Lifegoal Investments, Llc Portfolio Stock Holdings
Lifegoal Investments, Llc disclosed 112 stock positions valued at approximately $174.7 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, CAPITAL GROUP GBL GROWTH EQT, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on April 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 112
- Portfolio Value
- $174.7M
Holdings by Sector
Lifegoal Investments, Llc Portfolio Holdings in Q1 2026
109 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | LRGF | Other | 9.52% | 250,341 | +36,263 | +16.94% | $16,635,882 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 9.21% | 473,839 | +56,762 | +13.61% | $16,097,991 |
| ISHARES TR | DGRO | Other | 8.44% | 210,145 | +16,518 | +8.53% | $14,745,633 |
| RBB FUND TRUST | 75526L886 | Other | 7.69% | 283,902 | +50,557 | +21.67% | $13,436,094 |
| VANGUARD BD INDEX FDS | BND | Other | 5.66% | 134,713 | +4,143 | +3.17% | $9,886,514 |
| VANGUARD INDEX FDS | VUG | Other | 5.55% | 21,960 | +278 | +1.28% | $9,698,897 |
| PIMCO ETF TR | PYLD | Other | 3.97% | 264,892 | +37,226 | +16.35% | $6,929,909 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 3.33% | 126,673 | -9,029 | -6.65% | $5,815,611 |
| EA SERIES TRUST | BOXX | Other | 3.14% | 47,189 | +25,638 | +118.96% | $5,483,834 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 2.47% | 158,364 | +22,492 | +16.55% | $4,322,527 |
| APPLE INC | AAPL | Technology | 2.28% | 15,574 | +2,635 | +20.36% | $3,981,211 |
| ISHARES INC | EMGF | Other | 2.23% | 63,755 | +6,624 | +11.59% | $3,899,252 |
| VANGUARD INDEX FDS | VTI | Other | 1.42% | 7,690 | +8 | +0.10% | $2,485,727 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.38% | 26,846 | +2,286 | +9.31% | $2,406,794 |
| WORLD GOLD TR | GLDM | Other | 1.35% | 25,011 | +25,011 | +100.00% | $2,359,009 |
| ISHARES TR | IGRO | Other | 1.16% | 23,888 | +3,546 | +17.43% | $2,023,567 |
| VANGUARD INDEX FDS | VOO | Other | 1.02% | 2,946 | -7 | -0.24% | $1,774,156 |
| ALPHABET INC | GOOG | Communication Services | 1.00% | 5,951 | +489 | +8.95% | $1,755,069 |
| NVIDIA CORPORATION | NVDA | Technology | 0.99% | 9,799 | +3,738 | +61.67% | $1,722,244 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.93% | 21,732 | +1,065 | +5.15% | $1,618,600 |
| SELECT SECTOR SPDR TR | XLRE | Other | 0.90% | 38,311 | +38,311 | +100.00% | $1,572,929 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.90% | 43,596 | +56 | +0.13% | $1,572,086 |
| FRANKLIN TEMPLETON ETF TR | FLIN | Other | 0.90% | 47,110 | +47,110 | +100.00% | $1,565,420 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.87% | 7,208 | -225 | -3.03% | $1,517,789 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 3,710 | +1,525 | +69.79% | $1,370,284 |
| ISHARES TR | GLOF | Other | 0.77% | 25,376 | -28 | -0.11% | $1,337,835 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.75% | 48,215 | +3,015 | +6.67% | $1,311,439 |
| PIMCO ETF TR | MUNI | Other | 0.73% | 24,349 | +4,858 | +24.92% | $1,269,333 |
| ISHARES TR | AGG | Other | 0.71% | 12,596 | -1,490 | -10.58% | $1,246,989 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.66% | 19,381 | -320 | -1.62% | $1,150,456 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.62% | 21,702 | -99 | -0.45% | $1,083,168 |
| BROADCOM INC | AVGO | Technology | 0.52% | 2,880 | +1,046 | +57.03% | $902,851 |
| ALPHABET INC | GOOGL | Communication Services | 0.50% | 2,911 | +677 | +30.30% | $865,717 |
| ISHARES TR | SGOV | Other | 0.49% | 8,477 | -1,149 | -11.94% | $850,959 |
| ISHARES INC | RING | Other | 0.48% | 10,242 | -30,801 | -75.05% | $846,195 |
| WALMART INC | WMT | Consumer Defensive | 0.48% | 6,690 | +834 | +14.24% | $834,555 |
| INTUIT | INTU | Technology | 0.44% | 1,790 | +1,790 | +100.00% | $762,307 |
| META PLATFORMS INC | META | Communication Services | 0.44% | 1,316 | +77 | +6.21% | $762,075 |
| EXXON MOBIL CORP | XOM | Energy | 0.40% | 4,373 | -53 | -1.20% | $703,091 |
| VANGUARD WORLD FD | VHT | Other | 0.38% | 2,414 | - | - | $662,643 |
| ISHARES TR | SMLF | Other | 0.37% | 8,405 | -15 | -0.18% | $639,083 |
| ISHARES INC | ACWV | Other | 0.35% | 5,160 | - | - | $616,670 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.35% | 2,815 | +11 | +0.39% | $607,159 |
| INVESCO QQQ TR | QQQ | Other | 0.34% | 1,013 | +553 | +120.22% | $592,121 |
| SPDR GOLD TR | GLD | Other | 0.33% | 1,314 | - | - | $575,295 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.31% | 1,860 | +468 | +33.62% | $549,407 |
| ISHARES TR | IUSB | Other | 0.31% | 11,591 | -1,743 | -13.07% | $534,230 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.30% | 1,433 | +1,433 | +100.00% | $527,281 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.29% | 7,814 | +574 | +7.93% | $508,975 |
| ISHARES TR | MUB | Other | 0.29% | 4,706 | -1,753 | -27.14% | $500,284 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.28% | 759 | -6 | -0.78% | $497,327 |
| HARTFORD FDS EXCHANGE TRADED | HTAB | Other | 0.28% | 26,049 | -45,516 | -63.60% | $496,764 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.27% | 18,090 | -7,212 | -28.50% | $480,475 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.27% | 7,161 | -2,811 | -28.19% | $469,744 |
| VANECK ETF TRUST | GDX | Other | 0.26% | 4,765 | - | - | $457,460 |
| ELI LILLY & CO | LLY | Healthcare | 0.25% | 465 | +230 | +97.87% | $443,852 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.24% | 427 | +427 | +100.00% | $425,531 |
| CATERPILLAR INC | CAT | Industrials | 0.24% | 578 | +1 | +0.17% | $422,125 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.24% | 6,824 | +6,824 | +100.00% | $421,246 |
| GE VERNOVA INC | GEV | Utilities | 0.24% | 463 | +463 | +100.00% | $414,283 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.23% | 1,648 | -38 | -2.25% | $402,310 |
| PG&E CORP | PCG | Utilities | 0.23% | 22,481 | +12,284 | +120.47% | $399,038 |
| CHEVRON CORPORATION | CVX | Energy | 0.23% | 2,008 | +178 | +9.73% | $396,333 |
| SPDR SERIES TRUST | SPYG | Other | 0.21% | 3,775 | - | - | $374,480 |
| COMFORT SYS USA INC | FIX | Industrials | 0.21% | 258 | +258 | +100.00% | $368,558 |
| ISHARES TR | QUAL | Other | 0.21% | 1,905 | +20 | +1.06% | $367,234 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.20% | 1,168 | +1,168 | +100.00% | $347,749 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.20% | 2,384 | +2,384 | +100.00% | $343,511 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 889 | +889 | +100.00% | $338,940 |
| BLACKROCK INC | BLK | Other | 0.19% | 341 | +341 | +100.00% | $326,473 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.18% | 2,563 | +2,563 | +100.00% | $320,862 |
| CONOCOPHILLIPS | COP | Energy | 0.18% | 2,493 | -292 | -10.48% | $320,051 |
| ISHARES GOLD TR | IAU | Other | 0.18% | 3,492 | +630 | +22.01% | $313,163 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.18% | 506 | +506 | +100.00% | $312,526 |
| ISHARES TR | NYF | Other | 0.18% | 5,758 | -11,621 | -66.87% | $305,955 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.17% | 626 | +178 | +39.73% | $299,541 |
| REGENERON PHARMACEUTICALS | REGN | Healthcare | 0.17% | 385 | +385 | +100.00% | $299,241 |
| GENERAL DYNAMICS CORP | GD | Industrials | 0.17% | 851 | +851 | +100.00% | $298,301 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.17% | 1,725 | +1,725 | +100.00% | $296,476 |
| EDISON INTL | EIX | Utilities | 0.17% | 3,925 | +3,925 | +100.00% | $288,802 |
| EMCOR GROUP INC | EME | Industrials | 0.16% | 378 | +378 | +100.00% | $287,110 |
| GE AEROSPACE | GE | Industrials | 0.16% | 978 | +978 | +100.00% | $286,241 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.16% | 1,719 | +1,719 | +100.00% | $278,530 |
| SPDR SERIES TRUST | SPLB | Other | 0.15% | 11,943 | +19 | +0.16% | $264,658 |
| TECHNIPFMC PLC | G87110105 | Other | 0.15% | 3,769 | +3,769 | +100.00% | $263,039 |
| CENTENE CORP DEL | CNC | Healthcare | 0.15% | 7,673 | +7,673 | +100.00% | $260,498 |
| JANUS DETROIT STR TR | JBBB | Other | 0.15% | 5,527 | -2,817 | -33.76% | $259,230 |
| FORTINET INC | FTNT | Technology | 0.14% | 3,120 | +3,120 | +100.00% | $253,188 |
| KINDER MORGAN INC DEL | KMI | Energy | 0.14% | 7,655 | +7,655 | +100.00% | $251,696 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 0.14% | 60 | +60 | +100.00% | $251,074 |
| TERADYNE INC | TER | Technology | 0.14% | 803 | +803 | +100.00% | $250,697 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.14% | 756 | +756 | +100.00% | $247,333 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.14% | 1,659 | +1,659 | +100.00% | $243,027 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.14% | 1,521 | +1,521 | +100.00% | $239,299 |
| VANGUARD INDEX FDS | VB | Other | 0.13% | 893 | - | - | $235,142 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.13% | 554 | -105 | -15.93% | $228,855 |
| ASML HLDG NV | ASML | Other | 0.13% | 166 | +166 | +100.00% | $225,720 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.13% | 2,819 | -294 | -9.44% | $222,840 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.12% | 751 | +751 | +100.00% | $215,537 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.12% | 828 | +828 | +100.00% | $214,758 |