LifeGoal Investments, LLC

CIK 0002054684 • 5 13F filings • Nov 24, 2025 – Oct 9, 2026

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Filer information

Filed by: LifeGoal Investments, LLC, Agent
Address: 9 HAMPSTEAD PLACE, UNIT 101, SARATOGA SPRINGS, NY, 12866
Phone: 844-844-3453
AUM: $150.1M

AUM over time

$328.0M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $150.1M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$699K	0.5%Prev: 0.3%	2,234 SH	Decreased-1,028 SH
ALPHABET INC	CAP STK CL C	$1.7M	1.1%Prev: 0.7%	5,462 SH	Decreased-972 SH
AMAZON COM INC	COM	$1.7M	1.1%Prev: 2.3%	7,433 SH	Decreased-23,079 SH
APPLE INC	COM	$3.5M	2.3%Prev: 3.1%	12,939 SH	Decreased-17,501 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$225K	0.2%Prev: 0.1%	448 SH	Decreased-345 SH
BLACKROCK ETF TRUST II	ISHARES LARG CAP	$882K	0.6%Prev: 0.3%	25,364 SH	Decreased+1,013 SH
BROADCOM INC	COM	$635K	0.4%Prev: 1.0%	1,834 SH	Decreased-7,091 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.6M	1.0%Prev: 0.5%	43,540 SH	Increased+2,998 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$14.5M	9.6%	417,077 SH	New
CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$1.2M	0.8%	45,200 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$3.8M	2.5%Prev: 1.4%	135,872 SH	Decreased-37,844 SH
CAPITAL ONE FINL CORP	COM	$287K	0.2%Prev: 0.2%	1,186 SH	Decreased-1,743 SH
CATERPILLAR INC	COM	$331K	0.2%Prev: 0.2%	577 SH	Decreased-281 SH
CHEVRON CORP NEW	COM	$273K	0.2%	1,830 SH	New
CONOCOPHILLIPS	COM	$259K	0.2%Prev: 0.1%	2,785 SH	Decreased+706 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$2.5M	1.7%Prev: 1.3%	21,551 SH	Decreased-14,208 SH
ELI LILLY & CO	COM	$253K	0.2%Prev: 0.2%	235 SH	Decreased-206 SH
EXXON MOBIL CORP	COM	$533K	0.4%	4,426 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.5M	1.0%Prev: 0.4%	19,701 SH	Increased+320 SH
HARTFORD FDS EXCHANGE TRADED	SCHRDRS TAX BD	$495K	0.3%Prev: 0.3%	71,565 SH	Decreased+21,669 SH
INVESCO QQQ TR	UNIT SER 1	$283K	0.2%Prev: 0.4%	460 SH	Decreased-1,376 SH
ISHARES GOLD TR	ISHARES NEW	$232K	0.2%Prev: 0.1%	2,862 SH	Decreased-912 SH
ISHARES INC	EMNG MKTS EQT	$3.3M	2.2%Prev: 1.6%	57,131 SH	Decreased-15,140 SH
ISHARES INC	MSCI GBL GOLD MN	$3.0M	2.0%Prev: 0.2%	41,043 SH	Increased+31,833 SH
ISHARES INC	MSCI GBL MIN VOL	$613K	0.4%Prev: 0.2%	5,160 SH	Decreased+166 SH
ISHARES TR	0-3 MNTH TREASRY	$966K	0.6%	9,626 SH	New
ISHARES TR	0-5YR HI YL CP	$438K	0.3%	12,750 SH	New
ISHARES TR	CORE DIV GRWTH	$13.4M	9.0%Prev: 5.5%	193,627 SH	Decreased-45,751 SH
ISHARES TR	CORE MSCI EAFE	$201K	0.1%Prev: 0.1%	2,252 SH	Decreased-18 SH
ISHARES TR	CORE UNIVRSL USD	$618K	0.4%Prev: 0.2%	13,334 SH	Decreased-1,639 SH
ISHARES TR	CORE US AGGBD ET	$1.4M	0.9%Prev: 0.3%	14,086 SH	Increased+1,942 SH
ISHARES TR	GLOBAL EQUITY	$1.3M	0.9%Prev: 0.4%	25,404 SH	Decreased+2,083 SH
ISHARES TR	INTL DIV GRWTH	$1.8M	1.2%Prev: 0.8%	20,342 SH	Decreased-8,552 SH
ISHARES TR	MSCI USA QLT FCT	$374K	0.2%Prev: 0.1%	1,885 SH	Decreased-86 SH
ISHARES TR	NATIONAL MUN ETF	$692K	0.5%Prev: 0.1%	6,459 SH	Increased+4,008 SH
ISHARES TR	NEW YORK MUN ETF	$60K	0.0%Prev: 0.3%	17,379 SH	Decreased+819 SH
ISHARES TR	U S EQUITY FACTR	$14.9M	9.9%Prev: 7.5%	214,078 SH	Decreased-103,518 SH
ISHARES TR	US SML CAP EQT	$631K	0.4%Prev: 0.2%	8,420 SH	Decreased+464 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$6.3M	4.2%Prev: 1.3%	135,702 SH	Increased+38,518 SH
JANUS DETROIT STR TR	B-BBB CLO ETF	$295K	0.2%Prev: 0.1%	8,344 SH	Increased+3,561 SH
JOHNSON & JOHNSON	COM	$349K	0.2%Prev: 0.1%	1,686 SH	Increased+505 SH
JPMORGAN CHASE & CO.	COM	$449K	0.3%	1,392 SH	New
META PLATFORMS INC	CL A	$818K	0.5%Prev: 0.4%	1,239 SH	Decreased-534 SH
MICROSOFT CORP	COM	$1.1M	0.7%Prev: 1.8%	2,185 SH	Decreased-9,369 SH
NVIDIA CORPORATION	COM	$1.1M	0.8%Prev: 4.5%	6,061 SH	Decreased-59,253 SH
PG&E CORP	COM	$164K	0.1%	10,197 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$1.7M	1.1%Prev: 0.2%	19,491 SH	Increased+7,320 SH
PIMCO ETF TR	MULTISECTOR BD	$6.1M	4.1%Prev: 2.2%	227,666 SH	Decreased-53,940 SH
RBB FUND TRUST	FIRST EAGLE GBL	$10.8M	7.2%Prev: 5.6%	233,345 SH	Decreased-132,298 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$670K	0.4%Prev: 0.2%	25,302 SH	Increased-1,150 SH
SPDR GOLD TR	GOLD SHS	$521K	0.3%Prev: 0.2%	1,314 SH	Increased-14 SH
SPDR S&P 500 ETF TR	TR UNIT	$522K	0.3%	765 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$672K	0.4%	15,699 SH	New
VANECK ETF TRUST	ALTERNATIVE ASSE	$2.0M	1.4%	74,814 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$409K	0.3%Prev: 0.1%	4,765 SH	Decreased-152 SH
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$293K	0.2%Prev: 0.1%	659 SH	Decreased-2,828 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$9.7M	6.4%Prev: 2.3%	130,570 SH	Increased+23,072 SH
VANGUARD INDEX FDS	GROWTH ETF	$10.6M	7.0%	21,682 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.9M	1.2%Prev: 1.8%	2,953 SH	Decreased-5,441 SH
VANGUARD INDEX FDS	SMALL CP ETF	$230K	0.2%	893 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$2.6M	1.7%	7,682 SH	New
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$252K	0.2%Prev: 0.2%	3,237 SH	Decreased-6,186 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.7%Prev: 0.3%	21,801 SH	Increased-952 SH
VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$870K	0.6%Prev: 0.1%	0 SH	Increased-2,132 SH
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$1.6M	1.0%Prev: 0.3%	20,667 SH	Increased+5,012 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$248K	0.2%	3,113 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$616K	0.4%Prev: 2.3%	2,804 SH	Decreased-29,000 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$452K	0.3%Prev: 0.2%	7,240 SH	Decreased-599 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$669K	0.4%Prev: 0.1%	9,972 SH	Increased+6,445 SH
VANGUARD WHITEHALL FDS	INTL DVD ETF	$2.2M	1.5%Prev: 1.0%	24,560 SH	Decreased-9,151 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$695K	0.5%	2,414 SH	New
VANGUARD WORLD FD	INF TECH ETF	$291K	0.2%Prev: 0.1%	386 SH	Decreased-2,100 SH
VISA INC	COM CL A	$206K	0.1%Prev: 0.1%	587 SH	Decreased-43 SH
WALMART INC	COM	$652K	0.4%Prev: 0.2%	5,856 SH	Increased+701 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $344K
ADVANCED MICRO DEVICES INC — $1.0M
AGILENT TECHNOLOGIES INC — $289K
AIRBNB INC — $550K
AMERICAN CENTY ETF TR — $313K
AMERICAN EXPRESS CO — $208K
AMERICAN INTL GROUP INC — $280K
AMERICAN TOWER CORP — $307K
AMERIPRISE FINL INC — $247K
AMETEK INC — $259K
AMPLIFY ETF TR — $263K
ANTERO RESOURCES CORP — $262K
ARISTA NETWORKS INC — $272K
ASML HLDG NV — $4.9M
ATLASSIAN CORPORATION — $460K
ATMOS ENERGY CORP — $444K
BANCO SANTANDER SA — $156K
BANK OF AMER CORP — $400K
BLACKROCK ETF TRUST — $346K
BLACKROCK ETF TRUST II — $2.1M
… and 135 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000066	$150.1M	View
Oct 9, 2026	Q3 2026	13F-HR	0001754960-26-000832	$328.0M	View
Nov 24, 2025	Q3 2025