Q2 2026 13F · SEC CIK 2054684

LifeGoal Investments, LLC

Wealth managerFiled 2026-07-08 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $218.5M
Reported positions: 155
Holdings vs S&P 500, 3 yrs: —
Assets under management: $356.0M

LifeGoal Investments, LLC is a wealth manager that reported 155 positions worth $218.5M in its Q2 2026 13F, filed 2026-07-08. Its largest holdings were Capital Group Gbl Growth Eqt (CGGO, 10.4%), Ishares Tr (LRGF, 10.2%), Ishares Core Dividend Growth ETF (DGRO, 8.1%).

LifeGoal Investments, LLC holdings largest 50 of 155 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LifeGoal Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
CGGOCapital Group Gbl Growth Eqt	10.4%	9.2%	536,940	+13.3%	$22.7M
LRGFIshares Tr	10.2%	9.5%	295,859	+18.2%	$22.4M
DGROIshares Core Dividend Growth ETF	8.1%	8.4%	232,615	+10.7%	$17.6M
FEGERbb Fund Trust	7.6%	7.7%	338,466	+19.2%	$16.6M
VUGVanguard Indx Fd	4.9%	5.5%	124,701	+467.9%	$10.7M
BNDVanguard Total Bond Market ETF	3.9%	5.7%	117,536	-12.8%	$8.6M
PYLDPimco Multisector Bond Active Exchange-T	3.3%	4.0%	267,867	+1.1%	$7.1M
BOXXEa Series Trust	2.9%	3.1%	54,112	+14.7%	$6.3M
JPIEJpmorgan Income ETF	2.5%	3.3%	118,529	-6.4%	$5.5M
EMGFIshares Inc	2.3%	2.2%	69,835	+9.5%	$5.1M
AAPLApple Inc	2.3%	2.3%	17,236	+10.7%	$5.0M
CGMSCapital Grp Fixed Incm ETF T	2.0%	2.5%	157,766	-0.4%	$4.3M
VIGIVanguard Whitehall Fds	1.4%	1.4%	31,654	+17.9%	$3.0M
VTIVanguard Index Fds	1.3%	1.4%	7,698	+0.1%	$2.8M
NVDANvidia Corporation Com	1.3%	1.0%	13,852	+41.4%	$2.8M
IGROiShares International Dividend Growth ET	1.2%	1.2%	28,861	+20.8%	$2.5M
AMZNAmazon Com Inc Com	1.1%	0.9%	9,993	+38.6%	$2.4M
XLRESelect Sector Spdr Tr	1.0%	0.9%	51,006	+33.1%	$2.2M
GOOGAlphabet Inc	1.0%	1.0%	6,270	+5.4%	$2.2M
GLDMWorld Gold Tr	1.0%	1.4%	27,323	+9.2%	$2.2M
FLINFranklin Ftse India ETF	0.9%	0.9%	57,360	+21.8%	$2.0M
VOOVanguard S&p 500 ETF	0.9%	1.0%	2,944	-0.1%	$2.0M
MSFTMicrosoft Corp	0.8%	0.8%	4,568	+23.1%	$1.7M
MUMicron Technology Inc	0.7%	0.3%	1,397	-2.5%	$1.6M
VCLTVanguard Scottsdale Fds	0.7%	0.9%	20,993	-3.4%	$1.6M
CGDGCapital Group Dividend Growe	0.7%	0.9%	40,783	-6.5%	$1.5M
ACWFIshares Tr	0.7%	0.8%	24,288	-4.3%	$1.4M
AVGOBroadcom Inc	0.6%	0.5%	3,598	+24.9%	$1.4M
MUNIInter Mun Bd Act	0.6%	0.7%	24,473	+0.5%	$1.3M
AGGIshares Tr	0.6%	0.7%	12,654	+0.5%	$1.3M
ALLWSsga Active Tr	0.5%	—	40,275	—	$1.2M
GOOGLAlphabet Inc	0.5%	0.5%	3,281	+12.7%	$1.2M
VTEBVanguard Tx Ex Bd	0.5%	0.6%	20,248	-6.7%	$1.0M
FBTCFidelity Wise Origin Bitcoin	0.5%	0.7%	19,381	+0.0%	$989K
CGMUCapital Grp Fixed Incm ETF T	0.4%	0.8%	32,807	-32.0%	$901K
IVVMBlackrock ETF Trust II	0.4%	0.4%	24,372	+21.4%	$901K
MUNYVanguard Ny Tax Free Fds	0.4%	0.5%	8,536	+0.8%	$888K
LONZPimco ETF Tr	0.4%	—	17,063	—	$841K
AMDAdvanced Micro Devices Inc	0.4%	—	1,382	—	$803K
QQQInvesco Qqq Tr	0.3%	0.3%	1,012	-0.1%	$746K
JPMJpmorgan Chase & Co	0.3%	0.3%	2,243	+20.6%	$734K
SMLFIshares Tr	0.3%	0.4%	8,110	-3.5%	$723K
VHTVanguard Health Care ETF	0.3%	0.4%	2,414	+0.0%	$722K
METAMeta Platforms Inc Class A	0.3%	0.4%	1,234	-6.2%	$695K
CATCaterpillar Inc Com	0.3%	—	642	—	$684K
VIGVanguard Dividend Appreciation ETF	0.3%	0.3%	2,858	+1.5%	$676K
WDCWestern Digital Corp	0.3%	—	1,037	—	$662K
RINGIshares Msci Global Gold Miners ETF	0.3%	0.5%	9,739	-4.9%	$629K
IUSBIshares Core Universal Usd Bond ETF	0.3%	0.3%	13,529	+16.7%	$624K
FIXComfort Sys USA Inc	0.3%	—	308	—	$610K

What LifeGoal Investments, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +13.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$218.5M	155
Q1 2026	$174.7M	112
Q4 2025	$150.1M	75
Q3 2025	$120.4M	70
Q2 2025	$105.2M	65
Q1 2025	$92.6M	63
Q4 2024	$92.2M	61

Questions about LifeGoal Investments, LLC's portfolio

What stocks does LifeGoal Investments, LLC own?

LifeGoal Investments, LLC's latest 13F, for Q2 2026 and filed Jul 8, 2026, lists 155 positions worth $218.5M. The largest are Capital Group Gbl Growth Eqt (CGGO) at 10.4%, Ishares Tr (LRGF) at 10.2%, Ishares Core Dividend Growth ETF (DGRO) at 8.1%, Rbb Fund Trust (FEGE) at 7.6% and Vanguard Indx Fd (VUG) at 4.9%.

What did LifeGoal Investments, LLC buy last quarter?

In Q2 2026, LifeGoal Investments, LLC added Vanguard Indx Fd (VUG) (+467.9% shares), Nvidia Corporation Com (NVDA) (+41.4% shares) and Amazon Com Inc Com (AMZN) (+38.6% shares), compared with its Q1 2026 filing.

What did LifeGoal Investments, LLC sell last quarter?

In Q2 2026, LifeGoal Investments, LLC cut from its top 50 iShares 0-3 Month Treasury Bon (SGOV), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Intuit (INTU), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares Inc (ACWV), Capital Grp Fixed Incm ETF T (CGMU) (-32.0% shares), Vanguard Total Bond Market ETF (BND) (-12.8% shares) and Vanguard Tx Ex Bd (VTEB) (-6.7% shares), compared with its Q1 2026 filing.

When is LifeGoal Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LifeGoal Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LifeGoal Investments, LLC manage?

LifeGoal Investments, LLC reported $356.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $218.5M.