Holders — by stockHoldings — by fund
LifeGoal Investments, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002054684
$218.5M
disclosed book value
155
positions
10.4%
largest position share
Positions, as of 2026-06-30
top 100 of 155 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CGGOCAPITAL GROUP GBL GROWTH EQT | 536,940 | $22.7M | 10.4% |
| 2 | LRGFISHARES TR | 295,859 | $22.4M | 10.2% |
| 3 | DGROISHARES TR | 232,615 | $17.6M | 8.1% |
| 4 | FEGERBB FUND TRUST | 338,466 | $16.6M | 7.6% |
| 5 | VUGVANGUARD INDEX FDS | 124,701 | $10.7M | 4.9% |
| 6 | BNDVANGUARD BD INDEX FDS | 117,536 | $8.6M | 3.9% |
| 7 | PYLDPIMCO ETF TR | 267,867 | $7.1M | 3.3% |
| 8 | BOXXEA SERIES TRUST | 54,112 | $6.3M | 2.9% |
| 9 | JPIEJ P MORGAN EXCHANGE TRADED F | 118,529 | $5.5M | 2.5% |
| 10 | EMGFISHARES INC | 69,835 | $5.1M | 2.3% |
| 11 | AAPLAPPLE INC | 17,236 | $5.0M | 2.3% |
| 12 | CGMSCAPITAL GRP FIXED INCM ETF T | 157,766 | $4.3M | 2% |
| 13 | VIGIVANGUARD WHITEHALL FDS | 31,654 | $3.0M | 1.4% |
| 14 | VTIVANGUARD INDEX FDS | 7,698 | $2.8M | 1.3% |
| 15 | NVDANVIDIA CORPORATION | 13,852 | $2.8M | 1.3% |
| 16 | IGROISHARES TR | 28,861 | $2.5M | 1.2% |
| 17 | AMZNAMAZON COM INC | 9,993 | $2.4M | 1.1% |
| 18 | XLRESELECT SECTOR SPDR TR | 51,006 | $2.2M | 1% |
| 19 | GOOGALPHABET INC | 6,270 | $2.2M | 1% |
| 20 | GLDMWORLD GOLD TR | 27,323 | $2.2M | 1% |
| 21 | FLINFRANKLIN TEMPLETON ETF TR | 57,360 | $2.0M | 0.9% |
| 22 | VOOVANGUARD INDEX FDS | 2,944 | $2.0M | 0.9% |
| 23 | MSFTMICROSOFT CORP | 4,568 | $1.7M | 0.8% |
| 24 | MUMICRON TECHNOLOGY INC | 1,397 | $1.6M | 0.7% |
| 25 | VCLTVANGUARD SCOTTSDALE FDS | 20,993 | $1.6M | 0.7% |
| 26 | CGDGCAPITAL GROUP DIVIDEND GROWE | 40,783 | $1.5M | 0.7% |
| 27 | GLOFISHARES TR | 24,288 | $1.4M | 0.7% |
| 28 | AVGOBROADCOM INC | 3,598 | $1.4M | 0.6% |
| 29 | MUNIPIMCO ETF TR | 24,473 | $1.3M | 0.6% |
| 30 | AGGISHARES TR | 12,654 | $1.3M | 0.6% |
| 31 | ALLWSSGA ACTIVE TR | 40,275 | $1.2M | 0.5% |
| 32 | GOOGLALPHABET INC | 3,281 | $1.2M | 0.5% |
| 33 | VTEBVANGUARD MUN BD FDS | 20,248 | $1.0M | 0.5% |
| 34 | FBTCFIDELITY WISE ORIGIN BITCOIN | 19,381 | $989,400 | 0.5% |
| 35 | CGMUCAPITAL GRP FIXED INCM ETF T | 32,807 | $901,195 | 0.4% |
| 36 | IVVMBLACKROCK ETF TRUST II | 24,372 | $900,618 | 0.4% |
| 37 | MUNYVANGUARD NY TAX FREE FDS | 8,536 | $887,784 | 0.4% |
| 38 | LONZPIMCO ETF TR | 17,063 | $841,385 | 0.4% |
| 39 | AMDADVANCED MICRO DEVICES INC | 1,382 | $802,818 | 0.4% |
| 40 | QQQINVESCO QQQ TR | 1,012 | $745,508 | 0.3% |
| 41 | JPMJPMORGAN CHASE & CO | 2,243 | $734,201 | 0.3% |
| 42 | SMLFISHARES TR | 8,110 | $722,931 | 0.3% |
| 43 | VHTVANGUARD WORLD FD | 2,414 | $721,810 | 0.3% |
| 44 | METAMETA PLATFORMS INC | 1,234 | $695,098 | 0.3% |
| 45 | CATCATERPILLAR INC | 642 | $683,666 | 0.3% |
| 46 | VIGVANGUARD SPECIALIZED FUNDS | 2,858 | $676,254 | 0.3% |
| 47 | WDCWESTERN DIGITAL CORP | 1,037 | $662,353 | 0.3% |
| 48 | RINGISHARES INC | 9,739 | $629,125 | 0.3% |
| 49 | IUSBISHARES TR | 13,529 | $624,379 | 0.3% |
| 50 | FIXCOMFORT SYS USA INC | 308 | $610,441 | 0.3% |
| 51 | ACWVISHARES INC | 4,994 | $600,373 | 0.3% |
| 52 | SPYSTATE STR SPDR S&P 500 ETF T | 788 | $588,455 | 0.3% |
| 53 | GEVGE VERNOVA INC | 500 | $587,430 | 0.3% |
| 54 | LLYELI LILLY & CO | 482 | $578,154 | 0.3% |
| 55 | NEBIUS GROUP N.V. | 2,025 | $559,244 | 0.3% |
| 56 | VEAVANGUARD TAX-MANAGED FDS | 7,830 | $557,875 | 0.3% |
| 57 | TSLATESLA INC | 1,295 | $544,677 | 0.2% |
| 58 | SNDKSANDISK CORP | 233 | $529,779 | 0.2% |
| 59 | CNCCENTENE CORP DEL | 8,233 | $528,476 | 0.2% |
| 60 | USMVISHARES TR | 5,420 | $522,853 | 0.2% |
| 61 | SEAGATE TECHNOLOGY HLDNGS PL | 534 | $515,310 | 0.2% |
| 62 | SGOVISHARES TR | 5,112 | $514,608 | 0.2% |
| 63 | MUBISHARES TR | 4,729 | $508,937 | 0.2% |
| 64 | CVXCHEVRON CORPORATION | 3,037 | $503,413 | 0.2% |
| 65 | WMTWALMART INC | 4,413 | $499,857 | 0.2% |
| 66 | HTABHARTFORD FDS EXCHANGE TRADED | 25,392 | $487,079 | 0.2% |
| 67 | GLDSPDR GOLD TR | 1,314 | $484,051 | 0.2% |
| 68 | COSTCOSTCO WHOLESALE CORPORATION | 504 | $471,477 | 0.2% |
| 69 | SPYGSPDR SERIES TRUST | 3,954 | $470,488 | 0.2% |
| 70 | INTUINTUIT | 1,802 | $470,322 | 0.2% |
| 71 | EXMOCEXXON MOBIL CORP | 3,392 | $463,754 | 0.2% |
| 72 | ABNBAIRBNB INC | 3,195 | $457,205 | 0.2% |
| 73 | VWOBVANGUARD WHITEHALL FDS | 6,692 | $449,965 | 0.2% |
| 74 | GEGE AEROSPACE | 1,201 | $448,850 | 0.2% |
| 75 | FTNTFORTINET INC | 2,859 | $439,200 | 0.2% |
| 76 | QUALISHARES TR | 1,908 | $418,717 | 0.2% |
| 77 | BLKBLACKROCK INC | 430 | $413,471 | 0.2% |
| 78 | COFCAPITAL ONE FINL CORP | 2,017 | $404,651 | 0.2% |
| 79 | TERTERADYNE INC | 827 | $400,136 | 0.2% |
| 80 | EEMISHARES TR | 5,684 | $388,842 | 0.2% |
| 81 | VRTVERTIV HOLDINGS CO | 1,135 | $380,021 | 0.2% |
| 82 | GDXVANECK ETF TRUST | 4,917 | $370,966 | 0.2% |
| 83 | PCGPG&E CORP | 22,018 | $370,343 | 0.2% |
| 84 | SCHPSCHWAB STRATEGIC TR | 13,926 | $369,051 | 0.2% |
| 85 | ASML HLDG NV | 174 | $346,163 | 0.2% |
| 86 | JBHTHUNT J B TRANS SVCS INC | 1,172 | $339,212 | 0.2% |
| 87 | BALIBLACKROCK ETF TRUST | 9,999 | $338,272 | 0.2% |
| 88 | MOHMOLINA HEALTHCARE INC | 1,478 | $338,019 | 0.2% |
| 89 | BRK/BBERKSHIRE HATHAWAY INC DEL | 675 | $337,763 | 0.2% |
| 90 | JEPIJ P MORGAN EXCHANGE TRADED F | 5,860 | $330,958 | 0.2% |
| 91 | BACBANK OF AMER CORP | 5,789 | $329,882 | 0.2% |
| 92 | EMEEMCOR GROUP INC | 391 | $324,483 | 0.1% |
| 93 | BMYBRISTOL-MYERS SQUIBB CO | 5,618 | $323,709 | 0.1% |
| 94 | VIKING HOLDINGS LTD | 3,019 | $315,999 | 0.1% |
| 95 | EIXEDISON INTL | 4,058 | $302,118 | 0.1% |
| 96 | NSCNORFOLK SOUTHN CORP | 952 | $299,490 | 0.1% |
| 97 | PNCPNC FINL SVCS GROUP INC | 1,211 | $298,172 | 0.1% |
| 98 | AON PLC | 890 | $295,204 | 0.1% |
| 99 | TMUST-MOBILE US INC | 1,750 | $293,528 | 0.1% |
| 100 | VOOGVANGUARD ADMIRAL FDS INC | 3,487 | $288,118 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.