LifeGoal Investments, LLC

CIK

2054684

Location

SARATOGA SPRINGS, NY

Portfolio Value

Micro $48,353,123

Diversification

Diversified

Filing Date

Global Rank

#343 / 475 ▲ 7006

Top Industry

Semiconductors 15.8%

3Y Alpha vs SPY

-10.0%

Period ended 12 days ago

Filed Jul 8, 2026 · 4d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+10.6%

SPY

+25.6%

Annualised alpha

-10.2%

Max drawdown

−20.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

10.3%

−2.0 pts

Top 5

29.0%

−4.9 pts

Top 10

41.3%

−6.6 pts

HHI

278

Diversified−98

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	38.7%	$18,707,774	22
Industrials	11.2%	$5,422,194	15
Unclassified	10.9%	$5,262,107	6
Consumer Cyclical	10.0%	$4,830,685	9
Financial Services	7.9%	$3,816,963	12
Communication Services	6.6%	$3,193,635	6
Healthcare	5.1%	$2,459,827	7
Consumer Defensive	3.6%	$1,742,655	5
Energy	3.1%	$1,478,378	5
Utilities	1.9%	$937,763	3
Real Estate	0.5%	$254,677	1
Basic Materials	0.5%	$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
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
GOOGL	Alphabet Inc.	+370	3,281	$1,172,530
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
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

7 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	4,373	$741,923
MRSH	Marsh & Mclennan Companies, Inc.	1,725	$299,201
REGN	Regeneron Pharmaceuticals, Inc.	385	$297,466
KMI	Kinder Morgan, Inc.	7,655	$256,672
PLTR	Palantir Technologies Inc.	1,659	$242,678
NEM	NEWMONT Corp /DE/	1,838	$198,963
BKNG	Booking Holdings Inc.	60	$10,104
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

92 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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	17,236	+1,662	$4,987,408	+26.2%	10.31%
NVDA	Nvidia Corp Technology	Added	13,852	+4,053	$2,771,646	+62.2%	5.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	9,993	+2,785	$2,381,731	+58.7%	4.93%
GLDM	World Gold Trust	Added	27,323	+2,312	$2,169,992	−6.4%	4.49%
MSFT	Microsoft Corp Technology	Added	4,568	+858	$1,703,955	+24.1%	3.52%
MU	Micron Technology Inc Technology	Reduced	1,397	-36	$1,612,543	+233.1%	3.33%
AVGO	Broadcom Inc. Technology	Added	3,598	+718	$1,359,144	+52.5%	2.81%
GOOGL	Alphabet Inc. Communication Services	Added	3,281	+370	$1,172,530	+40.1%	2.42%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	19,381	0	$989,400	−13.5%	2.05%
AMD	Advanced Micro Devices Inc Technology	NEW	1,382	NEW	$802,817	NEW	1.66%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,012	-1	$745,236	+27.5%	1.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,243	+383	$734,201	+34.2%	1.52%
META	Meta Platforms, Inc. Communication Services	Reduced	1,234	-82	$695,099	−7.7%	1.44%
CAT	Caterpillar Inc Industrials	Added	642	+64	$683,665	+67.0%	1.41%
WDC	Western Digital Corp Technology	Reduced	1,037	-131	$662,352	+109.7%	1.37%
FIX	Comfort Systems USA Inc Industrials	Added	308	+50	$610,440	+71.6%	1.26%
SPY	Spdr S&P 500 ETF Trust	Added	788	+29	$588,454	+19.2%	1.22%
GEV	GE Vernova Inc. Industrials	Added	500	+37	$587,430	+45.3%	1.21%
LLY	ELI LILLY & Co Healthcare	Added	482	+17	$578,125	+35.2%	1.20%
NBIS	Nebius Group N.V. Communication Services	NEW	2,025	NEW	$559,244	NEW	1.16%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,295	+406	$544,677	+64.8%	1.13%
SNDK	Sandisk Corp Technology	NEW	233	NEW	$529,779	NEW	1.10%
CNC	Centene Corp Healthcare	Added	8,233	+560	$528,476	+110.4%	1.09%
STX	Seagate Technology Holdings plc Technology	NEW	534	NEW	$515,310	NEW	1.07%
CVX	Chevron Corp Energy	Added	3,037	+1,029	$503,413	+21.2%	1.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,413	-2,277	$499,816	−39.9%	1.03%
GLD	Spdr Gold Trust	Held	1,314	0	$484,051	−14.4%	1.00%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	504	+77	$471,476	+10.8%	0.98%
INTU	Intuit Inc. Technology	Added	1,802	+12	$470,322	−39.2%	0.97%
ABNB	Airbnb, Inc. Consumer Cyclical	Added	3,195	+632	$457,204	+41.3%	0.95%
GE	General Electric Co Industrials	Added	1,201	+223	$448,849	+61.7%	0.93%
FTNT	Fortinet, Inc. Technology	Reduced	2,859	-261	$439,199	+72.3%	0.91%
BLK	BlackRock, Inc. Financial Services	Added	430	+89	$413,470	+26.1%	0.86%
COF	Capital One Financial Corp Financial Services	NEW	2,017	NEW	$404,650	NEW	0.84%
TER	Teradyne, Inc Technology	Added	827	+24	$400,135	+68.1%	0.83%
VRT	Vertiv Holdings Co Industrials	Added	1,135	+307	$380,020	+83.2%	0.79%
PCG	PG&E Corp Utilities	Reduced	22,018	-463	$370,342	−6.2%	0.77%
ASML	Asml Holding NV Technology	Added	174	+8	$346,162	+57.9%	0.72%
JBHT	Hunt J B Transport Services Inc Industrials	Added	1,172	+196	$339,211	+64.0%	0.70%
MOH	Molina Healthcare, Inc. Healthcare	NEW	1,478	NEW	$338,018	NEW	0.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	675	+49	$337,763	+12.6%	0.70%
BAC	Bank Of America Corp /De/ Financial Services	NEW	5,789	NEW	$329,857	NEW	0.68%
EME	EMCOR Group, Inc. Industrials	Added	391	+13	$324,483	+16.3%	0.67%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	5,618	-1,206	$323,709	−21.8%	0.67%
VIK	Viking Holdings Ltd Consumer Cyclical	NEW	3,019	NEW	$315,998	NEW	0.65%
EIX	Edison International Utilities	Added	4,058	+133	$302,118	+5.2%	0.62%
NSC	Norfolk Southern Corp Industrials	Added	952	+201	$299,489	+39.0%	0.62%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	1,211	+217	$298,172	+44.2%	0.62%
AON	Aon plc Financial Services	NEW	890	NEW	$295,204	NEW	0.61%
TMUS	T-Mobile US, Inc. Communication Services	NEW	1,750	NEW	$293,527	NEW	0.61%