LifeGoal Investments, LLC holds a focused book of 155 reported positions worth $218.5M as of Q2 2026 (disclosed Jul 8, 2026, a ~8-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 reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning LifeGoal Investments, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~8 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+5 sectors below the cut, 2% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as LifeGoal Investments, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Hoffman, Alan N Investment Management | 9 / 80 | $161.9M |
| Marest Capital, LLC | 15 / 80 | $179.9M |
| Draper Asset Management, LLC | 9 / 80 | $174.6M |
| 9823 Capital, L.P. | 11 / 80 | $128.4M |
| Stembrook Asset Management, LLC | 17 / 80 | $95.5M |
| Hoey Investments, Inc | 39 / 80 | $633.9M |
| Emerald Advisors, LLC | 25 / 80 | $646.0M |
Ranked by the share of each fund's own book sitting in the names it shares with LifeGoal Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 8, 2026 | 8d | 155 | $218.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 14d | 112 | $174.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 15d | 75 | $150.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 24, 2025 | 55d | 70 | $120.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 17d | 65 | $105.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 21, 2025 | 21d | 63 | $92.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 36d | 61 | $92.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.