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: $328.0M213 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$344K	0.1%	3,479 SH	New
ADVANCED MICRO DEVICES INC	COM	$1.0M	0.3%	1,646 SH	New
AGILENT TECHNOLOGIES INC	COM	$289K	0.1%	1,675 SH	New
AIRBNB INC	COM CL A	$550K	0.2%	3,425 SH	New
ALPHABET INC	CAP STK CL A	$1.1M	0.3%Prev: 0.3%	3,262 SH	Increased+1,574 SH
ALPHABET INC	CAP STK CL C	$2.2M	0.7%Prev: 1.0%	6,434 SH	Increased+1,700 SH
AMAZON COM INC	COM	$7.6M	2.3%Prev: 0.6%	30,512 SH	Increased+26,995 SH
AMERICAN CENTY ETF TR	US SML CP VALU	$313K	0.1%	2,662 SH	New
AMERICAN EXPRESS CO	COM	$208K	0.1%	684 SH	New
AMERICAN INTL GROUP INC	COM NEW	$280K	0.1%	3,762 SH	New
AMERICAN TOWER CORP	COM	$307K	0.1%	1,876 SH	New
AMERIPRISE FINL INC	COM	$247K	0.1%	502 SH	New
AMETEK INC	COM	$259K	0.1%	1,046 SH	New
AMPLIFY ETF TR	CWP INTL ENHANCE	$263K	0.1%	6,333 SH	New
ANTERO RESOURCES CORP	COM	$262K	0.1%	7,838 SH	New
APPLE INC	COM	$10.1M	3.1%Prev: 0.8%	30,440 SH	Increased+26,796 SH
ARISTA NETWORKS INC	COM SHS	$272K	0.1%	1,337 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$4.9M	1.5%	2,688 SH	New
ATLASSIAN CORPORATION	CL A	$460K	0.1%	2,566 SH	New
ATMOS ENERGY CORP	COM	$444K	0.1%	2,841 SH	New
BANCO SANTANDER SA	ADR	$156K	0.0%	11,277 SH	New
BANK OF AMER CORP	COM	$400K	0.1%	7,353 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$395K	0.1%Prev: 0.2%	793 SH	Increased+290 SH
BLACKROCK ETF TRUST	ISHARES US LARG	$346K	0.1%	10,034 SH	New
BLACKROCK ETF TRUST II	ISHA FLEX IN ETF	$2.1M	0.6%	41,351 SH	New
BLACKROCK ETF TRUST II	ISHARES LARG CAP	$920K	0.3%Prev: 0.6%	24,351 SH	Increased+3,504 SH
BLACKROCK INC	COM	$577K	0.2%	545 SH	New
BOSTON SCIENTIFIC CORP	COM	$428K	0.1%	9,807 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$331K	0.1%	5,305 SH	New
BROADCOM INC	COM	$3.1M	1.0%Prev: 0.3%	8,925 SH	Increased+7,800 SH
CAPITAL GROUP DIVIDEND GROWE	SHS ETF	$1.5M	0.5%Prev: 1.2%	40,542 SH	Increased-540 SH
CAPITAL GROUP GBL GROWTH EQT	SHS CREAT UNIT	$23.2M	7.1%	583,487 SH	New
CAPITAL GRP FIXED INCM ETF T	MUN INM ETF	$360K	0.1%	13,878 SH	New
CAPITAL GRP FIXED INCM ETF T	US MULTI-SECTOR	$4.6M	1.4%Prev: 0.8%	173,716 SH	Increased+138,206 SH
CAPITAL ONE FINL CORP	COM	$566K	0.2%	2,929 SH	New
CATERPILLAR INC	COM	$696K	0.2%	858 SH	New
CBRE GROUP INC	CL A	$256K	0.1%	1,995 SH	New
CENTENE CORP DEL	COM	$557K	0.2%	8,961 SH	New
CHEVRON CORPORATION	COM	$704K	0.2%	3,447 SH	New
CHUBB LIMITED	COM	$457K	0.1%	1,404 SH	New
CITIGROUP INC	COM NEW	$416K	0.1%	3,209 SH	New
CLOUDFLARE INC	CL A COM	$291K	0.1%	837 SH	New
CNH INDL N V	SHS	$206K	0.1%	16,023 SH	New
COCA COLA CO	COM	$1.0M	0.3%	11,824 SH	New
COMFORT SYS USA INC	COM	$519K	0.2%	314 SH	New
CONOCOPHILLIPS	COM	$260K	0.1%	2,079 SH	New
COSTCO WHOLESALE CORPORATION	COM	$3.2M	1.0%	3,467 SH	New
CRANE COMPANY	COMMON STOCK	$217K	0.1%	1,066 SH	New
CROWDSTRIKE HLDGS INC	CL A	$5.8M	1.8%	21,797 SH	New
DANAHER CORP DEL	COM	$228K	0.1%	1,028 SH	New
DISNEY WALT CO	COM	$220K	0.1%	2,093 SH	New
DOW HLDGS INC	COM	$234K	0.1%	8,482 SH	New
EA SERIES TRUST	ALPHA ARCH 1-3	$4.2M	1.3%Prev: 0.3%	35,759 SH	Increased+32,294 SH
EATON CORP PLC	SHS	$1.6M	0.5%	3,823 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$256K	0.1%	659 SH	New
ELI LILLY & CO	COM	$510K	0.2%Prev: 0.2%	441 SH	Increased+177 SH
EMCOR GROUP INC	COM	$290K	0.1%	385 SH	New
EOG RES INC	COM	$251K	0.1%	1,821 SH	New
EQUINIX INC	COM	$228K	0.1%	226 SH	New
EVERSOURCE ENERGY	COM	$201K	0.1%	3,131 SH	New
EXPEDIA GROUP INC	COM NEW	$237K	0.1%	901 SH	New
EXXONMOBIL HOLDINGS CORP	COM SHS	$575K	0.2%	3,531 SH	New
F5 INC	COM	$202K	0.1%	454 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$1.4M	0.4%Prev: 1.6%	19,381 SH	Decreased
FORTINET INC	COM	$682K	0.2%	3,814 SH	New
FRANKLIN TEMPLETON ETF TR	FRANKLIN INDIA	$2.1M	0.6%	61,714 SH	New
FREEPORT MCMORAN INC	CL B	$319K	0.1%	4,553 SH	New
GE AEROSPACE	COM NEW	$379K	0.1%	1,214 SH	New
GE VERNOVA INC	COM	$553K	0.2%	582 SH	New
GENERAL DYNAMICS CORP	COM	$328K	0.1%	989 SH	New
GENERAL MILLS INC	COM	$241K	0.1%	7,509 SH	New
GENERAL MTRS CO	COM	$249K	0.1%	3,237 SH	New
GOLDMAN SACHS GROUP INC	COM	$241K	0.1%	268 SH	New
GRAPHIC PACKAGING HLDG CO	COM	$92K	0.0%	10,207 SH	New
HARTFORD FDS EXCHANGE TRADED	SCHRDRS TAX BD	$893K	0.3%Prev: 1.1%	49,896 SH	Decreased-21,712 SH
HEWLETT PACKARD ENTERPRISE C	COM	$333K	0.1%	5,211 SH	New
HONEYWELL INTL INC	COM	$333K	0.1%	1,581 SH	New
HUNT J B TRANS SVCS INC	COM	$283K	0.1%	1,264 SH	New
INSULET CORP	COM	$237K	0.1%	1,813 SH	New
INTEL CORP	COM	$562K	0.2%	4,671 SH	New
INTUIT	COM	$545K	0.2%	1,975 SH	New
INTUITIVE SURGICAL INC	COM NEW	$335K	0.1%	823 SH	New
INVESCO LTD	SHS	$232K	0.1%	7,684 SH	New
INVESCO QQQ TR	UNIT SER 1	$1.4M	0.4%Prev: 0.3%	1,836 SH	Increased+1,179 SH
IRON MTN INC DEL	COM	$214K	0.1%	1,931 SH	New
ISHARES GOLD TR	ISHARES NEW	$295K	0.1%	3,774 SH	New
ISHARES INC	EMNG MKTS EQT	$5.2M	1.6%Prev: 2.2%	72,271 SH	Increased+24,997 SH
ISHARES INC	MSCI GBL GOLD MN	$706K	0.2%Prev: 2.0%	9,210 SH	Decreased-28,807 SH
ISHARES INC	MSCI GBL MIN VOL	$613K	0.2%Prev: 0.5%	4,994 SH	Decreased-261 SH
ISHARES TR	0-3 MTH TREASURY	$2.0M	0.6%	19,685 SH	New
ISHARES TR	CORE DIV GRWTH	$18.0M	5.5%Prev: 9.3%	239,378 SH	Increased+74,365 SH
ISHARES TR	CORE MSCI EAFE	$220K	0.1%	2,270 SH	New
ISHARES TR	CORE UNIVRSL USD	$660K	0.2%	14,973 SH	New
ISHARES TR	CORE US AGGBD ET	$1.1M	0.3%Prev: 0.9%	12,144 SH	Increased+994 SH
ISHARES TR	ESG AW MSCI EAFE	$226K	0.1%	2,194 SH	New
ISHARES TR	EXPANDED TECH	$213K	0.1%	2,000 SH	New
ISHARES TR	GLOBAL EQUITY	$1.4M	0.4%Prev: 1.2%	23,321 SH	Decreased-4,490 SH
ISHARES TR	INTL DIV GRWTH	$2.6M	0.8%Prev: 1.1%	28,894 SH	Increased+12,446 SH
ISHARES TR	JPMORGAN USD EMG	$215K	0.1%	2,367 SH	New
ISHARES TR	MSCI EMG MKT ETF	$380K	0.1%	5,684 SH	New
ISHARES TR	MSCI USA MIN ETF	$530K	0.2%	5,438 SH	New
ISHARES TR	MSCI USA QLT FCT	$438K	0.1%Prev: 0.3%	1,971 SH	Increased-34 SH
ISHARES TR	NATIONAL MUN ETF	$248K	0.1%Prev: 0.5%	2,451 SH	Decreased-3,032 SH
ISHARES TR	NEW YORK MUN ETF	$837K	0.3%Prev: 0.8%	16,560 SH	Decreased-1,098 SH
ISHARES TR	RUS 1000 GRW ETF	$265K	0.1%	2,116 SH	New
ISHARES TR	RUSSELL 2000 ETF	$224K	0.1%	806 SH	New
ISHARES TR	U S EQUITY FACTR	$24.7M	7.5%Prev: 9.9%	317,596 SH	Increased+144,672 SH
ISHARES TR	US SML CAP EQT	$665K	0.2%Prev: 0.5%	7,956 SH	Increased-462 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$333K	0.1%Prev: 0.2%	5,917 SH	Increased+2,316 SH
J P MORGAN EXCHANGE TRADED F	INCOME ETF	$4.4M	1.3%Prev: 4.1%	97,184 SH	Decreased-9,243 SH
J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$211K	0.1%	3,443 SH	New
JANUS DETROIT STR TR	B-BBB CLO ETF	$226K	0.1%Prev: 0.4%	4,783 SH	Decreased-5,286 SH
JANUS DETROIT STR TR	HENDRSON AAA CL	$380K	0.1%	7,539 SH	New
JOHNSON & JOHNSON	COM	$313K	0.1%	1,181 SH	New
JPMORGAN CHASE & CO	COM	$810K	0.2%	2,449 SH	New
LAM RESEARCH CORP	COM NEW	$215K	0.1%	654 SH	New
LINDE PLC	SHS	$361K	0.1%	761 SH	New
LLOYDS BANKING GROUP PLC	SPONSORED ADR	$79K	0.0%	13,989 SH	New
LUMENTUM HLDGS INC	COM	$244K	0.1%	251 SH	New
LYONDELLBASELL INDUSTRIES NV	SHS - A -	$301K	0.1%	5,243 SH	New
MARSH & MCLENNAN COS INC	COM	$269K	0.1%	1,576 SH	New
MEDTRONIC PLC	SHS	$274K	0.1%	3,180 SH	New
MERCK & CO INC	COM	$221K	0.1%	1,520 SH	New
META PLATFORMS INC	CL A	$1.3M	0.4%Prev: 0.5%	1,773 SH	Increased+989 SH
METLIFE INC	COM	$322K	0.1%	3,416 SH	New
MICRON TECHNOLOGY INC	COM	$1.4M	0.4%	1,311 SH	New
MICROSOFT CORP	COM	$5.9M	1.8%Prev: 0.8%	11,554 SH	Increased+9,805 SH
MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	$150K	0.0%	13,544 SH	New
MOLINA HEALTHCARE INC	COM	$300K	0.1%	1,585 SH	New
MORGAN STANLEY	COM NEW	$2.8M	0.8%	14,790 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$475K	0.1%	2,014 SH	New
NETFLIX INC.	COM	$303K	0.1%	4,351 SH	New
NEWMONT CORP	COM	$333K	0.1%	2,887 SH	New
NEWS CORP NEW	CL A	$254K	0.1%	8,871 SH	New
NORFOLK SOUTHN CORP	COM	$408K	0.1%Prev: 0.2%	1,320 SH	Increased+362 SH
NUTANIX INC	CL A	$260K	0.1%	3,699 SH	New
NVIDIA CORPORATION	COM	$14.9M	4.5%Prev: 0.8%	65,314 SH	Increased+60,257 SH
NVR INC	COM	$252K	0.1%	41 SH	New
NXP SEMICONDUCTORS N V	COM	$294K	0.1%	1,237 SH	New
OCCIDENTAL PETE CORP	COM	$357K	0.1%	6,449 SH	New
ORACLE CORP	COM	$544K	0.2%	3,961 SH	New
PALO ALTO NETWORKS INC	COM	$298K	0.1%	751 SH	New
PFIZER INC	COM	$345K	0.1%	12,084 SH	New
PHILIP MORRIS INTL INC	COM	$331K	0.1%	1,736 SH	New
PHILLIPS 66	COM	$511K	0.2%	2,003 SH	New
PIMCO ETF TR	INTER MUN BD ACT	$605K	0.2%	12,171 SH	New
PIMCO ETF TR	MULTISECTOR BD	$7.1M	2.2%Prev: 3.4%	281,606 SH	Increased+129,110 SH
PIMCO ETF TR	MUNI INCOME OPP	$737K	0.2%	17,309 SH	New
PIMCO ETF TR	SR LN ACTIVE ETF	$1.5M	0.5%	31,168 SH	New
PNC FINL SVCS GROUP INC	COM	$287K	0.1%	1,291 SH	New
PROCTER & GAMBLE CO	COM	$535K	0.2%	3,681 SH	New
RBB FUND TRUST	FIRST EAGLE GBL	$18.4M	5.6%Prev: 6.2%	365,643 SH	Increased+195,922 SH
REGENERON PHARMACEUTICALS	COM	$293K	0.1%	386 SH	New
ROBLOX CORP	CL A	$222K	0.1%	5,247 SH	New
RUBRIK INC.	CL A	$336K	0.1%	2,937 SH	New
SANDISK CORP	COM	$421K	0.1%	242 SH	New
SCHWAB STRATEGIC TR	MUN BD ETF	$453K	0.1%	18,732 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$665K	0.2%Prev: 0.8%	26,452 SH	Decreased-10,986 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$602K	0.2%	653 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$228K	0.1%	1,368 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$1.1M	0.3%	27,152 SH	New
SHELL PLC	SPON ADS	$294K	0.1%	3,095 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$2.5M	0.8%	16,837 SH	New
SNOWFLAKE INC	COM SHS	$345K	0.1%	1,016 SH	New
SPDR GOLD TR	GOLD SHS	$506K	0.2%Prev: 0.2%	1,328 SH	Increased+764 SH
SPDR SERIES TRUST	ST LONG BD ETF	$482K	0.1%	23,653 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$487K	0.1%	3,953 SH	New
SSGA ACTIVE TR	SST BRIDGEWATER	$1.5M	0.5%	52,668 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$738K	0.2%	968 SH	New
SYNOPSYS INC	COM	$341K	0.1%	783 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$2.7M	0.8%	5,923 SH	New
TAKE-TWO INTERACTIVE SOFTWAR	COM	$219K	0.1%	1,057 SH	New
TE CONNECTIVITY PLC	ORD SHS	$380K	0.1%	1,799 SH	New
TERADYNE INC	COM	$294K	0.1%	734 SH	New
TESLA INC	COM	$5.6M	1.7%	15,719 SH	New
TEXAS INSTRS INC	COM	$458K	0.1%	1,635 SH	New
UNITED AIRLS HLDGS INC	COM	$223K	0.1%	2,006 SH	New
UNITEDHEALTH GROUP INC	COM	$212K	0.1%	577 SH	New
V F CORP	COM	$191K	0.1%	13,593 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$432K	0.1%Prev: 0.3%	4,917 SH	Increased+316 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$259K	0.1%	425 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$298K	0.1%Prev: 0.2%	3,487 SH	Decreased+2,800 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$7.5M	2.3%Prev: 6.8%	107,498 SH	Decreased-2,341 SH
VANGUARD INDEX FDS	MRNGSTR GRWT ETF	$11.6M	3.5%	129,215 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP GR	$308K	0.1%	1,055 SH	New
VANGUARD INDEX FDS	MRNGSTR MD CP VA	$5.1M	1.5%	25,979 SH	New
VANGUARD INDEX FDS	MRNGSTR MID CAP	$203K	0.1%	2,595 SH	New
VANGUARD INDEX FDS	MRNGSTR SM CP GR	$359K	0.1%	1,063 SH	New
VANGUARD INDEX FDS	MRNGSTR SML CP V	$5.4M	1.7%	23,572 SH	New
VANGUARD INDEX FDS	MRNGSTR TTL STK	$3.3M	1.0%	8,754 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$5.9M	1.8%Prev: 0.7%	8,394 SH	Increased+6,975 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$697K	0.2%	9,423 SH	New
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.3%Prev: 0.4%	22,753 SH	Increased+13,938 SH
VANGUARD NY TAX FREE FDS	TAX EXEMPT BD	$208K	0.1%	2,132 SH	New
VANGUARD SCOTTSDALE FDS	LG-TERM COR BD	$1.1M	0.3%Prev: 1.2%	15,655 SH	Decreased-3,386 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.4M	2.3%Prev: 0.5%	31,804 SH	Increased+28,875 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$553K	0.2%Prev: 0.3%	7,839 SH	Increased+2,368 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$223K	0.1%Prev: 1.9%	3,527 SH	Decreased-29,954 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.6M	2.0%	42,344 SH	New
VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.2M	1.0%Prev: 1.5%	33,711 SH	Increased+13,402 SH
VANGUARD WORLD FD	INF TECH ETF	$312K	0.1%Prev: 0.2%	2,486 SH	Increased+2,177 SH
VANGUARD WORLD FD	UTILITIES ETF	$1.1M	0.3%	6,616 SH	New
VEEVA SYS INC	CL A COM	$259K	0.1%	909 SH	New
VERISIGN INC	COM	$327K	0.1%	1,160 SH	New
VIKING HOLDINGS LTD	ORD SHS	$222K	0.1%	2,838 SH	New
VISA INC	COM CL A	$226K	0.1%Prev: 0.2%	630 SH	Increased+2 SH
WALMART INC	COM	$536K	0.2%Prev: 0.2%	5,155 SH	Increased+2,880 SH
WASTE CONNECTIONS INC	COM	$274K	0.1%	1,779 SH	New
WELLS FARGO & CO	COM	$257K	0.1%	3,205 SH	New
WESTERN DIGITAL CORP	COM	$408K	0.1%	898 SH	New
WISDOMTREE TR	DYNAMIC INTL EQT	$283K	0.1%	6,211 SH	New
WISDOMTREE TR	US LARGECAP DIVD	$205K	0.1%	2,104 SH	New
WORLD GOLD TR	SPDR GLD MINIS	$2.3M	0.7%	28,310 SH	New

Sold (vs prior filing)

CAPITAL GROUP GBL GROWTH EQT — $11.5M
CAPITAL GRP FIXED INCM ETF T — $1.0M
EXXON MOBIL CORP — $338K
ISHARES BITCOIN TRUST ETF — $519K
ISHARES TR — $2.6M
ISHARES TR — $1.2M
ISHARES TR — $522K
JPMORGAN CHASE & CO. — $367K
PIMCO ETF TR — $412K
SPDR S&P 500 ETF TR — $402K
SPDR SERIES TRUST — $272K
SPDR SERIES TRUST — $292K
SPDR SERIES TRUST — $395K
SSGA ACTIVE ETF TR — $254K
VANECK ETF TRUST — $1.9M
VANGUARD BD INDEX FDS — $643K
VANGUARD INDEX FDS — $9.2M
VANGUARD INDEX FDS — $227K
VANGUARD INDEX FDS — $2.5M
VANGUARD WORLD FD — $627K

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