LifeGoal Investments, LLC holds a focused book of 155 stocks worth $218.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~45-day 13F lag). This quarter they opened State Street BRGWTR All WTHR and trimmed Vanguard Total Bond Market. Their largest long position is Cap Group Global Growth at 10% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054684/holdings"
Use Arkolith to show LifeGoal Investments, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $22.7M | 536.9K | 10.4% | ▲+13% Added · +63K sh | |
| 2 | Ishares TR U S EQUITY FACTR | $22.4M | 295.9K | 10.2% | ▲+18% Added · +46K sh | |
| 3 | Ishares TR CORE DIV GRWTH | $17.6M | 232.6K | 8.1% | ▲+11% Added · +22K sh | |
| 4 | RBB Fund Trust FIRST EAGLE GBL | $16.6M | 338.5K | 7.6% | ▲+19% Added · +55K sh | |
| 5 | Vanguard Index FDS GROWTH ETF | $10.7M | 124.7K | 4.9% | ▲+468% Added · +103K sh | |
| 6 | Vanguard BD Index FDS TOTAL BND MRKT | $8.6M | 117.5K | 3.9% | ▼−13% Reduced · −17K sh | |
| 7 | Pimco ETF TR MULTISECTOR BD | $7.1M | 267.9K | 3.3% | ▲+1.1% Added · +3K sh | |
| 8 | Ea Series Trust ALPHA ARCH 1-3 | $6.3M | 54.1K | 2.9% | ▲+15% Added · +7K sh | |
| 9 | J P Morgan Exchange Traded F INCOME ETF | $5.5M | 118.5K | 2.5% | ▼−6.4% Reduced · −8K sh | |
| 10 | Ishares Inc EMNG MKTS EQT | $5.1M | 69.8K | 2.3% | ▲+9.5% Added · +6K sh | |
| 11 | Apple Inc COM | $5.0M | 17.2K | 2.3% | ▲+11% Added · +2K sh | |
| 12 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $4.3M | 157.8K | 2.0% | ▼−0.4% Reduced · −598 sh | |
| 13 | Vanguard Whitehall FDS INTL DVD ETF | $3.0M | 31.7K | 1.4% | ▲+18% Added · +5K sh | |
| 14 | Vanguard Index FDS TOTAL STK MKT | $2.8M | 7.7K | 1.3% | ▲+0.1% Added · +8 sh | |
| 15 | Nvidia Corporation COM | $2.8M | 13.9K | 1.3% | ▲+41% Added · +4K sh | |
| 16 | Ishares TR INTL DIV GRWTH | $2.5M | 28.9K | 1.2% | ▲+21% Added · +5K sh | |
| 17 | Amazon Com Inc COM | $2.4M | 10.0K | 1.1% | ▲+39% Added · +3K sh | |
| 18 | Select Sector SPDR TR ST STR REAL ETF | $2.2M | 51.0K | 1.0% | ▲+33% Added · +13K sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.2M | 6.3K | 1.0% | ▲+5.4% Added · +319 sh | |
| 20 | World Gold TR SPDR GLD MINIS | $2.2M | 27.3K | 1.0% | ▲+9.2% Added · +2K sh | |
| 21 | Franklin Templeton ETF TR FRANKLIN INDIA | $2.0M | 57.4K | 0.9% | ▲+22% Added · +10K sh | |
| 22 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 2.9K | 0.9% | ▼−0.1% Reduced · −2 sh | |
| 23 | Microsoft Corp COM | $1.7M | 4.6K | 0.8% | ▲+23% Added · +858 sh | |
| 24 | Micron Technology Inc COM | $1.6M | 1.4K | 0.7% | ▼−2.5% Reduced · −36 sh | |
| 25 | Vanguard Scottsdale FDS LG-TERM COR BD | $1.6M | 21.0K | 0.7% | ▼−3.4% Reduced · −739 sh | |
| 26 | Capital Group Dividend Growe SHS ETF | $1.5M | 40.8K | 0.7% | ▼−6.5% Reduced · −3K sh | |
| 27 | Ishares TR GLOBAL EQUITY | $1.4M | 24.3K | 0.7% | ▼−4.3% Reduced · −1K sh | |
| 28 | Broadcom Inc COM | $1.4M | 3.6K | 0.6% | ▲+25% Added · +718 sh | |
| 29 | Pimco ETF TR INTER MUN BD ACT | $1.3M | 24.5K | 0.6% | ▲+0.5% Added · +124 sh | |
| 30 | Ishares TR CORE US AGGBD ET | $1.3M | 12.7K | 0.6% | ▲+0.5% Added · +58 sh | |
| 31 | Ssga Active TR SST BRIDGEWATER | $1.2M | 40.3K | 0.5% | ▲New New position | |
| 32 | Alphabet Inc CAP STK CL A | $1.2M | 3.3K | 0.5% | ▲+13% Added · +370 sh | |
| 33 | Vanguard Mun BD FDS TAX EXEMPT BD | $1.0M | 20.2K | 0.5% | ▼−6.7% Reduced · −1K sh | |
| 34 | Fidelity Wise Origin Bitcoin SHS | $989K | 19.4K | 0.5% | —Held | |
| 35 | Capital Grp Fixed Incm ETF T MUN INM ETF | $901K | 32.8K | 0.4% | ▼−32% Reduced · −15K sh | |
| 36 | BlackRock ETF Trust II ISHARES LARG CAP | $901K | 24.4K | 0.4% | ▲+21% Added · +4K sh | |
| 37 | Vanguard NY Tax Free FDS TAX EXEMPT BD | $888K | 8.5K | 0.4% | ▲+0.8% Added · +68 sh | |
| 38 | Pimco ETF TR SR LN ACTIVE ETF | $841K | 17.1K | 0.4% | ▲New New position | |
| 39 | Advanced Micro Devices Inc COM | $803K | 1.4K | 0.4% | ▲New New position | |
| 40 | Invesco QQQ TR UNIT SER 1 | $746K | 1.0K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 41 | JPMorgan Chase & Co COM | $734K | 2.2K | 0.3% | ▲+21% Added · +383 sh | |
| 42 | Ishares TR US SML CAP EQT | $723K | 8.1K | 0.3% | ▼−3.5% Reduced · −295 sh | |
| 43 | Vanguard World FD HEALTH CAR ETF | $722K | 2.4K | 0.3% | —Held | |
| 44 | Meta Platforms Inc CL A | $695K | 1.2K | 0.3% | ▼−6.2% Reduced · −82 sh | |
| 45 | Caterpillar Inc COM | $684K | 642 | 0.3% | ▲+11% Added · +64 sh | |
| 46 | Vanguard Specialized Funds DIV APP ETF | $676K | 2.9K | 0.3% | ▲+1.5% Added · +43 sh | |
| 47 | Western Digital Corp COM | $662K | 1.0K | 0.3% | ▼−11% Reduced · −131 sh | |
| 48 | Ishares Inc MSCI GBL GOLD MN | $629K | 9.7K | 0.3% | ▼−4.9% Reduced · −503 sh | |
| 49 | Ishares TR CORE UNIVRSL USD | $624K | 13.5K | 0.3% | ▲+17% Added · +2K sh | |
| 50 | Comfort Sys USA Inc COM | $610K | 308 | 0.3% | ▲+19% Added · +50 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 155 | $218.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 112 | $174.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 75 | $150.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 24, 2025 | 70 | $120.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 65 | $105.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 63 | $92.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 61 | $92.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.