Lifegoal Wealth Advisors Top Holdings and 13F Report (2026) About Lifegoal Wealth AdvisorsInvestment ActivityLifegoal Wealth Advisors has $328.03 million in total holdings as of September 30, 2026.Lifegoal Wealth Advisors owns shares of 213 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 37.61% of the portfolio was purchased this quarter.About 4.23% of the portfolio was sold this quarter.This quarter, Lifegoal Wealth Advisors has purchased 155 new stocks and bought additional shares in 96 stocks.Lifegoal Wealth Advisors sold shares of 31 stocks and completely divested from 20 stocks this quarter.Largest Holdings iShares U.S. Equity Factor ETF $24,724,886Capital Group Global Growth Equity ETF $23,211,123RBB FUND TRUST $18,351,609iShares Core Dividend Growth ETF $18,046,728NVIDIA $14,916,422 Largest New Holdings this Quarter 921946406 - Vanguard High Dividend Yield ETF $6,571,766 Holding22788C105 - CrowdStrike $5,770,756 Holding922908611 - Vanguard Small-Cap Value ETF $5,445,866 Holding922908512 - Vanguard Mid-Cap Value ETF $5,079,674 Holding617446448 - Morgan Stanley $2,781,720 Holding Largest Purchases this Quarter NVIDIA 51,462 shares (about $11.75M)Vanguard Dividend Appreciation ETF 28,946 shares (about $6.75M)Vanguard High Dividend Yield ETF 42,344 shares (about $6.57M)CrowdStrike 21,797 shares (about $5.77M)Vanguard Small-Cap Value ETF 23,572 shares (about $5.45M) Largest Sales this Quarter Alpha Architect 1-3 Month Box ETF 18,353 shares (about $2.17M)Real Estate Select Sector SPDR Fund 23,854 shares (about $975.86K)JPMorgan Income ETF 21,345 shares (about $958.18K)Vanguard Total Bond Market ETF 10,038 shares (about $704.17K)VANGUARD NY TAX FREE FDS 6,404 shares (about $623.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLifegoal Wealth Advisors Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorLRGFiShares U.S. Equity Factor ETF$24,724,886$1,692,228 ▲7.3%317,5967.5%ETFCGGOCapital Group Global Growth Equity ETF$23,211,123$1,851,640 ▲8.7%583,4877.1%ETFRBB FUND TRUST$18,351,609$1,364,013 ▲8.0%365,6435.6%FIRST EAGLE GBLDGROiShares Core Dividend Growth ETF$18,046,728$509,863 ▲2.9%239,3785.5%ETFNVDANVIDIA$14,916,422$11,752,900 ▲371.5%65,3144.5%TechnologyVUGVanguard Growth ETF$11,643,556$406,756 ▲3.6%129,2153.5%ETFAAPLApple$10,137,077$4,397,174 ▲76.6%30,4403.1%TechnologyAMZNAmazon.com$7,602,098$5,112,331 ▲205.3%30,5122.3%Consumer DiscretionaryBNDVanguard Total Bond Market ETF$7,541,000$704,167 ▼-8.5%107,4982.3%ETFVIGVanguard Dividend Appreciation ETF$7,420,229$6,753,426 ▲1,012.8%31,8042.3%ETFPYLDPIMCO Multi Sector Bond Active ETF$7,149,964$348,833 ▲5.1%281,6062.2%ETFVYMVanguard High Dividend Yield ETF$6,571,766$6,571,766 ▲New Holding42,3442.0%ETFMSFTMicrosoft$5,926,237$3,583,235 ▲152.9%11,5541.8%TechnologyVOOVanguard S&P 500 ETF$5,882,737$3,819,504 ▲185.1%8,3941.8%ETFCRWDCrowdStrike$5,770,756$5,770,756 ▲New Holding21,7971.8%TechnologyTSLATesla$5,577,310$5,117,827 ▲1,113.8%15,7191.7%Consumer DiscretionaryVBRVanguard Small-Cap Value ETF$5,445,866$5,445,866 ▲New Holding23,5721.7%ETFEMGFiShares Emerging Markets Equity Factor ETF$5,170,246$174,271 ▲3.5%72,2711.6%ETFVOEVanguard Mid-Cap Value ETF$5,079,674$5,079,674 ▲New Holding25,9791.5%ETFASMLASML$4,869,769$4,554,538 ▲1,444.8%2,6881.5%TechnologyCGMSCapital Group U.S. Multi-Sector Income ETF$4,556,562$418,368 ▲10.1%173,7161.4%ETFJPIEJPMorgan Income ETF$4,362,606$958,181 ▼-18.0%97,1841.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$4,233,521$2,172,818 ▼-33.9%35,7591.3%ETFVTIVanguard Total Stock Market ETF$3,276,178$395,207 ▲13.7%8,7541.0%ETFVIGIVanguard International Dividend Appreciation ETF$3,183,002$194,223 ▲6.5%33,7111.0%ETFCOSTCostco Wholesale$3,156,445$2,697,591 ▲587.9%3,4671.0%Consumer StaplesAVGOBroadcom$3,134,220$1,870,699 ▲148.1%8,9251.0%TechnologyMSMorgan Stanley$2,781,720$2,781,720 ▲New Holding14,7900.8%FinanceTSMTaiwan Semiconductor Manufacturing$2,702,013$2,451,109 ▲976.9%5,9230.8%TechnologyIGROiShares International Dividend Growth ETF$2,564,647$2,929 ▲0.1%28,8940.8%ETFSHOPIFY INC$2,496,927$2,190,984 ▲716.1%16,8370.8%CL A SUB VTG SHSGLDMSPDR Gold MiniShares Trust$2,326,523$81,112 ▲3.6%28,3100.7%ETFGOOGAlphabet$2,192,183$55,878 ▲2.6%6,4340.7%Communication ServicesBINCiShares Flexible Income Active ETF$2,100,205$2,100,205 ▲New Holding41,3510.6%ETFFLINFranklin FTSE India ETF$2,066,813$145,816 ▲7.6%61,7140.6%ETFISHARES TR$1,981,925$1,467,239 ▲285.1%19,6850.6%0-3 MTH TREASURYETNEaton$1,642,781$1,642,781 ▲New Holding3,8230.5%IndustrialsLONZPIMCO Senior Loan Active Exchange-Traded Fund$1,531,912$693,263 ▲82.7%31,1680.5%ETFSSGA ACTIVE TR$1,504,727$354,069 ▲30.8%52,6680.5%SST BRIDGEWATERCAPITAL GROUP DIVIDEND GROWE$1,501,265$8,924 ▼-0.6%40,5420.5%SHS ETFGLOFiShares Global Equity Factor ETF$1,414,430$58,649 ▼-4.0%23,3210.4%ETFFIDELITY WISE ORIGIN BITCOIN$1,407,8360.0%19,3810.4%SHSMUMicron Technology$1,395,835$91,565 ▼-6.2%1,3110.4%TechnologyQQQInvesco QQQ$1,358,332$609,622 ▲81.4%1,8360.4%ETFMETAMeta Platforms$1,285,923$390,926 ▲43.7%1,7730.4%Communication ServicesAGGiShares Core U.S. Aggregate Bond ETF$1,148,111$48,216 ▼-4.0%12,1440.3%ETFVPUVanguard Utilities ETF$1,131,377$1,131,377 ▲New Holding6,6160.3%ETFGOOGLAlphabet$1,122,420$6,538 ▼-0.6%3,2620.3%Communication ServicesXLREReal Estate Select Sector SPDR Fund$1,110,780$975,860 ▼-46.8%27,1520.3%ETFVTEBVanguard Tax-Exempt Bond ETF$1,077,598$118,639 ▲12.4%22,7530.3%ETFVCLTVanguard Long-Term Corporate Bond ETF$1,072,345$365,645 ▼-25.4%15,6550.3%ETFKOCoca-Cola$1,017,840$1,017,840 ▲New Holding11,8240.3%Consumer StaplesAMDAdvanced Micro Devices$1,006,957$161,505 ▲19.1%1,6460.3%TechnologyBLACKROCK ETF TRUST II$919,739$793 ▼-0.1%24,3510.3%ISHARES LARG CAPHTABHartford Schroders Tax-Aware Bond ETF$892,636$438,375 ▲96.5%49,8960.3%ETFNYFiShares New York Muni Bond ETF$836,606$618,513 ▲283.6%16,5600.3%ETFJPMJPMorgan Chase & Co.$810,222$68,153 ▲9.2%2,4490.2%FinanceSPYSPDR S&P 500 ETF Trust$738,226$137,273 ▲22.8%9680.2%ETFMINOPIMCO Municipal Income Opportunities Active Exchange-Traded Fund$737,194$737,194 ▲New Holding17,3090.2%ETFRINGiShares MSCI Global Gold Miners ETF$705,565$40,526 ▼-5.4%9,2100.2%ETFCVXChevron$703,953$83,731 ▲13.5%3,4470.2%EnergyVANGUARD MALVERN FDS$697,401$459,161 ▲192.7%9,4230.2%CORE-PLUS BD ETFCATCaterpillar$695,661$175,131 ▲33.6%8580.2%IndustrialsFTNTFortinet$681,791$170,716 ▲33.4%3,8140.2%TechnologySMLFiShares U.S. Small Cap Equity Factor ETF$664,792$12,868 ▼-1.9%7,9560.2%ETFSCHPSchwab U.S. TIPS ETF$664,736$314,777 ▲89.9%26,4520.2%ETFIUSBiShares Core Total USD Bond Market ETF$660,171$63,667 ▲10.7%14,9730.2%ETFACWViShares MSCI Global Min Vol Factor ETF$612,8570.0%4,9940.2%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$604,777$611,286 ▼-50.3%12,1710.2%ETFSTXSeagate Technology$602,288$109,758 ▲22.3%6530.2%TechnologyBLACKROCK INC$576,946$121,741 ▲26.7%5450.2%COMEXXONMOBIL HOLDINGS CORP$574,725$574,725 ▲New Holding3,5310.2%COM SHSCOFCapital One Financial$565,502$176,080 ▲45.2%2,9290.2%FinanceINTCIntel$561,594$561,594 ▲New Holding4,6710.2%TechnologyCNCCentene$556,657$45,223 ▲8.8%8,9610.2%HealthcareVEAVanguard FTSE Developed Markets ETF$553,490$635 ▲0.1%7,8390.2%ETFGE VERNOVA INC$553,185$77,940 ▲16.4%5820.2%COMABNBAirbnb$550,226$36,949 ▲7.2%3,4250.2%Consumer DiscretionaryINTUIntuit$544,527$47,698 ▲9.6%1,9750.2%TechnologyORCLOracle$543,845$349,291 ▲179.5%3,9610.2%TechnologyWALMART INC$535,748$77,114 ▲16.8%5,1550.2%COMPGProcter & Gamble$534,776$262,376 ▲96.3%3,6810.2%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$529,856$1,754 ▲0.3%5,4380.2%ETFFIXComfort Systems USA$519,384$9,925 ▲1.9%3140.2%IndustrialsPSXPhillips 66$511,386$106,464 ▲26.3%2,0030.2%EnergyLLYEli Lilly and Company$510,329$47,446 ▼-8.5%4410.2%HealthcareGLDSPDR Gold Shares$505,756$5,332 ▲1.1%1,3280.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$486,538$123 ▼0.0%3,9530.1%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$482,044$244,538 ▲103.0%23,6530.1%ETFYNDXYandex$475,062$2,595 ▼-0.5%2,0140.1%TechnologyTEAMAtlassian$460,058$460,058 ▲New Holding2,5660.1%TechnologyTXNTexas Instruments$457,976$457,976 ▲New Holding1,6350.1%TechnologyCBChubb$456,651$182,791 ▲66.7%1,4040.1%FinanceSCMBSchwab Municipal Bond ETF$452,561$452,561 ▲New Holding18,7320.1%ETFATOAtmos Energy$444,446$444,446 ▲New Holding2,8410.1%UtilitiesQUALiShares MSCI USA Quality Factor ETF$437,965$13,999 ▲3.3%1,9710.1%ETFGDXVanEck Gold Miners ETF$431,6870.0%4,9170.1%ETFBSXBoston Scientific$428,076$428,076 ▲New Holding9,8070.1%HealthcareSANDISK CORP$421,053$15,659 ▲3.9%2420.1%COMCCitigroup$415,501$170,396 ▲69.5%3,2090.1%FinanceShowing largest 100 holdings. 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