Filed: 4/14/2026ACC: 0001754960-26-000251
📋 What this filing means
LIFEGOAL INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 112 equity positions with a total reported market value of $174.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
112
Positions
$174.75M
Total AUM (reported)
2.79M
Total Shares
Allocation by class
COM$23.58M13.5%
U S EQUITY FACTR$16.64M9.5%
SHS CREATION UNI$16.10M9.2%
CORE DIV GRWTH$14.75M8.4%
FIRST EAGLE GBL$13.44M7.7%
TOTAL BND MRKT$9.89M5.7%
GROWTH ETF$9.70M5.6%
Portfolio Concentration
Top 3$47.48M27.2%
4–10$55.57M31.8%
11–25$31.62M18.1%
Rest$40.07M22.9%
Top 3 weight
27.2%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 2.79M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.79M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole112
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings112
Rows:
ISHARES TR
SOLEShares250.34K
TypeSH
Market value$16.64M
9.52%
Sole
0.00
Shared
0.00
None
250.34K
CAPITAL GROUP GBL GROWTH EQT
SOLEShares473.84K
TypeSH
Market value$16.10M
9.21%
Sole
0.00
Shared
0.00
None
473.84K
ISHARES TR
SOLEShares210.15K
TypeSH
Market value$14.75M
8.44%
Sole
0.00
Shared
0.00
None
210.15K
RBB FUND TRUST
SOLEShares283.90K
TypeSH
Market value$13.44M
7.69%
Sole
0.00
Shared
0.00
None
283.90K
VANGUARD BD INDEX FDS
SOLEShares134.71K
TypeSH
Market value$9.89M
5.66%
Sole
0.00
Shared
0.00
None
134.71K
VANGUARD INDEX FDS
SOLEShares21.96K
TypeSH
Market value$9.70M
5.55%
Sole
0.00
Shared
0.00
None
21.96K
PIMCO ETF TR
SOLEShares264.89K
TypeSH
Market value$6.93M
3.97%
Sole
0.00
Shared
0.00
None
264.89K
J P MORGAN EXCHANGE TRADED F
SOLEShares126.67K
TypeSH
Market value$5.82M
3.33%
Sole
0.00
Shared
0.00
None
126.67K
EA SERIES TRUST
SOLEShares47.19K
TypeSH
Market value$5.48M
3.14%
Sole
0.00
Shared
0.00
None
47.19K
CAPITAL GRP FIXED INCM ETF T
SOLEShares158.36K
TypeSH
Market value$4.32M
2.47%
Sole
0.00
Shared
0.00
None
158.36K
APPLE INC
SOLEShares15.57K
TypeSH
Market value$3.98M
2.28%
Sole
0.00
Shared
0.00
None
15.57K
ISHARES INC
SOLEShares63.76K
TypeSH
Market value$3.90M
2.23%
Sole
0.00
Shared
0.00
None
63.76K
VANGUARD INDEX FDS
SOLEShares7.69K
TypeSH
Market value$2.49M
1.42%
Sole
0.00
Shared
0.00
None
7.69K
VANGUARD WHITEHALL FDS
SOLEShares26.85K
TypeSH
Market value$2.41M
1.38%
Sole
0.00
Shared
0.00
None
26.85K
WORLD GOLD TR
SOLEShares25.01K
TypeSH
Market value$2.36M
1.35%
Sole
0.00
Shared
0.00
None
25.01K
ISHARES TR
SOLEShares23.89K
TypeSH
Market value$2.02M
1.16%
Sole
0.00
Shared
0.00
None
23.89K
VANGUARD INDEX FDS
SOLEShares2.95K
TypeSH
Market value$1.77M
1.02%
Sole
0.00
Shared
0.00
None
2.95K
ALPHABET INC
SOLEShares5.95K
TypeSH
Market value$1.76M
1.00%
Sole
0.00
Shared
0.00
None
5.95K
NVIDIA CORPORATION
SOLEShares9.80K
TypeSH
Market value$1.72M
0.99%
Sole
0.00
Shared
0.00
None
9.80K
VANGUARD SCOTTSDALE FDS
SOLEShares21.73K
TypeSH
Market value$1.62M
0.93%
Sole
0.00
Shared
0.00
None
21.73K
SELECT SECTOR SPDR TR
SOLEShares38.31K
TypeSH
Market value$1.57M
0.90%
Sole
0.00
Shared
0.00
None
38.31K
CAPITAL GROUP DIVIDEND GROWE
SOLEShares43.60K
TypeSH
Market value$1.57M
0.90%
Sole
0.00
Shared
0.00
None
43.60K
FRANKLIN TEMPLETON ETF TR
SOLEShares47.11K
TypeSH
Market value$1.57M
0.90%
Sole
0.00
Shared
0.00
None
47.11K
AMAZON COM INC
SOLEShares7.21K
TypeSH
Market value$1.52M
0.87%
Sole
0.00
Shared
0.00
None
7.21K
MICROSOFT CORP
SOLEShares3.71K
TypeSH
Market value$1.37M
0.78%
Sole
0.00
Shared
0.00
None
3.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | U S EQUITY FACTR | 250.34K | SH | $16.64M 9.52% | 0.00 | 0.00 | 250.34K |
CAPITAL GROUP GBL GROWTH EQTSOLE | SHS CREATION UNI | 473.84K | SH | $16.10M 9.21% | 0.00 | 0.00 | 473.84K |
ISHARES TRSOLE | CORE DIV GRWTH | 210.15K | SH | $14.75M 8.44% | 0.00 | 0.00 | 210.15K |
RBB FUND TRUSTSOLE | FIRST EAGLE GBL | 283.90K | SH | $13.44M 7.69% | 0.00 | 0.00 | 283.90K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 134.71K | SH | $9.89M 5.66% | 0.00 | 0.00 | 134.71K |
VANGUARD INDEX FDSSOLE | GROWTH ETF | 21.96K | SH | $9.70M 5.55% | 0.00 | 0.00 | 21.96K |
PIMCO ETF TRSOLE | MULTISECTOR BD | 264.89K | SH | $6.93M 3.97% | 0.00 | 0.00 | 264.89K |
J P MORGAN EXCHANGE TRADED FSOLE | INCOME ETF | 126.67K | SH | $5.82M 3.33% | 0.00 | 0.00 | 126.67K |
EA SERIES TRUSTSOLE | ALPHA ARCH 1-3 | 47.19K | SH | $5.48M 3.14% | 0.00 | 0.00 | 47.19K |
CAPITAL GRP FIXED INCM ETF TSOLE | US MULTI-SECTOR | 158.36K | SH | $4.32M 2.47% | 0.00 | 0.00 | 158.36K |
APPLE INCSOLE | COM | 15.57K | SH | $3.98M 2.28% | 0.00 | 0.00 | 15.57K |
ISHARES INCSOLE | EMNG MKTS EQT | 63.76K | SH | $3.90M 2.23% | 0.00 | 0.00 | 63.76K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 7.69K | SH | $2.49M 1.42% | 0.00 | 0.00 | 7.69K |
VANGUARD WHITEHALL FDSSOLE | INTL DVD ETF | 26.85K | SH | $2.41M 1.38% | 0.00 | 0.00 | 26.85K |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 25.01K | SH | $2.36M 1.35% | 0.00 | 0.00 | 25.01K |
ISHARES TRSOLE | INTL DIV GRWTH | 23.89K | SH | $2.02M 1.16% | 0.00 | 0.00 | 23.89K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 2.95K | SH | $1.77M 1.02% | 0.00 | 0.00 | 2.95K |
ALPHABET INCSOLE | CAP STK CL C | 5.95K | SH | $1.76M 1.00% | 0.00 | 0.00 | 5.95K |
NVIDIA CORPORATIONSOLE | COM | 9.80K | SH | $1.72M 0.99% | 0.00 | 0.00 | 9.80K |
VANGUARD SCOTTSDALE FDSSOLE | LG-TERM COR BD | 21.73K | SH | $1.62M 0.93% | 0.00 | 0.00 | 21.73K |
SELECT SECTOR SPDR TRSOLE | STATE STREET REA | 38.31K | SH | $1.57M 0.90% | 0.00 | 0.00 | 38.31K |
CAPITAL GROUP DIVIDEND GROWESOLE | SHS ETF | 43.60K | SH | $1.57M 0.90% | 0.00 | 0.00 | 43.60K |
FRANKLIN TEMPLETON ETF TRSOLE | FRANKLIN INDIA | 47.11K | SH | $1.57M 0.90% | 0.00 | 0.00 | 47.11K |
AMAZON COM INCSOLE | COM | 7.21K | SH | $1.52M 0.87% | 0.00 | 0.00 | 7.21K |
MICROSOFT CORPSOLE | COM | 3.71K | SH | $1.37M 0.78% | 0.00 | 0.00 | 3.71K |
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