13F-HR filed by LifeGoal Investments, LLC
LifeGoal Investments, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-08, with 155 holding rows worth $218,476,125.
- Accession
- 0001754960-26-000428
- Filer
- CIK 2054684
- Filed
- 2026-07-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 155 entries on the cover page, a total value of $218,476,125 stated on the cover page (in dollars after the unit check, H1), rows summing to $218,476,125 with VALUE read as dollars as filed, 13F file number 028-24753. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 536,940 | $22,728,649 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 295,859 | $22,375,848 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 232,615 | $17,629,866 | dollars as filed | |
| RBB FUND TRUST | 75526L886 | FIRST EAGLE GBL | 338,466 | $16,557,739 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 124,701 | $10,741,721 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 117,536 | $8,628,313 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 267,867 | $7,103,820 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 54,112 | $6,335,974 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 118,529 | $5,458,262 | dollars as filed | |
| iShares Emerging Markets Equity Factor ETF | 46434G889 | SHS | 69,835 | $5,116,107 | dollars as filed | |
| Apple Inc | 037833100 | COM | 17,236 | $4,987,464 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 157,766 | $4,311,744 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 31,654 | $2,955,809 | dollars as filed | |
| VTI | 922908769 | COM | 7,698 | $2,848,445 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 13,852 | $2,771,656 | dollars as filed | |
| iShares International Dividend Growth ETF | 46435G524 | SHS | 28,861 | $2,537,732 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 9,993 | $2,381,732 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 51,006 | $2,245,796 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 6,270 | $2,215,269 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 27,323 | $2,169,993 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P769 | FRANKLIN INDIA | 57,360 | $2,040,295 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,944 | $2,022,257 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 4,568 | $1,703,903 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 1,397 | $1,613,094 | dollars as filed | |
| Vanguard Long-Term Corporate Bond ETF | 92206C813 | SHS | 20,993 | $1,579,709 | dollars as filed | |
| CAPITAL GROUP DIVIDEND GROWE | 14021L109 | SHS ETF | 40,783 | $1,529,769 | dollars as filed | |
| ISHARES GLOBAL EQUITY FACTOR ETF | 46434V316 | COM | 24,288 | $1,428,415 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 3,598 | $1,358,969 | dollars as filed | |
| PIMCO ETF TR | 72201R866 | INTER MUN BD ACT | 24,473 | $1,287,304 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 12,654 | $1,252,450 | dollars as filed | |
| SSGA ACTIVE TR | 78470P630 | SPDR BRIDGEWATER | 40,275 | $1,178,849 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 3,281 | $1,172,556 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 20,248 | $1,024,165 | dollars as filed | |
| Fidelity Wise Origin Bitcoin Fund | 315948109 | SHS | 19,381 | $989,400 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 32,807 | $901,195 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528702 | ISHARES LARG CAP | 24,372 | $900,618 | dollars as filed | |
| VANGUARD NY TAX FREE FDS | 92204H400 | TAX EXEMPT BD | 8,536 | $887,784 | dollars as filed | |
| PIMCO ETF TR | 72201R627 | SR LN ACTIVE ETF | 17,063 | $841,385 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,382 | $802,818 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,012 | $745,508 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,243 | $734,201 | dollars as filed | |
| iShares U.S. Small Cap Equity Factor ETF | 46434V290 | SHS | 8,110 | $722,931 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,414 | $721,810 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,234 | $695,098 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 642 | $683,666 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,858 | $676,254 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 1,037 | $662,353 | dollars as filed | |
| ISHARES INC ETF MSCI GLOBAL GOLD MINERS ETF NEW | 46434G855 | ETF | 9,739 | $629,125 | dollars as filed | |
| iShares Core Total USD Bond Market ETF | 46434V613 | SHS | 13,529 | $624,379 | dollars as filed | |
| COMFORT SYS USA INC COM | 199908104 | Stock | 308 | $610,441 | dollars as filed | |
| ISHARES INC | 464286525 | MSCI GBL MIN VOL | 4,994 | $600,373 | dollars as filed | |
| SPY | 78462F103 | SHS | 788 | $588,455 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 500 | $587,430 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 482 | $578,154 | dollars as filed | |
| NEBIUS GROUP N.V. | N97284108 | SHS CLASS A | 2,025 | $559,244 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 7,830 | $557,875 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,295 | $544,677 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 233 | $529,779 | dollars as filed | |
| CENTENE CORP DEL COM | 15135B101 | Stock | 8,233 | $528,476 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 5,420 | $522,853 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 534 | $515,310 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 5,112 | $514,608 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 4,729 | $508,937 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,037 | $503,413 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,413 | $499,857 | dollars as filed | |
| Hartford Schroders Tax-Aware Bond ETF | 41653L404 | ETF | 25,392 | $487,079 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,314 | $484,051 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 504 | $471,477 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 3,954 | $470,488 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 1,802 | $470,322 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 3,392 | $463,754 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 3,195 | $457,205 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 6,692 | $449,965 | dollars as filed | |
| General Electric Company | 369604301 | COM | 1,201 | $448,850 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 2,859 | $439,200 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 1,908 | $418,717 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 430 | $413,471 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 2,017 | $404,651 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 827 | $400,136 | dollars as filed | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 5,684 | $388,842 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,135 | $380,021 | dollars as filed | |
| VANECK ETF TRUST | 92189F106 | GOLD MINERS ETF | 4,917 | $370,966 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 22,018 | $370,343 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 13,926 | $369,051 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 174 | $346,163 | dollars as filed | |
| HUNT J B TRANS SVCS INC COM | 445658107 | Stock | 1,172 | $339,212 | dollars as filed | |
| iShares U.S. Large Cap Prm Inc Act ETF | 09290C863 | SHS | 9,999 | $338,272 | dollars as filed | |
| MOLINA HEALTHCARE INC | 60855R100 | COM | 1,478 | $338,019 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 675 | $337,763 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 5,860 | $330,958 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 5,789 | $329,882 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 391 | $324,483 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,618 | $323,709 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 3,019 | $315,999 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 4,058 | $302,118 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 952 | $299,490 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,211 | $298,172 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 890 | $295,204 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 1,750 | $293,528 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 3,487 | $288,118 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 842 | $286,903 | dollars as filed | |
| iShares Gold Trust | 464285204 | COM | 3,774 | $284,975 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,560 | $282,220 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,875 | $274,950 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 380 | $274,740 | dollars as filed | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 1,646 | $274,372 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 1,797 | $272,246 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 893 | $270,590 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 1,063 | $270,534 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 1,586 | $268,113 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 3,671 | $265,303 | dollars as filed | |
| AMPLIFY ETF TR | 032108722 | CWP INTL ENHANCE | 6,313 | $265,125 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 1,893 | $264,944 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 1,041 | $264,383 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 550 | $262,664 | dollars as filed | |
| SPDR Portfolio Long Term Corporate Bond ETF | 78464A367 | SHS | 11,654 | $261,049 | dollars as filed | |
| ZIM INTEGRATED SHIPPING SERV | M9T951109 | SHS | 10,040 | $261,040 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 3,631 | $259,253 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 723 | $256,116 | dollars as filed | |
| MID AMERICA APARTMENT COMMUNITIES INC. | 59522J103 | Common Stock, par value $0.01 per share | 1,833 | $254,677 | dollars as filed | |
| TECHNIPFMC PLC COM | G87110105 | Stock | 3,796 | $251,675 | dollars as filed | |
| VANGUARD CORE PLUS BOND ETF | 922020755 | ETF | 3,219 | $249,712 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 3,919 | $246,466 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 1,804 | $245,326 | dollars as filed | |
| CUMMINS INC COM | 231021106 | Stock | 337 | $240,352 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 464 | $236,420 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 2,063 | $235,553 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 381 | $235,016 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,257 | $234,638 | dollars as filed | |
| ISHARES TR | 464288323 | NEW YORK MUN ETF | 4,317 | $232,734 | dollars as filed | |
| VERISIGN INC COM | 92343E102 | Stock | 922 | $231,938 | dollars as filed | |
| JANUS HENDERSON B-BBB CLO ETF | 47103U753 | ETF | 4,788 | $226,726 | dollars as filed | |
| ISHARES TR | 46435G516 | COM | 2,194 | $225,565 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 1,855 | $225,067 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 1,160 | $220,957 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 1,700 | $220,541 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 2,270 | $219,208 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 8,621 | $217,766 | dollars as filed | |
| LUMENTUM HLDGS INC COM | 55024U109 | Stock | 250 | $214,515 | dollars as filed | |
| GLOBAL X FDS | 37954Y343 | GLBL X MLP ETF | 4,039 | $214,378 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 6,155 | $214,194 | dollars as filed | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 856 | $213,983 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 325 | $213,091 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 1,697 | $211,669 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 2,746 | $211,662 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 4,606 | $207,777 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 2,578 | $207,720 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,417 | $207,661 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 2,272 | $206,161 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 960 | $204,336 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 3,319 | $204,006 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 589 | $202,012 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 452 | $201,624 | dollars as filed | |
| BANCO SANTANDER SA ADR | 05964H105 | ADR | 10,349 | $142,816 | dollars as filed | |
| MIZUHO FINANCIAL GROUP INC SPONSORED ADR | 60687Y109 | ADR | 11,159 | $106,903 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001754960-26-000428 | this filing | 2026-07-08 | acceptance time not in the bulk data set |