Lifegoal Investments, LLC (CIK: 0002054684) is a financial institution headquartered at 9 Hampstead Place, Unit 101, Saratoga Springs, New York 12866. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $328.03 M, comprising 213 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 43.8%. Quarterly turnover: 4.9%. ▲ 77 new, +97 added, −31 reduced, ×19 exited.

Top Buys

Q3 2026

1. NVDA Nvidia Corporation

+$11.75 M

2. VIG Vanguard Dividend Appreciation Etf

+$6.75 M

3. VYM Vanguard High Dividend Yield Index Etf

+$6.57 M

4. CRWD Crowdstrike Holdings

+$5.77 M

5. VBR Vanguard Small Cap Value Etf

+$5.45 M

Top Sells

Q3 2026

1. BOXX Alpha Architect 1-3 Month Box Etf

−$2.17 M

2. XLRE Real Estate Select Sector Spdr Fund

−$975,859.83

3. JPIE Jpmorgan Income Etf

−$958,180.62

4. VHT Vanguard Health Care Etf

−$721,810

5. BND Vanguard Total Bond Market Etf

−$704,167.13

Stocks/ETFs

+50.15%

$328.03 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Ishares Us Equity Factor Etf ETF-LRGF	317,596	$24.72 M	7.54%	▲ 21,737	Add 7.4%
Capital Group Global Growth Equity Etf ETF-CGGO	583,487	$23.21 M	7.08%	▲ 46,547	Add 8.7%
First Eagle Global Equity Etf ETF-FEGE	365,643	$18.35 M	5.59%	▲ 27,177	Add 8.0%
Ishares Core Dividend Growth Etf ETF-DGRO	239,378	$18.05 M	5.50%	▲ 6,763	Add 2.9%
Nvidia Corporation NVDA	65,314	$14.92 M	4.55%	▲ 51,462	Add 371.5%
Vanguard Growth Etf ETF-VUG	129,215	$11.64 M	3.55%	▲ 4,514	Add 3.6%
Apple AAPL	30,440	$10.14 M	3.09%	▲ 13,204	Add 76.6%
Amazoncom AMZN	30,512	$7.6 M	2.32%	▲ 20,519	Add 205.3%
Vanguard Total Bond Market Etf ETF-BND	107,498	$7.54 M	2.30%	▼ 10,038	Reduce -8.5%
Vanguard Dividend Appreciation Etf ETF-VIG	31,804	$7.42 M	2.26%	▲ 28,946	Add 1012.8%

View Full List

Lifegoal Investments, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Lifegoal Investments, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Lifegoal Investments, LLC Quarterly 13F Statistics

Discover detailed insights into Lifegoal Investments, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Lifegoal Investments, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Lifegoal Investments, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Filed: Filed:	:	Shares Traded:	Held:

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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Lifegoal Investments, LLC 13F Filings, Portfolio & Analysis

Lifegoal Investments, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Lifegoal Investments, LLC's Portfolio

Lifegoal Investments, LLC Quarterly 13F Statistics

Lifegoal Investments, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)