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Lifegoal Investments - Q4 2025 13F Filings

LI

Lifegoal Investments, LLC

CIK: 0002054684
Address: New York Saratoga Springs 9 Hampstead Place Unit 101
$150.08 M
Portfolio Value
75
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/08/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. FEGE First Eagle Global Equity Etf
+$2.93 M
2. LRGF Ishares Us Equity Factor Etf
+$2.86 M
3. CGMS Capital Group Us Multi-Sector Income Etf
+$2.77 M
4. CGGO Capital Group Global Growth Equity Etf
+$2.77 M
5. AAPL Apple
+$2.53 M

Top Sells

Q4 2025
1. SGOV Ishares 0-3 Month Treasury Bond Etf
−$1.75 M
2. VWOB Vanguard Emerging Markets Government Bond Etf
−$1.58 M
3. VUSB Vanguard Ultra-Short Bond Etf
−$643,484
4. IBIT Ishares Bitcoin Trust Etf
−$518,700
5. SHYG Ishares 0-5 Year High Yield Corporate Bond Etf
−$512,935.11

Asset Allocation

Stocks/ETFs
+23.67%
$148.36 M 98.85%
Options
$0 0.00%
Debt
$0 0.00%
Other
+317.68%
$1.72 M 1.15%

Sector Allocation (Stocks)

Lifegoal Investments Q4 2025 Filing Summary

Lifegoal Investments, LLC filed its 13F report for Q4 2025 on January 15, 2026. The portfolio totaled 150.08 M reflecting a +24.67% change from the prior quarter, spanning 75 assets. The top 10 holdings comprised 63.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 6 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 Q4 2025 Filing

Lifegoal Investments submitted their Form 13F-HR for the Q4 2025 period on 01/15/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Lifegoal Investments reported a managed portfolio value of 150.08 M, consisting of 75 individual positions.

This page displays the raw filing documents. To see which stocks Lifegoal Investments bought or sold during Q4 2025, please visit Lifegoal Investments's Portfolio Analysis page.