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Lifegoal Investments - Q1 2026 13F Filings

LI

Lifegoal Investments, LLC

CIK: 0002054684
Address: New York Saratoga Springs 9 Hampstead Place Unit 101
$174.75 M
Portfolio Value
112
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/08/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. BOXX Alpha Architect 1-3 Month Box Etf
+$2.98 M
2. LRGF Ishares Us Equity Factor Etf
+$2.41 M
3. FEGE First Eagle Global Equity Etf
+$2.39 M
4. GLDM Spdr Gold Minishares Trust Of Beneficial Interest
+$2.36 M
5. CGGO Capital Group Global Growth Equity Etf
+$1.93 M

Top Sells

Q1 2026
1. RING Ishares Msci Global Gold Miners Etf
−$2.54 M
2. GPZ Vaneck Alternative Asset Manager Etf
−$2.03 M
3. HTAB Hartford Schroders Tax-Aware Bond Etf
−$868,006.84
4. NYF Ishares New York Muni Bond Etf
−$617,489.24
5. SHYG Ishares 0-5 Year High Yield Corporate Bond Etf
−$438,362

Asset Allocation

Stocks/ETFs
+17.79%
$174.75 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifegoal Investments Q1 2026 Filing Summary

Lifegoal Investments, LLC filed its 13F report for Q1 2026 on April 14, 2026. The portfolio totaled 174.75 M reflecting a +16.44% change from the prior quarter, spanning 112 assets. The top 10 holdings comprised 59.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 43 new positions and 5 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Lifegoal Investments’s Q1 2026 Filing

Lifegoal Investments submitted their Form 13F-HR for the Q1 2026 period on 04/14/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lifegoal Investments reported a managed portfolio value of 174.75 M, consisting of 112 individual positions.

This page displays the raw filing documents. To see which stocks Lifegoal Investments bought or sold during Q1 2026, please visit Lifegoal Investments's Portfolio Analysis page.