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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, FEGE, VUG, and represent 42.96% of LifeGoal Investments's stock portfolio.
Added to shares of these 10 stocks: FEGE, LRGF, CGMS, CGGO, AAPL, BOXX, PYLD, DGRO, MUNI, BND.
Started 12 new stock positions in MUNI, MUNY, PCG, VCSH, VPLS, IEFA, CVX, COF, IAU, JNJ. CAT, COP.
Reduced shares in these 10 stocks: SGOV, VWOB, VUSB, IBIT, SHYG, , SCHP, , NSC, SRLN.
Sold out of its positions in IBIT, JEPI, NSC, MINT, SRLN, SPTS, VUSB.
LifeGoal Investments was a net buyer of stock by $29M.
LifeGoal Investments has $149M in assets under management (AUM), dropping by 23.95%.
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 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr U S Equity Factr (LRGF)	10.0	$15M	+23%	214k	69.43	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	9.7	$15M	+23%	417k	34.66	View chart
Ishares Tr Core Div Grwth (DGRO)	9.0	$13M	+17%	194k	69.42	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	7.2	$11M	+37%	233k	46.09	View chart
Vanguard Index Fds Growth Etf (VUG)	7.1	$11M	+12%	22k	487.86	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	6.5	$9.7M	+18%	131k	74.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.2	$6.3M	+27%	136k	46.42	View chart
Pimco Etf Tr Multisector Bd (PYLD)	4.1	$6.1M	+49%	228k	26.82	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	2.5	$3.8M	+282%	136k	27.62	View chart
Apple (AAPL)	2.4	$3.5M	+255%	13k	271.86	View chart
Ishares Emng Mkts Eqt (EMGF)	2.2	$3.3M	+20%	57k	57.85	View chart
Ishares Msci Gbl Gold Mn (RING)	2.0	$3.0M	+7%	41k	73.65	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.6M		7.7k	335.28	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	1.7	$2.5M	+521%	22k	116.40	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.5	$2.2M	+20%	25k	91.45	View chart
Vaneck Etf Trust Alternative Asse (GPZ)	1.4	$2.0M	+15%	75k	27.15	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.2	$1.9M	+108%	3.0k	627.14	View chart
Ishares Tr Intl Div Grwth (IGRO)	1.2	$1.8M	+23%	20k	86.64	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	1.2	$1.7M	NEW	20k	88.26	View chart
Amazon (AMZN)	1.1	$1.7M	+111%	7.4k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$1.7M	+15%	5.5k	313.82	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	1.1	$1.6M	+8%	21k	75.85	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	1.0	$1.6M	+5%	44k	35.61	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	1.0	$1.5M		20k	75.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.4M	+26%	14k	99.60	View chart
Ishares Tr Global Equity (GLOF)	0.9	$1.3M	-8%	25k	52.78	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.8	$1.2M	+21%	45k	27.38	View chart
NVIDIA Corporation (NVDA)	0.8	$1.1M	+19%	6.1k	186.51	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.1M	+147%	22k	50.27	View chart
Microsoft Corporation (MSFT)	0.7	$1.1M	+24%	2.2k	483.55	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$966k	-64%	9.6k	100.38	View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM)	0.6	$882k	+21%	25k	34.79	View chart
Meta Platforms Cl A (META)	0.5	$818k	+58%	1.2k	660.27	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$699k	+32%	2.2k	313.00	View chart
Vanguard World Health Car Etf (VHT)	0.5	$695k		2.4k	287.85	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$692k	+17%	6.5k	107.12	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.4	$670k	-32%	25k	26.47	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.4	$669k	-70%	10k	67.09	View chart
Wal-Mart Stores (WMT)	0.4	$653k	+157%	5.9k	111.42	View chart
Broadcom (AVGO)	0.4	$635k	+63%	1.8k	346.10	View chart
Ishares Tr Us Sml Cap Eqt (SMLF)	0.4	$631k		8.4k	74.88	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$618k	+19%	13k	46.31	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$616k	-4%	2.8k	219.80	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.4	$613k		5.2k	118.74	View chart
Exxon Mobil Corporation (XOM)	0.4	$533k	+47%	4.4k	120.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$522k	+26%	765.00	681.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$521k	+132%	1.3k	396.31	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.3	$495k		72k	6.91	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$452k	+32%	7.2k	62.47	View chart
JPMorgan Chase & Co. (JPM)	0.3	$449k	+19%	1.4k	322.22	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.3	$438k	-53%	13k	34.38	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$409k	+3%	4.8k	85.76	View chart
Spdr Series Trust State Street Spd (SPYG)	0.3	$403k		3.8k	106.70	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$374k	-5%	1.9k	198.64	View chart
Johnson & Johnson (JNJ)	0.2	$349k	NEW	1.7k	206.95	View chart
Caterpillar (CAT)	0.2	$331k	NEW	577.00	572.87	View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)	0.2	$295k	-17%	8.3k	35.30	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$293k	-4%	659.00	444.65	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$291k	+24%	386.00	753.78	View chart
Capital One Financial (COF)	0.2	$287k	NEW	1.2k	242.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$283k	-29%	460.00	614.41	View chart
Chevron Corporation (CVX)	0.2	$273k	NEW	1.8k	149.37	View chart
Spdr Series Trust State Street Spd (SPLB)	0.2	$269k		12k	22.58	View chart
ConocoPhillips (COP)	0.2	$259k	NEW	2.8k	93.04	View chart
Eli Lilly & Co. (LLY)	0.2	$253k	-10%	235.00	1074.68	View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)	0.2	$252k	NEW	3.2k	77.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$248k	NEW	3.1k	79.74	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$232k	NEW	2.9k	81.17	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$230k		893.00	257.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$225k	-10%	448.00	502.65	View chart
Visa Com Cl A (V)	0.1	$206k	-6%	587.00	350.85	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$202k	NEW	2.3k	89.47	View chart
PG&E Corporation (PCG)	0.1	$164k	NEW	10k	16.07	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$60k		17k	3.45	View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)	0.0	$0	NEW	0	0.00	View chart

Past Filings by LifeGoal Investments

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

LifeGoal Investments 2025 Q4 filed Jan. 15, 2026
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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