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LifeGoal Investments, LLC — 13F Holdings & Portfolio

CIK 2054684 · latest 13F-HR filed 2026-10-09

Backtest portfolio

LifeGoal Investments, LLC manages $328.0M in 13F-reported U.S. long-equity assets across 213 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are LRGF (7.54%), CGGO (7.08%), FEGE (5.59%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 78 new positions and exited 20; 74 existing positions rose in reported value and 27 fell.

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.

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AUM
$328.0M

Long-equity book

Holdings
213

Distinct positions

Period
2026-09-30

Filed 2026-10-09

Q/Q Activity
+78 / −20 / ↑74 / ↓27

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
LRGF7.5% · +7%CGGO7.1% · +9%FEGE5.6% · +8%DGRO5.5% · +3%NVDA4.5% · +372%VUG3.5% · +4%AAPL3.1% · +77%AMZN2.3% · +205%BND2.3% · -8%VIG2.3% · +1013%PYLD2.2% · +5%VYM2.0% · newMSFT1.8% · +153%VOO1.8% · +185%CRWD1.8% · newTSLA1.7% · +1114%VBR1.7% · newEMGF1.6% · +4%VOE1.5% · newASML1.5% · +1445%CGMS1.4% · +10%JPIE1.3% · -18%BOXX1.3% · -34%VTI1.0% · +14%VIGI1.0% · +6%COST1.0% · +588%AVGO1.0% · +148%MS0.8% · newTSM0.8% · +977%IGRO0.8% · +0%SHOP0.8% · +716%GLDM0.7% · +4%GOOG0.7% · +3%BINC0.6% · newFLIN0.6% · +8%SGOV0.6% · +285%ETN0.5% · newLONZ0.5% · +83%ALLW0.5% · +31%CGDG0.5% · -1%GLOF0.4% · -4%FBTC0.4% · 0%MU0.4% · -6%QQQ0.4% · +81%META0.4% · +44%AGG0.3% · -4%VPU0.3% · newGOOGL0.3% · -1%XLRE0.3% · -47%VTEB0.3% · +12%VCLT0.3% · -25%KO0.3% · newAMD0.3% · +19%IVVM0.3% · -0%HTAB0.3% · +96%NYF0.3% · +284%JPM0.2% · +9%SPY0.2% · +23%MINO0.2% · newRING0.2% · -5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Aug 10, 2026.

Assets Under Management
$356.0M
Discretionary
$351.0M
Employees
5
Accounts
792
Phone
(607) 434-0742
Website
Name Title / Status Ownership Type
SOHNS, TAYLOR, P. ControlMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER
since Jul 2023
25–50%Individual
Sohns, Brett, Richard ControlMANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE
since May 2024
25–50%Individual
Ownership & leadership changes · 1 filing with changes since Jul 30, 2024

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 19, 2026 filing
  • ChangedSOHNS, TAYLOR, P. · ownership 50–75% → 25–50%
  • ChangedSohns, Brett, Richard · ownership 50–75% → 25–50%
Jul 30, 2024 filing (earliest on record)
  • ListedSOHNS, TAYLOR, P. · MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE/CHIEF COMPLIANCE OFFICER · 50–75% · control person
  • ListedSohns, Brett, Richard · MANAGING MEMBER/INVESTMENT ADVISOR REPRESENTATIVE · 50–75% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 74 →

Top Trims

Show all 27 →

New Positions

Show all 78 →

Exited Positions

Show all 20 →

LifeGoal Investments, LLC Holdings (2026-09-30)

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 ISHARES TR LRGF 46434V282 $24.7M 7.54% 317,596 SH
2 CAPITAL GROUP GBL GROWTH EQT CGGO 14020X104 $23.2M 7.08% 583,487 SH
3 RBB FUND TRUST FEGE 75526L886 $18.4M 5.59% 365,643 SH
4 ISHARES TR DGRO 46434V621 $18.0M 5.50% 239,378 SH
5 NVIDIA CORPORATION NVDA 67066G104 $14.9M 4.55% 65,314 SH
6 VANGUARD INDEX FDS VUG 922908736 $11.6M 3.55% 129,215 SH
7 APPLE INC AAPL 037833100 $10.1M 3.09% 30,440 SH
8 AMAZON COM INC AMZN 023135106 $7.6M 2.32% 30,512 SH
9 VANGUARD BD INDEX FDS BND 921937835 $7.5M 2.30% 107,498 SH
10 VANGUARD SPECIALIZED FUNDS VIG 921908844 $7.4M 2.26% 31,804 SH
11 PIMCO ETF TR PYLD 72201R585 $7.1M 2.18% 281,606 SH
12 VANGUARD WHITEHALL FDS VYM 921946406 $6.6M 2.00% 42,344 SH
13 MICROSOFT CORP MSFT 594918104 $5.9M 1.81% 11,554 SH
14 VANGUARD INDEX FDS VOO 922908363 $5.9M 1.79% 8,394 SH
15 CROWDSTRIKE HLDGS INC CRWD 22788C105 $5.8M 1.76% 21,797 SH
16 TESLA INC TSLA 88160R101 $5.6M 1.70% 15,719 SH
17 VANGUARD INDEX FDS VBR 922908611 $5.4M 1.66% 23,572 SH
18 ISHARES INC EMGF 46434G889 $5.2M 1.58% 72,271 SH
19 VANGUARD INDEX FDS VOE 922908512 $5.1M 1.55% 25,979 SH
20 ASML HLDG NV ASML N07059210 $4.9M 1.48% 2,688 SH
21 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $4.6M 1.39% 173,716 SH
22 J P MORGAN EXCHANGE TRADED F JPIE 46641Q159 $4.4M 1.33% 97,184 SH
23 EA SERIES TRUST BOXX 02072L565 $4.2M 1.29% 35,759 SH
24 VANGUARD INDEX FDS VTI 922908769 $3.3M 1.00% 8,754 SH
25 VANGUARD WHITEHALL FDS VIGI 921946810 $3.2M 0.97% 33,711 SH
26 COSTCO WHOLESALE CORPORATION COST 22160K105 $3.2M 0.96% 3,467 SH
27 BROADCOM INC AVGO 11135F101 $3.1M 0.96% 8,925 SH
28 MORGAN STANLEY MS 617446448 $2.8M 0.85% 14,790 SH
29 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $2.7M 0.82% 5,923 SH
30 ISHARES TR IGRO 46435G524 $2.6M 0.78% 28,894 SH
31 SHOPIFY INC SHOP 82509L107 $2.5M 0.76% 16,837 SH
32 WORLD GOLD TR GLDM 98149E303 $2.3M 0.71% 28,310 SH
33 ALPHABET INC GOOG 02079K107 $2.2M 0.67% 6,434 SH
34 BLACKROCK ETF TRUST II BINC 092528603 $2.1M 0.64% 41,351 SH
35 FRANKLIN TEMPLETON ETF TR FLIN 35473P769 $2.1M 0.63% 61,714 SH
36 ISHARES TR SGOV 46436E718 $2.0M 0.60% 19,685 SH
37 EATON CORP PLC ETN G29183103 $1.6M 0.50% 3,823 SH
38 PIMCO ETF TR LONZ 72201R627 $1.5M 0.47% 31,168 SH
39 SSGA ACTIVE TR ALLW 78470P630 $1.5M 0.46% 52,668 SH
40 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $1.5M 0.46% 40,542 SH
41 ISHARES TR GLOF 46434V316 $1.4M 0.43% 23,321 SH
42 FIDELITY WISE ORIGIN BITCOIN FBTC 315948109 $1.4M 0.43% 19,381 SH
43 MICRON TECHNOLOGY INC MU 595112103 $1.4M 0.43% 1,311 SH
44 INVESCO QQQ TR QQQ 46090E103 $1.4M 0.41% 1,836 SH
45 META PLATFORMS INC META 30303M102 $1.3M 0.39% 1,773 SH
46 ISHARES TR AGG 464287226 $1.1M 0.35% 12,144 SH
47 VANGUARD WORLD FD VPU 92204A876 $1.1M 0.34% 6,616 SH
48 ALPHABET INC GOOGL 02079K305 $1.1M 0.34% 3,262 SH
49 SELECT SECTOR SPDR TR XLRE 81369Y860 $1.1M 0.34% 27,152 SH
50 VANGUARD MUN BD FDS VTEB 922907746 $1.1M 0.33% 22,753 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-09 $328.0M 213 0001754960-26-000832
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
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