13F Insight
DOSSIER · 13F-HR · Q2 2026

LifeGoal Investments, LLC

$218M in tracked AUM across 155 positions as of Q2 2026.

LI
CIK 0002054684 · last filed Jun 30, 2026
Total AUM
$218M
as of Q2 2026
Holdings
155
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: LifeGoal Investments, LLC
1. Portfolio Overview

LifeGoal Investments, LLC reported a significant expansion in assets under management, with the total portfolio value growing by 87.4% quarter-over-quarter, rising from $80.08M to $150.08M. This substantial increase suggests a period of strong capital inflows or market appreciation, coinciding with a major restructuring of the portfolio's composition. The firm currently manages **75 holdi...

The portfolio is heavily structured around Exchange Traded Funds (ETFs), which comprise approximately 70.5% of the total value ($105.89M). This "core-satellite" or model-based approach suggests that LifeGoal Investments utilizes ETFs to achieve broad market exposure and specific factor tilts, while supplementing with individual equities. The portfolio is well-diversified across asset classes, including domestic and international equities, fixed income, and alternative assets like Bitcoin and Gold.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
CGGO
CAPITAL GROUP GBL GROWTH EQT
$23M537K10.4%02
LRGF
ISHARES TR
$22M296K10.2%03
DGRO
ISHARES TR
$18M233K8.1%04
FEGE
RBB FUND TRUST
$17M338K7.6%05
VUG
VANGUARD INDEX FDS
$11M125K4.9%06
BND
VANGUARD BD INDEX FDS
$9M118K3.9%07
PYLD
PIMCO ETF TR
$7M268K3.3%08
BOXX
EA SERIES TRUST
$6M54K2.9%09
JPIE
J P MORGAN EXCHANGE TRADED F
$5M119K2.5%10
EMGF
ISHARES INC
$5M70K2.3%

Filing history

2026Q2Jun 30
$218M▲ 25.0%
155 positionsView →2026Q1Mar 31
$175M▲ 16.4%
112 positionsView →2025Q4Dec 31
$150M▲ 87.4%
75 positionsView →2025Q3Sep 30
$80M▲ 15.2%
43 positionsView →2025Q2Jun 30
$70M▲ 9.1%
40 positionsLocked2025Q1Mar 31
$64M▼ 30.8%
35 positionsLocked2024Q4Dec 31
$92M—
61 positionsLocked