LifeGoal Investments, LLC

13F filer · CIK 0002054684

Reported Jul 8, 2026

Net buyer this quarter

13F portfolio value$218MU.S. long equity reported on 13F

Positions9539 new · 6 closed

Net flow last quarter+$13.3MBuys minus sells

Top 10 positions weight9.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 8, 202695 positions
AAPLApple Inc.	$4.99M	2.28%	0.00%	+10.7%	Q4 2024
NVDANvidia Corp	$2.77M	1.27%	0.00%	+41.4%	Q4 2024
AMZNAmazon Com Inc	$2.38M	1.09%	0.00%	+38.6%	Q4 2024
GOOGAlphabet Inc.	$2.22M	1.01%	Not reported	+5.4%	Q4 2024
GLDMWorld Gold Trust	$2.17M	0.99%	0.01%	+9.2%	Q1 2026
MSFTMicrosoft Corp	$1.7M	0.78%	0.00%	+23.1%	Q4 2024
MUMicron Technology Inc	$1.61M	0.74%	0.00%	-2.5%	Q1 2026
AVGOBroadcom Inc.	$1.36M	0.62%	0.00%	+24.9%	Q2 2025
GOOGLAlphabet Inc.	$1.17M	0.54%	0.00%	+12.7%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$989K	0.45%	0.01%	Not reported	Q4 2024
AMDAdvanced Micro Devices Inc	$803K	0.37%	0.00%	New	Q2 2026
QQQInvesco QQQ Trust, Series 1	$746K	0.34%	Not reported	-0.1%	Q4 2024
JPMJPMorgan Chase & Co	$734K	0.34%	0.00%	+20.6%	Q2 2025
METAMeta Platforms, Inc.	$695K	0.32%	Not reported	-6.2%	Q4 2024
CATCaterpillar Inc	$684K	0.31%	0.00%	+11.1%	Q4 2025
WDCWestern Digital Corp	$662K	0.30%	0.00%	-11.2%	Q1 2026
FIXComfort Systems USA Inc	$610K	0.28%	0.00%	+19.4%	Q1 2026
SPYSPDR S&P 500 ETF Trust	$588K	0.27%	Not reported	+3.8%	Q4 2024
GEVGE Vernova Inc.	$587K	0.27%	0.00%	+8.0%	Q1 2026
LLYELI LILLY & Co	$578K	0.26%	0.00%	+3.7%	Q4 2024
NBISNebius Group N.V.	$559K	0.26%	0.00%	New	Q2 2026
TSLATesla, Inc.	$545K	0.25%	0.00%	+45.7%	Q1 2026
SNDKSandisk Corp	$530K	0.24%	0.00%	New	Q2 2026
CNCCentene Corp	$528K	0.24%	0.00%	+7.3%	Q1 2026
STXSeagate Technology Holdings plc	$515K	0.24%	0.00%	New	Q2 2026
CVXChevron Corp	$503K	0.23%	0.00%	+51.3%	Q4 2025
WMTWalmart Inc.	$500K	0.23%	0.00%	-34.0%	Q4 2024
GLDSPDR Gold Trust	$484K	0.22%	0.00%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$471K	0.22%	0.00%	+18.0%	Q1 2026
INTUIntuit Inc.	$470K	0.22%	0.00%	+0.7%	Q1 2026
XOMExxonMobil Holdings Corp	$464K	0.21%	0.00%	-22.4%	Q4 2024
ABNBAirbnb, Inc.	$457K	0.21%	Not reported	+24.7%	Q1 2026
GEGeneral Electric Co	$449K	0.21%	0.00%	+22.8%	Q1 2026
FTNTFortinet, Inc.	$439K	0.20%	0.00%	-8.4%	Q1 2026
BLKBlackRock, Inc.	$413K	0.19%	0.00%	+26.1%	Q1 2026
COFCapital One Financial Corp	$405K	0.19%	0.00%	Not reported	Q4 2025
TERTeradyne, Inc	$400K	0.18%	0.00%	+3.0%	Q1 2026
VRTVertiv Holdings Co	$380K	0.17%	0.00%	+37.1%	Q1 2026
PCGPG&E Corp	$370K	0.17%	0.00%	-2.1%	Q4 2025
ASMLAsml Holding NV	$346K	0.16%	0.00%	+4.8%	Q1 2026
JBHTHunt J B Transport Services Inc	$339K	0.16%	0.00%	+20.1%	Q1 2026
MOHMolina Healthcare, Inc.	$338K	0.15%	0.00%	New	Q2 2026
BRK.BBerkshire Hathaway Inc	$338K	0.15%	Not reported	+7.8%	Q4 2024
BACBank of America Corp	$330K	0.15%	0.00%	New	Q2 2026
EMEEMCOR Group, Inc.	$324K	0.15%	0.00%	+3.4%	Q1 2026
BMYBristol Myers Squibb Co	$324K	0.15%	0.00%	-17.7%	Q1 2026
VIKViking Holdings Ltd	$316K	0.14%	Not reported	New	Q2 2026
EIXEdison International	$302K	0.14%	0.00%	+3.4%	Q1 2026
NSCNorfolk Southern Corp	$299K	0.14%	0.00%	+26.8%	Q4 2024
PNCPNC Financial Services Group, Inc.	$298K	0.14%	0.00%	+21.8%	Q1 2026

Q1 2026Reported Apr 14, 202662 positions
AAPLApple Inc.	$3.98M	2.28%	0.00%	+20.4%	Q4 2024
GLDMWorld Gold Trust	$2.36M	1.35%	0.01%	New	Q1 2026
GOOGAlphabet Inc.	$1.76M	1.00%	Not reported	+9.0%	Q4 2024
NVDANvidia Corp	$1.72M	0.99%	0.00%	+61.7%	Q4 2024
AMZNAmazon Com Inc	$1.52M	0.87%	0.00%	-3.0%	Q4 2024
MSFTMicrosoft Corp	$1.37M	0.78%	0.00%	+69.8%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$1.15M	0.66%	0.01%	-1.6%	Q4 2024
AVGOBroadcom Inc.	$903K	0.52%	0.00%	+57.0%	Q2 2025
GOOGLAlphabet Inc.	$866K	0.50%	0.00%	+30.3%	Q4 2024
WMTWalmart Inc.	$835K	0.48%	0.00%	+14.2%	Q4 2024
INTUIntuit Inc.	$762K	0.44%	0.00%	New	Q1 2026
METAMeta Platforms, Inc.	$762K	0.44%	Not reported	+6.2%	Q4 2024
XOMExxonMobil Holdings Corp	$703K	0.40%	0.00%	-1.2%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$592K	0.34%	Not reported	+120.2%	Q4 2024
GLDSPDR Gold Trust	$575K	0.33%	0.00%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$549K	0.31%	0.00%	+33.6%	Q2 2025
MUMicron Technology Inc	$527K	0.30%	0.00%	New	Q1 2026
SPYSPDR S&P 500 ETF Trust	$497K	0.28%	Not reported	-0.8%	Q4 2024
LLYELI LILLY & Co	$444K	0.25%	0.00%	+97.9%	Q4 2024
COSTCostco Wholesale Corp	$426K	0.24%	0.00%	New	Q1 2026
CATCaterpillar Inc	$422K	0.24%	0.00%	+0.2%	Q4 2025
BMYBristol Myers Squibb Co	$421K	0.24%	0.00%	New	Q1 2026
GEVGE Vernova Inc.	$414K	0.24%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$402K	0.23%	0.00%	-2.3%	Q4 2025
PCGPG&E Corp	$399K	0.23%	0.00%	+120.5%	Q4 2025
CVXChevron Corp	$396K	0.23%	0.00%	+9.7%	Q4 2025
FIXComfort Systems USA Inc	$369K	0.21%	0.00%	New	Q1 2026
WDCWestern Digital Corp	$348K	0.20%	0.00%	New	Q1 2026
PGPROCTER & GAMBLE Co	$344K	0.20%	0.00%	New	Q1 2026
TSLATesla, Inc.	$339K	0.19%	0.00%	New	Q1 2026
BLKBlackRock, Inc.	$326K	0.19%	0.00%	New	Q1 2026
ABNBAirbnb, Inc.	$321K	0.18%	Not reported	New	Q1 2026
COPConocophillips	$320K	0.18%	0.00%	-10.5%	Q4 2025
IAUIshares Gold Trust	$313K	0.18%	0.00%	+22.0%	Q4 2025
LMTLockheed Martin Corp	$313K	0.18%	0.00%	New	Q1 2026
BRK.BBerkshire Hathaway Inc	$300K	0.17%	Not reported	+39.7%	Q4 2024
REGNRegeneron Pharmaceuticals, Inc.	$299K	0.17%	0.00%	New	Q1 2026
GDGeneral Dynamics Corp	$298K	0.17%	0.00%	New	Q1 2026
MRSHMarsh & Mclennan Companies, Inc.	$296K	0.17%	0.00%	New	Q1 2026
EIXEdison International	$289K	0.17%	0.00%	New	Q1 2026
EMEEMCOR Group, Inc.	$287K	0.16%	0.00%	New	Q1 2026
GEGeneral Electric Co	$286K	0.16%	0.00%	New	Q1 2026
TJXTJX Companies Inc	$279K	0.16%	0.00%	New	Q1 2026
FTITechnipFMC plc	$263K	0.15%	0.00%	New	Q1 2026
CNCCentene Corp	$260K	0.15%	0.00%	New	Q1 2026
FTNTFortinet, Inc.	$253K	0.14%	0.00%	New	Q1 2026
KMIKinder Morgan, Inc.	$252K	0.14%	0.00%	New	Q1 2026
BKNGBooking Holdings Inc.	$251K	0.14%	0.00%	New	Q1 2026
TERTeradyne, Inc	$251K	0.14%	0.00%	New	Q1 2026
CBChubb Ltd	$247K	0.14%	0.00%	New	Q1 2026

Q4 2025Reported Jan 15, 202625 positions
AAPLApple Inc.	$3.52M	2.34%	0.00%	+255.1%	Q4 2024
AMZNAmazon Com Inc	$1.72M	1.14%	0.00%	+111.3%	Q4 2024
GOOGAlphabet Inc.	$1.71M	1.14%	Not reported	+15.4%	Q4 2024
FBTCFidelity Wise Origin Bitcoin Fund	$1.48M	0.99%	0.01%	+1.7%	Q4 2024
NVDANvidia Corp	$1.13M	0.75%	0.00%	+19.9%	Q4 2024
MSFTMicrosoft Corp	$1.06M	0.70%	0.00%	+24.9%	Q4 2024
METAMeta Platforms, Inc.	$818K	0.55%	Not reported	+58.0%	Q4 2024
GOOGLAlphabet Inc.	$699K	0.47%	0.00%	+32.4%	Q4 2024
WMTWalmart Inc.	$652K	0.43%	0.00%	+157.4%	Q4 2024
AVGOBroadcom Inc.	$635K	0.42%	0.00%	+63.0%	Q2 2025
XOMExxonMobil Holdings Corp	$533K	0.35%	0.00%	+47.7%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$522K	0.35%	Not reported	+26.9%	Q4 2024
GLDSPDR Gold Trust	$521K	0.35%	0.00%	+133.0%	Q3 2025
JPMJPMorgan Chase & Co	$449K	0.30%	0.00%	+19.5%	Q2 2025
JNJJohnson & Johnson	$349K	0.23%	0.00%	New	Q4 2025
CATCaterpillar Inc	$331K	0.22%	0.00%	New	Q4 2025
COFCapital One Financial Corp	$287K	0.19%	0.00%	New	Q4 2025
QQQInvesco QQQ Trust, Series 1	$283K	0.19%	Not reported	-30.0%	Q4 2024
CVXChevron Corp	$273K	0.18%	0.00%	New	Q4 2025
COPConocophillips	$259K	0.17%	0.00%	New	Q4 2025
LLYELI LILLY & Co	$253K	0.17%	0.00%	-11.0%	Q4 2024
IAUIshares Gold Trust	$232K	0.15%	0.00%	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$225K	0.15%	Not reported	-10.9%	Q4 2024
VVisa Inc.	$206K	0.14%	0.00%	-6.5%	Q2 2025
PCGPG&E Corp	$164K	0.11%	0.00%	New	Q4 2025
Q3 2025Reported Nov 24, 202521 positions
FBTCFidelity Wise Origin Bitcoin Fund	$1.93M	1.61%	0.01%	0.0%	Q4 2024
GOOGAlphabet Inc.	$1.15M	0.96%	Not reported	-1.2%	Q4 2024
NVDANvidia Corp	$944K	0.78%	0.00%	-2.3%	Q4 2024
AAPLApple Inc.	$928K	0.77%	0.00%	-5.3%	Q4 2024
MSFTMicrosoft Corp	$906K	0.75%	0.00%	+2.8%	Q4 2024
AMZNAmazon Com Inc	$772K	0.64%	0.00%	-22.8%	Q4 2024
METAMeta Platforms, Inc.	$576K	0.48%	Not reported	-4.5%	Q4 2024
IBITiShares Bitcoin Trust ETF	$519K	0.43%	0.00%	New	Q3 2025
GOOGLAlphabet Inc.	$410K	0.34%	0.00%	+7.0%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$402K	0.33%	Not reported	+3.6%	Q4 2024
QQQInvesco QQQ Trust, Series 1	$394K	0.33%	Not reported	Not reported	Q4 2024
AVGOBroadcom Inc.	$371K	0.31%	0.00%	-1.1%	Q2 2025
JPMJPMorgan Chase & Co	$367K	0.31%	0.00%	+7.1%	Q2 2025
XOMExxonMobil Holdings Corp	$338K	0.28%	0.00%	+2.3%	Q4 2024
SPTSSports Media Inc	$292K	0.24%	Not reported	New	Q3 2025
NSCNorfolk Southern Corp	$288K	0.24%	0.00%	-8.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$253K	0.21%	Not reported	Not reported	Q4 2024
WMTWalmart Inc.	$234K	0.19%	0.00%	+2.6%	Q4 2024
VVisa Inc.	$214K	0.18%	0.00%	-13.6%	Q2 2025
LLYELI LILLY & Co	$201K	0.17%	0.00%	+1.2%	Q4 2024
GLDSPDR Gold Trust	$200K	0.17%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed