Lifegoal Investments, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 8, 2026, Lifegoal Investments, Llc disclosed 155 stock positions valued at approximately $218.48M as of quarter-end June 30, 2026. The largest holdings include CAPITAL GROUP GBL GROWTH EQT, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 155
- Portfolio Value
- $218.48M
Holdings by Sector
Lifegoal Investments, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 10.40% | 536,940 | +63,101 | +13.32% | $22,728,649 |
| ISHARES TR | LRGF | Other | 10.24% | 295,859 | +45,518 | +18.18% | $22,375,848 |
| ISHARES TR | DGRO | Other | 8.07% | 232,615 | +22,470 | +10.69% | $17,629,866 |
| RBB FUND TRUST | 75526L886 | Other | 7.58% | 338,466 | +54,564 | +19.22% | $16,557,739 |
| VANGUARD INDEX FDS | VUG | Other | 4.92% | 124,701 | +102,741 | +467.86% | $10,741,721 |
| VANGUARD BD INDEX FDS | BND | Other | 3.95% | 117,536 | -17,177 | -12.75% | $8,628,313 |
| PIMCO ETF TR | PYLD | Other | 3.25% | 267,867 | +2,975 | +1.12% | $7,103,820 |
| EA SERIES TRUST | BOXX | Other | 2.90% | 54,112 | +6,923 | +14.67% | $6,335,974 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 2.50% | 118,529 | -8,144 | -6.43% | $5,458,262 |
| ISHARES INC | EMGF | Other | 2.34% | 69,835 | +6,080 | +9.54% | $5,116,107 |
| APPLE INC | AAPL | Technology | 2.28% | 17,236 | +1,662 | +10.67% | $4,987,464 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 1.97% | 157,766 | -598 | -0.38% | $4,311,744 |
| VANGUARD WHITEHALL FDS | VIGI | Other | 1.35% | 31,654 | +4,808 | +17.91% | $2,955,809 |
| VANGUARD INDEX FDS | VTI | Other | 1.30% | 7,698 | +8 | +0.10% | $2,848,445 |
| NVIDIA CORPORATION | NVDA | Technology | 1.27% | 13,852 | +4,053 | +41.36% | $2,771,656 |
| ISHARES TR | IGRO | Other | 1.16% | 28,861 | +4,973 | +20.82% | $2,537,732 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.09% | 9,993 | +2,785 | +38.64% | $2,381,732 |
| SELECT SECTOR SPDR TR | XLRE | Other | 1.03% | 51,006 | +12,695 | +33.14% | $2,245,796 |
| ALPHABET INC | GOOG | Communication Services | 1.01% | 6,270 | +319 | +5.36% | $2,215,269 |
| WORLD GOLD TR | GLDM | Other | 0.99% | 27,323 | +2,312 | +9.24% | $2,169,993 |
| FRANKLIN TEMPLETON ETF TR | FLIN | Other | 0.93% | 57,360 | +10,250 | +21.76% | $2,040,295 |
| VANGUARD INDEX FDS | VOO | Other | 0.93% | 2,944 | -2 | -0.07% | $2,022,257 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 4,568 | +858 | +23.13% | $1,703,903 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.74% | 1,397 | -36 | -2.51% | $1,613,094 |
| VANGUARD SCOTTSDALE FDS | VCLT | Other | 0.72% | 20,993 | -739 | -3.40% | $1,579,709 |
| CAPITAL GROUP DIVIDEND GROWE | CGDG | Other | 0.70% | 40,783 | -2,813 | -6.45% | $1,529,769 |
| ISHARES TR | GLOF | Other | 0.65% | 24,288 | -1,088 | -4.29% | $1,428,415 |
| BROADCOM INC | AVGO | Technology | 0.62% | 3,598 | +718 | +24.93% | $1,358,969 |
| PIMCO ETF TR | MUNI | Other | 0.59% | 24,473 | +124 | +0.51% | $1,287,304 |
| ISHARES TR | AGG | Other | 0.57% | 12,654 | +58 | +0.46% | $1,252,450 |
Showing 30 of 155 holdings in the latest reporting period.