LifeGoal Wealth Advisors

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for LifeGoal Investments

LifeGoal Investments holds 213 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U S Equity Factr (LRGF) 7.5 $25M +7% 318k 77.85
 View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) 7.1 $23M +8% 584k 39.78
 View chart
Rbb Fund Trust First Eagle Gbl (FEGE) 5.6 $18M +8% 366k 50.19
 View chart
Ishares Tr Core Div Grwth (DGRO) 5.5 $18M +2% 239k 75.39
 View chart
NVIDIA Corporation (NVDA) 4.5 $15M +371% 65k 228.38
 View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 3.5 $12M +3% 129k 90.11
 View chart
Apple (AAPL) 3.1 $10M +76% 30k 333.02
 View chart
Amazon (AMZN) 2.3 $7.6M +205% 31k 249.15
 View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 2.3 $7.5M -8% 108k 70.15
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 2.3 $7.4M +1012% 32k 233.31
 View chart
Pimco Etf Tr Multisector Bd (PYLD) 2.2 $7.1M +5% 282k 25.39
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 2.0 $6.6M NEW 42k 155.20
 View chart
Microsoft Corporation (MSFT) 1.8 $5.9M +152% 12k 512.92
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.8 $5.9M +185% 8.4k 700.83
 View chart
Crowdstrike Hldgs Cl A (CRWD) 1.8 $5.8M NEW 22k 264.75
 View chart
Tesla Motors (TSLA) 1.7 $5.6M +1113% 16k 354.81
 View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR) 1.7 $5.4M NEW 24k 231.03
 View chart
Ishares Emng Mkts Eqt (EMGF) 1.6 $5.2M +3% 72k 71.54
 View chart
Vanguard Index Fds Mrngstr Md Cp Va (VOE) 1.5 $5.1M NEW 26k 195.53
 View chart
Asml Hldg Nv N Y Registry Shs (ASML) 1.5 $4.9M +1444% 2.7k 1811.67
 View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 1.4 $4.6M +10% 174k 26.23
 View chart
J P Morgan Exchange Traded F Income Etf (JPIE) 1.3 $4.4M -18% 97k 44.89
 View chart
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.3 $4.2M -33% 36k 118.39
 View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI) 1.0 $3.3M +13% 8.8k 374.25
 View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 1.0 $3.2M +6% 34k 94.42
 View chart
Costco Wholesale Corporation (COST) 1.0 $3.2M +587% 3.5k 910.43
 View chart
Broadcom (AVGO) 1.0 $3.1M +148% 8.9k 351.17
 View chart
Morgan Stanley Com New (MS) 0.8 $2.8M NEW 15k 188.08
 View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.8 $2.7M +976% 5.9k 456.19
 View chart
Ishares Tr Intl Div Grwth (IGRO) 0.8 $2.6M 29k 88.76
 View chart
Shopify Cl A Sub Vtg Shs (SHOP) 0.8 $2.5M +716% 17k 148.30
 View chart
World Gold Tr Spdr Gld Minis (GLDM) 0.7 $2.3M +3% 28k 82.18
 View chart
Alphabet Cap Stk Cl C (GOOG) 0.7 $2.2M +2% 6.4k 340.72
 View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.6 $2.1M NEW 41k 50.79
 View chart
Franklin Templeton Etf Tr Franklin India (FLIN) 0.6 $2.1M +7% 62k 33.49
 View chart
Ishares Tr 0-3 Mth Treasury (SGOV) 0.6 $2.0M +285% 20k 100.68
 View chart
Eaton Corp SHS (ETN) 0.5 $1.6M NEW 3.8k 429.71
 View chart
Pimco Etf Tr Sr Ln Active Etf (LONZ) 0.5 $1.5M +82% 31k 49.15
 View chart
Ssga Active Tr Sst Bridgewater (ALLW) 0.5 $1.5M +30% 53k 28.57
 View chart
Capital Group Dividend Growe Shs Etf (CGDG) 0.5 $1.5M 41k 37.03
 View chart
Ishares Tr Global Equity (GLOF) 0.4 $1.4M -3% 23k 60.65
 View chart
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.4 $1.4M 19k 72.64
 View chart
Micron Technology (MU) 0.4 $1.4M -6% 1.3k 1064.71
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $1.4M +81% 1.8k 739.83
 View chart
Meta Platforms Cl A (META) 0.4 $1.3M +43% 1.8k 725.28
 View chart
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $1.1M -4% 12k 94.54
 View chart
Vanguard World Utilities Etf (VPU) 0.3 $1.1M NEW 6.6k 171.01
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.1M 3.3k 344.09
 View chart
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.3 $1.1M -46% 27k 40.91
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.1M +12% 23k 47.36
 View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.3 $1.1M -25% 16k 68.50
 View chart
Coca-Cola Company (KO) 0.3 $1.0M NEW 12k 86.08
 View chart
Advanced Micro Devices (AMD) 0.3 $1.0M +19% 1.6k 611.76
 View chart
Blackrock Etf Trust Ii Ishares Larg Cap (IVVM) 0.3 $920k 24k 37.77
 View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB) 0.3 $893k +96% 50k 17.89
 View chart
Ishares Tr New York Mun Etf (NYF) 0.3 $837k +283% 17k 50.52
 View chart
JPMorgan Chase & Co. (JPM) 0.2 $810k +9% 2.4k 330.84
 View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $738k +22% 968.00 762.63
 View chart
Pimco Etf Tr Muni Income Opp (MINO) 0.2 $737k NEW 17k 42.59
 View chart
Ishares Msci Gbl Gold Mn (RING) 0.2 $706k -5% 9.2k 76.61
 View chart
Chevron Corporation (CVX) 0.2 $704k +13% 3.4k 204.22
 View chart
Vanguard Malvern Fds Core-plus Bd Etf (VPLS) 0.2 $697k +192% 9.4k 74.01
 View chart
Caterpillar (CAT) 0.2 $696k +33% 858.00 810.79
 View chart
Fortinet (FTNT) 0.2 $682k +33% 3.8k 178.76
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $665k 8.0k 83.56
 View chart
Schwab Strategic Tr Us Tips Etf (SCHP) 0.2 $665k +89% 27k 25.13
 View chart
Ishares Tr Core Univrsl Usd (IUSB) 0.2 $660k +10% 15k 44.09
 View chart
Ishares Msci Gbl Min Vol (ACWV) 0.2 $613k 5.0k 122.72
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $605k -50% 12k 49.69
 View chart
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $602k +22% 653.00 922.34
 View chart
Blackrock (BLK) 0.2 $577k +26% 545.00 1058.62
 View chart
Exxonmobil Holdings Corp Com Shs (XOM) 0.2 $575k NEW 3.5k 162.77
 View chart
Capital One Financial (COF) 0.2 $566k +45% 2.9k 193.07
 View chart
Intel Corporation (INTC) 0.2 $562k NEW 4.7k 120.23
 View chart
Centene Corporation (CNC) 0.2 $557k +8% 9.0k 62.12
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $554k 7.8k 70.61
 View chart
Ge Vernova (GEV) 0.2 $553k +16% 582.00 950.49
 View chart
Airbnb Com Cl A (ABNB) 0.2 $550k +7% 3.4k 160.65
 View chart
Intuit (INTU) 0.2 $545k +9% 2.0k 275.71
 View chart
Oracle Corporation (ORCL) 0.2 $544k +179% 4.0k 137.30
 View chart
Wal-Mart Stores (WMT) 0.2 $536k +16% 5.2k 103.93
 View chart
Procter & Gamble Company (PG) 0.2 $535k +96% 3.7k 145.28
 View chart
Ishares Tr Msci Usa Min Etf (USMV) 0.2 $530k 5.4k 97.44
 View chart
Comfort Systems USA (FIX) 0.2 $519k 314.00 1654.09
 View chart
Phillips 66 (PSX) 0.2 $511k +26% 2.0k 255.31
 View chart
Eli Lilly & Co. (LLY) 0.2 $510k -8% 441.00 1157.21
 View chart
Spdr Gold Tr Gold Shs (GLD) 0.2 $506k 1.3k 380.84
 View chart
Spdr Series Trust ST STR P500GRW (SPYG) 0.1 $487k 4.0k 123.08
 View chart
Spdr Series Trust St Long Bd Etf (SPLB) 0.1 $482k +102% 24k 20.38
 View chart
Nebius Group Shs Class A (NBIS) 0.1 $475k 2.0k 235.88
 View chart
Atlassian Corporation Cl A (TEAM) 0.1 $460k NEW 2.6k 179.29
 View chart
Texas Instruments Incorporated (TXN) 0.1 $458k NEW 1.6k 280.11
 View chart
Chubb (CB) 0.1 $457k +66% 1.4k 325.25
 View chart
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $453k NEW 19k 24.16
 View chart
Atmos Energy Corporation (ATO) 0.1 $444k NEW 2.8k 156.44
 View chart
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $438k +3% 2.0k 222.20
 View chart
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $432k 4.9k 87.79
 View chart
Boston Scientific Corporation (BSX) 0.1 $428k NEW 9.8k 43.65
 View chart
Sandisk Corp (SNDK) 0.1 $421k +3% 242.00 1739.89
 View chart
Citigroup Com New (C) 0.1 $416k +69% 3.2k 129.48
 View chart
Western Digital (WDC) 0.1 $408k -13% 898.00 454.46
 View chart
Norfolk Southern (NSC) 0.1 $408k +38% 1.3k 309.00
 View chart
Bank of America Corporation (BAC) 0.1 $400k +27% 7.4k 54.43
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $395k +17% 793.00 497.95
 View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.1 $381k NEW 7.5k 50.47
 View chart
Te Connectivity Ord Shs (TEL) 0.1 $380k NEW 1.8k 211.08
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $380k 5.7k 66.79
 View chart
Ge Aerospace Com New (GE) 0.1 $379k 1.2k 312.29
 View chart
Linde SHS (LIN) 0.1 $361k NEW 761.00 474.65
 View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.1 $360k -57% 14k 25.94
 View chart
Vanguard Index Fds MRNGSTR SM CP GR (VBK) 0.1 $359k NEW 1.1k 337.68
 View chart
Occidental Petroleum Corporation (OXY) 0.1 $357k NEW 6.4k 55.32
 View chart
Blackrock Etf Trust Ishares Us Larg (BALI) 0.1 $346k 10k 34.46
 View chart
Snowflake Com Shs (SNOW) 0.1 $345k -4% 1.0k 339.56
 View chart
Pfizer (PFE) 0.1 $345k NEW 12k 28.52
 View chart
Abbott Laboratories (ABT) 0.1 $344k +53% 3.5k 98.83
 View chart
Synopsys (SNPS) 0.1 $341k +73% 783.00 434.94
 View chart
Rubrik Cl A (RBRK) 0.1 $336k NEW 2.9k 114.47
 View chart
Intuitive Surgical Com New (ISRG) 0.1 $335k NEW 823.00 406.66
 View chart
Honeywell International (HON) 0.1 $334k NEW 1.6k 210.94
 View chart
Newmont Mining Corporation (NEM) 0.1 $333k NEW 2.9k 115.34
 View chart
Hewlett Packard Enterprise (HPE) 0.1 $333k +13% 5.2k 63.89
 View chart
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $333k 5.9k 56.22
 View chart
Philip Morris International (PM) 0.1 $331k +11% 1.7k 190.85
 View chart
Bristol Myers Squibb (BMY) 0.1 $331k -5% 5.3k 62.40
 View chart
General Dynamics Corporation (GD) 0.1 $328k +36% 989.00 331.83
 View chart
Verisign (VRSN) 0.1 $327k +25% 1.2k 282.01
 View chart
MetLife (MET) 0.1 $322k NEW 3.4k 94.16
 View chart
Freeport Mcmoran CL B (FCX) 0.1 $319k +16% 4.6k 70.00
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $314k +56% 2.7k 117.75
 View chart
Johnson & Johnson (JNJ) 0.1 $313k +13% 1.2k 264.77
 View chart
Vanguard World Inf Tech Etf (VGT) 0.1 $312k NEW 2.5k 125.67
 View chart
Vanguard Index Fds MRNGSTR MD CP GR (VOT) 0.1 $308k NEW 1.1k 292.10
 View chart
American Tower Reit (AMT) 0.1 $307k NEW 1.9k 163.69
 View chart
Netflix (NFLX) 0.1 $303k +19% 4.4k 69.58
 View chart
Lyondellbasell Industries Nv Shs - A - (LYB) 0.1 $301k NEW 5.2k 57.47
 View chart
Molina Healthcare (MOH) 0.1 $300k +7% 1.6k 189.10
 View chart
Palo Alto Networks (PANW) 0.1 $298k NEW 751.00 397.31
 View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $298k 3.5k 85.49
 View chart
Ishares Gold Tr Ishares New (IAU) 0.1 $295k 3.8k 78.10
 View chart
Teradyne (TER) 0.1 $294k -11% 734.00 400.91
 View chart
Shell Spon Ads (SHEL) 0.1 $294k NEW 3.1k 95.05
 View chart
Nxp Semiconductors N V (NXPI) 0.1 $294k NEW 1.2k 237.53
 View chart
Regeneron Pharmaceuticals (REGN) 0.1 $293k NEW 386.00 758.27
 View chart
Cloudflare Cl A Com (NET) 0.1 $291k NEW 837.00 347.28
 View chart
Emcor (EME) 0.1 $291k 385.00 754.49
 View chart
Agilent Technologies Inc C ommon (A) 0.1 $289k NEW 1.7k 172.31
 View chart
PNC Financial Services (PNC) 0.1 $287k +6% 1.3k 222.26
 View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM) 0.1 $283k NEW 6.2k 45.63
 View chart
J.B. Hunt Transport Services (JBHT) 0.1 $283k +7% 1.3k 224.05
 View chart
American Intl Group Com New (AIG) 0.1 $280k NEW 3.8k 74.42
 View chart
Medtronic SHS (MDT) 0.1 $274k NEW 3.2k 86.29
 View chart
Waste Connections (WCN) 0.1 $274k +8% 1.8k 153.93
 View chart
Arista Networks Com Shs (ANET) 0.1 $272k NEW 1.3k 203.59
 View chart
Marsh & McLennan Companies (MRSH) 0.1 $269k NEW 1.6k 170.73
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $265k NEW 2.1k 125.26
 View chart
Amplify Etf Tr Cwp Intl Enhance (IDVO) 0.1 $263k 6.3k 41.54
 View chart
Antero Res (AR) 0.1 $262k NEW 7.8k 33.39
 View chart
Nutanix Cl A (NTNX) 0.1 $260k NEW 3.7k 70.41
 View chart
ConocoPhillips (COP) 0.1 $260k -7% 2.1k 125.15
 View chart
Veeva Sys Cl A Com (VEEV) 0.1 $260k NEW 909.00 285.45
 View chart
Ametek (AME) 0.1 $259k NEW 1.0k 247.74
 View chart
Vaneck Etf Trust Semiconductr Etf (SMH) 0.1 $259k +30% 425.00 608.84
 View chart
Wells Fargo & Company (WFC) 0.1 $257k NEW 3.2k 80.05
 View chart
Cbre Group Cl A (CBRE) 0.1 $256k NEW 2.0k 128.47
 View chart
Anthem (ELV) 0.1 $256k NEW 659.00 388.82
 View chart
News Corp Cl A (NWSA) 0.1 $254k NEW 8.9k 28.65
 View chart
NVR (NVR) 0.1 $252k NEW 41.00 6154.39
 View chart
EOG Resources (EOG) 0.1 $251k +7% 1.8k 137.76
 View chart
General Motors Company (GM) 0.1 $249k +17% 3.2k 77.00
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $248k -48% 2.5k 101.09
 View chart
Ameriprise Financial (AMP) 0.1 $247k NEW 502.00 492.35
 View chart
Lumentum Hldgs (LITE) 0.1 $244k 251.00 971.26
 View chart
General Mills (GIS) 0.1 $242k +21% 7.5k 32.16
 View chart
Goldman Sachs (GS) 0.1 $241k NEW 268.00 900.36
 View chart
Expedia Group Com New (EXPE) 0.1 $237k NEW 901.00 263.36
 View chart
Insulet Corporation (PODD) 0.1 $237k NEW 1.8k 130.47
 View chart
Dow (DOW) 0.1 $234k NEW 8.5k 27.54
 View chart
Invesco SHS (IVZ) 0.1 $232k NEW 7.7k 30.16
 View chart
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.1 $228k NEW 1.4k 166.98
 View chart
Equinix (EQIX) 0.1 $228k NEW 226.00 1010.63
 View chart
Danaher Corporation (DHR) 0.1 $228k -11% 1.0k 221.55
 View chart
Visa Com Cl A (V) 0.1 $226k +6% 630.00 359.37
 View chart
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $226k 2.2k 103.05
 View chart
Janus Detroit Str Tr B-bbb Clo Etf (JBBB) 0.1 $226k 4.8k 47.21
 View chart
Ishares Tr Russell 2000 Etf (IWM) 0.1 $224k NEW 806.00 277.81
 View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 0.1 $223k -47% 3.5k 63.13
 View chart
Hldgs (UAL) 0.1 $223k +11% 2.0k 110.95
 View chart
Roblox Corp Cl A (RBLX) 0.1 $222k NEW 5.2k 42.37
 View chart
Viking Holdings Ord Shs (VIK) 0.1 $222k -5% 2.8k 78.33
 View chart
Merck & Co (MRK) 0.1 $221k NEW 1.5k 145.31
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.1 $220k 2.3k 96.87
 View chart
Walt Disney Company (DIS) 0.1 $220k NEW 2.1k 104.90
 View chart
Take-Two Interactive Software (TTWO) 0.1 $219k +23% 1.1k 207.50
 View chart
Crane Company Common Stock (CR) 0.1 $218k NEW 1.1k 204.02
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $215k NEW 2.4k 90.85
 View chart
Lam Research Corp Com New (LRCX) 0.1 $215k NEW 654.00 328.51
 View chart
Iron Mountain (IRM) 0.1 $214k NEW 1.9k 110.95
 View chart
Ishares Tr Expanded Tech (IGV) 0.1 $213k NEW 2.0k 106.48
 View chart
UnitedHealth (UNH) 0.1 $212k NEW 577.00 367.08
 View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.1 $211k +3% 3.4k 61.26
 View chart
American Express Company (AXP) 0.1 $208k NEW 684.00 304.10
 View chart
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY) 0.1 $208k -75% 2.1k 97.35
 View chart
Cnh Indl N V SHS (CNH) 0.1 $206k NEW 16k 12.85
 View chart
Wisdomtree Tr Us Largecap Divd (DLN) 0.1 $205k NEW 2.1k 97.20
 View chart
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.1 $204k 2.6k 78.41
 View chart
F5 Networks (FFIV) 0.1 $202k NEW 454.00 445.18
 View chart
Eversource Energy (ES) 0.1 $201k -14% 3.1k 64.16
 View chart
V.F. Corporation (VFC) 0.1 $191k NEW 14k 14.06
 View chart
Banco Santander Sa Adr (SAN) 0.0 $156k +8% 11k 13.83
 View chart
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $150k +21% 14k 11.05
 View chart
Graphic Packaging Holding Company (GPK) 0.0 $92k NEW 10k 9.05
 View chart
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $79k NEW 14k 5.63
 View chart

Past Filings by LifeGoal Investments

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