LifeGoal Investments, LLC

Q4 2025 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
75
Total value ($000)
$150,079
Net value change ($000)
+29,703 (24.7%)
New positions
12
Sold out positions
7
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/24/2025 Next filing: 4/14/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FEGE 3,248 43.3%
CGGO 2,930 25.4%
LRGF 2,912 24.4%
CGMS 2,768 281.0%
AAPL 2,590 279.1%
DGRO 2,207 19.6%
BOXX 2,113 534.9%
PYLD 2,014 49.2%
MUNI 1,720 NEW
BND 1,498 18.3%
Top Reduces (Value $000, Stocks/ETFs)
SGOV -1,655 -63.1%
VWOB -1,571 -70.1%
NYF -882 -93.6%
HTAB -875 -63.9%
SHYG -760 -63.4%
VUSB -643 -100.0%
IBIT -519 -100.0%
FBTC -449 -23.2%
MINT -412 -100.0%
SCHP -339 -33.6%
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