LifeGoal Investments, LLC

SARATOGA SPRINGS, NY · CIK 2054684 · 13F filing filed 2026-07-08

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbySaratoga Springs, NY

$218.5m reported value +25.0% vs Q1 2026

155positions

56.2%in top 10

50 new 65 added 35 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	536,940	$22.7m10.40%	10.40%	Added +63.1k	+63,101 13.3%
2	ISHARES TR U S EQUITY FACTR LRGF	LRGF	295,859	$22.4m10.24%	10.24%	Added +45.5k	+45,518 18.2%
3	ISHARES TR CORE DIV GRWTH DGRO	DGRO	232,615	$17.6m8.07%	8.07%	Added +22.5k	+22,470 10.7%
4	RBB FUND TRUST FIRST EAGLE GBL FEGE	FEGE	338,466	$16.6m7.58%	7.58%	Added +54.6k	+54,564 19.2%
5	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	124,701	$10.7m4.92%	4.92%	Reduced -7.1k	-7,059 -5.4%
6	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	117,536	$8.6m3.95%	3.95%	Reduced -17.2k	-17,177 -12.8%
7	PIMCO ETF TR MULTISECTOR BD PYLD	PYLD	267,867	$7.1m3.25%	3.25%	Added +3.0k	+2,975 1.1%
8	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	54,112	$6.3m2.90%	2.90%	Added +6.9k	+6,923 14.7%
9	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	118,529	$5.5m2.50%	2.50%	Reduced -8.1k	-8,144 -6.4%
10	ISHARES INC EMNG MKTS EQT EMGF	EMGF	69,835	$5.1m2.34%	2.34%	Added +6.1k	+6,080 9.5%
11	APPLE INC COM AAPL	AAPL	17,236	$5.0m2.28%	2.28%	Added +1.7k	+1,662 10.7%
12	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	157,766	$4.3m1.97%	1.97%	Reduced -598	-598 -0.4%
13	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	31,654	$3.0m1.35%	1.35%	Added +4.8k	+4,808 17.9%
14	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	7,698	$2.8m1.30%	1.30%	Added +8	+8 0.1%
15	NVIDIA CORPORATION COM NVDA	NVDA	13,852	$2.8m1.27%	1.27%	Added +4.1k	+4,053 41.4%
16	ISHARES TR INTL DIV GRWTH IGRO	IGRO	28,861	$2.5m1.16%	1.16%	Added +5.0k	+4,973 20.8%
17	AMAZON COM INC COM AMZN	AMZN	9,993	$2.4m1.09%	1.09%	Added +2.8k	+2,785 38.6%
18	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	51,006	$2.2m1.03%	1.03%	Added +12.7k	+12,695 33.1%
19	ALPHABET INC CAP STK CL C GOOG	GOOG	6,270	$2.2m1.01%	1.01%	Added +319	+319 5.4%
20	WORLD GOLD TR SPDR GLD MINIS GLDM	GLDM	27,323	$2.2m0.99%	0.99%	Added +2.3k	+2,312 9.2%
21	FRANKLIN TEMPLETON ETF TR FRANKLIN INDIA FLIN	FLIN	57,360	$2.0m0.93%	0.93%	Added +10.2k	+10,250 21.8%
22	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,944	$2.0m0.93%	0.93%	Reduced -2	-2 -0.1%
23	MICROSOFT CORP COM MSFT	MSFT	4,568	$1.7m0.78%	0.78%	Added +858	+858 23.1%
24	MICRON TECHNOLOGY INC COM MU	MU	1,397	$1.6m0.74%	0.74%	Reduced -36	-36 -2.5%
25	VANGUARD SCOTTSDALE FDS LG-TERM COR BD VCLT	VCLT	20,993	$1.6m0.72%	0.72%	Reduced -739	-739 -3.4%
26	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	40,783	$1.5m0.70%	0.70%	Reduced -2.8k	-2,813 -6.5%
27	ISHARES TR GLOBAL EQUITY GLOF	GLOF	24,288	$1.4m0.65%	0.65%	Reduced -1.1k	-1,088 -4.3%
28	BROADCOM INC COM AVGO	AVGO	3,598	$1.4m0.62%	0.62%	Added +718	+718 24.9%
29	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	24,473	$1.3m0.59%	0.59%	Added +124	+124 0.5%
30	ISHARES TR CORE US AGGBD ET AGG	AGG	12,654	$1.3m0.57%	0.57%	Added +58	+58 0.5%
31	SSGA ACTIVE TR SST BRIDGEWATER ALLW	ALLW	40,275	$1.2m0.54%	0.54%	New
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,281	$1.2m0.54%	0.54%	Added +370	+370 12.7%
33	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	20,248	$1.0m0.47%	0.47%	Reduced -1.5k	-1,454 -6.7%
34	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	19,381	$989.4k0.45%	0.45%	Unchanged
35	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	32,807	$901.2k0.41%	0.41%	Reduced -15.4k	-15,408 -32.0%
36	BLACKROCK ETF TRUST II ISHARES LARG CAP IVVM	IVVM	24,372	$900.6k0.41%	0.41%	Added +4.3k	+4,294 21.4%
37	VANGUARD NY TAX FREE FDS TAX EXEMPT BD MUNY	MUNY	8,536	$887.8k0.41%	0.41%	Added +68	+68 0.8%
38	PIMCO ETF TR SR LN ACTIVE ETF LONZ	LONZ	17,063	$841.4k0.39%	0.39%	New
39	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,382	$802.8k0.37%	0.37%	New
40	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,012	$745.5k0.34%	0.34%	Reduced -1	-1 -0.1%
41	JPMORGAN CHASE & CO COM JPM	JPM	2,243	$734.2k0.34%	0.34%	Added +383	+383 20.6%
42	ISHARES TR US SML CAP EQT SMLF	SMLF	8,110	$722.9k0.33%	0.33%	Reduced -295	-295 -3.5%
43	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,414	$721.8k0.33%	0.33%	Unchanged
44	META PLATFORMS INC CL A META	META	1,234	$695.1k0.32%	0.32%	Reduced -82	-82 -6.2%
45	CATERPILLAR INC COM CAT	CAT	642	$683.7k0.31%	0.31%	Added +64	+64 11.1%
46	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,858	$676.3k0.31%	0.31%	Added +43	+43 1.5%
47	WESTERN DIGITAL CORP COM WDC	WDC	1,037	$662.4k0.30%	0.30%	Reduced -131	-131 -11.2%
48	ISHARES INC MSCI GBL GOLD MN RING	RING	9,739	$629.1k0.29%	0.29%	Reduced -503	-503 -4.9%
49	ISHARES TR CORE TOTAL USD IUSB	IUSB	13,529	$624.4k0.29%	0.29%	Added +1.9k	+1,938 16.7%
50	COMFORT SYS USA INC COM FIX	FIX	308	$610.4k0.28%	0.28%	Added +50	+50 19.4%
51	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	4,994	$600.4k0.27%	0.27%	Reduced -166	-166 -3.2%
52	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	788	$588.5k0.27%	0.27%	Added +29	+29 3.8%
53	GE VERNOVA INC COM GEV	GEV	500	$587.4k0.27%	0.27%	Added +37	+37 8.0%
54	ELI LILLY & CO COM LLY	LLY	482	$578.2k0.26%	0.26%	Added +17	+17 3.7%
55	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	2,025	$559.2k0.26%	0.26%	New
56	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	7,830	$557.9k0.26%	0.26%	Added +16	+16 0.2%
57	TESLA INC COM TSLA	TSLA	1,295	$544.7k0.25%	0.25%	Added +406	+406 45.7%
58	SANDISK CORP COM SNDK	SNDK	233	$529.8k0.24%	0.24%	New
59	CENTENE CORP DEL COM CNC	CNC	8,233	$528.5k0.24%	0.24%	Added +560	+560 7.3%
60	ISHARES TR MSCI USA MIN VOL USMV	USMV	5,420	$522.9k0.24%	0.24%	New
61	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	534	$515.3k0.24%	0.24%	New
62	ISHARES TR 0-3 MNTH TREASRY SGOV	SGOV	5,112	$514.6k0.24%	0.24%	Reduced -3.4k	-3,365 -39.7%
63	ISHARES TR NATIONAL MUN ETF MUB	MUB	4,729	$508.9k0.23%	0.23%	Added +23	+23 0.5%
64	CHEVRON CORP NEW COM CVX	CVX	3,037	$503.4k0.23%	0.23%	Added +1.0k	+1,029 51.2%
65	WALMART INC COM WMT	WMT	4,413	$499.9k0.23%	0.23%	Reduced -2.3k	-2,277 -34.0%
66	HARTFORD FDS EXCHANGE TRADED SCHRDRS TAX BD HTAB	HTAB	25,392	$487.1k0.22%	0.22%	Reduced -657	-657 -2.5%
67	SPDR GOLD TR GOLD SHS GLD	GLD	1,314	$484.1k0.22%	0.22%	Unchanged
68	COSTCO WHSL CORP NEW COM COST	COST	504	$471.5k0.22%	0.22%	Added +77	+77 18.0%
69	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	3,954	$470.5k0.22%	0.22%	Added +179	+179 4.7%
70	INTUIT COM INTU	INTU	1,802	$470.3k0.22%	0.22%	Added +12	+12 0.7%
71	EXXON MOBIL CORP COM XOM	XOM	3,392	$463.8k0.21%	0.21%	Reduced -981	-981 -22.4%
72	AIRBNB INC COM CL A ABNB	ABNB	3,195	$457.2k0.21%	0.21%	Added +632	+632 24.7%
73	VANGUARD WHITEHALL FDS EM MK GOV BD ETF VWOB	VWOB	6,692	$450.0k0.21%	0.21%	Reduced -469	-469 -6.5%
74	GE AEROSPACE COM NEW GE	GE	1,201	$448.9k0.21%	0.21%	Added +223	+223 22.8%
75	FORTINET INC COM FTNT	FTNT	2,859	$439.2k0.20%	0.20%	Reduced -261	-261 -8.4%
76	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	1,908	$418.7k0.19%	0.19%	Added +3	+3 0.2%
77	BLACKROCK INC COM BLK	BLK	430	$413.5k0.19%	0.19%	Added +89	+89 26.1%
78	CAPITAL ONE FINL CORP COM COF	COF	2,017	$404.7k0.19%	0.19%	New
79	TERADYNE INC COM TER	TER	827	$400.1k0.18%	0.18%	Added +24	+24 3.0%
80	ISHARES TR MSCI EMG MKT ETF EEM	EEM	5,684	$388.8k0.18%	0.18%	New
81	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,135	$380.0k0.17%	0.17%	Added +307	+307 37.1%
82	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	4,917	$371.0k0.17%	0.17%	Added +152	+152 3.2%
83	PG&E CORP COM PCG	PCG	22,018	$370.3k0.17%	0.17%	Reduced -463	-463 -2.1%
84	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	13,926	$369.1k0.17%	0.17%	Reduced -4.2k	-4,164 -23.0%
85	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	174	$346.2k0.16%	0.16%	Added +8	+8 4.8%
86	HUNT J B TRANS SVCS INC COM JBHT	JBHT	1,172	$339.2k0.16%	0.16%	Added +196	+196 20.1%
87	BLACKROCK ETF TRUST ISHARES US LARG BALI	BALI	9,999	$338.3k0.15%	0.15%	New
88	MOLINA HEALTHCARE INC COM MOH	MOH	1,478	$338.0k0.15%	0.15%	New
89	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	675	$337.8k0.15%	0.15%	Added +49	+49 7.8%
90	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	5,860	$331.0k0.15%	0.15%	New
91	BANK AMERICA CORP COM BAC	BAC	5,789	$329.9k0.15%	0.15%	New
92	EMCOR GROUP INC COM EME	EME	391	$324.5k0.15%	0.15%	Added +13	+13 3.4%
93	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	5,618	$323.7k0.15%	0.15%	Reduced -1.2k	-1,206 -17.7%
94	VIKING HOLDINGS LTD ORD SHS VIK	VIK	3,019	$316.0k0.14%	0.14%	New
95	EDISON INTL COM EIX	EIX	4,058	$302.1k0.14%	0.14%	Added +133	+133 3.4%
96	NORFOLK SOUTHN CORP COM NSC	NSC	952	$299.5k0.14%	0.14%	Added +201	+201 26.8%
97	PNC FINL SVCS GROUP INC COM PNC	PNC	1,211	$298.2k0.14%	0.14%	Added +217	+217 21.8%
98	AON PLC SHS CL A AON	AON	890	$295.2k0.14%	0.14%	New
99	T-MOBILE US INC COM TMUS	TMUS	1,750	$293.5k0.13%	0.13%	New
100	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	3,487	$288.1k0.13%	0.13%	Added +163	+163 4.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
REGENERON PHARMACEUTICALS REGN	REGN	385	$299.2k385 shares
MARSH & MCLENNAN COS INC MRSH	MRSH	1,725	$296.5k1.7k shares
KINDER MORGAN INC DEL KMI	KMI	7,655	$251.7k7.7k shares
BOOKING HOLDINGS INC BKNG	BKNG	1,500	$251.1k1.5k shares
PALANTIR TECHNOLOGIES INC PLTR	PLTR	1,659	$243.0k1.7k shares
VANGUARD SCOTTSDALE FDS VCSH	VCSH	2,819	$222.8k2.8k shares
NEWMONT CORP NEM	NEM	1,838	$209.1k1.8k shares