LifeGoal Investments, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 8, 2026), LifeGoal Investments, LLC reported 155 stock positions worth $218.5 million. Its top holding was Cap Group Global Growth (CGGO) at 10.4% of the portfolio, followed by iShares US Equity Factor ETF (LRGF, 10.2%) and iShares Core Dividend Growth (DGRO, 8.1%). Compared with Q1 2026, it opened 50 new positions, sold out of 7, added to 65 and reduced 35. The biggest buy was Cap Group Global Growth (CGGO, shares +13%) and the biggest sale Vanguard Total Bond Market (BND, shares −13%).

Most Recent 13F
Q2 2026
Location
SARATOGA SPRINGS, NY
CIK
0002054684
Portfolio Value
$218.5M (Q2 2026)
SEC Filing
0001754960-26-000428 ↗ filed Jul 8, 2026

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q4 2024: $92.2M Q4 2024 Q1 2025: $92.6M Q1 2025 Q2 2025: $105.2M Q2 2025 Q3 2025: $120.4M Q3 2025 Q4 2025: $149.2M Q4 2025 Q1 2026: $174.7M Q1 2026 Q2 2026: $218.5M $218.5M Q2 2026

Holdings 155 stocks · $218.5M
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 10.40% 536,940 $22.7M Add +13.3%
LRGF iShares US Equity Factor ETF 10.24% 295,859 $22.4M Add +18.2%
DGRO iShares Core Dividend Growth 8.07% 232,615 $17.6M Add +10.7%
FEGE First Eagle GL Equity ETF 7.58% 338,466 $16.6M Add +19.2%
VUG Vanguard Mrngstar GR ETF-Sui 4.92% 124,701 $10.7M Reduce -5.4%
BND Vanguard Total Bond Market 3.95% 117,536 $8.6M Reduce -12.8%
PYLD PIMCO Multisector Bond Actv 3.25% 267,867 $7.1M Add +1.1%
BOXX Alpha Architect 1-3 MNTH Box 2.90% 54,112 $6.3M Add +14.7%
JPIE JPMorgan Income ETF 2.50% 118,529 $5.5M Reduce -6.4%
EMGF iShares Emerging Markets Equ 2.34% 69,835 $5.1M Add +9.5%
AAPL Apple Inc. 2.28% 17,236 $5.0M Add +10.7%
CGMS Cap Group US Multi-Sect Bond 1.97% 157,766 $4.3M Reduce -0.4%
VIGI Vanguard Int Div App Indx FD 1.35% 31,654 $3.0M Add +17.9%
VTI VG Morningstar TS MKT ETF-US 1.30% 7,698 $2.8M Add +0.1%
NVDA Nvidia Corp. 1.27% 13,852 $2.8M Add +41.4%
IGRO iShares Intl Div Growth ETF 1.16% 28,861 $2.5M Add +20.8%
AMZN Amazon.com Inc. 1.09% 9,993 $2.4M Add +38.6%
XLRE SS Real Estate Select Sector 1.03% 51,006 $2.2M Add +33.1%
GOOG Alphabet Inc. Class C 1.01% 6,270 $2.2M Add +5.4%
GLDM SPDR Gold Minishares Trust 0.99% 27,323 $2.2M Add +9.2%
FLIN Franklin Ftse India ETF 0.93% 57,360 $2.0M Add +21.8%
VOO Vanguard S&P 500 ETF 0.93% 2,944 $2.0M Reduce -0.1%
MSFT Microsoft Corp. 0.78% 4,568 $1.7M Add +23.1%
MU Micron Technology Inc. 0.74% 1,397 $1.6M Reduce -2.5%
VCLT Vanguard Long-Term Corp. Bond 0.72% 20,993 $1.6M Reduce -3.4%
CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE 0.70% 40,783 $1.5M Reduce -6.5%
GLOF iShares Global Equity Factor 0.65% 24,288 $1.4M Reduce -4.3%
AVGO Broadcom Inc. 0.62% 3,598 $1.4M Add +24.9%
MUNI PIMCO Intermediate Municipal 0.59% 24,473 $1.3M Add +0.5%
AGG iShares Core U.S. Aggregate 0.57% 12,654 $1.3M Add +0.5%
ALLW State Street Brgwtr All WTHR 0.54% 40,275 $1.2M New
GOOGL Alphabet Inc. Class A 0.54% 3,281 $1.2M Add +12.7%
VTEB Vanguard Tax-Exempt Bond ETF 0.47% 20,248 $1.0M Reduce -6.7%
FBTC Fidelity Wise Origin Bitcoin 0.45% 19,381 $989K No change
CGMU Cap Group Municipal Income 0.41% 32,807 $901K Reduce -32.0%
IVVM Ishar LC MD Qur LD ETF-US Inc. 0.41% 24,372 $901K Add +21.4%
MUNY Vanguard NY Tax-Ex Bond 0.41% 8,536 $888K Add +0.8%
LONZ PIMCO Senior Loan Active ETF 0.39% 17,063 $841K New
AMD Advanced Micro Devices 0.37% 1,382 $803K New
QQQ Invesco QQQ Trust Series 1 0.34% 1,012 $746K Reduce -0.1%
JPM JPMorgan Chase & Co. 0.34% 2,243 $734K Add +20.6%
SMLF iShares US Smallcap Equity F 0.33% 8,110 $723K Reduce -3.5%
VHT Vanguard Health Care ETF 0.33% 2,414 $722K No change
META Meta Platforms Inc. Class A 0.32% 1,234 $695K Reduce -6.2%
CAT Caterpillar Inc. 0.31% 642 $684K Add +11.1%
VIG Vanguard Dividend Apprec ETF 0.31% 2,858 $676K Add +1.5%
WDC Western Digital Corp. 0.30% 1,037 $662K Reduce -11.2%
RING iShares MSCI Global Gold Min 0.29% 9,739 $629K Reduce -4.9%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.29% 13,529 $624K Add +16.7%
FIX Comfort Systems USA Inc. 0.28% 308 $610K Add +19.4%
ACWV iShares MSCI Global Min Vol 0.27% 4,994 $600K Reduce -3.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.27% 788 $588K Add +3.8%
GEV GE Vernova Inc. 0.27% 500 $587K Add +8.0%
LLY Eli Lilly & Co. 0.26% 482 $578K Add +3.7%
NBIS Nebius Group NV 0.26% 2,025 $559K New
VEA Vanguard Ftse Developed ETF 0.26% 7,830 $558K Add +0.2%
TSLA Tesla Inc. 0.25% 1,295 $545K Add +45.7%
SNDK Sandisk Corp. 0.24% 233 $530K New
CNC Centene Corp. 0.24% 8,233 $528K Add +7.3%
USMV iShares MSCI USA Min Vol Fac 0.24% 5,420 $523K New
STX Seagate Technology Holdings 0.24% 534 $515K New
SGOV iShares 0-3 Month Treasury B 0.24% 5,112 $515K Reduce -39.7%
MUB iShares National Muni Bond E 0.23% 4,729 $509K Add +0.5%
CVX Chevron Corp. 0.23% 3,037 $503K Add +51.3%
WMT Walmart Inc. 0.23% 4,413 $500K Reduce -34.0%
HTAB Hartford Schroders Tax Aware 0.22% 25,392 $487K Reduce -2.5%
GLD SPDR Gold Shares 0.22% 1,314 $484K No change
COST Costco Wholesale Corp. 0.22% 504 $471K Add +18.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.22% 3,954 $470K Add +4.7%
INTU Intuit Inc. 0.22% 1,802 $470K Add +0.7%
XOM Exxon Mobil Corp. 0.21% 3,392 $464K Reduce -22.4%
ABNB Airbnb Inc. Class A 0.21% 3,195 $457K Add +24.7%
VWOB Vanguard Emerg MKTS Gov BND 0.21% 6,692 $450K Reduce -6.5%
GE General Electric filed as GE AEROSPACE 0.21% 1,201 $449K Add +22.8%
FTNT Fortinet Inc. 0.20% 2,859 $439K Reduce -8.4%
QUAL iShares MSCI USA Quality Fac 0.19% 1,908 $419K Add +0.2%
BLK BlackRock Inc. 0.19% 430 $413K Add +26.1%
COF Capital One Financial Corp. 0.19% 2,017 $405K New
TER Teradyne Inc. 0.18% 827 $400K Add +3.0%
EEM iShares MSCI Emerging Market 0.18% 5,684 $389K New
VRT Vertiv Holdings Co. Class A 0.17% 1,135 $380K Add +37.1%
GDX Vaneck Gold Miners ETF 0.17% 4,917 $371K Add +3.2%
PCG P G & E Corp. 0.17% 22,018 $370K Reduce -2.1%
SCHP Schwab U.S. Tips ETF 0.17% 13,926 $369K Reduce -23.0%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.16% 174 $346K Add +4.8%
JBHT Hunt (jb) Transprt SVCS Inc. 0.16% 1,172 $339K Add +20.1%
BALI Is US LRG CP Pre Inc. Act-Usd 0.15% 9,999 $338K New
MOH Molina Healthcare Inc. 0.15% 1,478 $338K New
BRK.B Berkshire Hathaway Inc. Class B 0.15% 675 $338K Add +7.8%
JEPI JPMorgan Equity Premium Inco 0.15% 5,860 $331K New
BAC Bank of America Corp. 0.15% 5,789 $330K New
EME Emcor Group Inc. 0.15% 391 $324K Add +3.4%
BMY Bristol-Myers Squibb Co. 0.15% 5,618 $324K Reduce -17.7%
VIK Viking Holdings Ltd. 0.14% 3,019 $316K New
EIX Edison International 0.14% 4,058 $302K Add +3.4%
NSC Norfolk Southern Corp. 0.14% 952 $299K Add +26.8%
PNC PNC Financial Services Group 0.14% 1,211 $298K Add +21.8%
AON Aon PLC Class A 0.14% 890 $295K New
TMUS T-Mobile US Inc. 0.13% 1,750 $294K New
VOOG Vanguard S&P 500 Growth ETF 0.13% 3,487 $288K Add +4.9%
CB Chubb Ltd. 0.13% 842 $287K Add +11.4%
IAU iShares Gold Trust 0.13% 3,774 $285K Add +8.1%
PM Philip Morris International 0.13% 1,560 $282K Add +2.6%
PG The Procter & Gamble Co. 0.13% 1,875 $275K Reduce -21.4%
AMAT Applied Materials Inc. 0.13% 380 $275K New
WCN Waste Connections Inc. 0.13% 1,646 $274K New
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.12% 1,797 $272K Add +4.5%
VB Vanguard Most SM-Cap ETF-Usd 0.12% 893 $271K No change
SNOW Snowflake Inc. 0.12% 1,063 $271K New
PSX Phillips 66 0.12% 1,586 $268K Add +34.9%
ES Eversource Energy 0.12% 3,671 $265K New
IDVO Amplify CWP Intl Enh DVD Inc. 0.12% 6,313 $265K New
C Citigroup Inc. 0.12% 1,893 $265K New
JNJ Johnson & Johnson 0.12% 1,041 $264K Reduce -36.8%
TSM Taiwan Semiconductor-SP ADR 0.12% 550 $263K New
SPLB SS SPDR P Long Term C ETF 0.12% 11,654 $261K Reduce -2.4%
ZIM Zim Integrated Shipping Serv 0.12% 10,040 $261K New
NFLX Netflix Inc. 0.12% 3,631 $259K Add +62.1%
GD General Dynamics Corp. 0.12% 723 $256K Reduce -15.0%
MAA Mid-America Apartment Comm 0.12% 1,833 $255K New
FTI Technipfmc PLC 0.12% 3,796 $252K Add +0.7%
VPLS Vanguard Core-Plus Bond ETF 0.11% 3,219 $250K Add +1.0%
FCX Freeport-McMoran Inc. 0.11% 3,919 $246K Add +17.8%
UAL United Airlines Holdings Inc. 0.11% 1,804 $245K New
CMI Cummins Inc. 0.11% 337 $240K New
LMT Lockheed Martin Corp. 0.11% 464 $236K Reduce -8.3%
SHOP Shopify Inc. Class A 0.11% 2,063 $236K New
CRS Carpenter Technology 0.11% 381 $235K New
COP Conocophillips 0.11% 2,257 $235K Reduce -9.5%
NYF iShares New York Muni Bond E 0.11% 4,317 $233K Reduce -25.0%
VRSN Verisign Inc. 0.11% 922 $232K New
JBBB Janus Henderson B-BBB Clo Et 0.10% 4,788 $227K Reduce -13.4%
ESGD iShares Trust iShares ESG Aw 0.10% 2,194 $226K No change
MHK Mohawk Industries Inc. 0.10% 1,855 $225K New
DHR Danaher Corp. 0.10% 1,160 $221K New
EOG EOG Resources Inc. 0.10% 1,700 $221K New
IEFA iShares Core MSCI Eafe ETF 0.10% 2,270 $219K Add +0.8%
DKNG Draftkings Inc. Class A 0.10% 8,621 $218K New
LITE Lumentum Holdings Inc. 0.10% 250 $215K New
MLPA Global X MLP ETF 0.10% 4,039 $214K New
GIS General Mills Inc. 0.10% 6,155 $214K New
TTWO Take-Two Interactive Softwre 0.10% 856 $214K New
SMH Vaneck Semiconductor ETF 0.10% 325 $213K New
AVUV Avantis US Small Cap Value 0.10% 1,697 $212K New
GM General Motors Co. 0.10% 2,746 $212K New
HPE Hewlett Packard Enterprise 0.10% 4,606 $208K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.10% 2,578 $208K New
ORCL Oracle Corp. 0.10% 1,417 $208K New
ABT Abbott Laboratories 0.09% 2,272 $206K New
ROST Ross Stores Inc. 0.09% 960 $204K New
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.09% 3,319 $204K New
V Visa Inc. Class A 0.09% 589 $202K New
SNPS Synopsys Inc. 0.09% 452 $202K New
SAN Banco Santander SA-Spon ADR 0.07% 10,349 $143K Reduce -7.8%
MFG Mizuho Financial Group-ADR 0.05% 11,159 $107K New

Portfolio Sells Q1 2026 → Q2 2026
BND Vanguard Total Bond Market Reduce -12.8% 3.95% −1.71
JPIE JPMorgan Income ETF Reduce -6.4% 2.50% −0.83
VUG Vanguard Mrngstar GR ETF-Sui Reduce -5.4% 4.92% −0.63
CGMS Cap Group US Multi-Sect Bond Reduce -0.4% 1.97% −0.50
CGMU Cap Group Municipal Income Reduce -32.0% 0.41% −0.34
SGOV iShares 0-3 Month Treasury B Reduce -39.7% 0.24% −0.25
WMT Walmart Inc. Reduce -34.0% 0.23% −0.25
VCLT Vanguard Long-Term Corp. Bond Reduce -3.4% 0.72% −0.20
CGDG Cap Group Dividend Growers Reduce -6.5% 0.70% −0.20
RING iShares MSCI Global Gold Min Reduce -4.9% 0.29% −0.20
XOM Exxon Mobil Corp. Reduce -22.4% 0.21% −0.19
REGN Regeneron Pharmaceuticals Sold out 0.00% −0.17
MRSH Marsh & McLennan Cos Sold out 0.00% −0.17
VTEB Vanguard Tax-Exempt Bond ETF Reduce -6.7% 0.47% −0.15
KMI Kinder Morgan Inc. Sold out 0.00% −0.14
BKNG Booking Holdings Inc. Sold out 0.00% −0.14
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.14
VCSH Vanguard S/T Corp. Bond ETF Sold out 0.00% −0.13
NEM Newmont Corp. Sold out 0.00% −0.12
META Meta Platforms Inc. Class A Reduce -6.2% 0.32% −0.12
GLOF iShares Global Equity Factor Reduce -4.3% 0.65% −0.11
JNJ Johnson & Johnson Reduce -36.8% 0.12% −0.11
SCHP Schwab U.S. Tips ETF Reduce -23.0% 0.17% −0.11
BMY Bristol-Myers Squibb Co. Reduce -17.7% 0.15% −0.09
VOO Vanguard S&P 500 ETF Reduce -0.1% 0.93% −0.09
ACWV iShares MSCI Global Min Vol Reduce -3.2% 0.27% −0.08
COP Conocophillips Reduce -9.5% 0.11% −0.08
PG The Procter & Gamble Co. Reduce -21.4% 0.13% −0.07
LMT Lockheed Martin Corp. Reduce -8.3% 0.11% −0.07
NYF iShares New York Muni Bond E Reduce -25.0% 0.11% −0.07
VWOB Vanguard Emerg MKTS Gov BND Reduce -6.5% 0.21% −0.06
HTAB Hartford Schroders Tax Aware Reduce -2.5% 0.22% −0.06
PCG P G & E Corp. Reduce -2.1% 0.17% −0.06
GD General Dynamics Corp. Reduce -15.0% 0.12% −0.05
JBBB Janus Henderson B-BBB Clo Et Reduce -13.4% 0.10% −0.04
SMLF iShares US Smallcap Equity F Reduce -3.5% 0.33% −0.03
SPLB SS SPDR P Long Term C ETF Reduce -2.4% 0.12% −0.03
SAN Banco Santander SA-Spon ADR Reduce -7.8% 0.07% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -0.1% 0.34% +0.00
FTNT Fortinet Inc. Reduce -8.4% 0.20% +0.06
WDC Western Digital Corp. Reduce -11.2% 0.30% +0.10
MU Micron Technology Inc. Reduce -2.5% 0.74% +0.44

Portfolio Buys Q1 2026 → Q2 2026
CGGO Cap Group Global Growth Add +13.3% 10.40% +1.19
LRGF iShares US Equity Factor ETF Add +18.2% 10.24% +0.72
ALLW State Street Brgwtr All WTHR New 0.54% +0.54
LONZ PIMCO Senior Loan Active ETF New 0.39% +0.39
AMD Advanced Micro Devices New 0.37% +0.37
NVDA Nvidia Corp. Add +41.4% 1.27% +0.28
NBIS Nebius Group NV New 0.26% +0.26
SNDK Sandisk Corp. New 0.24% +0.24
USMV iShares MSCI USA Min Vol Fac New 0.24% +0.24
STX Seagate Technology Holdings New 0.24% +0.24
AMZN Amazon.com Inc. Add +38.6% 1.09% +0.22
COF Capital One Financial Corp. New 0.19% +0.19
EEM iShares MSCI Emerging Market New 0.18% +0.18
BALI Is US LRG CP Pre Inc. Act-Usd New 0.15% +0.15
MOH Molina Healthcare Inc. New 0.15% +0.15
JEPI JPMorgan Equity Premium Inco New 0.15% +0.15
BAC Bank of America Corp. New 0.15% +0.15
VIK Viking Holdings Ltd. New 0.14% +0.14
AON Aon PLC Class A New 0.14% +0.14
TMUS T-Mobile US Inc. New 0.13% +0.13
XLRE SS Real Estate Select Sector Add +33.1% 1.03% +0.13
AMAT Applied Materials Inc. New 0.13% +0.13
WCN Waste Connections Inc. New 0.13% +0.13
SNOW Snowflake Inc. New 0.12% +0.12
IDVO Amplify CWP Intl Enh DVD Inc. New 0.12% +0.12
ES Eversource Energy New 0.12% +0.12
C Citigroup Inc. New 0.12% +0.12
TSM Taiwan Semiconductor-SP ADR New 0.12% +0.12
ZIM Zim Integrated Shipping Serv New 0.12% +0.12
MAA Mid-America Apartment Comm New 0.12% +0.12
UAL United Airlines Holdings Inc. New 0.11% +0.11
EMGF iShares Emerging Markets Equ Add +9.5% 2.34% +0.11
CMI Cummins Inc. New 0.11% +0.11
SHOP Shopify Inc. Class A New 0.11% +0.11
CRS Carpenter Technology New 0.11% +0.11
VRSN Verisign Inc. New 0.11% +0.11
AVGO Broadcom Inc. Add +24.9% 0.62% +0.11
MHK Mohawk Industries Inc. New 0.10% +0.10
DHR Danaher Corp. New 0.10% +0.10
EOG EOG Resources Inc. New 0.10% +0.10
DKNG Draftkings Inc. Class A New 0.10% +0.10
LITE Lumentum Holdings Inc. New 0.10% +0.10
MLPA Global X MLP ETF New 0.10% +0.10
GIS General Mills Inc. New 0.10% +0.10
TTWO Take-Two Interactive Softwre New 0.10% +0.10
SMH Vaneck Semiconductor ETF New 0.10% +0.10
AVUV Avantis US Small Cap Value New 0.10% +0.10
GM General Motors Co. New 0.10% +0.10
HPE Hewlett Packard Enterprise New 0.10% +0.10
VO Vngrd Mrngstr MD-Cap ETF-Usd New 0.10% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 155$218.5MCGGO, LRGF, DGRO, FEGE, VUG
Q1 2026 112$174.7MLRGF, CGGO, DGRO, FEGE, BND
Q4 2025 74$149.2MLRGF, CGGO, DGRO, FEGE, VUG
Q3 2025 70$120.4MLRGF, CGGO, DGRO, VUG, BND
Q2 2025 65$105.2MDGRO, LRGF, CGGO, VUG, BND
Q1 2025 63$92.6MDGRO, CGGO, LRGF, VUG, BND
Q4 2024 61$92.2MDGRO, CGGO, VUG, GLOF, BND