LifeGoal Investments, LLC

Q3 2025 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
9/30/2025
Date filed
11/24/2025
Form type
13F-HR
Num holdings
70
Total value ($000)
$120,376
Net value change ($000)
+15,143 (14.4%)
New positions
9
Sold out positions
4
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWOB 2,240 NEW
CGGO 2,092 22.2%
LRGF 1,989 20.0%
GPZ 1,881 NEW
FEGE 1,612 27.3%
VUG 1,239 15.6%
BND 1,078 15.2%
DGRO 1,013 9.9%
RING 965 64.5%
SGOV 914 53.5%
Top Reduces (Value $000, Stocks/ETFs)
SCHP -2,738 -73.1%
SMLF -1,544 -71.2%
JAAA -702 -100.0%
BIL -298 -100.0%
JBBB -295 -37.8%
NFLX -250 -100.0%
VTIP -250 -100.0%
CGDG -232 -14.0%
AMZN -228 -22.8%
MUB -228 -28.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type