LifeGoal Investments, LLC

CIK

2054684

Location

SARATOGA SPRINGS, NY

Portfolio Value

Small $218,475,604

Diversification

Diversified

Filing Date

Global Rank

#6,205 / 8,793 ▲ 906 · as of Jun 2026

Top Industry

Semiconductors 14.9%

3Y Alpha vs SPY

-5.9%

Period ended 3 months ago

Filed Jul 8, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

126 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

22.8%

+10.2 pts

Top 5

52.4%

+9.8 pts

Top 10

67.2%

+4.2 pts

HHI

825

Diversified+306

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	79.1%	$172,705,455	39
Technology	8.6%	$18,707,774	22
Industrials	2.5%	$5,422,194	15
Communication Services	2.5%	$5,409,014	6
Consumer Cyclical	2.2%	$4,830,685	9
Financial Services	1.7%	$3,816,963	12
Healthcare	1.1%	$2,459,827	7
Energy	0.9%	$1,942,132	6
Consumer Defensive	0.8%	$1,742,655	5
Utilities	0.4%	$937,763	3
Real Estate	0.1%	$254,677	1
Basic Materials	0.1%	$246,465	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+105,325	138,814	$16,090,674
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+74,066	646,860	$49,814,660
CGGO	Capital Group Global Growth Equity ETF	+63,101	536,940	$22,728,670
ACVT	Advent Convertible Bond ETF	+54,564	338,466	$16,557,756
BILZ	PIMCO Ultra Short Government Active ETF	+20,162	309,403	$9,232,487
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+12,695	51,006	$2,245,794
BKF	iShares MSCI BIC ETF	+11,261	85,258	$6,134,093
BUYZ	Franklin Disruptive Commerce ETF	+10,250	57,360	$2,040,295
AAAA	Amplius Aggressive Asset Allocation ETF	+6,923	54,112	$6,335,974
VIGI	Vanguard International Dividend Appreciation ETF	+4,339	38,346	$3,405,820
BCLO	iShares BBB-B CLO Active ETF	+4,294	24,372	$900,618
NVDA	Nvidia Corp	+4,053	13,852	$2,771,646
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	+2,933	3,487	$288,095
AMZN	Amazon Com Inc	+2,785	9,993	$2,381,731
GLDM	World Gold Trust	+2,312	27,323	$2,169,992
AAPL	Apple Inc.	+1,662	17,236	$4,987,408
NFLX	Netflix Inc	+1,391	3,631	$259,253
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+1,035	127,708	$5,993,217
CVX	Chevron Corp	+1,029	3,037	$503,413
MSFT	Microsoft Corp	+858	4,568	$1,703,955
AVGO	Broadcom Inc.	+718	3,598	$1,359,144
GOOGL	Alphabet Inc.	+689	9,551	$3,387,909
ABNB	Airbnb, Inc.	+632	3,195	$457,204
FCX	Freeport-Mcmoran Inc	+592	3,919	$246,465
CNC	Centene Corp	+560	8,233	$528,476
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	−17,177	117,536	$8,628,317
CGCB	Capital Group Core Bond ETF	−16,006	190,573	$5,212,952
FNDA	Schwab Fundamental U.S. Small Company ETF	−4,164	13,926	$369,039
CGDG	Capital Group Dividend Growers ETF	−2,813	40,783	$1,529,770
WMT	Walmart Inc.	−2,277	4,413	$499,816
VCRM	Vanguard Core Tax-Exempt Bond ETF	−1,454	20,248	$1,024,143
BMY	Bristol Myers Squibb Co	−1,206	5,618	$323,709
XOM	ExxonMobil Holdings Corp	−981	3,392	$463,754
SAN	Banco Santander, S.A.	−872	10,349	$142,816
—		−739	20,993	$1,579,723
JA	Janus Henderson AA-A CLO ETF	−739	4,788	$226,711
ACGO	Hartford Alpha Capture Growth ETF	−657	25,392	$487,069
JNJ	Johnson & Johnson	−607	1,041	$264,382
PG	PROCTER & GAMBLE Co	−509	1,875	$274,950
PCG	PG&E Corp	−463	22,018	$370,342
FTNT	Fortinet, Inc.	−261	2,859	$439,199
COP	Conocophillips	−236	2,257	$234,637
WDC	Western Digital Corp	−131	1,037	$662,352
GD	General Dynamics Corp	−128	723	$256,115
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−110	15,608	$731,535
META	Meta Platforms, Inc.	−82	1,234	$695,099
LMT	Lockheed Martin Corp	−42	464	$236,389
MU	Micron Technology Inc	−36	1,397	$1,612,543
QQQ	Invesco Qqq Trust, Series 1	−1	1,012	$745,236
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	40,275	$1,178,849
AMD	Advanced Micro Devices Inc	1,382	$802,817
NBIS	Nebius Group N.V.	2,025	$559,244
SNDK	Sandisk Corp	233	$529,779
STX	Seagate Technology Holdings plc	534	$515,310
COF	Capital One Financial Corp	2,017	$404,650
BAI	iShares A.I. Innovation and Tech Active ETF	9,999	$338,266
MOH	Molina Healthcare, Inc.	1,478	$338,018
BAC	Bank Of America Corp /De/	5,789	$329,857
VIK	Viking Holdings Ltd	3,019	$315,998
AON	Aon plc	890	$295,204
TMUS	T-Mobile US, Inc.	1,750	$293,527
AMAT	Applied Materials Inc /De	380	$274,740
WCN	Waste Connections, Inc.	1,646	$274,371
SNOW	Snowflake Inc.	1,063	$270,533
ES	Eversource Energy	3,671	$265,303
AIEQ	Amplify AI Powered Equity ETF	6,313	$265,146
C	Citigroup Inc	1,893	$264,944
TSM	Taiwan Semiconductor Manufacturing Co Ltd	550	$262,663
ZIM	ZIM Integrated Shipping Services Ltd.	10,040	$261,040
MAA	Mid America Apartment Communities Inc.	1,833	$254,677
UAL	United Airlines Holdings, Inc.	1,804	$245,325
CMI	Cummins Inc	337	$240,351
SHOP	Shopify Inc.	2,063	$235,553
CRS	Carpenter Technology Corp	381	$235,016
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
MRSH	Marsh & Mclennan Companies, Inc.	1,725	$299,201
REGN	Regeneron Pharmaceuticals, Inc.	385	$297,466
KMI	Kinder Morgan, Inc.	7,655	$256,672
BKNG	Booking Holdings Inc.	60	$252,619
PLTR	Palantir Technologies Inc.	1,659	$242,678
BNDW	Vanguard Total World Bond ETF	2,819	$223,462
NEM	NEWMONT Corp /DE/	1,838	$198,963
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

126 tracked positions · $218,475,604 total · filing declares 155 positions · $218,476,125 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 126 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	646,860	+74,066	$49,814,660	—	22.80%
CGGO	Capital Group Global Growth Equity ETF	Added	536,940	+63,101	$22,728,670	+43.7%	10.40%
ACVT	Advent Convertible Bond ETF	Added	338,466	+54,564	$16,557,756	+24.1%	7.58%
VB	Vanguard Morningstar Small-Cap ETF	Added	138,814	+105,325	$16,090,674	+165.5%	7.36%
BILZ	PIMCO Ultra Short Government Active ETF	Added	309,403	+20,162	$9,232,487	+12.4%	4.23%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	117,536	-17,177	$8,628,317	−13.0%	3.95%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	54,112	+6,923	$6,335,974	+15.5%	2.90%
BKF	iShares MSCI BIC ETF	Added	85,258	+11,261	$6,134,093	+31.6%	2.81%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	127,708	+1,035	$5,993,217	+2.7%	2.74%
CGCB	Capital Group Core Bond ETF	Reduced	190,573	-16,006	$5,212,952	−7.3%	2.39%
AAPL	Apple Inc. Technology	Added	17,236	+1,662	$4,987,408	+26.2%	2.28%
VIGI	Vanguard International Dividend Appreciation ETF	Added	38,346	+4,339	$3,405,820	+19.7%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	9,551	+689	$3,387,909	+33.2%	1.55%
NVDA	Nvidia Corp Technology	Added	13,852	+4,053	$2,771,646	+62.2%	1.27%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,993	+2,785	$2,381,731	+58.7%	1.09%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Added	51,006	+12,695	$2,245,794	+43.6%	1.03%
GLDM	World Gold Trust	Added	27,323	+2,312	$2,169,992	−6.4%	0.99%
BUYZ	Franklin Disruptive Commerce ETF	Added	57,360	+10,250	$2,040,295	+30.4%	0.93%
MSFT	Microsoft Corp Technology	Added	4,568	+858	$1,703,955	+24.1%	0.78%
MU	Micron Technology Inc Technology	Reduced	1,397	-36	$1,612,543	+233.1%	0.74%
		Reduced	20,993	-739	$1,579,723	−2.7%	0.72%
CGDG	Capital Group Dividend Growers ETF	Reduced	40,783	-2,813	$1,529,770	−2.3%	0.70%
AVGO	Broadcom Inc. Technology	Added	3,598	+718	$1,359,144	+52.5%	0.62%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	NEW	40,275	NEW	$1,178,849	NEW	0.54%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Reduced	20,248	-1,454	$1,024,143	−5.4%	0.47%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	19,381	0	$989,400	−13.5%	0.45%
BCLO	iShares BBB-B CLO Active ETF	Added	24,372	+4,294	$900,618	+31.5%	0.41%
MUNY	Vanguard New York Tax-Exempt Bond ETF	Added	8,536	+68	$887,744	+2.3%	0.41%
AMD	Advanced Micro Devices Inc Technology	NEW	1,382	NEW	$802,817	NEW	0.37%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,012	-1	$745,236	+27.5%	0.34%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,243	+383	$734,201	+34.2%	0.34%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	15,608	-110	$731,535	+15.2%	0.33%
EDV	Vanguard World Funds Extended Duration ETF	Held	2,414	0	$721,810	+9.8%	0.33%
META	Meta Platforms, Inc. Communication Services	Reduced	1,234	-82	$695,099	−7.7%	0.32%
CAT	Caterpillar Inc Industrials	Added	642	+64	$683,665	+67.0%	0.31%
VIG	Vanguard Dividend Appreciation ETF	Added	2,858	+43	$676,259	+11.7%	0.31%
WDC	Western Digital Corp Technology	Reduced	1,037	-131	$662,352	+109.7%	0.30%
FIX	Comfort Systems USA Inc Industrials	Added	308	+50	$610,440	+71.6%	0.28%
SPY	Spdr S&P 500 ETF Trust	Added	788	+29	$588,454	+19.2%	0.27%
GEV	GE Vernova Inc. Industrials	Added	500	+37	$587,430	+45.3%	0.27%
AFK	VanEck Africa Index ETF	Added	5,242	+477	$584,151	+33.6%	0.27%
LLY	ELI LILLY & Co Healthcare	Added	482	+17	$578,125	+35.2%	0.26%
NBIS	Nebius Group N.V. Communication Services	NEW	2,025	NEW	$559,244	NEW	0.26%
VEA	Vanguard FTSE Developed Markets ETF	Added	7,830	+16	$557,887	+11.4%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,295	+406	$544,677	+64.8%	0.25%
SNDK	Sandisk Corp Technology	NEW	233	NEW	$529,779	NEW	0.24%
CNC	Centene Corp Healthcare	Added	8,233	+560	$528,476	+110.4%	0.24%
STX	Seagate Technology Holdings plc Technology	NEW	534	NEW	$515,310	NEW	0.24%
CVX	Chevron Corp Energy	Added	3,037	+1,029	$503,413	+21.2%	0.23%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,413	-2,277	$499,816	−39.9%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.