LifeGoal Investments, LLC
CIK
2054684
Location
SARATOGA SPRINGS, NY
Portfolio Value
Micro
$48,353,123
Diversification
Diversified
Filing Date
Global Rank
#6,990
/ 8,517
▲ 129
Top Industry
Semiconductors
15.8%
3Y Alpha vs SPY
-0.2%
Period ended 46 days ago
Filed Jul 8, 2026 · 38d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+26.5%
SPY
+27.3%
Annualised alpha
-0.5%
Max drawdown
−17.1%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
92 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
10.3%
−17.9 pts
Top 5
29.0%
−19.3 pts
Top 10
41.3%
−20.0 pts
HHI
278
Diversified−693
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 38.7% | $18,707,774 |
| Industrials | 11.2% | $5,422,194 |
| Unclassified | 10.9% | $5,262,107 |
| Consumer Cyclical | 10.0% | $4,830,685 |
| Financial Services | 7.9% | $3,816,963 |
| Communication Services | 6.6% | $3,193,635 |
| Healthcare | 5.1% | $2,459,827 |
| Consumer Defensive | 3.6% | $1,742,655 |
| Energy | 3.1% | $1,478,378 |
| Utilities | 1.9% | $937,763 |
| Real Estate | 0.5% | $254,677 |
| Basic Materials | 0.5% | $246,465 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +4,053 | 13,852 | $2,771,646 | |
| 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 | |
| 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 | |
| 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 | |
| PSX | Phillips 66 | +410 | 1,586 | $268,113 | |
| TSLA | Tesla, Inc. | +406 | 1,295 | $544,677 | |
| JPM | Jpmorgan Chase & Co | +383 | 2,243 | $734,201 | |
| VRT | Vertiv Holdings Co | +307 | 1,135 | $380,020 | |
| IAU | Ishares Gold Trust | +282 | 3,774 | $284,974 | |
| GE | General Electric Co | +223 | 1,201 | $448,849 | |
| PNC | Pnc Financial Services Group, Inc. | +217 | 1,211 | $298,172 | |
| NSC | Norfolk Southern Corp | +201 | 952 | $299,489 | |
| JBHT | Hunt J B Transport Services Inc | +196 | 1,172 | $339,211 | |
| EIX | Edison International | +133 | 4,058 | $302,118 | |
| BLK | BlackRock, Inc. | +89 | 430 | $413,470 | |
| CB | Chubb Ltd | +86 | 842 | $286,903 | |
| TJX | Tjx Companies Inc /De/ | +78 | 1,797 | $272,245 | |
| COST | Costco Wholesale Corp /New | +77 | 504 | $471,476 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
15 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −5,581 | 3,281 | $1,172,530 | |
| WMT | Walmart Inc. | −2,277 | 4,413 | $499,816 | |
| BMY | Bristol Myers Squibb Co | −1,206 | 5,618 | $323,709 | |
| SAN | Banco Santander, S.A. | −872 | 10,349 | $142,816 | |
| 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 | |
| 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 | Open |
|---|---|---|---|---|
| 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 | |
| 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 | |
| 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 | |
| VRSN | Verisign Inc/Ca | 922 | $231,938 | |
| MHK | Mohawk Industries Inc | 1,855 | $225,067 | |
| DHR | Danaher Corp /De/ | 1,160 | $220,956 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
14 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CGGO | Capital Group Global Growth Equity ETF | 473,839 | $15,812,007 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 26,846 | $2,374,797 | |
| CGDG | Capital Group Dividend Growers ETF | 43,596 | $1,565,096 | |
| MUNY | Vanguard New York Tax-Exempt Bond ETF | 8,468 | $867,546 | |
| XOM | ExxonMobil Holdings Corp | 4,373 | $741,923 | |
| VIG | Vanguard Dividend Appreciation ETF | 2,815 | $605,393 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,814 | $500,721 | |
| 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 | |
| VB | Vanguard Morningstar Small-Cap ETF | 893 | $233,894 | |
| NEM | NEWMONT Corp /DE/ | 1,838 | $198,963 | |
| No positions match the current search. | ||||
92 tracked positions ·
$48,353,123 total
· 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 92 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Added | 17,236 | $4,987,408 | 10.31% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 13,852 | $2,771,646 | 5.73% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,993 | $2,381,731 | 4.93% | |
| GLDM |
World Gold Trust
|
Added | 27,323 | $2,169,992 | 4.49% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,568 | $1,703,955 | 3.52% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,397 | $1,612,543 | 3.33% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 3,598 | $1,359,144 | 2.81% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,281 | $1,172,530 | 2.42% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Held | 19,381 | $989,400 | 2.05% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 1,382 | $802,817 | 1.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,012 | $745,236 | 1.54% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,243 | $734,201 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 1,234 | $695,099 | 1.44% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 642 | $683,665 | 1.41% | |
| WDC |
Western Digital Corp
Technology
|
Reduced | 1,037 | $662,352 | 1.37% | |
| FIX |
Comfort Systems USA Inc
Industrials
|
Added | 308 | $610,440 | 1.26% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 788 | $588,454 | 1.22% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 500 | $587,430 | 1.21% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 482 | $578,125 | 1.20% | |
| NBIS |
Nebius Group N.V.
Communication Services
|
NEW | 2,025 | $559,244 | 1.16% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,295 | $544,677 | 1.13% | |
| SNDK |
Sandisk Corp
Technology
|
NEW | 233 | $529,779 | 1.10% | |
| CNC |
Centene Corp
Healthcare
|
Added | 8,233 | $528,476 | 1.09% | |
| STX |
Seagate Technology Holdings plc
Technology
|
NEW | 534 | $515,310 | 1.07% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,037 | $503,413 | 1.04% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 4,413 | $499,816 | 1.03% | |
| GLD |
Spdr Gold Trust
|
Held | 1,314 | $484,051 | 1.00% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 504 | $471,476 | 0.98% | |
| INTU |
Intuit Inc.
Technology
|
Added | 1,802 | $470,322 | 0.97% | |
| ABNB |
Airbnb, Inc.
Consumer Cyclical
|
Added | 3,195 | $457,204 | 0.95% | |
| GE |
General Electric Co
Industrials
|
Added | 1,201 | $448,849 | 0.93% | |
| FTNT |
Fortinet, Inc.
Technology
|
Reduced | 2,859 | $439,199 | 0.91% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 430 | $413,470 | 0.86% | |
| COF |
Capital One Financial Corp
Financial Services
|
NEW | 2,017 | $404,650 | 0.84% | |
| TER |
Teradyne, Inc
Technology
|
Added | 827 | $400,135 | 0.83% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 1,135 | $380,020 | 0.79% | |
| PCG |
PG&E Corp
Utilities
|
Reduced | 22,018 | $370,342 | 0.77% | |
| ASML |
Asml Holding NV
Technology
|
Added | 174 | $346,162 | 0.72% | |
| JBHT |
Hunt J B Transport Services Inc
Industrials
|
Added | 1,172 | $339,211 | 0.70% | |
| MOH |
Molina Healthcare, Inc.
Healthcare
|
NEW | 1,478 | $338,018 | 0.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 675 | $337,763 | 0.70% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
NEW | 5,789 | $329,857 | 0.68% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 391 | $324,483 | 0.67% | |
| BMY |
Bristol Myers Squibb Co
Healthcare
|
Reduced | 5,618 | $323,709 | 0.67% | |
| VIK |
Viking Holdings Ltd
Consumer Cyclical
|
NEW | 3,019 | $315,998 | 0.65% | |
| EIX |
Edison International
Utilities
|
Added | 4,058 | $302,118 | 0.62% | |
| NSC |
Norfolk Southern Corp
Industrials
|
Added | 952 | $299,489 | 0.62% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
Added | 1,211 | $298,172 | 0.62% | |
| AON |
Aon plc
Financial Services
|
NEW | 890 | $295,204 | 0.61% | |
| TMUS |
T-Mobile US, Inc.
Communication Services
|
NEW | 1,750 | $293,527 | 0.61% |
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.