Lifegoal Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$174.7M
Q ending 2026-03-31
Prior quarter
$150.1M
Q ending 2025-12-31
Change
+16.4% QoQ · +88.7% YoY
Positions
112
reported holdings
Largest positions
Top 100 of 112 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | LRGF | Shares | $16.6M | 250K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $16.1M | 474K |
| Ishares Tr | DGRO | Shares | $14.7M | 210K |
| Rbb Fund Trust | FEGE | Shares | $13.4M | 284K |
| Vanguard Bd Index Fds | BND | Shares | $9.9M | 135K |
| Vanguard Index Fds | VUG | Shares | $9.7M | 22K |
| Pimco Etf Tr | PYLD | Shares | $6.9M | 265K |
| J P Morgan Exchange Traded F | JPIE | Shares | $5.8M | 127K |
| Ea Series Trust | BOXX | Shares | $5.5M | 47K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $4.3M | 158K |
| Apple Inc | AAPL | Shares | $4.0M | 16K |
| Ishares Inc | EMGF | Shares | $3.9M | 64K |
| Vanguard Index Fds | VTI | Shares | $2.5M | 8K |
| Vanguard Whitehall Fds | VIGI | Shares | $2.4M | 27K |
| World Gold Tr | GLDM | Shares | $2.4M | 25K |
| Ishares Tr | IGRO | Shares | $2.0M | 24K |
| Vanguard Index Fds | VOO | Shares | $1.8M | 3K |
| Alphabet Inc | GOOG | Shares | $1.8M | 6K |
| Nvidia Corporation | NVDA | Shares | $1.7M | 10K |
| Vanguard Scottsdale Fds | VCLT | Shares | $1.6M | 22K |
| Select Sector Spdr Tr | XLRE | Shares | $1.6M | 38K |
| Capital Group Dividend Growe | CGDG | Shares | $1.6M | 44K |
| Franklin Templeton Etf Tr | FLIN | Shares | $1.6M | 47K |
| Amazon Com Inc | AMZN | Shares | $1.5M | 7K |
| Microsoft Corp | MSFT | Shares | $1.4M | 4K |
| Ishares Tr | GLOF | Shares | $1.3M | 25K |
| Capital Grp Fixed Incm Etf T | CGMU | Shares | $1.3M | 48K |
| Pimco Etf Tr | MUNI | Shares | $1.3M | 24K |
| Ishares Tr | AGG | Shares | $1.2M | 13K |
| Fidelity Wise Origin Bitcoin | FBTC | Shares | $1.2M | 19K |
| Vanguard Mun Bd Fds | VTEB | Shares | $1.1M | 22K |
| Broadcom Inc | AVGO | Shares | $903K | 3K |
| Vanguard Ny Tax Free Fds | MUNY | Shares | $867K | 8K |
| Alphabet Inc | GOOGL | Shares | $866K | 3K |
| Ishares Tr | SGOV | Shares | $851K | 8K |
| Ishares Inc | RING | Shares | $846K | 10K |
| Walmart Inc | WMT | Shares | $835K | 7K |
| Intuit | INTU | Shares | $762K | 2K |
| Meta Platforms Inc | META | Shares | $762K | 1K |
| Exxon Mobil Corp | XOM | Shares | $703K | 4K |
| Blackrock Etf Trust Ii | IVVM | Shares | $688K | 20K |
| Vanguard World Fd | VHT | Shares | $663K | 2K |
| Ishares Tr | SMLF | Shares | $639K | 8K |
| Ishares Inc | ACWV | Shares | $617K | 5K |
| Vanguard Specialized Funds | VIG | Shares | $607K | 3K |
| Invesco Qqq Tr | QQQ | Shares | $592K | 1K |
| Spdr Gold Tr | GLD | Shares | $575K | 1K |
| Jpmorgan Chase & Co | JPM | Shares | $549K | 2K |
| Ishares Tr | IUSB | Shares | $534K | 12K |
| Micron Technology Inc | MU | Shares | $527K | 1K |
| Vanguard Tax-Managed Fds | VEA | Shares | $509K | 8K |
| Ishares Tr | MUB | Shares | $500K | 5K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $497K | 759 |
| Hartford Fds Exchange Traded | HTAB | Shares | $497K | 26K |
| Schwab Strategic Tr | SCHP | Shares | $480K | 18K |
| Vanguard Whitehall Fds | VWOB | Shares | $470K | 7K |
| Vaneck Etf Trust | GDX | Shares | $457K | 5K |
| Eli Lilly & Co | LLY | Shares | $444K | 465 |
| Costco Wholesale Corporation | COST | Shares | $426K | 427 |
| Caterpillar Inc | CAT | Shares | $422K | 578 |
| Bristol-Myers Squibb Co | BMY | Shares | $421K | 7K |
| Ge Vernova Inc | GEV | Shares | $414K | 463 |
| Johnson & Johnson | JNJ | Shares | $402K | 2K |
| Pg&E Corp | PCG | Shares | $399K | 22K |
| Chevron Corporation | CVX | Shares | $396K | 2K |
| Spdr Series Trust | SPYG | Shares | $374K | 4K |
| Comfort Sys Usa Inc | FIX | Shares | $369K | 258 |
| Ishares Tr | QUAL | Shares | $367K | 2K |
| Western Digital Corp | WDC | Shares | $348K | 1K |
| Procter & Gamble Co | PG | Shares | $344K | 2K |
| Tesla Inc | TSLA | Shares | $339K | 889 |
| Blackrock Inc | BLK | Shares | $326K | 341 |
| Airbnb Inc | ABNB | Shares | $321K | 3K |
| Conocophillips | COP | Shares | $320K | 2K |
| Ishares Gold Tr | IAU | Shares | $313K | 3K |
| Lockheed Martin Corp | LMT | Shares | $313K | 506 |
| Ishares Tr | NYF | Shares | $306K | 6K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $300K | 626 |
| Regeneron Pharmaceuticals | REGN | Shares | $299K | 385 |
| General Dynamics Corp | GD | Shares | $298K | 851 |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $296K | 2K |
| Edison Intl | EIX | Shares | $289K | 4K |
| Emcor Group Inc | EME | Shares | $287K | 378 |
| Ge Aerospace | GE | Shares | $286K | 978 |
| Tjx Cos Inc New | TJX | Shares | $279K | 2K |
| Spdr Series Trust | SPLB | Shares | $265K | 12K |
| Technipfmc Plc | Shares | $263K | 4K | |
| Centene Corp Del | CNC | Shares | $260K | 8K |
| Janus Detroit Str Tr | JBBB | Shares | $259K | 6K |
| Fortinet Inc | FTNT | Shares | $253K | 3K |
| Kinder Morgan Inc Del | KMI | Shares | $252K | 8K |
| Booking Holdings Inc | BKNG | Shares | $251K | 60 |
| Teradyne Inc | TER | Shares | $251K | 803 |
| Chubb Ltd Switz | Shares | $247K | 756 | |
| Vanguard Malvern Fds | VPLS | Shares | $246K | 3K |
| Palantir Technologies Inc | PLTR | Shares | $243K | 2K |
| Philip Morris Intl Inc | PM | Shares | $239K | 2K |
| Vanguard Index Fds | VB | Shares | $235K | 893 |
| Vanguard Admiral Fds Inc | VOOG | Shares | $229K | 554 |
| Asml Hldg Nv | Shares | $226K | 166 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.