LifeGoal Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), LifeGoal Investments, LLC reported 65 stock positions worth $105.2 million. Its top holding was iShares Core Dividend Growth (DGRO) at 9.7% of the portfolio, followed by iShares US Equity Factor ETF (LRGF, 9.5%) and Cap Group Global Growth (CGGO, 9.0%). Compared with Q1 2025, it opened 11 new positions, sold out of 9, added to 24 and reduced 28. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +608%) and the biggest sale Cap Group US Multi-Sect Bond (CGMS, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- SARATOGA SPRINGS, NY
- CIK
- 0002054684
- Portfolio Value
- $105.2M (Q2 2025)
- SEC Filing
- 0001754960-25-000427 ↗ filed Jul 17, 2025
Holdings Value
Holdings 65 stocks · $105.2M
| DGRO iShares Core Dividend Growth | 9.71% | 159,858 | $10.2M | Add +7.1% |
| LRGF iShares US Equity Factor ETF | 9.47% | 155,356 | $10.0M | Add +34.1% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 8.97% | 295,093 | $9.4M | Reduce -4.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 7.57% | 18,167 | $8.0M | Add +5.5% |
| BND Vanguard Total Bond Market | 6.74% | 96,269 | $7.1M | Add +25.9% |
| FEGE First Eagle GL Equity ETF | 5.60% | 146,020 | $5.9M | Add +68.5% |
| JPIE JPMorgan Income ETF | 4.37% | 99,192 | $4.6M | Add +1.6% |
| SCHP Schwab U.S. Tips ETF | 3.56% | 140,429 | $3.7M | Add +608.1% |
| PYLD PIMCO Multisector Bond Actv | 3.39% | 134,601 | $3.6M | Add +33.4% |
| EMGF iShares Emerging Markets Equ | 2.23% | 45,160 | $2.4M | Add +17.3% |
| SMLF iShares US Smallcap Equity F | 2.06% | 31,930 | $2.2M | Add +1.5% |
| FBTC Fidelity Wise Origin Bitcoin | 1.73% | 19,375 | $1.8M | No change |
| VTI VG Morningstar TS MKT ETF-US | 1.73% | 5,986 | $1.8M | Reduce -5.7% |
| SGOV iShares 0-3 Month Treasury B | 1.62% | 16,957 | $1.7M | Add +131.7% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 1.57% | 49,243 | $1.7M | Reduce -28.1% |
| VIGI Vanguard Int Div App Indx FD | 1.54% | 17,967 | $1.6M | Add +22.7% |
| HTAB Hartford Schroders Tax Aware | 1.50% | 84,525 | $1.6M | Reduce -14.2% |
| RING iShares MSCI Global Gold Min | 1.42% | 34,140 | $1.5M | Add +9.7% |
| GLOF iShares Global Equity Factor | 1.39% | 30,327 | $1.5M | Reduce -28.1% |
| VCLT Vanguard Long-Term Corp. Bond | 1.38% | 19,078 | $1.4M | Add +19.3% |
| IGRO iShares Intl Div Growth ETF | 1.36% | 18,207 | $1.4M | Add +19.3% |
| AGG iShares Core U.S. Aggregate | 1.21% | 12,794 | $1.3M | Add +10.5% |
| CGMU Cap Group Municipal Income | 0.97% | 38,288 | $1.0M | Reduce -20.2% |
| AMZN Amazon.com Inc. | 0.95% | 4,556 | $1000K | Add +116.6% |
| CGMS Cap Group US Multi-Sect Bond | 0.95% | 36,160 | $999K | Reduce -74.6% |
| NYF iShares New York Muni Bond E | 0.87% | 17,510 | $913K | Add +8.4% |
| VOO Vanguard S&P 500 ETF | 0.86% | 1,595 | $906K | Reduce -45.9% |
| GOOG Alphabet Inc. Class C | 0.81% | 4,793 | $850K | Add +1.9% |
| MSFT Microsoft Corp. | 0.80% | 1,702 | $847K | Add +24.3% |
| NVDA Nvidia Corp. | 0.78% | 5,178 | $818K | Add +35.7% |
| MUB iShares National Muni Bond E | 0.77% | 7,772 | $812K | Reduce -7.5% |
| AAPL Apple Inc. | 0.75% | 3,848 | $789K | Reduce -5.7% |
| JBBB Janus Henderson B-BBB Clo Et | 0.74% | 16,178 | $780K | Reduce -72.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.67% | 13,832 | $702K | New |
| ACWV iShares MSCI Global Min Vol | 0.59% | 5,255 | $623K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.58% | 821 | $606K | Add +5.8% |
| QUAL iShares MSCI USA Quality Fac | 0.55% | 3,190 | $583K | Add +22.1% |
| VHT Vanguard Health Care ETF | 0.55% | 2,346 | $583K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.53% | 2,708 | $554K | Reduce -1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.47% | 10,673 | $493K | New |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.44% | 10,716 | $462K | New |
| BOXX Alpha Architect 1-3 MNTH Box | 0.40% | 3,714 | $418K | Reduce -20.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.34% | 3,775 | $360K | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 582 | $360K | Reduce -72.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.33% | 7,104 | $348K | Reduce -53.6% |
| XOM Exxon Mobil Corp. | 0.30% | 2,929 | $316K | Reduce -11.6% |
| JPM JPMorgan Chase & Co. | 0.30% | 1,088 | $315K | New |
| AVGO Broadcom Inc. | 0.30% | 1,137 | $313K | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.28% | 3,251 | $298K | Reduce -45.1% |
| GOOGL Alphabet Inc. Class A | 0.26% | 1,578 | $278K | Reduce -4.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.26% | 687 | $272K | Reduce -4.7% |
| NSC Norfolk Southern Corp. | 0.25% | 1,047 | $268K | Reduce -0.1% |
| SPLB SS SPDR P Long Term C ETF | 0.25% | 11,669 | $263K | Reduce -20.0% |
| SRLN SS Blackstone Sr Loan ETF | 0.25% | 6,328 | $263K | Reduce -16.8% |
| V Visa Inc. Class A | 0.25% | 727 | $258K | New |
| NFLX Netflix Inc. | 0.24% | 187 | $250K | New |
| VTIP Vanguard Short-Term Tips | 0.24% | 4,976 | $250K | New |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | 0.24% | 7,656 | $248K | Reduce -28.0% |
| GDX Vaneck Gold Miners ETF | 0.23% | 4,601 | $240K | Reduce -5.0% |
| WMT Walmart Inc. | 0.21% | 2,217 | $217K | Reduce -25.0% |
| JEPI JPMorgan Equity Premium Inco | 0.20% | 3,795 | $215K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 893 | $212K | Reduce -57.2% |
| VGT Vanguard Info Tech ETF | 0.19% | 309 | $205K | New |
| LLY Eli Lilly & Co. | 0.19% | 261 | $203K | Reduce -7.1% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 3,562 | $203K | New |
Portfolio Sells Q1 2025 → Q2 2025
| CGMS Cap Group US Multi-Sect Bond | Reduce -74.6% | 0.95% | −3.24 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -72.6% | 0.74% | −2.33 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -72.6% | 0.34% | −0.94 |
| CGDG Cap Group Dividend Growers | Reduce -28.1% | 1.57% | −0.73 |
| VOO Vanguard S&P 500 ETF | Reduce -45.9% | 0.86% | −0.67 |
| CLOA iShares Aaa Clo Act ETF-Usdi | Sold out | 0.00% | −0.59 |
| GLOF iShares Global Equity Factor | Reduce -28.1% | 1.39% | −0.56 |
| HTAB Hartford Schroders Tax Aware | Reduce -14.2% | 1.50% | −0.54 |
| CGGO Cap Group Global Growth | Reduce -4.8% | 8.97% | −0.51 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -53.6% | 0.33% | −0.49 |
| CGMU Cap Group Municipal Income | Reduce -20.2% | 0.97% | −0.42 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -45.1% | 0.28% | −0.30 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -57.2% | 0.20% | −0.30 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.28 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.28 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.23 |
| AAPL Apple Inc. | Reduce -5.7% | 0.75% | −0.23 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.23 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.23 |
| XNCMX Nuveen Ca Amt-FR Muni Inc. | Sold out | 0.00% | −0.22 |
| MUB iShares National Muni Bond E | Reduce -7.5% | 0.77% | −0.19 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Sold out | 0.00% | −0.18 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -20.6% | 0.40% | −0.17 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.7% | 1.73% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -11.6% | 0.30% | −0.13 |
| AFB Allianceberstein NTL Muni | Sold out | 0.00% | −0.13 |
| IVVM Ishar LC MD Qur LD ETF-US Inc. | Reduce -28.0% | 0.24% | −0.12 |
| SPLB SS SPDR P Long Term C ETF | Reduce -20.0% | 0.25% | −0.11 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -16.8% | 0.25% | −0.09 |
| WMT Walmart Inc. | Reduce -25.0% | 0.21% | −0.07 |
| LLY Eli Lilly & Co. | Reduce -7.1% | 0.19% | −0.06 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.2% | 0.53% | −0.05 |
| NSC Norfolk Southern Corp. | Reduce -0.1% | 0.25% | −0.01 |
| GDX Vaneck Gold Miners ETF | Reduce -5.0% | 0.23% | −0.01 |
| GOOGL Alphabet Inc. Class A | Reduce -4.8% | 0.26% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -4.7% | 0.26% | −0.00 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.5% | 0.34% | +0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SCHP Schwab U.S. Tips ETF | Add +608.1% | 3.56% | +2.98 |
| LRGF iShares US Equity Factor ETF | Add +34.1% | 9.47% | +2.23 |
| FEGE First Eagle GL Equity ETF | Add +68.5% | 5.60% | +2.08 |
| SGOV iShares 0-3 Month Treasury B | Add +131.7% | 1.62% | +0.83 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.5% | 7.57% | +0.67 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.67% | +0.67 |
| BND Vanguard Total Bond Market | Add +25.9% | 6.74% | +0.66 |
| PYLD PIMCO Multisector Bond Actv | Add +33.4% | 3.39% | +0.52 |
| AMZN Amazon.com Inc. | Add +116.6% | 0.95% | +0.52 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.47% | +0.47 |
| SHYG iShares 0-5 YR HY Corp. Bond | New | 0.44% | +0.44 |
| NVDA Nvidia Corp. | Add +35.7% | 0.78% | +0.33 |
| JPM JPMorgan Chase & Co. | New | 0.30% | +0.30 |
| AVGO Broadcom Inc. | New | 0.30% | +0.30 |
| EMGF iShares Emerging Markets Equ | Add +17.3% | 2.23% | +0.29 |
| MSFT Microsoft Corp. | Add +24.3% | 0.80% | +0.25 |
| V Visa Inc. Class A | New | 0.25% | +0.25 |
| NFLX Netflix Inc. | New | 0.24% | +0.24 |
| VTIP Vanguard Short-Term Tips | New | 0.24% | +0.24 |
| VIGI Vanguard Int Div App Indx FD | Add +22.7% | 1.54% | +0.23 |
| JEPI JPMorgan Equity Premium Inco | New | 0.20% | +0.20 |
| VGT Vanguard Info Tech ETF | New | 0.19% | +0.19 |
| VEA Vanguard Ftse Developed ETF | New | 0.19% | +0.19 |
| IGRO iShares Intl Div Growth ETF | Add +19.3% | 1.36% | +0.17 |
| RING iShares MSCI Global Gold Min | Add +9.7% | 1.42% | +0.13 |
| META Meta Platforms Inc. Class A | Add +5.8% | 0.58% | +0.09 |
| VCLT Vanguard Long-Term Corp. Bond | Add +19.3% | 1.38% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +22.1% | 0.55% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +1.9% | 0.81% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +10.5% | 1.21% | −0.03 |
| SMLF iShares US Smallcap Equity F | Add +1.5% | 2.06% | −0.05 |
| NYF iShares New York Muni Bond E | Add +8.4% | 0.87% | −0.05 |
| ACWV iShares MSCI Global Min Vol | Add +1.2% | 0.59% | −0.06 |
| DGRO iShares Core Dividend Growth | Add +7.1% | 9.71% | −0.26 |
| JPIE JPMorgan Income ETF | Add +1.6% | 4.37% | −0.49 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 155 | $218.5M | CGGO, LRGF, DGRO, FEGE, VUG |
| Q1 2026 | 112 | $174.7M | LRGF, CGGO, DGRO, FEGE, BND |
| Q4 2025 | 74 | $149.2M | LRGF, CGGO, DGRO, FEGE, VUG |
| Q3 2025 | 70 | $120.4M | LRGF, CGGO, DGRO, VUG, BND |
| Q2 2025 | 65 | $105.2M | DGRO, LRGF, CGGO, VUG, BND |
| Q1 2025 | 63 | $92.6M | DGRO, CGGO, LRGF, VUG, BND |
| Q4 2024 | 61 | $92.2M | DGRO, CGGO, VUG, GLOF, BND |