StockDriftsStockDriftsTop 50 LifeGoal Investments, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 10.4% | 536.9K | $22.7M | +13.32%(+63.10K) | $32.00(+27.00%) | 2026-06-30 | |
| LRGF | ISHARES TR | 10.24% | 295.9K | $22.4M | +18.18%(+45.52K) | $64.00(+23.23%) | 2026-06-30 | |
| DGRO | ISHARES TR | 8.07% | 232.6K | $17.6M | +10.69%(+22.47K) | $64.51(+23.79%) | 2026-06-30 | |
| FEGE | RBB FUND TRUST | 7.58% | 338.5K | $16.6M | +19.22%(+54.56K) | $42.13(+24.65%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 4.92% | 124.7K | $10.7M | -5.36%(-7.06K) | $68.29(+30.42%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.95% | 117.5K | $8.6M | -12.75%(-17.18K) | $73.57(-1.74%) | 2026-06-30 | |
| PYLD | PIMCO ETF TR | 3.25% | 267.9K | $7.1M | +1.12%(+2.98K) | $26.45(-1.08%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 2.9% | 54.1K | $6.3M | +14.67%(+6.92K) | $115.02(+2.39%) | 2026-06-30 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 2.5% | 118.5K | $5.5M | -6.43%(-8.14K) | $46.08(-0.57%) | 2026-06-30 | |
| EMGF | ISHARES INC | 2.34% | 69.8K | $5.1M | +9.54%(+6.08K) | $51.96(+35.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.15% |
| Top 20 Holdings Unweighted | — | — | — | — | +20.07% |
LifeGoal Investments, LLC reports $218.48M in US-listed equity holdings across 155 positions in its most recent 13F filing. Its largest disclosed positions are CGGO (10.4%), LRGF (10.2%) and DGRO (8.1%). The top 20 holdings account for 69.6% of reported assets. Its disclosed equity book has returned +22.15% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from LifeGoal Investments, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054684). View LifeGoal Investments, LLC’s 13F filings on SEC