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CIK: 0002054684
Total reported value
$328.0M
$328.0M
155 檔
27.4%
The Q2 2026 SEC filing reveals that LifeGoal Investments, LLC held a total portfolio value of $328.0M, covering 155 public equity positions.
In Q2 2026, LifeGoal Investments, LLC displayed an active expansion posture, initiating 50 new positions and adding to 66 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CGGO | Cap Group Global Growth | ETF-Other | 10.40% | -3.32% | +13.32% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 10.24% | -2.70% | +18.18% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.07% | -2.57% | +10.69% | |
| 4 | FEGE | First Eagle Gl Equity ETF | ETF-Other | 7.58% | -1.99% | +19.22% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 4.92% | -1.37% | +467.86% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 3.95% | -1.65% | -12.75% | |
| 7 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.25% | -1.07% | +1.12% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 2.90% | -1.61% | +14.67% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 2.50% | -1.17% | -6.43% | |
| 10 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 2.34% | -0.76% | +9.54% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.81% | +10.67% | |
| 12 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.97% | -0.58% | -0.38% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 1.35% | -0.38% | +17.91% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | -0.30% | +0.10% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.27% | +3.28% | +41.36% | |
| 16 | IGRO | Ishares Intl Div Growth ETF | ETF-Other | 1.16% | -0.38% | +20.82% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | +1.23% | +38.64% | |
| 18 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.03% | -0.69% | +33.14% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.01% | -0.34% | +5.36% | |
| 20 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.99% | -0.28% | +9.24% | |
| 21 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.93% | -0.30% | +21.76% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | +0.86% | -0.07% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | +1.03% | +23.13% | |
| 24 | MU | Micron Technology Inc | Stock-Tech | 0.74% | -0.31% | -2.51% | |
| 25 | VCLT | Vanguard Long-term CORP Bond | ETF-Corp Bonds | 0.72% | -0.39% | -3.40% | |
| 26 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.70% | -0.24% | -6.45% | |
| 27 | GLOF | Ishares Global Equity Factor | ETF-Other | 0.65% | -0.22% | -4.29% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.34% | +24.93% | |
| 29 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.59% | -0.41% | +0.51% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.57% | -0.22% | +0.46% | |
| 31 | ALLW | State Street Brgwtr All Wthr | ETF-Other | 0.54% | -0.08% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.54% | -0.20% | +12.71% | |
| 33 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.47% | -0.14% | -6.70% | |
| 34 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.45% | -0.02% | — | |
| 35 | CGMU | Cap Group Municipal Income | ETF-Other | 0.41% | -0.30% | -31.96% | |
| 36 | IVVM | Ishar Lc Md Qur Ld Etf-us In | ETF-Other | 0.41% | -0.13% | +21.39% | |
| 37 | MUNY | Vanguard Ny Tax-ex Bond | ETF-Other | 0.41% | -0.35% | +0.80% | |
| 38 | LONZ | Pimco Senior Loan Active ETF | ETF-Other | 0.39% | +0.08% | — | |
| 39 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | -0.06% | — | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.07% | -0.10% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.34% | -0.09% | +20.59% | |
| 42 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.33% | -0.13% | -3.51% | |
| 43 | VHT | Vanguard Health Care ETF | ETF-Other | 0.33% | -0.33% | EXIT | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.32% | +0.07% | -6.23% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.31% | -0.10% | +11.07% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.31% | +1.95% | +1.53% | |
| 47 | WDC | Western Digital CORP | Stock-Tech | 0.30% | -0.18% | -11.22% | |
| 48 | RING | Ishares Msci Global Gold Min | ETF-Commodities | 0.29% | -0.07% | -4.91% | |
| 49 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.29% | -0.09% | +16.72% | |
| 50 | FIX | Comfort Systems USA Inc | Stock-Industrials | 0.28% | -0.12% | +19.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CGGO | Cap Group Global Growth | +1.2% | +13.32% | Add |
| 2 | LRGF | Ishares US Equity Factor ETF | +0.7% | +18.18% | Add |
| 3 | ALLW | State Street Brgwtr All Wthr | +0.5% | NEW | New buy |
| 4 | MU | Micron Technology Inc | +0.4% | -2.51% | Trim |
| 5 | LONZ | Pimco Senior Loan Active ETF | +0.4% | NEW | New buy |
| 6 | AMD | Advanced Micro Devices | +0.4% | NEW | New buy |
| 7 | NVDA | Nvidia CORP | +0.3% | +41.36% | Add |
| 8 | NBIS | Nebius Group N.V. | +0.3% | NEW | New buy |
| 9 | SNDK | Sandisk CORP | +0.2% | NEW | New buy |
| 10 | USMV | Ishares Msci USA Min Vol Fac | +0.2% | NEW | New buy |
| 11 | STX | Seagate Technology Holdings plc | +0.2% | NEW | New buy |
| 12 | AMZN | Amazon.com Inc | +0.2% | +38.64% | Add |
| 13 | COF | Capital One Financial CORP | +0.2% | NEW | New buy |
| 14 | EEM | Ishares Msci Emerging Market | +0.2% | NEW | New buy |
| 15 | BALI | Is US Lrg Cp Pre Inc Act-usd | +0.2% | NEW | New buy |
| 16 | MOH | Molina Healthcare Inc | +0.2% | NEW | New buy |
| 17 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | NEW | New buy |
| 18 | BAC | Bank Of America CORP | +0.2% | NEW | New buy |
| 19 | VIK | Viking Holdings Ltd | +0.1% | NEW | New buy |
| 20 | AON | Aon plc | +0.1% | NEW | New buy |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +33.14% | Add |
| 22 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 23 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 24 | WCN | Waste Connections Inc | +0.1% | NEW | New buy |
| 25 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 26 | ES | Eversource Energy | +0.1% | NEW | New buy |
| 27 | IDVO | Amplify Cwp Intl Enh Dvd Inc | +0.1% | NEW | New buy |
| 28 | C | Citigroup Inc | +0.1% | NEW | New buy |
| 29 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 30 | ZIM | ZIM Integrated Shipping Services Ltd. | +0.1% | NEW | New buy |
| 31 | MAA | Mid-america Apartment Comm | +0.1% | NEW | New buy |
| 32 | EMGF | Ishares Emerging Markets Equ | +0.1% | +9.54% | Add |
| 33 | UAL | United Airlines Holdings Inc | +0.1% | NEW | New buy |
| 34 | CMI | Cummins Inc | +0.1% | NEW | New buy |
| 35 | SHOP | Shopify Inc - Class A | +0.1% | NEW | New buy |
| 36 | CRS | Carpenter Technology | +0.1% | NEW | New buy |
| 37 | VRSN | Verisign Inc | +0.1% | NEW | New buy |
| 38 | AVGO | Broadcom Inc | +0.1% | +24.93% | Add |
| 39 | WDC | Western Digital CORP | +0.1% | -11.22% | Trim |
| 40 | MHK | Mohawk Industries Inc | +0.1% | NEW | New buy |
| 41 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 42 | EOG | Eog Resources Inc | +0.1% | NEW | New buy |
| 43 | DKNG | Draftkings Inc-cl A | +0.1% | NEW | New buy |
| 44 | LITE | Lumentum Holdings Inc | +0.1% | NEW | New buy |
| 45 | MLPA | Global X Mlp ETF | +0.1% | NEW | New buy |
| 46 | GIS | General Mills Inc | +0.1% | NEW | New buy |
| 47 | TTWO | Take-two Interactive Softwre | +0.1% | NEW | New buy |
| 48 | SMH | Vaneck Semiconductor ETF | +0.1% | NEW | New buy |
| 49 | AVUV | Avantis US Small Cap Value | +0.1% | NEW | New buy |
| 50 | GM | General Motors Co | +0.1% | NEW | New buy |
According to official SEC Form 13F filings, LifeGoal Investments, LLC reported a total U.S. public equity portfolio value of $328.0M across 155 disclosed positions in Q2 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 CGGO, LRGF, DGRO) accounted for 27.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
ALLW
市值: $1.2M
Top Position Liquidated / Trimmed
REGN
前期市值: $299.2K
During Q2 2026, LifeGoal Investments, LLC's top holdings by market value included CGGO (10.4%)、LRGF (10.2%)、DGRO (8.1%). The largest single position, CGGO, represented 10.4% of total portfolio value.
In Q2 2026, LifeGoal Investments, LLC made 157 total portfolio adjustments, initiating 50 new buys, adding to 66 positions, trimming 34 holdings, and fully liquidating 7 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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