LifeGoal Investments, LLC
CIK 2054684 · View on SEC EDGAR ↗
- Portfolio value
- $218.5M
- Positions
- 155
- As of
- June 30, 2026
#6,151 of 9,443 by 13F value · top 65.1%
Portfolio value QoQ: +25.0% 13F does not disclose cash
- Top 10 holdings weight
- 56.15%
- Top 25 holdings weight
- 73.72%
- Positions above 1%
- 19
- Effective number of positions
- 22.9
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 2.98% Est. buys $43,429,569 · sells $5,853,936
Median holding: 2.0 quarters Tracked Q4 2024–Q2 2026 · 84.7% still held
- New positions
- 50
- Increased
- 66
- Decreased
- 34
- Closed
- 7
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
8.7%
Industrials
2.5%
Communication Services
2.1%
Retail
1.8%
Financials
1.1%
Healthcare
1.1%
Consumer Discretionary
0.9%
Energy
0.9%
Financial Services
0.5%
Utilities
0.4%
Consumer Staples
0.2%
Consumer products
0.2%
Telecommunication
0.1%
Real Estate
0.1%
Materials
0.1%
Communications
0.1%
Other/Unmapped
79.1%
Full portfolio 155 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CGGO | $22,728,649 | 10.40% | 536,940 | $6,630,658 | Up ×4 | ||
| LRGF | $22,375,848 | 10.24% | 295,859 | $5,739,966 | Up ×6 | ||
| DGRO | $17,629,866 | 8.07% | 232,615 | $2,884,233 | Up ×5 | ||
| FEGE First Eagle Global Equity ETF | $16,557,739 | 7.58% | 338,466 | $3,121,645 | Up ×5 | ||
| VUG | $10,741,721 | 4.92% | 124,701 | $1,042,824 | Up ×6 | ||
| BND Vanguard Total Bond Market ETF | $8,628,313 | 3.95% | 117,536 | $-1,258,201 | Down ×1 | ||
| PYLD | $7,103,820 | 3.25% | 267,867 | $173,911 | Up ×6 | ||
| BOXX | $6,335,974 | 2.90% | 54,112 | $852,140 | Up ×3 | ||
| JPIE | $5,458,262 | 2.50% | 118,529 | $-357,349 | Down ×2 | ||
| EMGF | $5,116,107 | 2.34% | 69,835 | $1,216,855 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $4,987,464 | 2.28% | 17,236 | $1,006,253 | Up ×3 | ||
| CGMS | $4,311,744 | 1.97% | 157,766 | $-10,783 | Down ×1 | ||
| VIGI Vanguard International Dividend Appreciation ETF | $2,955,809 | 1.35% | 31,654 | $549,015 | Up ×5 | ||
| VTI | $2,848,445 | 1.30% | 7,698 | $362,718 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $2,771,656 | 1.27% | 13,852 | $1,049,412 | Up ×3 | ||
| IGRO | $2,537,732 | 1.16% | 28,861 | $514,165 | Up ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $2,381,732 | 1.09% | 9,993 | $863,943 | Up ×1 | ||
| XLRE XLRE | $2,245,796 | 1.03% | 51,006 | $672,867 | Up ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,215,269 | 1.01% | 6,270 | $460,200 | Up ×3 | ||
| GLDM | $2,169,993 | 0.99% | 27,323 | $-189,016 | Up ×1 | ||
| FLIN | $2,040,295 | 0.93% | 57,360 | $474,875 | Up ×1 | ||
| VOO | $2,022,257 | 0.93% | 2,944 | $248,101 | Down ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $1,703,903 | 0.78% | 4,568 | $333,619 | Up ×6 | ||
| MU Micron Technology, Inc. - Common Stock | $1,613,094 | 0.74% | 1,397 | $1,085,813 | Down ×1 | ||
| VCLT Vanguard Long-Term Corporate Bond ETF | $1,579,709 | 0.72% | 20,993 | $-38,891 | Down ×1 | ||
| CGDG | $1,529,769 | 0.70% | 40,783 | $-42,317 | Down ×1 | ||
| GLOF | $1,428,415 | 0.65% | 24,288 | $90,580 | Down ×6 | ||
| AVGO Broadcom Inc. - Common Stock | $1,358,969 | 0.62% | 3,598 | $456,118 | Up ×3 | ||
| MUNI | $1,287,304 | 0.59% | 24,473 | $17,971 | Up ×2 | ||
| AGG | $1,252,450 | 0.57% | 12,654 | $5,461 | Up ×1 | ||
| ALLW SPDR Bridgewater All Weather ETF | $1,178,849 | 0.54% | 40,275 | Up ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,172,556 | 0.54% | 3,281 | $306,839 | Up ×4 | ||
| VTEB | $1,024,165 | 0.47% | 20,248 | $-59,003 | Down ×2 | ||
| FBTC | $989,400 | 0.45% | 19,381 | $-161,056 | |||
| CGMU | $901,195 | 0.41% | 32,807 | $-410,244 | Down ×1 | ||
| IVVM | $900,618 | 0.41% | 24,372 | $212,352 | Up ×1 | ||
| MUNY | $887,784 | 0.41% | 8,536 | $20,797 | Up ×2 | ||
| LONZ | $841,385 | 0.39% | 17,063 | Up ×1 | |||
| AMD Advanced Micro Devices, Inc. - Common Stock | $802,818 | 0.37% | 1,382 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $745,508 | 0.34% | 1,012 | $153,387 | Down ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $734,201 | 0.34% | 2,243 | $184,794 | Up ×4 | ||
| SMLF | $722,931 | 0.33% | 8,110 | $83,848 | Down ×2 | ||
| VHT | $721,810 | 0.33% | 2,414 | $59,167 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $695,098 | 0.32% | 1,234 | $-66,977 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $683,666 | 0.31% | 642 | $261,541 | Up ×2 | ||
| VIG | $676,254 | 0.31% | 2,858 | $69,095 | Up ×2 | ||
| WDC Western Digital Corporation - Common Stock | $662,353 | 0.30% | 1,037 | $314,604 | Down ×1 | ||
| RING iShares MSCI Global Gold Miners ETF | $629,125 | 0.29% | 9,739 | $-217,070 | Down ×2 | ||
| IUSB iShares Core Universal USD Bond ETF | $624,379 | 0.29% | 13,529 | $90,149 | Up ×1 | ||
| FIX Comfort Systems USA, Inc. Common Stock | $610,441 | 0.28% | 308 | $241,883 | Up ×1 | ||
| ACWV | $600,373 | 0.27% | 4,994 | $-16,297 | Down ×1 | ||
| SPY SPY | $588,455 | 0.27% | 788 | $91,128 | Up ×1 | ||
| GEV GE Vernova Inc. Common Stock | $587,430 | 0.27% | 500 | $173,147 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $578,154 | 0.26% | 482 | $134,302 | Up ×2 | ||
| NBIS Nebius Group N.V. - Class A Ordinary Shares | $559,244 | 0.26% | 2,025 | Up ×1 | |||
| VEA | $557,875 | 0.26% | 7,830 | $48,900 | Up ×4 | ||
| TSLA Tesla, Inc. - Common Stock | $544,677 | 0.25% | 1,295 | $205,737 | Up ×1 | ||
| SNDK Sandisk Corporation - Common Stock | $529,779 | 0.24% | 233 | Up ×1 | |||
| CNC Centene Corporation Common Stock | $528,476 | 0.24% | 8,233 | $267,978 | Up ×1 | ||
| USMV | $522,853 | 0.24% | 5,420 | Up ×1 | |||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $515,310 | 0.24% | 534 | Up ×1 | |||
| SGOV iShares 0-3 Month Treasury Bond ETF | $514,608 | 0.24% | 5,112 | $-336,351 | Down ×3 | ||
| MUB | $508,937 | 0.23% | 4,729 | $8,653 | Up ×1 | ||
| CVX Chevron Corporation Common Stock | $503,413 | 0.23% | 3,037 | $107,080 | Up ×2 | ||
| WMT Walmart Inc. - Common Stock | $499,857 | 0.23% | 4,413 | $-334,698 | Down ×1 | ||
| HTAB | $487,079 | 0.22% | 25,392 | $-9,685 | Down ×6 | ||
| GLD | $484,051 | 0.22% | 1,314 | $-91,244 | |||
| COST Costco Wholesale Corporation - Common Stock | $471,477 | 0.22% | 504 | $45,946 | Up ×1 | ||
| SPYG | $470,488 | 0.22% | 3,954 | $96,008 | Up ×1 | ||
| INTU Intuit Inc. - Common Stock | $470,322 | 0.22% | 1,802 | $-291,985 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $463,754 | 0.21% | 3,392 | $-239,337 | Down ×2 | ||
| ABNB Airbnb, Inc. - Class A Common Stock | $457,205 | 0.21% | 3,195 | $136,343 | Up ×1 | ||
| VWOB Vanguard Emerging Markets Government Bond ETF | $449,965 | 0.21% | 6,692 | $-19,779 | Down ×3 | ||
| GE GE Aerospace Common Stock | $448,850 | 0.21% | 1,201 | $162,609 | Up ×1 | ||
| FTNT Fortinet, Inc. - Common Stock | $439,200 | 0.20% | 2,859 | $186,012 | Down ×1 | ||
| QUAL | $418,717 | 0.19% | 1,908 | $51,483 | Up ×2 | ||
| BLK BlackRock, Inc. Common Stock | $413,471 | 0.19% | 430 | $86,998 | Up ×1 | ||
| COF Capital One Financial Corporation Common Stock | $404,651 | 0.19% | 2,017 | ||||
| TER Teradyne, Inc. - Common Stock | $400,136 | 0.18% | 827 | $149,439 | Up ×1 | ||
| EEM | $388,842 | 0.18% | 5,684 | Up ×1 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $380,021 | 0.17% | 1,135 | $165,263 | Up ×1 | ||
| GDX GDX | $370,966 | 0.17% | 4,917 | $-86,494 | Up ×1 | ||
| PCG Pacific Gas & Electric Co. Common Stock | $370,343 | 0.17% | 22,018 | $-28,695 | Down ×1 | ||
| SCHP | $369,051 | 0.17% | 13,926 | $-111,424 | Down ×4 | ||
| ASML ASML Holding N.V. - New York Registry Shares | $346,163 | 0.16% | 174 | $120,443 | Up ×1 | ||
| JBHT J.B. Hunt Transport Services, Inc. - Common Stock | $339,212 | 0.16% | 1,172 | $130,895 | Up ×1 | ||
| BALI | $338,272 | 0.15% | 9,999 | Up ×1 | |||
| MOH Molina Healthcare Inc Common Stock | $338,019 | 0.15% | 1,478 | Up ×1 | |||
| BRKB | $337,763 | 0.15% | 675 | $38,222 | Up ×2 | ||
| JEPI | $330,958 | 0.15% | 5,860 | ||||
| BAC Bank of America Corporation Common Stock | $329,882 | 0.15% | 5,789 | Up ×1 | |||
| EME EMCOR Group, Inc. Common Stock | $324,483 | 0.15% | 391 | $37,373 | Up ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $323,709 | 0.15% | 5,618 | $-97,537 | Down ×1 | ||
| VIK Viking Holdings Ltd Ordinary Shares | $315,999 | 0.14% | 3,019 | Up ×1 | |||
| EIX Edison International Common Stock | $302,118 | 0.14% | 4,058 | $13,316 | Up ×1 | ||
| NSC Norfolk Southern Corporation Common Stock | $299,490 | 0.14% | 952 | $83,953 | Up ×1 | ||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $298,172 | 0.14% | 1,211 | $90,187 | Up ×1 | ||
| AON Aon plc Class A Ordinary Shares (Ireland) | $295,204 | 0.14% | 890 | Up ×1 | |||
| TMUS T-Mobile US, Inc. - Common Stock | $293,528 | 0.13% | 1,750 | Up ×1 | |||
| VOOG | $288,118 | 0.13% | 3,487 | $59,263 | Up ×1 | ||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| CGGO | $22,728,649 | 10.40% | up ×4 |
| LRGF | $22,375,848 | 10.24% | up ×6 |
| DGRO | $17,629,866 | 8.07% | up ×5 |
| FEGE | $16,557,739 | 7.58% | up ×5 |
| VUG | $10,741,721 | 4.92% | up ×6 |
| PYLD | $7,103,820 | 3.25% | up ×6 |
| BOXX | $6,335,974 | 2.90% | up ×3 |
| EMGF | $5,116,107 | 2.34% | up ×5 |
| AAPL | $4,987,464 | 2.28% | up ×3 |
| VIGI | $2,955,809 | 1.35% | up ×5 |
| NVDA | $2,771,656 | 1.27% | up ×3 |
| IGRO | $2,537,732 | 1.16% | up ×3 |
| GOOG | $2,215,269 | 1.01% | up ×3 |
| MSFT | $1,703,903 | 0.78% | up ×6 |
| AVGO | $1,358,969 | 0.62% | up ×3 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| ALLW | $1,178,849 | 40,275 | 0.54% |
| LONZ | $841,385 | 17,063 | 0.39% |
| AMD | $802,818 | 1,382 | 0.37% |
| NBIS | $559,244 | 2,025 | 0.26% |
| SNDK | $529,779 | 233 | 0.24% |
| USMV | $522,853 | 5,420 | 0.24% |
| STX | $515,310 | 534 | 0.24% |
| COF | $404,651 | 2,017 | 0.19% |
| EEM | $388,842 | 5,684 | 0.18% |
| BALI | $338,272 | 9,999 | 0.15% |
| MOH | $338,019 | 1,478 | 0.15% |
| JEPI | $330,958 | 5,860 | 0.15% |
| BAC | $329,882 | 5,789 | 0.15% |
| VIK | $315,999 | 3,019 | 0.14% |
| AON | $295,204 | 890 | 0.14% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| CGGO | Bought more | +63K | +$6.6M |
| LRGF | Bought more | +46K | +$5.7M |
| FEGE | Bought more | +55K | +$3.1M |
| DGRO | Bought more | +22K | +$2.9M |
| BND | Trimmed | -17K | -$1.3M |
| EMGF | Bought more | +6K | +$1.2M |
| MU | Trimmed | -36 | +$1.1M |
| NVDA | Bought more | +4K | +$1.0M |
| VUG | Bought more | +103K | +$1.0M |
| AAPL | Bought more | +2K | +$1.0M |
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| GPZ | March 31, 2026 | 74,814 | $2,031,199 | No longer tracked |
| SUB | March 31, 2025 | 8,795 | $927,707 | No longer tracked |
| JAAA | Sept. 30, 2025 | 13,832 | $701,952 | No longer tracked |
| VUSB | Dec. 31, 2025 | 12,871 | $643,484 | No longer tracked |
| CLOA | June 30, 2025 | 10,537 | $545,630 | |
| IBIT | Dec. 31, 2025 | 7,980 | $518,700 | |
| SHYG | March 31, 2026 | 12,750 | $438,362 | No longer tracked |
| MINT | Dec. 31, 2025 | 4,091 | $411,885 | No longer tracked |
| FENY | March 31, 2025 | 15,185 | $362,007 | No longer tracked |
| REGN | June 30, 2026 | 385 | $299,241 | 34.4% |
| BIL | Sept. 30, 2025 | 3,251 | $298,178 | No longer tracked |
| MRSH | June 30, 2026 | 1,725 | $296,476 | 14.7% |
| SPTS | Dec. 31, 2025 | 9,962 | $292,073 | No longer tracked |
| VGT | March 31, 2026 | 386 | $290,959 | No longer tracked |
| NSC | Dec. 31, 2025 | 958 | $287,793 | 20.5% |
| COF | March 31, 2026 | 1,186 | $287,439 | 19.3% |
| QQQ | June 30, 2025 | 549 | $257,409 | |
| BRKB | June 30, 2025 | 482 | $256,704 | No longer tracked |
| SRLN | Dec. 31, 2025 | 6,107 | $253,948 | No longer tracked |
| KMI | June 30, 2026 | 7,655 | $251,696 | -1.3% |
| BKNG | June 30, 2026 | 60 | $251,074 | 16.1% |
| NFLX | Sept. 30, 2025 | 187 | $250,417 | -93.4% |
| VTIP | Sept. 30, 2025 | 4,976 | $250,144 | |
| SHOP | March 31, 2025 | 2,340 | $248,812 | 52.7% |
| PLTR | June 30, 2026 | 1,659 | $243,027 | 48.3% |
| SCMB | March 31, 2025 | 8,920 | $229,078 | No longer tracked |
| ISCF | March 31, 2025 | 6,958 | $224,613 | No longer tracked |
| VCSH | June 30, 2026 | 2,819 | $222,840 | |
| VTV | March 31, 2025 | 1,286 | $217,685 | No longer tracked |
| RSP | June 30, 2025 | 1,246 | $215,845 | No longer tracked |
| VCSH | June 30, 2025 | 2,660 | $209,994 | |
| MUNI | June 30, 2025 | 4,059 | $209,223 | No longer tracked |
| NEM | June 30, 2026 | 1,838 | $209,146 | 40.1% |
| V | March 31, 2026 | 587 | $205,946 | 21.7% |
| JEPI | Dec. 31, 2025 | 3,601 | $205,636 | No longer tracked |
| NKX | June 30, 2025 | 16,140 | $203,203 | 2.5% |
| NEA | June 30, 2025 | 14,522 | $162,646 | 2.2% |
| AFB | June 30, 2025 | 10,698 | $116,180 | 6.2% |