LifeGoal Investments, LLC
CIK: 0002054684Latest portfolio: $150.1M · Q4 2025
Holdings
75
Total Value
$150.1M
New Positions
11
Closed Positions
7
Top Holdings
View All 75 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | LRGFISHARES TR | 214,078 | $14.9M | 9.90% | +41K | |
| 2 | CGGOCAPITAL GROUP GBL GROWTH EQT | 417,077 | $14.5M | 9.63% | +80K | |
| 3 | DGROISHARES TR | 193,627 | $13.4M | 8.96% | +29K | |
| 4 | FEGERBB FUND TRUST | 233,345 | $10.8M | 7.17% | +64K | |
| 5 | VUGVANGUARD INDEX FDS | 21,682 | $10.6M | 7.05% | +2K | |
| 6 | BNDVANGUARD BD INDEX FDS | 130,570 | $9.7M | 6.44% | +21K | |
| 7 | JPIEJ P MORGAN EXCHANGE TRADED F | 135,702 | $6.3M | 4.20% | +29K | |
| 8 | PYLDPIMCO ETF TR | 227,666 | $6.1M | 4.07% | +75K | |
| 9 | CGMSCAPITAL GRP FIXED INCM ETF T | 135,872 | $3.8M | 2.50% | +100K | |
| 10 | AAPLAPPLE INC | 12,939 | $3.5M | 2.34% | +9K | |
| 11 | EMGFISHARES INC | 57,131 | $3.3M | 2.20% | +10K | |
| 12 | RINGISHARES INC | 41,043 | $3.0M | 2.01% | +3K | |
| 13 | VTIVANGUARD INDEX FDS | 7,682 | $2.6M | 1.72% | -73 | |
| 14 | BOXXEA SERIES TRUST | 21,551 | $2.5M | 1.67% | +18K | |
| 15 | VIGIVANGUARD WHITEHALL FDS | 24,560 | $2.2M | 1.50% | +4K | |
| 16 | GPZVANECK ETF TRUST | 74,814 | $2.0M | 1.35% | +10K | |
| 17 | VOOVANGUARD INDEX FDS | 2,953 | $1.9M | 1.23% | +2K | |
| 18 | IGROISHARES TR | 20,342 | $1.8M | 1.17% | +4K | |
| 19 | MUNIPIMCO ETF TR | 19,491 | $1.7M | 1.15% | NEW | |
| 20 | AMZNAMAZON COM INC | 7,433 | $1.7M | 1.14% | +4K | |
| 21 | GOOGALPHABET INC | 5,462 | $1.7M | 1.14% | +728 | |
| 22 | VCLTVANGUARD SCOTTSDALE FDS | 20,667 | $1.6M | 1.04% | +2K | |
| 23 | CGDGCAPITAL GROUP DIVIDEND GROWE | 43,540 | $1.6M | 1.03% | +2K | |
| 24 | FBTCFIDELITY WISE ORIGIN BITCOIN | 19,701 | $1.5M | 0.99% | +320 | |
| 25 | AGGISHARES TR | 14,086 | $1.4M | 0.93% | +3K |
Quarterly Changes
New Positions
Sector Breakdown
Financial Services0.0% ($1.4864144561344111e+178T)
Unknown0.0% ($869520282.2T)
Technology0.0% ($351711.3T)
Communication Services0.0% ($1.7T)
Energy0.0% ($532.3B)
Healthcare0.0% ($348.3M)
Consumer Cyclical0.0% ($1.7M)
Consumer Defensive0.0% ($652K)
Industrials0.0% ($330K)
Utilities0.0% ($163K)
Filing History
Fund Information
LifeGoal Investments, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $150.1M across 75 holdings. The largest position is ISHARES TR (LRGF), representing 9.9% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.