13F Insight
DOSSIER · 13F-HR · Q3 2026

LifeGoal Investments, LLC

$328M in tracked AUM across 213 positions as of Q3 2026.

LI
CIK 0002054684 · last filed Sep 30, 2026
Total AUM
$328M
as of Q3 2026
Holdings
213
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 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 · Q3 2026. Methodology

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
LRGF
ISHARES TR
$25M318K7.5%02
CGGO
CAPITAL GROUP GBL GROWTH EQT
$23M583K7.1%03
FEGE
RBB FUND TRUST
$18M366K5.6%04
DGRO
ISHARES TR
$18M239K5.5%05
NVDA
NVIDIA CORPORATION
$15M65K4.5%06
VUG
VANGUARD INDEX FDS
$12M129K3.5%07
AAPL
APPLE INC
$10M30K3.1%08
AMZN
AMAZON COM INC
$8M31K2.3%09
BND
VANGUARD BD INDEX FDS
$8M107K2.3%10
VIG
VANGUARD SPECIALIZED FUNDS
$7M32K2.3%

Filing history

2026Q3Sep 30
$328M▲ 50.1%
213 positionsView →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 positionsLocked2025Q2Jun 30
$70M▲ 9.1%
40 positionsLocked2025Q1Mar 31
$64M▼ 30.8%
35 positionsLocked2024Q4Dec 31
$92M—
61 positionsLocked