LifeGoal Investments, LLC

CIK

2054684

Location

SARATOGA SPRINGS, NY

Portfolio Value

Small $271,239,502

Diversification

Diversified

Filing Date

Global Rank

#195 / 412 ▲ 6012

Top Industry

Semiconductors 21.0%

3Y Alpha vs SPY

-6.2%

Period ended 10 days ago

Filed Oct 9, 2026 · 1d

8 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

169 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.9%

−10.9 pts

Top 5

36.4%

−15.9 pts

Top 10

52.1%

−15.0 pts

HHI

401

Diversified−424

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	57.0%	$154,574,678	39
Technology	22.7%	$61,470,011	34
Consumer Cyclical	5.5%	$14,974,203	9
Financial Services	3.4%	$9,354,573	21
Industrials	2.4%	$6,612,270	15
Communication Services	2.3%	$6,293,608	8
Consumer Defensive	2.1%	$5,817,191	6
Healthcare	2.1%	$5,729,926	18
Energy	1.2%	$3,213,659	8
Basic Materials	0.6%	$1,547,813	5
Real Estate	0.4%	$1,006,240	4
Utilities	0.2%	$645,330	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+61,813	200,627	$32,198,966
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+60,254	707,114	$0
NVDA	Nvidia Corp	+51,462	65,314	$14,916,411
CGGO	Capital Group Global Growth Equity ETF	+46,547	583,487	$23,211,112
BCLO	iShares BBB-B CLO Active ETF	+41,330	65,702	$3,019,954
VIGI	Vanguard International Dividend Appreciation ETF	+41,236	79,582	$9,977,439
BILZ	PIMCO Ultra Short Government Active ETF	+32,851	342,254	$10,023,849
FNDA	Schwab Fundamental U.S. Small Company ETF	+31,258	45,184	$1,117,303
VIG	Vanguard Dividend Appreciation ETF	+28,946	31,804	$7,420,191
ACVT	Advent Convertible Bond ETF	+27,177	365,643	$18,351,622
ACGO	Hartford Alpha Capture Growth ETF	+24,504	49,896	$892,639
AMZN	Amazon Com Inc	+20,519	30,512	$7,602,064
SHOP	Shopify Inc.	+14,774	16,837	$2,496,927
TSLA	Tesla, Inc.	+14,424	15,719	$5,577,258
AAPL	Apple Inc.	+13,204	30,440	$10,137,128
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+12,393	52,668	$1,504,724
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+11,998	27,606	$968,583
JA	Janus Henderson AA-A CLO ETF	+7,534	12,322	$606,298
MSFT	Microsoft Corp	+6,986	11,554	$5,926,046
EDV	Vanguard World Funds Extended Duration ETF	+6,688	9,102	$1,443,751
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+6,204	9,423	$697,396
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+5,373	5,923	$2,702,013
AVGO	Broadcom Inc.	+5,327	8,925	$3,134,370
BUYZ	Franklin Disruptive Commerce ETF	+4,354	61,714	$2,066,801
COST	Costco Wholesale Corp /New	+2,963	3,467	$3,156,148
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−22,486	28,520	$1,339,216
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−21,164	106,544	$4,906,160
AAAA	Amplius Aggressive Asset Allocation ETF	−18,353	35,759	$4,233,508
BIV	Vanguard Intermediate-Term Bond ETF	−10,038	107,498	$7,540,984
MUNY	Vanguard New York Tax-Exempt Bond ETF	−6,404	2,132	$207,528
—		−5,338	15,655	$0
CGCB	Capital Group Core Bond ETF	−2,979	187,594	$4,916,565
ES	Eversource Energy	−540	3,131	$200,884
BMY	Bristol Myers Squibb Co	−313	5,305	$331,032
CGDG	Capital Group Dividend Growers ETF	−241	40,542	$1,501,270
VIK	Viking Holdings Ltd	−181	2,838	$222,300
COP	Conocophillips	−178	2,079	$260,186
WDC	Western Digital Corp	−139	898	$408,105
DHR	Danaher Corp /De/	−132	1,028	$227,753
TER	Teradyne, Inc	−93	734	$294,267
MU	Micron Technology Inc	−86	1,311	$1,396,359
SNOW	Snowflake Inc.	−47	1,016	$344,992
LLY	ELI LILLY & Co	−41	441	$510,272
NBIS	Nebius Group N.V.	−11	2,014	$475,062
EME	EMCOR Group, Inc.	−6	385	$290,478
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	21,797	$5,770,755
MS	Morgan Stanley	14,790	$2,781,703
ETN	Eaton Corp plc	3,823	$1,642,781
KO	Coca Cola Co	11,824	$1,017,809
INTC	Intel Corp	4,671	$561,594
TEAM	Atlassian Corp	2,566	$460,058
TXN	Texas Instruments Inc	1,635	$457,947
ATO	Atmos Energy Corp	2,841	$444,446
BSX	Boston Scientific Corp	9,807	$428,075
TEL	TE Connectivity plc	1,799	$379,732
LIN	Linde PLC	761	$361,208
OXY	Occidental Petroleum Corp /De/	6,449	$356,758
PFE	Pfizer Inc	12,084	$344,635
RBRK	Rubrik, Inc.	2,937	$336,198
ISRG	Intuitive Surgical Inc	823	$334,656
HON	Honeywell International Inc	1,581	$333,496
NEM	NEWMONT Corp /DE/	2,887	$332,986
MET	Metlife Inc	3,416	$321,650
AMT	American Tower Corp /Ma/	1,876	$307,082
LYB	LyondellBasell Industries N.V.	5,243	$301,315
PANW	Palo Alto Networks Inc	751	$298,379
SHEL	Shell plc	3,095	$294,179
NXPI	NXP Semiconductors N.V.	1,237	$293,824
REGN	Regeneron Pharmaceuticals, Inc.	386	$292,692
NET	Cloudflare, Inc.	837	$290,673
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
VRT	Vertiv Holdings Co	1,135	$380,020
PCG	PG&E Corp	22,018	$370,342
EIX	Edison International	4,058	$302,118
AON	Aon plc	890	$295,204
TMUS	T-Mobile US, Inc.	1,750	$293,527
AMAT	Applied Materials Inc /De	380	$274,740
TJX	Tjx Companies Inc /De/	1,797	$272,245
ZIM	ZIM Integrated Shipping Services Ltd.	10,040	$261,040
MAA	Mid America Apartment Communities Inc.	1,833	$254,677
FTI	TechnipFMC plc	3,796	$251,674
CMI	Cummins Inc	337	$240,351
LMT	Lockheed Martin Corp	464	$236,389
CRS	Carpenter Technology Corp	381	$235,016
MHK	Mohawk Industries Inc	1,855	$225,067
DKNG	DraftKings Inc.	8,621	$217,766
AGNG	Global X Funds Global X Aging Population ETF	4,039	$214,390
ROST	Ross Stores, Inc.	960	$204,336
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

169 tracked positions · $271,239,502 total · filing declares 213 positions · $328,033,618 · as of Sep 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 169 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	200,627	+61,813	$32,198,966	+100.1%	11.87%
CGGO	Capital Group Global Growth Equity ETF	Added	583,487	+46,547	$23,211,112	+2.1%	8.56%
ACVT	Advent Convertible Bond ETF	Added	365,643	+27,177	$18,351,622	+10.8%	6.77%
NVDA	Nvidia Corp Technology	Added	65,314	+51,462	$14,916,411	+438.2%	5.50%
AAPL	Apple Inc. Technology	Added	30,440	+13,204	$10,137,128	+103.3%	3.74%
BILZ	PIMCO Ultra Short Government Active ETF	Added	342,254	+32,851	$10,023,849	+8.6%	3.70%
VIGI	Vanguard International Dividend Appreciation ETF	Added	79,582	+41,236	$9,977,439	+193.0%	3.68%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,512	+20,519	$7,602,064	+219.2%	2.80%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	107,498	-10,038	$7,540,984	−12.6%	2.78%
VIG	Vanguard Dividend Appreciation ETF	Added	31,804	+28,946	$7,420,191	+997.2%	2.74%
BKF	iShares MSCI BIC ETF	Added	87,165	+1,907	$6,255,479	+2.0%	2.31%
MSFT	Microsoft Corp Technology	Added	11,554	+6,986	$5,926,046	+247.8%	2.18%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	21,797	NEW	$5,770,755	NEW	2.13%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,719	+14,424	$5,577,258	+924.0%	2.06%
CGCB	Capital Group Core Bond ETF	Reduced	187,594	-2,979	$4,916,565	−5.7%	1.81%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	106,544	-21,164	$4,906,160	−18.1%	1.81%
ASML	Asml Holding NV Technology	Added	2,688	+2,514	$4,869,768	+1306.8%	1.80%
AAAA	Amplius Aggressive Asset Allocation ETF	Reduced	35,759	-18,353	$4,233,508	−33.2%	1.56%
GOOGL	Alphabet Inc. Communication Services	Added	9,696	+145	$3,314,709	−2.2%	1.22%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,467	+2,963	$3,156,148	+569.4%	1.16%
AVGO	Broadcom Inc. Technology	Added	8,925	+5,327	$3,134,370	+130.6%	1.16%
BCLO	iShares BBB-B CLO Active ETF	Added	65,702	+41,330	$3,019,954	+235.3%	1.11%
MS	Morgan Stanley Financial Services	NEW	14,790	NEW	$2,781,703	NEW	1.03%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	5,923	+5,373	$2,702,013	+928.7%	1.00%
SHOP	Shopify Inc. Technology	Added	16,837	+14,774	$2,496,927	+960.0%	0.92%
GLDM	World Gold Trust	Added	28,310	+987	$2,326,515	+7.2%	0.86%
BUYZ	Franklin Disruptive Commerce ETF	Added	61,714	+4,354	$2,066,801	+1.3%	0.76%
ETN	Eaton Corp plc Industrials	NEW	3,823	NEW	$1,642,781	NEW	0.61%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	52,668	+12,393	$1,504,724	+27.6%	0.55%
CGDG	Capital Group Dividend Growers ETF	Reduced	40,542	-241	$1,501,270	−1.9%	0.55%
EDV	Vanguard World Funds Extended Duration ETF	Added	9,102	+6,688	$1,443,751	+100.0%	0.53%
FBTC	Fidelity Wise Origin Bitcoin Fund	Held	19,381	0	$1,407,835	+42.3%	0.52%
MU	Micron Technology Inc Technology	Reduced	1,311	-86	$1,396,359	−13.4%	0.51%
QQQ	Invesco Qqq Trust, Series 1	Added	1,836	+824	$1,358,217	+82.3%	0.50%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	28,520	-22,486	$1,339,216	−40.4%	0.49%
META	Meta Platforms, Inc. Communication Services	Added	1,773	+539	$1,285,744	+85.0%	0.47%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	45,184	+31,258	$1,117,303	+202.8%	0.41%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	22,753	+2,505	$1,077,582	+5.2%	0.40%
KO	Coca Cola Co Consumer Defensive	NEW	11,824	NEW	$1,017,809	NEW	0.38%
AMD	Advanced Micro Devices Inc Technology	Added	1,646	+264	$1,006,956	+25.4%	0.37%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	27,606	+11,998	$968,583	+32.4%	0.36%
ACGO	Hartford Alpha Capture Growth ETF	Added	49,896	+24,504	$892,639	+83.3%	0.33%
JPM	Jpmorgan Chase & Co Financial Services	Added	2,449	+206	$810,202	+10.4%	0.30%
SPY	Spdr S&P 500 ETF Trust	Added	968	+180	$738,225	+25.5%	0.27%
CVX	Chevron Corp Energy	Added	3,447	+410	$703,911	+39.8%	0.26%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	9,423	+6,204	$697,396	+179.3%	0.26%
CAT	Caterpillar Inc Industrials	Added	858	+216	$695,657	+1.8%	0.26%
AFK	VanEck Africa Index ETF	Added	5,342	+100	$690,537	+18.2%	0.25%
FTNT	Fortinet, Inc. Technology	Added	3,814	+955	$681,790	+55.2%	0.25%
JA	Janus Henderson AA-A CLO ETF	Added	12,322	+7,534	$606,298	+167.4%	0.22%

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.