StockDriftsStockDriftsTop 50 Lifegoal Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LRGF | ISHARES TR | 7.54% | 317.6K | $24.7M | +7.35%(+21.74K) | $64.87(+20.82%) | 2026-09-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 7.08% | 583.5K | $23.2M | +8.67%(+46.55K) | $32.72(+16.36%) | 2026-09-30 | |
| FEGE | RBB FUND TRUST | 5.59% | 365.6K | $18.4M | +8.03%(+27.18K) | $42.68(+21.92%) | 2026-09-30 | |
| DGRO | ISHARES TR | 5.5% | 239.4K | $18.0M | +2.91%(+6.76K) | $64.82(+21.08%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 4.55% | 65.3K | $14.9M | +371.51%(+51.46K) | $203.34(+6.76%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 3.55% | 129.2K | $11.6M | +3.62%(+4.51K) | $68.98(+28.76%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.09% | 30.4K | $10.1M | +76.61%(+13.20K) | $280.57(+22.23%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 2.32% | 30.5K | $7.6M | +205.33%(+20.52K) | $234.86(+11.75%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.3% | 107.5K | $7.5M | -8.54%(-10.04K) | $73.57(-4.03%) | 2026-09-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.26% | 31.8K | $7.4M | +1012.81%(+28.95K) | $231.68(+4.04%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (7 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.35% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.09% |
Lifegoal Investments LLC reports $328.03M in US-listed equity holdings across 213 positions in its most recent 13F filing. Its largest disclosed positions are LRGF (7.5%), CGGO (7.1%) and FEGE (5.6%). The top 20 holdings account for 61.29% of reported assets. Its disclosed equity book has returned +22.35% cumulatively over 7 quarters. Figures reflect the Q3 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