LifeGoal Investments, LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 218,476
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/8/2026 | 155 | 218,476 | 13F-HR | LifeGoal Investments, LLC |
| Q1 2026 | 4/14/2026 | 112 | 174,745 | 13F-HR | LifeGoal Investments, LLC |
| Q4 2025 | 1/15/2026 | 75 | 150,079 | 13F-HR | LifeGoal Investments, LLC |
| Q3 2025 | 11/24/2025 | 70 | 120,376 | 13F-HR | LifeGoal Investments, LLC |
| Q2 2025 | 7/17/2025 | 65 | 105,233 | 13F-HR | LifeGoal Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 93.56 K | 42.8% | 28.5 K | 0 | 28.5 K |
| ETFs | 124.9 K | 57.2% | 15.23 K | 0 | 15.23 K |
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Fund Snapshot
Q2 2026
Latest filed
7/8/2026
Total value ($000)
218,476
Holdings
155
QoQ value change ($000)
43,731
(25.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.