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Lumentum Hldgs shares owned by LifeGoal Wealth Advisors

Quarter-by-quarter ownership of Lumentum Hldgs (LITE) shares owned by LifeGoal Wealth Advisors from 13F filings

Historical chart of LifeGoal Wealth Advisors investment in Lumentum Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Lumentum Hldgs held by LifeGoal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lumentum Hldgs by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $215k 250 858.06

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Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Pimco Etf Tr Multisector Bd (PYLD)
Ea Series Trust Alpha Arch 1-3 (BOXX)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Emng Mkts Eqt (EMGF)
Apple (AAPL)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)

View all positions for LifeGoal Wealth Advisors

Top funds holding Lumentum Hldgs

BlackRock
FMR
Susquehanna International
Jane Street
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Citadel Advisors
Geode Capital Management
UBS Group
WT Asset Management
D. E. Shaw & Co
Capital World Investors
T. Rowe Price Associates
Invesco

View all funds holding Lumentum Hldgs