Q3 2026 13F · SEC CIK 2054684

LifeGoal Investments, LLC

Wealth managerFiled 2026-10-09 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $328.0M
Reported positions: 213
Holdings vs S&P 500, 3 yrs: —
Assets under management: $356.0M

LifeGoal Investments, LLC is a wealth manager that reported 213 positions worth $328.0M in its Q3 2026 13F, filed 2026-10-09. Its largest holdings were Ishares Tr (LRGF, 7.5%), Capital Group Gbl Growth Eqt (CGGO, 7.1%), Rbb Fund Trust (FEGE, 5.6%).

LifeGoal Investments, LLC holdings largest 50 of 213 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
LRGFIshares Tr	7.5%	10.2%	317,596	+7.3%	$24.7M
CGGOCapital Group Gbl Growth Eqt	7.1%	10.4%	583,487	+8.7%	$23.2M
FEGERbb Fund Trust	5.6%	7.6%	365,643	+8.0%	$18.4M
DGROIshares Tr	5.5%	8.1%	239,378	+2.9%	$18.0M
NVDANvidia Corporation	4.5%	1.3%	65,314	+371.5%	$14.9M
VUGVanguard Index Fds	3.5%	4.9%	129,215	+3.6%	$11.6M
AAPLApple Inc	3.1%	2.3%	30,440	+76.6%	$10.1M
AMZNAmazon Com Inc	2.3%	1.1%	30,512	+205.3%	$7.6M
BNDVanguard Bd Index Fds	2.3%	3.9%	107,498	-8.5%	$7.5M
VIGVanguard Specialized Funds	2.3%	0.3%	31,804	+1012.8%	$7.4M
PYLDPimco ETF Tr	2.2%	3.3%	281,606	+5.1%	$7.1M
VYMVanguard Whitehall Fds	2.0%	—	42,344	—	$6.6M
MSFTMicrosoft Corp	1.8%	0.8%	11,554	+152.9%	$5.9M
VOOVanguard Index Fds	1.8%	0.9%	8,394	+185.1%	$5.9M
CRWDCrowdstrike Hldgs Inc	1.8%	—	21,797	—	$5.8M
TSLATesla Inc	1.7%	—	15,719	—	$5.6M
VBRVanguard Index Fds	1.7%	—	23,572	—	$5.4M
EMGFIshares Inc	1.6%	2.3%	72,271	+3.5%	$5.2M
VOEVanguard Index Fds	1.5%	—	25,979	—	$5.1M
ASMLAsml Hldg NV	1.5%	—	2,688	—	$4.9M
CGMSCapital Grp Fixed Incm ETF T	1.4%	2.0%	173,716	+10.1%	$4.6M
JPIEJpmorgan Income ETF	1.3%	2.5%	97,184	-18.0%	$4.4M
BOXXEa Series Trust	1.3%	2.9%	35,759	-33.9%	$4.2M
VTIVanguard Index Fds	1.0%	1.3%	8,754	+13.7%	$3.3M
VIGIVanguard Whitehall Fds	1.0%	1.4%	33,711	+6.5%	$3.2M
COSTCostco Wholesale Corporation	1.0%	—	3,467	—	$3.2M
AVGOBroadcom Inc	1.0%	0.6%	8,925	+148.1%	$3.1M
MSMorgan Stanley	0.8%	—	14,790	—	$2.8M
TSMTaiwan Semiconductor Manufac	0.8%	—	5,923	—	$2.7M
IGROIshares Tr	0.8%	1.2%	28,894	+0.1%	$2.6M
SHOPShopify Inc	0.8%	—	16,837	—	$2.5M
GLDMWorld Gold Tr	0.7%	1.0%	28,310	+3.6%	$2.3M
GOOGAlphabet Inc	0.7%	1.0%	6,434	+2.6%	$2.2M
BINCBlackrock ETF Trust II	0.6%	—	41,351	—	$2.1M
FLINFranklin Ftse India ETF	0.6%	0.9%	61,714	+7.6%	$2.1M
SGOVIshares Tr	0.6%	—	19,685	—	$2.0M
ETNEaton Corp PLC	0.5%	—	3,823	—	$1.6M
LONZPimco ETF Tr	0.5%	0.4%	31,168	+82.7%	$1.5M
ALLWSsga Active Tr	0.5%	0.5%	52,668	+30.8%	$1.5M
CGDGCapital Group Divid Growers ETF	0.5%	0.7%	40,542	-0.6%	$1.5M
ACWFIshares Tr	0.4%	0.7%	23,321	-4.0%	$1.4M
FBTCFidelity Wise Origin Bitcoin	0.4%	0.5%	19,381	+0.0%	$1.4M
MUMicron Technology Inc	0.4%	0.7%	1,311	-6.2%	$1.4M
QQQInvesco Qqq Tr	0.4%	0.3%	1,836	+81.4%	$1.4M
METAMeta Platforms Inc	0.4%	0.3%	1,773	+43.7%	$1.3M
AGGIshares Tr	0.3%	0.6%	12,144	-4.0%	$1.1M
VPUVanguard World Fd	0.3%	—	6,616	—	$1.1M
GOOGLAlphabet Inc	0.3%	0.5%	3,262	-0.6%	$1.1M
XLRESelect Sector Spdr Tr	0.3%	1.0%	27,152	-46.8%	$1.1M
VTEBVanguard Mun Bd Fds	0.3%	0.5%	22,753	+12.4%	$1.1M

What LifeGoal Investments, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VIG Vanguard Specialized Funds+1012.8% shares
NVDA Nvidia Corporation+371.5% shares
AMZN Amazon Com Inc+205.3% shares
VOO Vanguard Index Fds+185.1% shares
MSFT Microsoft Corp+152.9% shares
AVGO Broadcom Inc+148.1% shares
LONZ Pimco ETF Tr+82.7% shares
QQQ Invesco Qqq Tr+81.4% shares

Reduced

Left the top 50

VCLT Vanguard Long-Term Corporate Bond ETFwas 0.7%
MUNI Pimco ETF Trwas 0.6%
CGMU Capital Grp Fixed Incm ETF Twas 0.4%
IVVM Blackrock ETF Trust IIwas 0.4%
MUNY Vanguard New York Tax-Exempt Bond ETFwas 0.4%
AMD Advanced Micro Devices Incwas 0.4%
JPM Jpmorgan Chase & Cowas 0.3%
SMLF Ishares Trwas 0.3%

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$328.0M	213
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 Q3 2026 and filed Oct 9, 2026, lists 213 positions worth $328.0M. The largest are Ishares Tr (LRGF) at 7.5%, Capital Group Gbl Growth Eqt (CGGO) at 7.1%, Rbb Fund Trust (FEGE) at 5.6%, Ishares Tr (DGRO) at 5.5% and Nvidia Corporation (NVDA) at 4.5%.

What did LifeGoal Investments, LLC buy last quarter?

In Q3 2026, LifeGoal Investments, LLC added Vanguard Specialized Funds (VIG) (+1012.8% shares), Nvidia Corporation (NVDA) (+371.5% shares) and Amazon Com Inc (AMZN) (+205.3% shares), compared with its Q2 2026 filing.

What did LifeGoal Investments, LLC sell last quarter?

In Q3 2026, LifeGoal Investments, LLC cut from its top 50 Vanguard Long-Term Corporate Bond ETF (VCLT), cut from its top 50 Pimco ETF Tr (MUNI), cut from its top 50 Capital Grp Fixed Incm ETF T (CGMU), cut from its top 50 Blackrock ETF Trust II (IVVM), cut from its top 50 Vanguard New York Tax-Exempt Bond ETF (MUNY), Select Sector Spdr Tr (XLRE) (-46.8% shares), Ea Series Trust (BOXX) (-33.9% shares) and Jpmorgan Income ETF (JPIE) (-18.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $328.0M.