LifeGoal Investments, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, LifeGoal Investments, LLC held in its portfolio 74 assets valued at $150,078,921 (i.e. $150.08M).
The most valuable assets in the portfolio included: ISHARES TR ($14.86M), CAPITAL GROUP GBL GROWTH EQT ($14.46M), and ISHARES TR ($13.44M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LifeGoal Investments, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 214078 | 14864165 | U S EQUITY FACTR |
| CAPITAL GROUP GBL GROWTH EQT | 417077 | 14456410 | SHS CREATION UNI |
| ISHARES TR | 193627 | 13441396 | CORE DIV GRWTH |
| RBB FUND TRUST | 233345 | 10755457 | FIRST EAGLE GBL |
| VANGUARD INDEX FDS | 21682 | 10577680 | GROWTH ETF |
| VANGUARD BD INDEX FDS | 130570 | 9663913 | TOTAL BND MRKT |
| J P MORGAN EXCHANGE TRADED F | 135702 | 6299235 | INCOME ETF |
| PIMCO ETF TR | 227666 | 6106554 | MULTISECTOR BD |
| CAPITAL GRP FIXED INCM ETF T | 135872 | 3753159 | US MULTI-SECTOR |
| APPLE INC | 12939 | 3517597 | COM |
| ISHARES INC | 57131 | 3305030 | EMNG MKTS EQT |
| ISHARES INC | 41043 | 3023015 | MSCI GBL GOLD MN |
| VANGUARD INDEX FDS | 7682 | 2575624 | TOTAL STK MKT |
| EA SERIES TRUST | 21551 | 2508489 | ALPHA ARCH 1-3 |
| VANGUARD WHITEHALL FDS | 24560 | 2245972 | INTL DVD ETF |
| VANECK ETF TRUST | 74814 | 2031199 | ALTERNATIVE ASSE |
| VANGUARD INDEX FDS | 2953 | 1851930 | S&P 500 ETF SHS |
| ISHARES TR | 20342 | 1762481 | INTL DIV GRWTH |
| PIMCO ETF TR | 19491 | 1720349 | INTER MUN BD ACT |
| AMAZON COM INC | 7433 | 1715685 | COM |
| ALPHABET INC | 5462 | 1714094 | CAP STK CL C |
| VANGUARD SCOTTSDALE FDS | 20667 | 1567577 | LG-TERM COR BD |
| CAPITAL GROUP DIVIDEND GROWE | 43540 | 1550560 | SHS ETF |
| FIDELITY WISE ORIGIN BITCOIN | 19701 | 1484884 | SHS |
| ISHARES TR | 14086 | 1402914 | CORE US AGGBD ET |
| ISHARES TR | 25404 | 1340879 | GLOBAL EQUITY |
| CAPITAL GRP FIXED INCM ETF T | 45200 | 1237586 | MUNICIPAL INCOME |
| NVIDIA CORPORATION | 6061 | 1130447 | COM |
| VANGUARD MUN BD FDS | 21801 | 1095869 | TAX EXEMPT BD |
| MICROSOFT CORP | 2185 | 1056549 | COM |
| ISHARES TR | 9626 | 966226 | 0-3 MNTH TREASRY |
| BLACKROCK ETF TRUST II | 25364 | 882415 | ISHARES LARG CAP |
| VANGUARD NY TAX FREE FDS | 0 | 869713 | TAX EXEMPT BD |
| META PLATFORMS INC | 1239 | 818079 | CL A |
| ALPHABET INC | 2234 | 699249 | CAP STK CL A |
| VANGUARD WORLD FD | 2414 | 694870 | HEALTH CAR ETF |
| ISHARES TR | 6459 | 691868 | NATIONAL MUN ETF |
| SPDR SERIES TRUST | 15699 | 672038 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 25302 | 669796 | US TIPS ETF |
| VANGUARD WHITEHALL FDS | 9972 | 669055 | EM MK GOV BD ETF |
| WALMART INC | 5856 | 652457 | COM |
| BROADCOM INC | 1834 | 634747 | COM |
| ISHARES TR | 8420 | 630520 | US SML CAP EQT |
| ISHARES TR | 13334 | 617523 | CORE UNIVRSL USD |
| VANGUARD SPECIALIZED FUNDS | 2804 | 616314 | DIV APP ETF |
| ISHARES INC | 5160 | 612697 | MSCI GBL MIN VOL |
| EXXON MOBIL CORP | 4426 | 532625 | COM |
| SPDR S&P 500 ETF TR | 765 | 521669 | TR UNIT |
| SPDR GOLD TR | 1314 | 520751 | GOLD SHS |
| HARTFORD FDS EXCHANGE TRADED | 71565 | 494744 | SCHRDRS TAX BD |
| VANGUARD TAX-MANAGED FDS | 7240 | 452301 | VAN FTSE DEV MKT |
| JPMORGAN CHASE & CO. | 1392 | 448530 | COM |
| ISHARES TR | 12750 | 438362 | 0-5YR HI YL CP |
| VANECK ETF TRUST | 4765 | 408669 | GOLD MINERS ETF |
| ISHARES TR | 1885 | 374441 | MSCI USA QLT FCT |
| JOHNSON & JOHNSON | 1686 | 348918 | COM |
| CATERPILLAR INC | 577 | 330546 | COM |
| JANUS DETROIT STR TR | 8344 | 294517 | B-BBB CLO ETF |
| VANGUARD ADMIRAL FDS INC | 659 | 293022 | 500 GRTH IDX F |
| VANGUARD WORLD FD | 386 | 290959 | INF TECH ETF |
| CAPITAL ONE FINL CORP | 1186 | 287439 | COM |
| INVESCO QQQ TR | 460 | 282627 | UNIT SER 1 |
| CHEVRON CORP NEW | 1830 | 273355 | COM |
| CONOCOPHILLIPS | 2785 | 259112 | COM |
| ELI LILLY & CO | 235 | 252550 | COM |
| VANGUARD MALVERN FDS | 3237 | 252344 | CORE-PLUS BD ETF |
| VANGUARD SCOTTSDALE FDS | 3113 | 248220 | SHRT TRM CORP BD |
| ISHARES GOLD TR | 2862 | 232309 | ISHARES NEW |
| VANGUARD INDEX FDS | 893 | 230268 | SMALL CP ETF |
| BERKSHIRE HATHAWAY INC DEL | 448 | 225187 | CL B NEW |
| VISA INC | 587 | 205946 | COM CL A |
| ISHARES TR | 2252 | 201486 | CORE MSCI EAFE |
| PG&E CORP | 10197 | 163866 | COM |
| ISHARES TR | 17379 | 59892 | NEW YORK MUN ETF |
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