LifeGoal Investments, LLC 13F Holdings · Q3 2026
LifeGoal Investments, LLC reported 213 securities worth $328.03M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: LRGF (7.54%), CGGO (7.08%), FEGE (5.59%). Among its top 25 positions this quarter: 4 new, 18 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | $24.7M | 7.54% | 317,596 | Added |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $23.2M | 7.08% | 583,487 | Added |
| 3 | FEGE | RBB FUND TRUST | $18.4M | 5.59% | 365,643 | Added |
| 4 | DGRO | ISHARES TR | $18.0M | 5.50% | 239,378 | Added |
| 5 | NVDA | NVIDIA CORPORATION | $14.9M | 4.55% | 65,314 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $11.6M | 3.55% | 129,215 | Added |
| 7 | AAPL | APPLE INC | $10.1M | 3.09% | 30,440 | Added |
| 8 | AMZN | AMAZON COM INC | $7.6M | 2.32% | 30,512 | Added |
| 9 | BND | VANGUARD BD INDEX FDS | $7.5M | 2.30% | 107,498 | Trimmed |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $7.4M | 2.26% | 31,804 | Added |
| 11 | PYLD | PIMCO ETF TR | $7.1M | 2.18% | 281,606 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $6.6M | 2.00% | 42,344 | New |
| 13 | MSFT | MICROSOFT CORP | $5.9M | 1.81% | 11,554 | Added |
| 14 | VOO | VANGUARD INDEX FDS | $5.9M | 1.79% | 8,394 | Added |
| 15 | CRWD | CROWDSTRIKE HLDGS INC | $5.8M | 1.76% | 21,797 | New |
| 16 | TSLA | TESLA INC | $5.6M | 1.70% | 15,719 | Added |
| 17 | VBR | VANGUARD INDEX FDS | $5.4M | 1.66% | 23,572 | New |
| 18 | EMGF | ISHARES INC | $5.2M | 1.58% | 72,271 | Added |
| 19 | VOE | VANGUARD INDEX FDS | $5.1M | 1.55% | 25,979 | New |
| 20 | ASML | ASML HLDG NV | $4.9M | 1.48% | 2,688 | Added |
| 21 | CGMS | CAPITAL GRP FIXED INCM ETF T | $4.6M | 1.39% | 173,716 | Added |
| 22 | JPIE | J P MORGAN EXCHANGE TRADED F | $4.4M | 1.33% | 97,184 | Trimmed |
| 23 | BOXX | EA SERIES TRUST | $4.2M | 1.29% | 35,759 | Trimmed |
| 24 | VTI | VANGUARD INDEX FDS | $3.3M | 1.00% | 8,754 | Added |
| 25 | VIGI | VANGUARD WHITEHALL FDS | $3.2M | 0.97% | 33,711 | Added |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR