LifeGoal Investments, LLC

Q1 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
112
Total value ($000)
$174,745
Net value change ($000)
+24,666 (16.4%)
New positions
42
Sold out positions
5
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BOXX 2,976 118.7%
FEGE 2,681 24.9%
GLDM 2,359 NEW
LRGF 1,772 11.9%
CGGO 1,642 11.4%
XLRE 1,573 NEW
FLIN 1,565 NEW
DGRO 1,305 9.7%
PYLD 823 13.5%
INTU 762 NEW
Top Reduces (Value $000, Stocks/ETFs)
RING -2,177 -72.0%
GPZ -2,031 -100.0%
VUG -879 -8.3%
JPIE -483 -7.7%
MUNI -451 -26.2%
SHYG -438 -100.0%
FBTC -335 -22.6%
VGT -291 -100.0%
COF -287 -100.0%
V -206 -100.0%
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