13F Insight
DOSSIER · 13F-HR · Q1 2026

LifeGoal Investments, LLC

LifeGoal Investments's hedge fund based in Boston, MA — $175M in tracked AUM across 112 positions as of Q1 2026.

LI
LifeGoal Investments·Boston, MA·Hedge Fund
CIK 0002054684 · last filed Mar 31, 2026
Total AUM
$175M
▲ 5.0%
vs prior
Holdings
112
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
9% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
LRGF
ISHARES TR
$17M250K9.5%
02
CGGO
CAPITAL GROUP GBL GROWTH EQT
$16M474K9.2%
03
DGRO
ISHARES TR
$15M210K8.4%
04
FEGE
RBB FUND TRUST
$13M284K7.7%
05
BND
VANGUARD BD INDEX FDS
$10M135K5.7%
06
VUG
VANGUARD INDEX FDS
$10M22K5.6%
07
PYLD
PIMCO ETF TR
$7M265K4.0%
08
JPIE
J P MORGAN EXCHANGE TRADED F
$6M127K3.3%
09
BOXX
EA SERIES TRUST
$5M47K3.1%
10
CGMS
CAPITAL GRP FIXED INCM ETF T
$4M158K2.5%

Filing history

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