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, BND, and represent 40.52% of LifeGoal Investments's stock portfolio.
- Added to shares of these 10 stocks: BOXX, LRGF, FEGE, GLDM, CGGO, XLRE, FLIN, DGRO, PYLD, INTU.
- Started 42 new stock positions in ESGD, FIX, WDC, ASML, FTI, FLIN, MRSH, FTNT, BKNG, NEM.
- Reduced shares in these 10 stocks: RING, GPZ, HTAB, NYF, SHYG, JPIE, , , , SCHP.
- Sold out of its positions in COF, SHYG, GPZ, VGT, V.
- LifeGoal Investments was a net buyer of stock by $26M.
- LifeGoal Investments has $175M in assets under management (AUM), dropping by 17.11%.
- Central Index Key (CIK): 0002054684
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Portfolio Holdings for LifeGoal Investments
LifeGoal Investments holds 112 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U S Equity Factr (LRGF) | 9.5 | $17M | +16% | 250k | 66.45 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 9.2 | $16M | +13% | 474k | 33.97 |
|
| Ishares Tr Core Div Grwth (DGRO) | 8.4 | $15M | +8% | 210k | 70.17 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 7.7 | $13M | +21% | 284k | 47.33 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 5.7 | $9.9M | +3% | 135k | 73.39 |
|
| Vanguard Index Fds Growth Etf (VUG) | 5.6 | $9.7M | 22k | 441.66 |
|
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| Pimco Etf Tr Multisector Bd (PYLD) | 4.0 | $6.9M | +16% | 265k | 26.16 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 3.3 | $5.8M | -6% | 127k | 45.91 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 3.1 | $5.5M | +118% | 47k | 116.21 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.5 | $4.3M | +16% | 158k | 27.29 |
|
| Apple (AAPL) | 2.3 | $4.0M | +20% | 16k | 255.63 |
|
| Ishares Emng Mkts Eqt (EMGF) | 2.2 | $3.9M | +11% | 64k | 61.16 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.4 | $2.5M | 7.7k | 323.24 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.4 | $2.4M | +9% | 27k | 89.65 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.3 | $2.4M | NEW | 25k | 94.32 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 1.2 | $2.0M | +17% | 24k | 84.71 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.8M | 2.9k | 602.23 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $1.8M | +8% | 6.0k | 294.92 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.7M | +61% | 9.8k | 175.76 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.9 | $1.6M | +5% | 22k | 74.48 |
|
| Select Sector Spdr Tr State Street Rea (XLRE) | 0.9 | $1.6M | NEW | 38k | 41.06 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.9 | $1.6M | 44k | 36.06 |
|
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.9 | $1.6M | NEW | 47k | 33.23 |
|
| Amazon (AMZN) | 0.9 | $1.5M | -3% | 7.2k | 210.57 |
|
| Microsoft Corporation (MSFT) | 0.8 | $1.4M | +69% | 3.7k | 369.35 |
|
| Ishares Tr Global Equity (GLOF) | 0.8 | $1.3M | 25k | 52.72 |
|
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.8 | $1.3M | +6% | 48k | 27.20 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.7 | $1.3M | +24% | 24k | 52.13 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.7 | $1.2M | -10% | 13k | 99.00 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.7 | $1.2M | 19k | 59.36 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.6 | $1.1M | 22k | 49.91 |
|
|
| Broadcom (AVGO) | 0.5 | $903k | +57% | 2.9k | 313.49 |
|
| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.5 | $867k | 8.5k | 102.38 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $866k | +30% | 2.9k | 297.40 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.5 | $851k | -11% | 8.5k | 100.38 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.5 | $846k | -75% | 10k | 82.62 |
|
| Wal-Mart Stores (WMT) | 0.5 | $835k | +14% | 6.7k | 124.75 |
|
| Intuit (INTU) | 0.4 | $762k | NEW | 1.8k | 425.87 |
|
| Meta Platforms Cl A (META) | 0.4 | $762k | +6% | 1.3k | 579.08 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $703k | 4.4k | 160.78 |
|
|
| Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) | 0.4 | $688k | -20% | 20k | 34.28 |
|
| Vanguard World Health Car Etf (VHT) | 0.4 | $663k | 2.4k | 274.50 |
|
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.4 | $639k | 8.4k | 76.04 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.4 | $617k | 5.2k | 119.51 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $607k | 2.8k | 215.69 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $592k | +120% | 1.0k | 584.52 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $575k | 1.3k | 437.82 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $549k | +33% | 1.9k | 295.38 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $534k | -13% | 12k | 46.09 |
|
| Micron Technology (MU) | 0.3 | $527k | NEW | 1.4k | 367.96 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $509k | +7% | 7.8k | 65.14 |
|
| Ishares Tr National Mun Etf (MUB) | 0.3 | $500k | -27% | 4.7k | 106.31 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $497k | 759.00 | 655.24 |
|
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.3 | $497k | -63% | 26k | 19.07 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.3 | $481k | -28% | 18k | 26.56 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.3 | $470k | -28% | 7.2k | 65.60 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $458k | 4.8k | 96.00 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $444k | +97% | 465.00 | 954.52 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $426k | NEW | 427.00 | 996.56 |
|
| Caterpillar (CAT) | 0.2 | $422k | 578.00 | 730.32 |
|
|
| Bristol Myers Squibb (BMY) | 0.2 | $421k | NEW | 6.8k | 61.73 |
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| Ge Vernova (GEV) | 0.2 | $414k | NEW | 463.00 | 894.78 |
|
| Johnson & Johnson (JNJ) | 0.2 | $402k | -2% | 1.6k | 244.12 |
|
| PG&E Corporation (PCG) | 0.2 | $399k | +120% | 23k | 17.75 |
|
| Chevron Corporation (CVX) | 0.2 | $396k | +9% | 2.0k | 197.38 |
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| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $375k | 3.8k | 99.20 |
|
|
| Comfort Systems USA (FIX) | 0.2 | $369k | NEW | 258.00 | 1428.52 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $367k | 1.9k | 192.77 |
|
|
| Western Digital (WDC) | 0.2 | $348k | NEW | 1.2k | 297.73 |
|
| Procter & Gamble Company (PG) | 0.2 | $344k | NEW | 2.4k | 144.09 |
|
| Tesla Motors (TSLA) | 0.2 | $339k | NEW | 889.00 | 381.26 |
|
| Blackrock (BLK) | 0.2 | $327k | NEW | 341.00 | 957.40 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $321k | NEW | 2.6k | 125.19 |
|
| ConocoPhillips (COP) | 0.2 | $320k | -10% | 2.5k | 128.38 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.2 | $313k | +22% | 3.5k | 89.68 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $313k | NEW | 506.00 | 617.64 |
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| Ishares Tr New York Mun Etf (NYF) | 0.2 | $306k | -66% | 5.8k | 53.14 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $300k | +39% | 626.00 | 478.50 |
|
| Regeneron Pharmaceuticals (REGN) | 0.2 | $299k | NEW | 385.00 | 777.25 |
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| General Dynamics Corporation (GD) | 0.2 | $298k | NEW | 851.00 | 350.53 |
|
| Marsh & McLennan Companies (MRSH) | 0.2 | $297k | NEW | 1.7k | 171.87 |
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| Edison International (EIX) | 0.2 | $289k | NEW | 3.9k | 73.58 |
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| Emcor (EME) | 0.2 | $287k | NEW | 378.00 | 759.55 |
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| Ge Aerospace Com New (GE) | 0.2 | $286k | NEW | 978.00 | 292.68 |
|
| TJX Companies (TJX) | 0.2 | $279k | NEW | 1.7k | 162.03 |
|
| Spdr Series Trust State Street Spd (SPLB) | 0.2 | $265k | 12k | 22.16 |
|
|
| Technipfmc (FTI) | 0.2 | $263k | NEW | 3.8k | 69.79 |
|
| Centene Corporation (CNC) | 0.1 | $261k | NEW | 7.7k | 33.95 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $259k | -33% | 5.5k | 46.90 |
|
| Fortinet (FTNT) | 0.1 | $253k | NEW | 3.1k | 81.15 |
|
| Kinder Morgan (KMI) | 0.1 | $252k | NEW | 7.7k | 32.88 |
|
| Booking Holdings (BKNG) | 0.1 | $251k | NEW | 60.00 | 4184.57 |
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| Teradyne (TER) | 0.1 | $251k | NEW | 803.00 | 312.20 |
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| Chubb (CB) | 0.1 | $247k | NEW | 756.00 | 327.16 |
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.1 | $246k | 3.2k | 77.31 |
|
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| Palantir Technologies Cl A (PLTR) | 0.1 | $243k | NEW | 1.7k | 146.49 |
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| Philip Morris International (PM) | 0.1 | $239k | NEW | 1.5k | 157.33 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $235k | 893.00 | 263.32 |
|
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $229k | -15% | 554.00 | 413.10 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $226k | NEW | 166.00 | 1359.76 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $223k | -9% | 2.8k | 79.05 |
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| Norfolk Southern (NSC) | 0.1 | $216k | NEW | 751.00 | 287.00 |
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| Vertiv Holdings Com Cl A (VRT) | 0.1 | $215k | NEW | 828.00 | 259.37 |
|
| Netflix (NFLX) | 0.1 | $214k | NEW | 2.2k | 95.55 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $213k | NEW | 2.2k | 97.25 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $209k | NEW | 1.8k | 113.79 |
|
| J.B. Hunt Transport Services (JBHT) | 0.1 | $208k | NEW | 976.00 | 213.44 |
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| PNC Financial Services (PNC) | 0.1 | $208k | NEW | 994.00 | 209.24 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $207k | 2.3k | 91.92 |
|
|
| Phillips 66 (PSX) | 0.1 | $207k | NEW | 1.2k | 175.64 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $204k | NEW | 3.3k | 61.20 |
|
| Banco Santander Sa Adr (SAN) | 0.1 | $130k | NEW | 11k | 11.57 |
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Past Filings by LifeGoal Investments
SEC 13F filings are viewable for LifeGoal Investments going back to 2025
- LifeGoal Investments 2026 Q1 filed April 14, 2026
- 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