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LifeGoal Investments, LLC — 13F Holdings & Portfolio

CIK 2054684 · latest 13F-HR filed 2026-07-08

Backtest portfolio

LifeGoal Investments, LLC manages $218.5M in 13F-reported U.S. long-equity assets across 155 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are CGGO (10.40%), LRGF (10.24%), DGRO (8.07%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 50 new positions, exited 7, added to 64, and trimmed 25.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
9 HAMPSTEAD PLACE
UNIT 101
SARATOGA SPRINGS, NY 12866
Phone
(607) 434-0742
Filing Manager
LifeGoal Investments, LLC
SARATOGA SPRINGS, NY
Signatory
Aryn Sands
Agent
Loading holdings…
AUM

$218.5M

Long-equity book

Holdings

155

Distinct positions

Period

2026-06-30

Filed 2026-07-08

Q/Q Activity

+50 / −7 / ↑64 / ↓25

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CAPITAL GROUP GBL GROWTH EQT$6.6M +41.2%
  • ISHARES TR$5.7M +34.5%
  • RBB FUND TRUST$3.1M +23.2%
  • ISHARES TR$2.9M +19.6%
  • ISHARES INC$1.2M +31.2%
Show all 64 →

Top Trims

  • VANGUARD BD INDEX FDS-$1.3M -12.7%
  • CAPITAL GRP FIXED INCM ETF T-$410.2K -31.3%
  • J P MORGAN EXCHANGE TRADED F-$357.3K -6.1%
  • ISHARES TR-$336.4K -39.5%
  • WALMART INC-$334.7K -40.1%
Show all 25 →

New Positions

  • SSGA ACTIVE TR$1.2M
  • PIMCO ETF TR$841.4K
  • ADVANCED MICRO DEVICES INC$802.8K
  • NEBIUS GROUP N.V.$559.2K
  • SANDISK CORP$529.8K
Show all 50 →

Exited Positions

  • REGENERON PHARMACEUTICALS$299.2K
  • MARSH & MCLENNAN COS INC$296.5K
  • KINDER MORGAN INC DEL$251.7K
  • BOOKING HOLDINGS INC$251.1K
  • PALANTIR TECHNOLOGIES INC$243.0K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $22.7M 10.40% 536,940 SH
2 ISHARES TR LRGF 46434V282 $22.4M 10.24% 295,859 SH
3 ISHARES TR DGRO 46434V621 $17.6M 8.07% 232,615 SH
4 RBB FUND TRUST FEGE 75526L886 $16.6M 7.58% 338,466 SH
5 VANGUARD INDEX FDS VUG 922908736 $10.7M 4.92% 124,701 SH
6 VANGUARD BD INDEX FDS BND 921937835 $8.6M 3.95% 117,536 SH
7 PIMCO ETF TR PYLD 72201R585 $7.1M 3.25% 267,867 SH
8 EA SERIES TRUST BOXX 02072L565 $6.3M 2.90% 54,112 SH
9 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $5.5M 2.50% 118,529 SH
10 ISHARES INC EMGF 46434G889 $5.1M 2.34% 69,835 SH
11 APPLE INC AAPL 037833100 $5.0M 2.28% 17,236 SH
12 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $4.3M 1.97% 157,766 SH
13 VANGUARD WHITEHALL FDS VIGI 921946810 $3.0M 1.35% 31,654 SH
14 VANGUARD INDEX FDS VTI 922908769 $2.8M 1.30% 7,698 SH
15 NVIDIA CORPORATION NVDA 67066G104 $2.8M 1.27% 13,852 SH
16 ISHARES TR IGRO 46435G524 $2.5M 1.16% 28,861 SH
17 AMAZON COM INC AMZN 023135106 $2.4M 1.09% 9,993 SH
18 SELECT SECTOR SPDR TR XLRE 81369Y860 $2.2M 1.03% 51,006 SH
19 ALPHABET INC GOOG 02079K107 $2.2M 1.01% 6,270 SH
20 WORLD GOLD TR GLDM 98149E303 $2.2M 0.99% 27,323 SH
21 FRANKLIN TEMPLETON ETF TR FLIN 35473P769 $2.0M 0.93% 57,360 SH
22 VANGUARD INDEX FDS VOO 922908363 $2.0M 0.93% 2,944 SH
23 MICROSOFT CORP MSFT 594918104 $1.7M 0.78% 4,568 SH
24 MICRON TECHNOLOGY INC MU 595112103 $1.6M 0.74% 1,397 SH
25 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $1.6M 0.72% 20,993 SH
26 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $1.5M 0.70% 40,783 SH
27 ISHARES TR GLOF 46434V316 $1.4M 0.65% 24,288 SH
28 BROADCOM INC AVGO 11135F101 $1.4M 0.62% 3,598 SH
29 PIMCO ETF TR MUNI 72201R866 $1.3M 0.59% 24,473 SH
30 ISHARES TR AGG 464287226 $1.3M 0.57% 12,654 SH
31 SSGA ACTIVE TR ALLW 78470P630 $1.2M 0.54% 40,275 SH
32 ALPHABET INC GOOGL 02079K305 $1.2M 0.54% 3,281 SH
33 VANGUARD MUN BD FDS VTEB 922907746 $1.0M 0.47% 20,248 SH
34 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $989.4K 0.45% 19,381 SH
35 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $901.2K 0.41% 32,807 SH
36 BLACKROCK ETF TRUST II IVVM 092528702 $900.6K 0.41% 24,372 SH
37 VANGUARD NY TAX FREE FDS MUNY 92204H400 $887.8K 0.41% 8,536 SH
38 PIMCO ETF TR LONZ 72201R627 $841.4K 0.39% 17,063 SH
39 ADVANCED MICRO DEVICES INC AMD 007903107 $802.8K 0.37% 1,382 SH
40 INVESCO QQQ TR QQQ 46090E103 $745.5K 0.34% 1,012 SH
41 JPMORGAN CHASE & CO JPM 46625H100 $734.2K 0.34% 2,243 SH
42 ISHARES TR SMLF 46434V290 $722.9K 0.33% 8,110 SH
43 VANGUARD WORLD FD VHT 92204A504 $721.8K 0.33% 2,414 SH
44 META PLATFORMS INC META 30303M102 $695.1K 0.32% 1,234 SH
45 CATERPILLAR INC CAT 149123101 $683.7K 0.31% 642 SH
46 VANGUARD SPECIALIZED FUNDS VIG 921908844 $676.3K 0.31% 2,858 SH
47 WESTERN DIGITAL CORP WDC 958102105 $662.4K 0.30% 1,037 SH
48 ISHARES INC RING 46434G855 $629.1K 0.29% 9,739 SH
49 ISHARES TR IUSB 46434V613 $624.4K 0.29% 13,529 SH
50 COMFORT SYS USA INC FIX 199908104 $610.4K 0.28% 308 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-08 $218.5M 155 0001754960-26-000428
2026-03-31 2026-04-14 $174.7M 112 0001754960-26-000251
2025-12-31 2026-01-15 $150.1M 75 0001754960-26-000066