LifeGoal Investments, LLC

Q2 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
6/30/2026
Date filed
7/8/2026
Form type
13F-HR
Num holdings
155
Total value ($000)
$218,476
Net value change ($000)
+43,731 (25.0%)
New positions
50
Sold out positions
7
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CGGO 6,631 41.2%
LRGF 5,740 34.5%
FEGE 3,122 23.2%
DGRO 2,884 19.6%
EMGF 1,217 31.2%
ALLW 1,179 NEW
MU 1,086 206.1%
NVDA 1,050 61.0%
VUG 1,043 10.8%
AAPL 1,006 25.3%
Top Reduces (Value $000, Stocks/ETFs)
BND -1,259 -12.7%
CGMU -410 -31.3%
JPIE -358 -6.2%
SGOV -336 -39.5%
WMT -335 -40.1%
REGN -299 -100.0%
MRSH -296 -100.0%
INTU -292 -38.3%
KMI -252 -100.0%
BKNG -251 -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