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Lifegoal Investments - Q2 2026 13F Filings

LI

Lifegoal Investments, LLC

CIK: 0002054684
Address: New York Saratoga Springs 9 Hampstead Place Unit 101
$218.48 M
Portfolio Value
155
Assets Held
Reporting Period: Q2 2026
Filing Status:
Active
Last Updated: 10/08/2026

Portfolio Summary (Q2 2026)

View Full Portfolio Analysis

Top Buys

Q2 2026
1. VUG Vanguard Growth Etf
+$8.85 M
2. LRGF Ishares Us Equity Factor Etf
+$3.44 M
3. CGGO Capital Group Global Growth Equity Etf
+$2.67 M
4. FEGE First Eagle Global Equity Etf
+$2.67 M
5. DGRO Ishares Core Dividend Growth Etf
+$1.7 M

Top Sells

Q2 2026
1. BND Vanguard Total Bond Market Etf
−$1.26 M
2. CGMU Capital Group Municipal Income Etf
−$423,251.52
3. JPIE Jpmorgan Income Etf
−$375,031.31
4. SGOV Ishares 0-3 Month Treasury Bond Etf
−$338,743.33
5. REGN Regeneron Pharmaceuticals
−$299,241

Asset Allocation

Stocks/ETFs
+25.03%
$218.48 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifegoal Investments Q2 2026 Filing Summary

Lifegoal Investments, LLC filed its 13F report for Q2 2026 on July 08, 2026. The portfolio totaled 218.48 M reflecting a +25.03% change from the prior quarter, spanning 155 assets. The top 10 holdings comprised 56.2% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 50 new positions and 7 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 Q2 2026 Filing

Lifegoal Investments submitted their Form 13F-HR for the Q2 2026 period on 07/08/2026. This was the only submission for the quarter.

In the Q2 2026 filing, Lifegoal Investments reported a managed portfolio value of 218.48 M, consisting of 155 individual positions.

This page displays the raw filing documents. To see which stocks Lifegoal Investments bought or sold during Q2 2026, please visit Lifegoal Investments's Portfolio Analysis page.