LifeGoal Investments, LLC — 13F Holdings & Portfolio
CIK 2054684 · latest 13F-HR filed 2026-04-14
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.
Loading holdings…
AUM
$174.7M
Long-equity book
Holdings
112
Distinct positions
Period
2026-03-31
Filed 2026-04-14
Q/Q Activity
+42 / −5 / ↑32 / ↓18
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EA SERIES TRUST$3.0M +118.6%
- RBB FUND TRUST$2.7M +24.9%
- ISHARES TR$1.8M +11.9%
- CAPITAL GROUP GBL GROWTH EQT$1.6M +11.4%
- ISHARES TR$1.3M +9.7%
Top Trims
- ISHARES INC-$2.2M -72.0%
- VANGUARD INDEX FDS-$878.8K -8.3%
- J P MORGAN EXCHANGE TRADED F-$483.6K -7.7%
- PIMCO ETF TR-$451.0K -26.2%
- FIDELITY WISE ORIGIN BITCOIN-$334.4K -22.5%
New Positions
- WORLD GOLD TR$2.4M
- SELECT SECTOR SPDR TR$1.6M
- FRANKLIN TEMPLETON ETF TR$1.6M
- INTUIT$762.3K
- MICRON TECHNOLOGY INC$527.3K
Exited Positions
- VANECK ETF TRUST$2.0M
- ISHARES TR$438.4K
- VANGUARD WORLD FD$291.0K
- CAPITAL ONE FINL CORP$287.4K
- VISA INC$205.9K
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 | ISHARES TR | LRGF | 46434V282 | $16.6M | 9.52% | 250,341 | SH |
| 2 | CAPITAL GROUP GBL GROWTH EQT | CGGO | 14020X104 | $16.1M | 9.21% | 473,839 | SH |
| 3 | ISHARES TR | DGRO | 46434V621 | $14.7M | 8.44% | 210,145 | SH |
| 4 | RBB FUND TRUST | FEGE | 75526L886 | $13.4M | 7.69% | 283,902 | SH |
| 5 | VANGUARD BD INDEX FDS | BND | 921937835 | $9.9M | 5.66% | 134,713 | SH |
| 6 | VANGUARD INDEX FDS | VUG | 922908736 | $9.7M | 5.55% | 21,960 | SH |
| 7 | PIMCO ETF TR | PYLD | 72201R585 | $6.9M | 3.97% | 264,892 | SH |
| 8 | J P MORGAN EXCHANGE TRADED F | JPIE | 46641Q159 | $5.8M | 3.33% | 126,673 | SH |
| 9 | EA SERIES TRUST | BOXX | 02072L565 | $5.5M | 3.14% | 47,189 | SH |
| 10 | CAPITAL GRP FIXED INCM ETF T | CGMS | 14020Y300 | $4.3M | 2.47% | 158,364 | SH |
| 11 | APPLE INC | AAPL | 037833100 | $4.0M | 2.28% | 15,574 | SH |
| 12 | ISHARES INC | EMGF | 46434G889 | $3.9M | 2.23% | 63,755 | SH |
| 13 | VANGUARD INDEX FDS | VTI | 922908769 | $2.5M | 1.42% | 7,690 | SH |
| 14 | VANGUARD WHITEHALL FDS | VIGI | 921946810 | $2.4M | 1.38% | 26,846 | SH |
| 15 | WORLD GOLD TR | GLDM | 98149E303 | $2.4M | 1.35% | 25,011 | SH |
| 16 | ISHARES TR | IGRO | 46435G524 | $2.0M | 1.16% | 23,888 | SH |
| 17 | VANGUARD INDEX FDS | VOO | 922908363 | $1.8M | 1.02% | 2,946 | SH |
| 18 | ALPHABET INC | GOOG | 02079K107 | $1.8M | 1.00% | 5,951 | SH |
| 19 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.7M | 0.99% | 9,799 | SH |
| 20 | VANGUARD SCOTTSDALE FDS | VCLT | 92206C813 | $1.6M | 0.93% | 21,732 | SH |
| 21 | SELECT SECTOR SPDR TR | XLRE | 81369Y860 | $1.6M | 0.90% | 38,311 | SH |
| 22 | CAPITAL GROUP DIVIDEND GROWE | CGDG | 14021L109 | $1.6M | 0.90% | 43,596 | SH |
| 23 | FRANKLIN TEMPLETON ETF TR | FLIN | 35473P769 | $1.6M | 0.90% | 47,110 | SH |
| 24 | AMAZON COM INC | AMZN | 023135106 | $1.5M | 0.87% | 7,208 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $1.4M | 0.78% | 3,710 | SH |
| 26 | ISHARES TR | GLOF | 46434V316 | $1.3M | 0.77% | 25,376 | SH |
| 27 | CAPITAL GRP FIXED INCM ETF T | CGMU | 14020Y201 | $1.3M | 0.75% | 48,215 | SH |
| 28 | PIMCO ETF TR | MUNI | 72201R866 | $1.3M | 0.73% | 24,349 | SH |
| 29 | ISHARES TR | AGG | 464287226 | $1.2M | 0.71% | 12,596 | SH |
| 30 | FIDELITY WISE ORIGIN BITCOIN | FBTC | 315948109 | $1.2M | 0.66% | 19,381 | SH |
| 31 | VANGUARD MUN BD FDS | VTEB | 922907746 | $1.1M | 0.62% | 21,702 | SH |
| 32 | BROADCOM INC | AVGO | 11135F101 | $902.9K | 0.52% | 2,880 | SH |
| 33 | VANGUARD NY TAX FREE FDS | MUNY | 92204H400 | $867.0K | 0.50% | 8,468 | SH |
| 34 | ALPHABET INC | GOOGL | 02079K305 | $865.7K | 0.50% | 2,911 | SH |
| 35 | ISHARES TR | SGOV | 46436E718 | $851.0K | 0.49% | 8,477 | SH |
| 36 | ISHARES INC | RING | 46434G855 | $846.2K | 0.48% | 10,242 | SH |
| 37 | WALMART INC | WMT | 931142103 | $834.6K | 0.48% | 6,690 | SH |
| 38 | INTUIT | INTU | 461202103 | $762.3K | 0.44% | 1,790 | SH |
| 39 | META PLATFORMS INC | META | 30303M102 | $762.1K | 0.44% | 1,316 | SH |
| 40 | EXXON MOBIL CORP | XOM | 30231G102 | $703.1K | 0.40% | 4,373 | SH |
| 41 | BLACKROCK ETF TRUST II | IVVM | 092528702 | $688.3K | 0.39% | 20,078 | SH |
| 42 | VANGUARD WORLD FD | VHT | 92204A504 | $662.6K | 0.38% | 2,414 | SH |
| 43 | ISHARES TR | SMLF | 46434V290 | $639.1K | 0.37% | 8,405 | SH |
| 44 | ISHARES INC | ACWV | 464286525 | $616.7K | 0.35% | 5,160 | SH |
| 45 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $607.2K | 0.35% | 2,815 | SH |
| 46 | INVESCO QQQ TR | QQQ | 46090E103 | $592.1K | 0.34% | 1,013 | SH |
| 47 | SPDR GOLD TR | GLD | 78463V107 | $575.3K | 0.33% | 1,314 | SH |
| 48 | JPMORGAN CHASE & CO | JPM | 46625H100 | $549.4K | 0.31% | 1,860 | SH |
| 49 | ISHARES TR | IUSB | 46434V613 | $534.2K | 0.31% | 11,591 | SH |
| 50 | MICRON TECHNOLOGY INC | MU | 595112103 | $527.3K | 0.30% | 1,433 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-14 | $174.7M | 112 | 0001754960-26-000251 |
| 2025-12-31 | 2026-01-15 | $150.1M | 75 | 0001754960-26-000066 |