LifeGoal Investments, LLC

Q3 2026 13F-HR Holdings

Location
Saratoga Springs, NY
Holdings as of
9/30/2026
Date filed
10/8/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$328,034
Net value change ($000)
+109,558 (50.1%)
New positions
78
Sold out positions
20
Turnover %
17.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
NVDA 12,144 438.1%
VIG 6,744 997.6%
VYM 6,572 NEW
CRWD 5,771 NEW
VBR 5,446 NEW
AMZN 5,220 219.1%
AAPL 5,150 103.3%
VOE 5,080 NEW
TSLA 5,032 923.3%
ASML 4,524 1307.5%
Top Reduces (Value $000, Stocks/ETFs)
BOXX -2,102 -33.2%
XLRE -1,135 -50.5%
JPIE -1,095 -20.1%
BND -1,087 -12.6%
VHT -722 -100.0%
MUNI -682 -53.0%
MUNY -680 -76.6%
CGMU -541 -60.0%
VCLT -508 -32.2%
XOM -464 -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