LifeGoal Wealth Advisors
Latest statistics and disclosures from LifeGoal Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are CGGO, LRGF, DGRO, FEGE, VUG, and represent 41.21% of LifeGoal Investments's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$8.9M), LRGF, CGGO, FEGE, DGRO, ALLW, LONZ, NVDA, BOXX, AMD.
- Started 50 new stock positions in IDVO, MFG, ORCL, BALI, HPE, MOH, LITE, VRSN, COF, TSM.
- Reduced shares in these 10 stocks: BND, CGMU, JPIE, SGOV, , MRSH, WMT, , BKNG, PLTR.
- Sold out of its positions in BKNG, KMI, MRSH, NEM, PLTR, REGN, VCSH.
- LifeGoal Investments was a net buyer of stock by $38M.
- LifeGoal Investments has $219M in assets under management (AUM), dropping by 25.03%.
- Central Index Key (CIK): 0002054684
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Portfolio Holdings for LifeGoal Investments
LifeGoal Investments holds 155 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 10.4 | $23M | +13% | 537k | 42.33 |
|
| Ishares Tr U S Equity Factr (LRGF) | 10.2 | $22M | +18% | 296k | 75.63 |
|
| Ishares Tr Core Div Grwth (DGRO) | 8.1 | $18M | +10% | 233k | 75.79 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 7.6 | $17M | +19% | 339k | 48.92 |
|
| Vanguard Index Fds Growth Etf (VUG) | 4.9 | $11M | +467% | 125k | 86.14 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 3.9 | $8.6M | -12% | 118k | 73.41 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 3.3 | $7.1M | 268k | 26.52 |
|
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 2.9 | $6.3M | +14% | 54k | 117.09 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 2.5 | $5.5M | -6% | 119k | 46.05 |
|
| Ishares Emng Mkts Eqt (EMGF) | 2.3 | $5.1M | +9% | 70k | 73.26 |
|
| Apple (AAPL) | 2.3 | $5.0M | +10% | 17k | 289.36 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 2.0 | $4.3M | 158k | 27.33 |
|
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 1.4 | $3.0M | +17% | 32k | 93.38 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.3 | $2.8M | 7.7k | 370.02 |
|
|
| NVIDIA Corporation (NVDA) | 1.3 | $2.8M | +41% | 14k | 200.09 |
|
| Ishares Tr Intl Div Grwth (IGRO) | 1.2 | $2.5M | +20% | 29k | 87.93 |
|
| Amazon (AMZN) | 1.1 | $2.4M | +38% | 10k | 238.34 |
|
| Select Sector Spdr Tr St Str Real Etf (XLRE) | 1.0 | $2.2M | +33% | 51k | 44.03 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $2.2M | +5% | 6.3k | 353.31 |
|
| World Gold Tr Spdr Gld Minis (GLDM) | 1.0 | $2.2M | +9% | 27k | 79.42 |
|
| Franklin Templeton Etf Tr Franklin India (FLIN) | 0.9 | $2.0M | +21% | 57k | 35.57 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $2.0M | 2.9k | 686.91 |
|
|
| Microsoft Corporation (MSFT) | 0.8 | $1.7M | +23% | 4.6k | 373.01 |
|
| Micron Technology (MU) | 0.7 | $1.6M | -2% | 1.4k | 1154.68 |
|
| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.7 | $1.6M | -3% | 21k | 75.25 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.7 | $1.5M | -6% | 41k | 37.51 |
|
| Ishares Tr Global Equity (GLOF) | 0.7 | $1.4M | -4% | 24k | 58.81 |
|
| Broadcom (AVGO) | 0.6 | $1.4M | +24% | 3.6k | 377.70 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.6 | $1.3M | 25k | 52.60 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.3M | 13k | 98.98 |
|
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.5 | $1.2M | NEW | 40k | 29.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.2M | +12% | 3.3k | 357.38 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $1.0M | -6% | 20k | 50.58 |
|
| Fidelity Wise Origin Bitcoin SHS (FBTC) | 0.5 | $989k | 19k | 51.05 |
|
|
| Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) | 0.4 | $901k | -31% | 33k | 27.47 |
|
| Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) | 0.4 | $901k | +21% | 24k | 36.95 |
|
| Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) | 0.4 | $888k | 8.5k | 104.00 |
|
|
| Pimco Etf Tr Sr Ln Active Etf (LONZ) | 0.4 | $841k | NEW | 17k | 49.31 |
|
| Advanced Micro Devices (AMD) | 0.4 | $803k | NEW | 1.4k | 580.91 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $746k | 1.0k | 736.67 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.3 | $734k | +20% | 2.2k | 327.33 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.3 | $723k | -3% | 8.1k | 89.14 |
|
| Vanguard World Health Car Etf (VHT) | 0.3 | $722k | 2.4k | 299.01 |
|
|
| Meta Platforms Cl A (META) | 0.3 | $695k | -6% | 1.2k | 563.29 |
|
| Caterpillar (CAT) | 0.3 | $684k | +11% | 642.00 | 1064.90 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $676k | 2.9k | 236.62 |
|
|
| Western Digital (WDC) | 0.3 | $662k | -11% | 1.0k | 638.72 |
|
| Ishares Msci Gbl Gold Mn (RING) | 0.3 | $629k | -4% | 9.7k | 64.60 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.3 | $624k | +16% | 14k | 46.15 |
|
| Comfort Systems USA (FIX) | 0.3 | $610k | +19% | 308.00 | 1981.95 |
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.3 | $600k | -3% | 5.0k | 120.22 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.3 | $589k | +3% | 788.00 | 746.77 |
|
| Ge Vernova (GEV) | 0.3 | $587k | +7% | 500.00 | 1174.86 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $578k | +3% | 482.00 | 1199.49 |
|
| Nebius Group Shs Class A (NBIS) | 0.3 | $559k | NEW | 2.0k | 276.17 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $558k | 7.8k | 71.25 |
|
|
| Tesla Motors (TSLA) | 0.2 | $545k | +45% | 1.3k | 420.60 |
|
| Sandisk Corp (SNDK) | 0.2 | $530k | NEW | 233.00 | 2273.73 |
|
| Centene Corporation (CNC) | 0.2 | $529k | +7% | 8.2k | 64.19 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $523k | NEW | 5.4k | 96.47 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.2 | $515k | NEW | 534.00 | 965.00 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.2 | $515k | -39% | 5.1k | 100.67 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $509k | 4.7k | 107.62 |
|
|
| Chevron Corporation (CVX) | 0.2 | $503k | +51% | 3.0k | 165.76 |
|
| Wal-Mart Stores (WMT) | 0.2 | $500k | -34% | 4.4k | 113.27 |
|
| Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) | 0.2 | $487k | -2% | 25k | 19.18 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $484k | 1.3k | 368.38 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $472k | +18% | 504.00 | 935.47 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.2 | $471k | +4% | 4.0k | 118.99 |
|
| Intuit (INTU) | 0.2 | $470k | 1.8k | 261.00 |
|
|
| Exxon Mobil Corporation (XOM) | 0.2 | $464k | -22% | 3.4k | 136.72 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $457k | +24% | 3.2k | 143.10 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.2 | $450k | -6% | 6.7k | 67.24 |
|
| Ge Aerospace Com New (GE) | 0.2 | $449k | +22% | 1.2k | 373.73 |
|
| Fortinet (FTNT) | 0.2 | $439k | -8% | 2.9k | 153.62 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $419k | 1.9k | 219.45 |
|
|
| Blackrock (BLK) | 0.2 | $414k | +26% | 430.00 | 961.56 |
|
| Capital One Financial (COF) | 0.2 | $405k | NEW | 2.0k | 200.62 |
|
| Teradyne (TER) | 0.2 | $400k | +2% | 827.00 | 483.84 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $389k | NEW | 5.7k | 68.41 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.2 | $380k | +37% | 1.1k | 334.82 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $371k | +3% | 4.9k | 75.45 |
|
| PG&E Corporation (PCG) | 0.2 | $370k | -2% | 22k | 16.82 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $369k | -23% | 14k | 26.50 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $346k | +4% | 174.00 | 1989.44 |
|
| J.B. Hunt Transport Services (JBHT) | 0.2 | $339k | +20% | 1.2k | 289.43 |
|
| Blackrock Etf Trust Ishares Us Larg (BALI) | 0.2 | $338k | NEW | 10k | 33.83 |
|
| Molina Healthcare (MOH) | 0.2 | $338k | NEW | 1.5k | 228.70 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $338k | +7% | 675.00 | 500.39 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $331k | NEW | 5.9k | 56.48 |
|
| Bank of America Corporation (BAC) | 0.2 | $330k | NEW | 5.8k | 56.98 |
|
| Emcor (EME) | 0.1 | $325k | +3% | 391.00 | 829.88 |
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| Bristol Myers Squibb (BMY) | 0.1 | $324k | -17% | 5.6k | 57.62 |
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| Viking Holdings Ord Shs (VIK) | 0.1 | $316k | NEW | 3.0k | 104.67 |
|
| Edison International (EIX) | 0.1 | $302k | +3% | 4.1k | 74.45 |
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| Norfolk Southern (NSC) | 0.1 | $300k | +26% | 952.00 | 314.59 |
|
| PNC Financial Services (PNC) | 0.1 | $298k | +21% | 1.2k | 246.22 |
|
| Aon Shs Cl A (AON) | 0.1 | $295k | NEW | 890.00 | 331.69 |
|
| Metropcs Communications (TMUS) | 0.1 | $294k | NEW | 1.8k | 167.73 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $288k | +529% | 3.5k | 82.63 |
|
| Chubb (CB) | 0.1 | $287k | +11% | 842.00 | 340.74 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $285k | +8% | 3.8k | 75.51 |
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| Philip Morris International (PM) | 0.1 | $282k | +2% | 1.6k | 180.91 |
|
| Procter & Gamble Company (PG) | 0.1 | $275k | -21% | 1.9k | 146.64 |
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| Applied Materials (AMAT) | 0.1 | $275k | NEW | 380.00 | 723.00 |
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| Waste Connections (WCN) | 0.1 | $274k | NEW | 1.6k | 166.69 |
|
| TJX Companies (TJX) | 0.1 | $272k | +4% | 1.8k | 151.50 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $271k | 893.00 | 303.01 |
|
|
| Snowflake Com Shs (SNOW) | 0.1 | $271k | NEW | 1.1k | 254.50 |
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| Phillips 66 (PSX) | 0.1 | $268k | +34% | 1.6k | 169.05 |
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| Eversource Energy (ES) | 0.1 | $265k | NEW | 3.7k | 72.27 |
|
| Amplify Etf Tr Cwp Intl Enhance (IDVO) | 0.1 | $265k | NEW | 6.3k | 42.00 |
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| Citigroup Com New (C) | 0.1 | $265k | NEW | 1.9k | 139.96 |
|
| Johnson & Johnson (JNJ) | 0.1 | $264k | -36% | 1.0k | 253.97 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $263k | NEW | 550.00 | 477.57 |
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| Spdr Series Trust St Long Bd Etf (SPLB) | 0.1 | $261k | -2% | 12k | 22.40 |
|
| Zim Integrated Shipping Serv SHS (ZIM) | 0.1 | $261k | NEW | 10k | 26.00 |
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| Netflix (NFLX) | 0.1 | $259k | +62% | 3.6k | 71.40 |
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| General Dynamics Corporation (GD) | 0.1 | $256k | -15% | 723.00 | 354.24 |
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| Mid-America Apartment (MAA) | 0.1 | $255k | NEW | 1.8k | 138.94 |
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| Technipfmc (FTI) | 0.1 | $252k | 3.8k | 66.30 |
|
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| Vanguard Malvern Fds Core-plus Bd Etf (VPLS) | 0.1 | $250k | 3.2k | 77.57 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $247k | +17% | 3.9k | 62.89 |
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| Hldgs (UAL) | 0.1 | $245k | NEW | 1.8k | 135.99 |
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| Cummins (CMI) | 0.1 | $240k | NEW | 337.00 | 713.21 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $236k | -8% | 464.00 | 509.53 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $236k | NEW | 2.1k | 114.18 |
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| Carpenter Technology Corporation (CRS) | 0.1 | $235k | NEW | 381.00 | 616.84 |
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| ConocoPhillips (COP) | 0.1 | $235k | -9% | 2.3k | 103.96 |
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| Ishares Tr New York Mun Etf (NYF) | 0.1 | $233k | -25% | 4.3k | 53.91 |
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| Verisign (VRSN) | 0.1 | $232k | NEW | 922.00 | 251.56 |
|
| Janus Detroit Str Tr B-bbb Clo Etf (JBBB) | 0.1 | $227k | -13% | 4.8k | 47.35 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $226k | 2.2k | 102.81 |
|
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| Mohawk Industries (MHK) | 0.1 | $225k | NEW | 1.9k | 121.33 |
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| Danaher Corporation (DHR) | 0.1 | $221k | NEW | 1.2k | 190.48 |
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| EOG Resources (EOG) | 0.1 | $221k | NEW | 1.7k | 129.73 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $219k | 2.3k | 96.57 |
|
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| Draftkings Com Cl A (DKNG) | 0.1 | $218k | NEW | 8.6k | 25.26 |
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| Lumentum Hldgs (LITE) | 0.1 | $215k | NEW | 250.00 | 858.06 |
|
| Global X Fds Glbl X Mlp Etf (MLPA) | 0.1 | $214k | NEW | 4.0k | 53.08 |
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| General Mills (GIS) | 0.1 | $214k | NEW | 6.2k | 34.80 |
|
| Take-Two Interactive Software (TTWO) | 0.1 | $214k | NEW | 856.00 | 249.98 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $213k | NEW | 325.00 | 655.66 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.1 | $212k | NEW | 1.7k | 124.73 |
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| General Motors Company (GM) | 0.1 | $212k | NEW | 2.7k | 77.08 |
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| Hewlett Packard Enterprise (HPE) | 0.1 | $208k | NEW | 4.6k | 45.11 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $208k | NEW | 2.6k | 80.57 |
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| Oracle Corporation (ORCL) | 0.1 | $208k | NEW | 1.4k | 146.55 |
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| Abbott Laboratories (ABT) | 0.1 | $206k | NEW | 2.3k | 90.74 |
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| Ross Stores (ROST) | 0.1 | $204k | NEW | 960.00 | 212.85 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $204k | NEW | 3.3k | 61.47 |
|
| Visa Com Cl A (V) | 0.1 | $202k | NEW | 589.00 | 342.97 |
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| Synopsys (SNPS) | 0.1 | $202k | NEW | 452.00 | 446.07 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $143k | -7% | 10k | 13.80 |
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| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $107k | NEW | 11k | 9.58 |
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Past Filings by LifeGoal Investments
SEC 13F filings are viewable for LifeGoal Investments going back to 2025
- LifeGoal Investments 2026 Q2 filed July 8, 2026
- 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