What does LifeGoal Investments, LLC hold?

LifeGoal Investments, LLC's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2054684.

What is LifeGoal Investments, LLC's AUM?

LifeGoal Investments, LLC reported approximately $328.0M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $558.0M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source LifeGoal Investments, LLC's holdings?

All LifeGoal Investments, LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2054684. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is LifeGoal Investments, LLC's 13F data updated on 13F Pro?

LifeGoal Investments, LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

LifeGoal Investments, LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054684

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Sector Allocation

Other62.5%$205.0M
Technology20.7%$68.0M
Financials4.7%$15.5M
Consumer Discretionary4.2%$13.9M
Industrials2.1%$6.8M
Consumer Staples1.8%$5.8M
Healthcare1.7%$5.5M
Energy1.1%$3.7M
Materials0.5%$1.6M
Real Estate0.3%$1.0M

AUM History

13fpro.ai/research/fund/lifegoal-investments-llc-2054684

Conviction and streaks

Diversifying · top 10 = 43.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold7.5% weight · held 8 quarters

$Conviction hold7.1% weight · held 8 quarters

$Conviction hold5.6% weight · held 7 quarters

$Conviction hold5.5% weight · held 8 quarters

$NVDAConviction hold4.5% weight · held 8 quarters

$Accumulating+429% shares · 7 quarters running

$Accumulating+904% shares · 7 quarters running

$Accumulating+630% shares · 7 quarters running

$MSFTAccumulating+751% shares · 7 quarters running

$Accumulating+322% shares · 6 quarters running

$Trimming-78% shares · 7 quarters running

$Trimming-92% shares · 6 quarters running

$SNPSTrimming-90% shares · 4 quarters running

$Trimming-28% shares · 3 quarters running

$Trimming-78% shares · 3 quarters running

Largest positions — Q3 2026

ISHARES
$24.7M
CAPITAL
$23.2M
RBB
$18.4M
ISHARES
$18.0M
NVDA
$14.9M
VANGUARD
$11.6M
AAPL
$10.1M
AMZN
$7.6M
VANGUARD
$7.5M
VANGUARD
$7.4M
PIMCO
$7.1M
VANGUARD
$6.6M
MSFT
$5.9M
VANGUARD
$5.9M
CRWD
$5.8M
TSLA
$5.6M
VANGUARD
$5.4M
ISHARES
$5.2M
VANGUARD
$5.1M
ASML
$4.9M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/lifegoal-investments-llc-2054684

LifeGoal Investments, LLC 13F holdings — Q3 2026

$328.0M portfolio (+50.1% QoQ) · 213 holdings · Q3 2026 13F · top 10 are 44% of the stock portfolio

1
ISHARES TR - U S EQUITY FACTR
$24.7M
7.5% of stocks
+7%This quarter—Since filed—Held
AIQuality—Est. buy—
2
CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT
$23.2M
7.1% of stocks
+9%This quarter—Since filed—Held
AIQuality—Est. buy—
3
RBB FUND TRUST - FIRST EAGLE GBL
$18.4M
5.6% of stocks
+8%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES TR - CORE DIV GRWTH
$18.0M
5.5% of stocks
+3%This quarter—Since filed—Held
AIQuality—Est. buy—
5
NVIDIA CORP
$NVDA
$14.9M
4.5% of stocks
+372%This quarter-5.8%Since filed8+ qtrsHeld
AIQuality86.0#3Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
6
VANGUARD INDEX FDS - MRNGSTR GRWT ETF
$11.6M
3.5% of stocks
+4%This quarter—Since filed—Held
AIQuality—Est. buy—
7
Apple Inc.
$AAPL
$10.1M
3.1% of stocks
+77%This quarter+2.2%Since filed8+ qtrsHeld
AIQuality75.7#88Est. buyEstimated buy price is Pro: unlock with a free trialAdded 4 qtrs in a row
8
AMAZON COM INC
$AMZN
$7.6M
2.3% of stocks
+205%This quarter-5.1%Since filed8+ qtrsHeld
AIQuality67.5#361Est. buyEstimated buy price is Pro: unlock with a free trialAdded 2 qtrs in a row
9
VANGUARD BD INDEX FDS - TOTAL BND MRKT
$7.5M
2.3% of stocks
-9%This quarter—Since filed—Held
AIQuality—Est. buy—
10
VANGUARD SPECIALIZED FUNDS - DIV APP ETF
$7.4M
2.3% of stocks
+1013%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	ISHARES TR - U S EQUITY FACTR	$24.7M	7.5%	+7%	—	—	—	—
2	CAPITAL GROUP GBL GROWTH EQT - SHS CREAT UNIT	$23.2M	7.1%	+9%	—	—	—	—
3	RBB FUND TRUST - FIRST EAGLE GBL	$18.4M	5.6%	+8%	—	—	—	—
4	ISHARES TR - CORE DIV GRWTH	$18.0M	5.5%	+3%	—	—	—	—
5	NVIDIA CORP$NVDA	$14.9M	4.5%	+372%	-5.8%	8+ qtrsAdded 4 qtrs in a row	86.0#3	Estimated buy price is Pro: unlock with a free trial
6	VANGUARD INDEX FDS - MRNGSTR GRWT ETF	$11.6M	3.5%	+4%	—	—	—	—
7	Apple Inc.$AAPL	$10.1M	3.1%	+77%	+2.2%	8+ qtrsAdded 4 qtrs in a row	75.7#88	Estimated buy price is Pro: unlock with a free trial
8	AMAZON COM INC$AMZN	$7.6M	2.3%	+205%	-5.1%	8+ qtrsAdded 2 qtrs in a row	67.5#361	Estimated buy price is Pro: unlock with a free trial
9	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$7.5M	2.3%	-9%	—	—	—	—
10	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	$7.4M	2.3%	+1013%	—	—	—	—

All holdings — LifeGoal Investments, LLC (Q3 2026)

Sort

213 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	PIMCO ETF TR - MULTISECTOR BDetf/fund	—	$7.1M	2.2%	282K	+5%	—	—	13F
12	—	VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund	—	$6.6M	2.0%	42K	New	—	—	13F
13	$MSFT	MICROSOFT CORP	Technology	$5.9M	1.8%	12K	+153%	8+ qtrsAdded 6 qtrs in a row	79.8	13F
14	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$5.9M	1.8%	8,394	+185%	—	—	13F
15	$CRWD	CrowdStrike Holdings, Inc.	Technology	$5.8M	1.8%	22K	New	1 qtr	67.6	13F
16	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.6M	1.7%	16K	+1114%	3 qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
17	—	VANGUARD INDEX FDS - MRNGSTR SML CP Vetf/fund	—	$5.4M	1.7%	24K	New	—	—	13F
18	—	ISHARES INC - EMNG MKTS EQTetf/fund	—	$5.2M	1.6%	72K	+3%	—	—	13F
19	—	VANGUARD INDEX FDS - MRNGSTR MD CP VAetf/fund	—	$5.1M	1.6%	26K	New	—	—	13F
20	$ASML	ASML HOLDING NV	Technology	$4.9M	1.5%	2,688	+1445%	3 qtrsAdded 3 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
21	—	CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTORetf/fund	—	$4.6M	1.4%	174K	+10%	—	—	13F
22	—	J P MORGAN EXCHANGE TRADED F - INCOME ETFetf/fund	—	$4.4M	1.3%	97K	-18%	—	—	13F
23	—	EA SERIES TRUST - ALPHA ARCH 1-3	—	$4.2M	1.3%	36K	-34%	—	—	13F
24	—	VANGUARD INDEX FDS - MRNGSTR TTL STKetf/fund	—	$3.3M	1.0%	8,754	+14%	—	—	13F
25	—	VANGUARD WHITEHALL FDS - INTL DVD ETFetf/fund	—	$3.2M	1.0%	34K	+6%	—	—	13F
26	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$3.2M	1.0%	3,467	+588%
27	$AVGO	Broadcom Inc.	Technology	$3.1M	1.0%	8,925	+148%
28	$MS	MORGAN STANLEY	Financials	$2.8M	0.8%	15K	New
29	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$2.7M	0.8%	5,923	+977%
30	—	ISHARES TR - INTL DIV GRWTH	—	$2.6M	0.8%	29K	+0.1%
31	$SHOP	SHOPIFY INC.	Technology	$2.5M	0.8%	17K	+716%
32	$GLDM	World Gold Trust	Financials	$2.3M	0.7%	28K	+4%
33	$GOOG	Alphabet Inc.	Technology	$2.2M	0.7%	6,434	+3%
34	—	BLACKROCK ETF TRUST II - ISHA FLEX IN ETF	—	$2.1M	0.6%	41K	New
35	—	FRANKLIN TEMPLETON ETF TR - FRANKLIN INDIA	—	$2.1M	0.6%	62K	+8%
36	—	ISHARES TR - 0-3 MTH TREASURY	—	$2.0M	0.6%	20K	+285%
37	$ETN	Eaton Corp plc	Industrials	$1.6M	0.5%	3,823	New
38	—	PIMCO ETF TR - SR LN ACTIVE ETF	—	$1.5M	0.5%	31K	+83%
39	—	SSGA ACTIVE TR - SST BRIDGEWATER	—	$1.5M	0.5%	53K	+31%
40	—	CAPITAL GROUP DIVIDEND GROWE - SHS ETF	—	$1.5M	0.5%	41K	-0.6%
41	—	ISHARES TR - GLOBAL EQUITY	—	$1.4M	0.4%	23K	-4%
42	$FBTC	Fidelity Wise Origin Bitcoin Fund	Financials	$1.4M	0.4%	19K	—
43	$MU	MICRON TECHNOLOGY INC	Technology	$1.4M	0.4%	1,311	-6%
44	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$1.4M	0.4%	1,836	+81%
45	$META	Meta Platforms, Inc.	Technology	$1.3M	0.4%	1,773	+44%
46	—	ISHARES TR - CORE US AGGBD ET	—	$1.1M	0.3%	12K	-4%
47	—	VANGUARD WORLD FD - UTILITIES ETF	—	$1.1M	0.3%	6,616	New
48	$GOOGL	Alphabet Inc.	Technology	$1.1M	0.3%	3,262	-0.6%
49	$STT	STATE STREET CORP	Financials	$1.1M	0.3%	27K	-47%
50	—	VANGUARD MUN BD FDS - TAX EXEMPT BD	—	$1.1M	0.3%	23K	+12%
51	—	VANGUARD SCOTTSDALE FDS - LG-TERM COR BD	—	$1.1M	0.3%	16K	-25%
52	$KO	COCA COLA CO	Consumer Staples	$1.0M	0.3%	12K	New
53	$AMD	ADVANCED MICRO DEVICES INC	Technology	$1.0M	0.3%	1,646	+19%
54	—	BLACKROCK ETF TRUST II - ISHARES LARG CAP	—	$920K	0.3%	24K	-0.1%
55	—	HARTFORD FDS EXCHANGE TRADED - SCHRDRS TAX BD	—	$893K	0.3%	50K	+97%
56	—	ISHARES TR - NEW YORK MUN ETF	—	$837K	0.3%	17K	+284%
57	$JPM	JPMORGAN CHASE & CO	Financials	$810K	0.3%	2,449	+9%
58	$SPY	SPDR S&P 500 ETF TRUST	—	$738K	0.2%	968	+23%
59	—	PIMCO ETF TR - MUNI INCOME OPP	—	$737K	0.2%	17K	New
60	—	ISHARES INC - MSCI GBL GOLD MN	—	$706K	0.2%	9,210	-5%
61	$CVX	CHEVRON CORP	Energy	$704K	0.2%	3,447	+14%
62	—	VANGUARD MALVERN FDS - CORE-PLUS BD ETF	—	$697K	0.2%	9,423	+193%
63	$CAT	CATERPILLAR INC	Industrials	$696K	0.2%	858	+34%
64	$FTNT	Fortinet, Inc.	Technology	$682K	0.2%	3,814	+33%
65	—	ISHARES TR - US SML CAP EQT	—	$665K	0.2%	7,956	-2%
66	—	SCHWAB STRATEGIC TR - US TIPS ETF	—	$665K	0.2%	26K	+90%
67	—	ISHARES TR - CORE UNIVRSL USD	—	$660K	0.2%	15K	+11%
68	—	ISHARES INC - MSCI GBL MIN VOL	—	$613K	0.2%	4,994	—
69	—	PIMCO ETF TR - INTER MUN BD ACT	—	$605K	0.2%	12K	-50%
70	$STX	Seagate Technology Holdings plc	Technology	$602K	0.2%	653	+22%
71	$BLK	BlackRock, Inc.	Financials	$577K	0.2%	545	+27%
72	$XOM.R34088	EXXON MOBIL CORP	Energy	$575K	0.2%	3,531	+4%
73	$COF	CAPITAL ONE FINANCIAL CORP	Financials	$566K	0.2%	2,929	+45%
74	$INTC	INTEL CORP	Technology	$562K	0.2%	4,671	New
75	$CNC	CENTENE CORP	Healthcare	$557K	0.2%	8,961	+9%
76	—	VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT	—	$553K	0.2%	7,839	+0.1%
77	$GEV	GE Vernova Inc.	Industrials	$553K	0.2%	582	+16%
78	$ABNB	Airbnb, Inc.	Technology	$550K	0.2%	3,425	+7%
79	$INTU	INTUIT INC.	Technology	$545K	0.2%	1,975	+10%
80	$ORCL	ORACLE CORP	Technology	$544K	0.2%	3,961	+180%
81	$WMT	Walmart Inc.	Consumer Staples	$536K	0.2%	5,155	+17%
82	$PG	PROCTER & GAMBLE Co	Consumer Staples	$535K	0.2%	3,681	+96%
83	—	ISHARES TR - MSCI USA MIN ETF	—	$530K	0.2%	5,438	+0.3%
84	$FIX	COMFORT SYSTEMS USA INC	Industrials	$519K	0.2%	314	+2%
85	$PSX	Phillips 66	Energy	$511K	0.2%	2,003	+26%
86	$LLY	ELI LILLY & Co	Healthcare	$510K	0.2%	441	-9%
87	$GLD	SPDR GOLD TRUST	Financials	$506K	0.1%	1,328	+1%
88	—	SPDR SERIES TRUST - ST STR P500GRW	—	$487K	0.1%	3,953	-0.0%
89	—	SPDR SERIES TRUST - ST LONG BD ETF	—	$482K	0.1%	24K	+103%
90	$NBIS	Nebius Group N.V.	Technology	$475K	0.1%	2,014	-0.5%
91	$TEAM	Atlassian Corp	Technology	$460K	0.1%	2,566	New
92	$TXN	TEXAS INSTRUMENTS INC	Technology	$458K	0.1%	1,635	New
93	$CB	Chubb Ltd	Financials	$457K	0.1%	1,404	+67%
94	—	SCHWAB STRATEGIC TR - MUN BD ETF	—	$453K	0.1%	19K	New
95	$ATO	ATMOS ENERGY CORP	Energy	$444K	0.1%	2,841	New
96	—	ISHARES TR - MSCI USA QLT FCT	—	$438K	0.1%	1,971	+3%
97	—	VANECK ETF TRUST - GOLD MINERS ETF	—	$432K	0.1%	4,917	—
98	$BSX	BOSTON SCIENTIFIC CORP	Healthcare	$428K	0.1%	9,807	New
99	$SNDK	Sandisk Corp	Technology	$421K	0.1%	242	+4%
100	$C	CITIGROUP INC	Financials	$416K	0.1%	3,209	+70%
101	$WDC	WESTERN DIGITAL CORP	Technology	$408K	0.1%	898	-13%
102	$NSC	NORFOLK SOUTHERN CORP	Industrials	$408K	0.1%	1,320	+39%
103	$BAC	BANK OF AMERICA CORP /DE/	Financials	$400K	0.1%	7,353	+27%
104	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$395K	0.1%	793	+17%
105	—	JANUS DETROIT STR TR - HENDRSON AAA CL	—	$380K	0.1%	7,539	New
106	$TEL	TE Connectivity plc	Technology	$380K	0.1%	1,799	New
107	—	ISHARES TR - MSCI EMG MKT ETF	—	$380K	0.1%	5,684	—
108	$GE	GENERAL ELECTRIC CO	Industrials	$379K	0.1%	1,214	+1%
109	$LIN	LINDE PLC	Materials	$361K	0.1%	761	New
110	—	CAPITAL GRP FIXED INCM ETF T - MUN INM ETF	—	$360K	0.1%	14K	-58%
111	—	VANGUARD INDEX FDS - MRNGSTR SM CP GR	—	$359K	0.1%	1,063	New
112	$OXY	OCCIDENTAL PETROLEUM CORP /DE/	Energy	$357K	0.1%	6,449	New
113	—	BLACKROCK ETF TRUST - ISHARES US LARG	—	$346K	0.1%	10K	+0.4%
114	$SNOW	Snowflake Inc.	Technology	$345K	0.1%	1,016	-4%
115	$PFE	PFIZER INC	Healthcare	$345K	0.1%	12K	New
116	$ABT	ABBOTT LABORATORIES	Healthcare	$344K	0.1%	3,479	+53%
117	$SNPS	SYNOPSYS INC	Technology	$341K	0.1%	783	+73%
118	$RBRK	Rubrik, Inc.	Technology	$336K	0.1%	2,937	New
119	$ISRG	INTUITIVE SURGICAL INC	Healthcare	$335K	0.1%	823	New
120	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$333K	0.1%	1,581	New
121	$NEM	NEWMONT Corp /DE/	Materials	$333K	0.1%	2,887	New
122	$HPE	Hewlett Packard Enterprise Co	Technology	$333K	0.1%	5,211	+13%
123	—	J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM	—	$333K	0.1%	5,917	+1.0%
124	$PM	Philip Morris International Inc.	Consumer Staples	$331K	0.1%	1,736	+11%
125	$BMY	BRISTOL MYERS SQUIBB CO	Healthcare	$331K	0.1%	5,305	-6%
126	$GD	GENERAL DYNAMICS CORP	Industrials	$328K	0.1%	989	+37%
127	$VRSN	VERISIGN INC/CA	Technology	$327K	0.1%	1,160	+26%
128	$MET	METLIFE INC	Financials	$322K	0.1%	3,416	New
129	$FCX	FREEPORT-MCMORAN INC	Materials	$319K	0.1%	4,553	+16%
130	—	AMERICAN CENTY ETF TR - US SML CP VALU	—	$313K	0.1%	2,662	+57%
131	$JNJ	JOHNSON & JOHNSON	Healthcare	$313K	0.1%	1,181	+13%
132	—	VANGUARD WORLD FD - INF TECH ETF	—	$312K	0.1%	2,486	New
133	—	VANGUARD INDEX FDS - MRNGSTR MD CP GR	—	$308K	0.1%	1,055	New
134	$AMT	AMERICAN TOWER CORP /MA/	Real Estate	$307K	0.1%	1,876	New
135	$NFLX	NETFLIX INC	Communication Services	$303K	0.1%	4,351	+20%
136	$LYB	LyondellBasell Industries N.V.	Materials	$301K	0.1%	5,243	New
137	$MOH	MOLINA HEALTHCARE, INC.	Healthcare	$300K	0.1%	1,585	+7%
138	$PANW	Palo Alto Networks Inc	Technology	$298K	0.1%	751	New
139	—	VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F	—	$298K	0.1%	3,487	—
140	$IAU	ISHARES GOLD TRUST	Financials	$295K	0.1%	3,774	—
141	$TER	TERADYNE, INC	Technology	$294K	0.1%	734	-11%
142	$SHEL	Shell plc	Energy	$294K	0.1%	3,095	New
143	$NXPI	NXP Semiconductors N.V.	Technology	$294K	0.1%	1,237	New
144	$REGN	REGENERON PHARMACEUTICALS, INC.	Healthcare	$293K	0.1%	386	New
145	$NET	Cloudflare, Inc.	Technology	$291K	0.1%	837	New
146	$EME	EMCOR Group, Inc.	Industrials	$290K	0.1%	385	-2%
147	$A	AGILENT TECHNOLOGIES, INC.	Healthcare	$289K	0.1%	1,675	New
148	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$287K	0.1%	1,291	+7%
149	$WT	WisdomTree, Inc.	Financials	$283K	0.1%	6,211	New
150	$JBHT	HUNT J B TRANSPORT SERVICES INC	Industrials	$283K	0.1%	1,264	+8%

What changed in Q3 2026

Against the previous quarter's 13F: 77 new, 97 added to, 31 trimmed, 19 sold out. Share-count changes; largest moves by dollar size first.

New positions (77)

VANGUARD WHITEHALL FDS - HIGH DIV YLD$6.6M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$5.8M
first bought this quarter
VANGUARD INDEX FDS - MRNGSTR SML CP V$5.4M
first bought this quarter
VANGUARD INDEX FDS - MRNGSTR MD CP VA$5.1M
first bought this quarter
$MSMORGAN STANLEY$2.8M
first bought this quarter
BLACKROCK ETF TRUST II - ISHA FLEX IN ETF$2.1M
first bought this quarter

+71 more in the Excel export

Added to (97)

$NVDANVIDIA CORP+372%
now $14.9M · held 8+ qtrs, 4 adds in a row
VANGUARD SPECIALIZED FUNDS - DIV APP ETF+1013%
now $7.4M
$TSLATesla, Inc.+1114%
now $5.6M · held 3 qtrs, 3 adds in a row
$AMZNAMAZON COM INC+205%
now $7.6M · held 8+ qtrs, 2 adds in a row
$ASMLASML HOLDING NV+1445%
now $4.9M · held 3 qtrs, 3 adds in a row
$AAPLApple Inc.+77%
now $10.1M · held 8+ qtrs, 4 adds in a row

+91 more in the Excel export

Trimmed (31)

EA SERIES TRUST - ALPHA ARCH 1-3-34%
now $4.2M
$STTSTATE STREET CORP-47%
now $1.1M · held 3 qtrs
J P MORGAN EXCHANGE TRADED F - INCOME ETF-18%
now $4.4M
VANGUARD BD INDEX FDS - TOTAL BND MRKT-9%
now $7.5M
VANGUARD NY TAX FREE FDS - TAX EXEMPT BD-75%
now $208K
PIMCO ETF TR - INTER MUN BD ACT-50%
now $605K

+25 more in the Excel export

Sold out (19)

VANGUARD WORLD FD - HEALTH CAR ETFwas $722K
$VRTVertiv Holdings Cowas $380K
held 2 qtrs
$PCGPG&E Corpwas $370K
held 3 qtrs
$EIXEDISON INTERNATIONALwas $302K
held 2 qtrs
$AONAon plcwas $295K
$TMUST-Mobile US, Inc.was $294K

+13 more in the Excel export

Firm AUM (Form ADV): $558.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F LifeGoal Investments, LLC has filed, 7 earlier quarters. Pick one to see what it held then.

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Q3 2026 13F filed with the SEC on Oct 9, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of LifeGoal Investments's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)

Top 10 since filing

-3.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 19% over the last 4

Top 10 weight

44%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

45%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

LifeGoal Investments, LLC disclosed 213 positions worth $328.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 77 new positions and exited 19. The portfolio is most concentrated in Other (62.5% of disclosed assets). All figures are sourced directly from LifeGoal Investments, LLC’s Form 13F-HR filing with the SEC under CIK 2054684.

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AI-Powered Hedge Fund Analysis: LifeGoal Investments, LLC

13F Pro is an AI hedge fund tracker and stock research platform. For LifeGoal Investments, LLC (SEC CIK: 2054684), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in LifeGoal Investments, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.