	NEW	4.1k	100.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$410k	+6%	1.7k	243.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$402k	+3%	603.00	666.18	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.3	$395k	-6%	3.5k	113.86	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.3	$395k		3.8k	104.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$394k	NEW	657.00	599.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$390k	-37%	2.0k	194.54	View chart
Broadcom (AVGO)	0.3	$371k		1.1k	329.91	View chart
JPMorgan Chase & Co. (JPM)	0.3	$368k	+7%	1.2k	315.43	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$352k		4.6k	76.40	View chart
Exxon Mobil Corporation (XOM)	0.3	$338k	+2%	3.0k	112.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$328k	+53%	5.5k	59.91	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$299k		687.00	435.54	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	0.2	$292k	NEW	10k	29.32	View chart
Norfolk Southern (NSC)	0.2	$288k	-8%	958.00	300.41	View chart
Spdr Series Trust Portfolio Ln Cor (SPLB)	0.2	$272k		12k	23.12	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$254k	-3%	6.1k	41.58	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$253k	NEW	503.00	502.74	View chart
Wal-Mart Stores (WMT)	0.2	$235k	+2%	2.3k	103.08	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$231k		309.00	746.63	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$227k		893.00	254.19	View chart
Visa Com Cl A (V)	0.2	$214k	-13%	628.00	341.35	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$206k	-5%	3.6k	57.11	View chart
Eli Lilly & Co. (LLY)	0.2	$201k		264.00	763.00	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$201k	NEW	564.00	355.47	View chart

Past Filings by LifeGoal Investments

SEC 13F filings are viewable for LifeGoal Investments going back to 2025

LifeGoal Investments 2025 Q3 filed Nov. 24, 2025
LifeGoal Wealth Advisors 2025 Q2 filed July 17, 2025
LifeGoal Wealth Advisors 2025 Q1 filed April 21, 2025

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