Lifegoal Investments, Llc Portfolio Stock Holdings
Lifegoal Investments, Llc disclosed 155 stock positions valued at approximately $218.5 million in its latest SEC 13F filing. The largest holdings include CAPITAL GROUP GBL GROWTH EQT, ISHARES TR, and ISHARES TR. The filing reflects positions held as of June 30, 2026 and was filed on July 8, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 155
- Portfolio Value
- $218.5M
Holdings by Sector
Lifegoal Investments, Llc Portfolio Holdings in Q2 2026
150 holdings in the latest reporting period.
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| 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 |
| ALPHABET INC | GOOGL | Communication Services | 0.54% | 3,281 | +370 | +12.71% | $1,172,556 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.47% | 20,248 | -1,454 | -6.70% | $1,024,165 |
| FIDELITY WISE ORIGIN BITCOIN | FBTC | Other | 0.45% | 19,381 | - | - | $989,400 |
| CAPITAL GRP FIXED INCM ETF T | CGMU | Other | 0.41% | 32,807 | -15,408 | -31.96% | $901,195 |
| PIMCO ETF TR | LONZ | Other | 0.39% | 17,063 | +17,063 | +100.00% | $841,385 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.37% | 1,382 | +1,382 | +100.00% | $802,818 |
| INVESCO QQQ TR | QQQ | Other | 0.34% | 1,012 | -1 | -0.10% | $745,508 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.34% | 2,243 | +383 | +20.59% | $734,201 |
| ISHARES TR | SMLF | Other | 0.33% | 8,110 | -295 | -3.51% | $722,931 |
| VANGUARD WORLD FD | VHT | Other | 0.33% | 2,414 | - | - | $721,810 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 1,234 | -82 | -6.23% | $695,098 |
| CATERPILLAR INC | CAT | Industrials | 0.31% | 642 | +64 | +11.07% | $683,666 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.31% | 2,858 | +43 | +1.53% | $676,254 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.30% | 1,037 | -131 | -11.22% | $662,353 |
| ISHARES INC | RING | Other | 0.29% | 9,739 | -503 | -4.91% | $629,125 |
| ISHARES TR | IUSB | Other | 0.29% | 13,529 | +1,938 | +16.72% | $624,379 |
| COMFORT SYS USA INC | FIX | Industrials | 0.28% | 308 | +50 | +19.38% | $610,441 |
| ISHARES INC | ACWV | Other | 0.27% | 4,994 | -166 | -3.22% | $600,373 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.27% | 788 | +29 | +3.82% | $588,455 |
| GE VERNOVA INC | GEV | Utilities | 0.27% | 500 | +37 | +7.99% | $587,430 |
| ELI LILLY & CO | LLY | Healthcare | 0.26% | 482 | +17 | +3.66% | $578,154 |
| NEBIUS GROUP N.V. | NBIS | Other | 0.26% | 2,025 | +2,025 | +100.00% | $559,244 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.26% | 7,830 | +16 | +0.20% | $557,875 |
| TESLA INC | TSLA | Consumer Cyclical | 0.25% | 1,295 | +406 | +45.67% | $544,677 |
| SANDISK CORP | SNDK | Other | 0.24% | 233 | +233 | +100.00% | $529,779 |
| CENTENE CORP DEL | CNC | Healthcare | 0.24% | 8,233 | +560 | +7.30% | $528,476 |
| ISHARES TR | USMV | Other | 0.24% | 5,420 | +5,420 | +100.00% | $522,853 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.24% | 534 | +534 | +100.00% | $515,310 |
| ISHARES TR | SGOV | Other | 0.24% | 5,112 | -3,365 | -39.70% | $514,608 |
| ISHARES TR | MUB | Other | 0.23% | 4,729 | +23 | +0.49% | $508,937 |
| CHEVRON CORPORATION | CVX | Energy | 0.23% | 3,037 | +1,029 | +51.25% | $503,413 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 4,413 | -2,277 | -34.04% | $499,857 |
| HARTFORD FDS EXCHANGE TRADED | HTAB | Other | 0.22% | 25,392 | -657 | -2.52% | $487,079 |
| SPDR GOLD TR | GLD | Other | 0.22% | 1,314 | - | - | $484,051 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.22% | 504 | +77 | +18.03% | $471,477 |
| SPDR SERIES TRUST | SPYG | Other | 0.22% | 3,954 | +179 | +4.74% | $470,488 |
| INTUIT | INTU | Technology | 0.22% | 1,802 | +12 | +0.67% | $470,322 |
| EXXON MOBIL CORP | XOM | Energy | 0.21% | 3,392 | -981 | -22.43% | $463,754 |
| AIRBNB INC | ABNB | Consumer Cyclical | 0.21% | 3,195 | +632 | +24.66% | $457,205 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 0.21% | 6,692 | -469 | -6.55% | $449,965 |
| GE AEROSPACE | GE | Industrials | 0.21% | 1,201 | +223 | +22.80% | $448,850 |
| FORTINET INC | FTNT | Technology | 0.20% | 2,859 | -261 | -8.37% | $439,200 |
| ISHARES TR | QUAL | Other | 0.19% | 1,908 | +3 | +0.16% | $418,717 |
| BLACKROCK INC | BLK | Other | 0.19% | 430 | +89 | +26.10% | $413,471 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.19% | 2,017 | +831 | +70.07% | $404,651 |
| TERADYNE INC | TER | Technology | 0.18% | 827 | +24 | +2.99% | $400,136 |
| ISHARES TR | EEM | Other | 0.18% | 5,684 | +5,684 | +100.00% | $388,842 |
| VERTIV HOLDINGS CO | VRT | Industrials | 0.17% | 1,135 | +307 | +37.08% | $380,021 |
| VANECK ETF TRUST | GDX | Other | 0.17% | 4,917 | +152 | +3.19% | $370,966 |
| PG&E CORP | PCG | Utilities | 0.17% | 22,018 | -463 | -2.06% | $370,343 |
| SCHWAB STRATEGIC TR | SCHP | Other | 0.17% | 13,926 | -4,164 | -23.02% | $369,051 |
| ASML HLDG NV | ASML | Other | 0.16% | 174 | +8 | +4.82% | $346,163 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 0.16% | 1,172 | +196 | +20.08% | $339,212 |
| BLACKROCK ETF TRUST | BALI | Other | 0.15% | 9,999 | +9,999 | +100.00% | $338,272 |
| MOLINA HEALTHCARE INC | MOH | Healthcare | 0.15% | 1,478 | +1,478 | +100.00% | $338,019 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.15% | 675 | +49 | +7.83% | $337,763 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 0.15% | 5,860 | +5,860 | +100.00% | $330,958 |
| BANK OF AMER CORP | BAC | Financial Services | 0.15% | 5,789 | +5,789 | +100.00% | $329,882 |
| EMCOR GROUP INC | EME | Industrials | 0.15% | 391 | +13 | +3.44% | $324,483 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.15% | 5,618 | -1,206 | -17.67% | $323,709 |
| EDISON INTL | EIX | Utilities | 0.14% | 4,058 | +133 | +3.39% | $302,118 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.14% | 952 | +201 | +26.76% | $299,490 |
| PNC FINL SVCS GROUP INC | PNC | Financial Services | 0.14% | 1,211 | +217 | +21.83% | $298,172 |
| AON PLC | AON | Financial Services | 0.14% | 890 | +890 | +100.00% | $295,204 |
| T-MOBILE US INC | TMUS | Communication Services | 0.13% | 1,750 | +1,750 | +100.00% | $293,528 |
| VANGUARD ADMIRAL FDS INC | VOOG | Other | 0.13% | 3,487 | +2,933 | +529.42% | $288,118 |
| CHUBB LIMITED | CB | Financial Services | 0.13% | 842 | +86 | +11.38% | $286,903 |
| ISHARES GOLD TR | IAU | Other | 0.13% | 3,774 | +282 | +8.08% | $284,975 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.13% | 1,560 | +39 | +2.56% | $282,220 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.13% | 1,875 | -509 | -21.35% | $274,950 |