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CIK: 0002054684
Total reported value
$218.5M
$218.5M
112 檔
32.4%
At the close of Q1 2026, LifeGoal Investments, LLC disclosed equity holdings valued at approximately $218.5M, spread across 112 reported holdings.
In Q1 2026, LifeGoal Investments, LLC displayed an active expansion posture, initiating 43 new positions and adding to 37 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 9.52% | +0.72% | +16.94% | |
| 2 | CGGO | Cap Group Global Growth | ETF-Other | 9.21% | +1.19% | +13.61% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.44% | -0.37% | +8.53% | |
| 4 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 7.69% | -0.11% | +21.67% | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 5.66% | -1.71% | +3.17% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 5.55% | -0.63% | +1.28% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.97% | -0.72% | +16.35% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 3.33% | -0.83% | -6.65% | |
| 9 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 3.14% | -0.24% | +118.96% | |
| 10 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 2.47% | -0.50% | +16.55% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.28% | — | +20.36% | |
| 12 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.23% | +0.11% | +11.59% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.42% | -0.12% | +0.10% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.38% | -0.03% | +9.31% | |
| 15 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.35% | -0.36% | — | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.16% | — | +17.43% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | -0.09% | -0.24% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.01% | +8.95% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | +0.28% | +61.67% | |
| 20 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.93% | -0.21% | +5.15% | |
| 21 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.90% | +0.13% | — | |
| 22 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.90% | -0.20% | +0.13% | |
| 23 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.90% | +0.03% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.87% | +0.22% | -3.03% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | — | +69.79% | |
| 26 | GLOF | Ishares Global Equity Factor | ETF-Other | 0.77% | -0.12% | -0.11% | |
| 27 | CGMU | Cap Group Municipal Income | ETF-Other | 0.75% | -0.34% | +6.67% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.73% | -0.14% | +24.92% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.71% | -0.14% | -10.58% | |
| 30 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.66% | -0.21% | -1.62% | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.15% | -0.45% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.52% | +0.10% | +57.03% | |
| 33 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.50% | -0.09% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.04% | +30.30% | |
| 35 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.49% | -0.25% | -11.94% | |
| 36 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.48% | -0.19% | -75.05% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.48% | -0.25% | +14.24% | |
| 38 | INTU | Intuit Inc | Stock-Tech | 0.44% | -0.22% | — | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.12% | +6.21% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.19% | -1.20% | |
| 41 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.39% | +0.02% | -20.84% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.38% | -0.05% | — | |
| 43 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.37% | -0.04% | -0.18% | |
| 44 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 0.35% | -0.08% | — | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | -0.04% | +0.39% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | — | +120.22% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.33% | -0.11% | — | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.31% | +0.03% | +33.62% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.31% | -0.02% | -13.07% | |
| 50 | MU | Micron Technology Inc | Stock-Tech | 0.30% | +0.44% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BOXX | Alpha Architect 1-3 Mnth Box | +1.5% | +118.96% | Add |
| 2 | FEGE | First Eagle Gl Equity ETF | +0.5% | +21.67% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +61.67% | Add |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +120.22% | Add |
| 5 | NYF | Ishares New York Muni Bond E | +0.1% | -66.87% | Trim |
| 6 | PCG | P G & E CORP | +0.1% | +120.47% | Add |
| 7 | AVGO | Broadcom Inc | +0.1% | +57.03% | Add |
| 8 | MSFT | Microsoft CORP | +0.1% | +69.79% | Add |
| 9 | LLY | Eli Lilly & Co | +0.1% | +97.87% | Add |
| 10 | WMT | Walmart Inc | +0.1% | +14.24% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.1% | -1.20% | Trim |
| 12 | CVX | Chevron CORP | +0.1% | +9.73% | Add |
| 13 | EMGF | Ishares Emerging Markets Equ | 0% | +11.59% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | 0% | +30.30% | Add |
| 15 | IAU | Ishares Gold Trust | 0% | +22.01% | Add |
| 16 | CAT | Caterpillar Inc | 0% | +0.17% | Add |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +39.73% | Add |
| 18 | JPM | Jpmorgan Chase & Co | 0% | +33.62% | Add |
| 19 | COP | Conocophillips | 0% | -10.48% | Trim |
| 20 | JNJ | Johnson & Johnson | — | -2.25% | Trim |
| 21 | IGRO | Ishares Intl Div Growth ETF | 0% | +17.43% | Add |
| 22 | VEA | Vanguard Ftse Developed ETF | 0% | +7.93% | Add |
| 23 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 24 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 25 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 26 | VB | Vanguard Small-cap ETF | 0% | — | Unchanged |
| 27 | CGMS | Cap Group US Multi-sect Bond | 0% | +16.55% | Add |
| 28 | VPLS | Vanguard Core-plus Bond ETF | 0% | -1.58% | Trim |
| 29 | SPLB | Ss Spdr P Long Term C ETF | 0% | +0.16% | Add |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | 0% | -9.44% | Trim |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | +1.06% | Add |
| 32 | JBBB | Janus Henderson B-bbb Clo Et | -0.1% | -33.76% | Trim |
| 33 | SMLF | Ishares US Smallcap Equity F | -0.1% | -0.18% | Trim |
| 34 | HTAB | Hartford Schroders Tax Aware | -0.1% | -63.60% | Trim |
| 35 | AAPL | Apple Inc | -0.1% | +20.36% | Add |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | — | Unchanged |
| 37 | VIG | Vanguard Dividend Apprec ETF | -0.1% | +0.39% | Add |
| 38 | ACWV | Ishares Msci Global Min Vol | -0.1% | — | Unchanged |
| 39 | CGMU | Cap Group Municipal Income | -0.1% | +6.67% | Add |
| 40 | VOOG | Vanguard S&p 500 Growth ETF | -0.1% | -15.93% | Trim |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.78% | Trim |
| 42 | VHT | Vanguard Health Care ETF | -0.1% | — | Unchanged |
| 43 | MUNY | Vanguard Ny Tax-ex Bond | -0.1% | NEW | New buy |
| 44 | PYLD | Pimco Multisector Bond Actv | -0.1% | +16.35% | Add |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | -0.1% | -13.07% | Trim |
| 46 | META | Meta Platforms Inc-class A | -0.1% | +6.21% | Add |
| 47 | VCLT | Vanguard Long-term CORP Bond | -0.1% | +5.15% | Add |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | -0.45% | Trim |
| 49 | VIGI | Vanguard Int Div App Indx Fd | -0.1% | +9.31% | Add |
| 50 | GLOF | Ishares Global Equity Factor | -0.1% | -0.11% | Trim |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $218.5M across 112 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LRGF, CGGO, DGRO) accounted for 32.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLDM
市值: $2.4M
Top Position Liquidated / Trimmed
GPZ
前期市值: $2.0M
During Q1 2026, LifeGoal Investments, LLC's top holdings by market value included LRGF (9.5%)、CGGO (9.2%)、DGRO (8.4%). The largest single position, LRGF, represented 9.5% of total portfolio value.
In Q1 2026, LifeGoal Investments, LLC made 110 total portfolio adjustments, initiating 43 new buys, adding to 37 positions, trimming 25 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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