Lifegoal Wealth Advisors Top Holdings and 13F Report (2026)

About Lifegoal Wealth Advisors

Investment Activity

Lifegoal Wealth Advisors has $218.48 million in total holdings as of June 30, 2026.
Lifegoal Wealth Advisors owns shares of 155 different stocks, but just 37 companies or ETFs make up 80% of its holdings.
Approximately 19.88% of the portfolio was purchased this quarter.
About 2.68% of the portfolio was sold this quarter.
This quarter, Lifegoal Wealth Advisors has purchased 112 new stocks and bought additional shares in 66 stocks.
Lifegoal Wealth Advisors sold shares of 34 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Capital Group Global Growth Equity ETF: $22,728,649
iShares U.S. Equity Factor ETF: $22,375,848
iShares Core Dividend Growth ETF: $17,629,866
RBB FUND TRUST: $16,557,739
Vanguard Growth ETF: $10,741,721

Largest New Holdings this Quarter

78470P630 - SSGA ACTIVE TR: $1,178,849 Holding
72201R627 - PIMCO Senior Loan Active Exchange-Traded Fund: $841,385 Holding
007903107 - Advanced Micro Devices: $802,818 Holding
N97284108 - Yandex: $559,244 Holding
80004C200 - SANDISK CORP: $529,779 Holding

Largest Purchases this Quarter

Vanguard Growth ETF: 102,741 shares (about $8.85M)
iShares U.S. Equity Factor ETF: 45,518 shares (about $3.44M)
Capital Group Global Growth Equity ETF: 63,101 shares (about $2.67M)
RBB FUND TRUST: 54,564 shares (about $2.67M)
iShares Core Dividend Growth ETF: 22,470 shares (about $1.70M)

Largest Sales this Quarter

Vanguard Total Bond Market ETF: 17,177 shares (about $1.26M)
Capital Group Municipal Income ETF: 15,408 shares (about $423.25K)
JPMorgan Income ETF: 8,144 shares (about $375.03K)
iShares 0-3 Month Treasury Bond ETF: 3,365 shares (about $338.74K)
WALMART INC: 2,277 shares (about $257.91K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CGGO Capital Group Global Growth Equity ETF	$22,728,649	$2,671,063 â–²	13.3%	536,940	10.4%	ETF
LRGF iShares U.S. Equity Factor ETF	$22,375,848	$3,442,531 â–²	18.2%	295,859	10.2%	ETF
DGRO iShares Core Dividend Growth ETF	$17,629,866	$1,702,999 â–²	10.7%	232,615	8.1%	ETF
RBB FUND TRUST	$16,557,739	$2,669,268 â–²	19.2%	338,466	7.6%	FIRST EAGLE GBL
VUG Vanguard Growth ETF	$10,741,721	$8,850,091 â–²	467.9%	124,701	4.9%	ETF
BND Vanguard Total Bond Market ETF	$8,628,313	$1,260,963 â–¼	-12.8%	117,536	3.9%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$7,103,820	$78,897 â–²	1.1%	267,867	3.3%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$6,335,974	$810,614 â–²	14.7%	54,112	2.9%	ETF
JPIE JPMorgan Income ETF	$5,458,262	$375,031 â–¼	-6.4%	118,529	2.5%	ETF
EMGF iShares Emerging Markets Equity Factor ETF	$5,116,107	$445,420 â–²	9.5%	69,835	2.3%	ETF
AAPL Apple	$4,987,464	$480,922 â–²	10.7%	17,236	2.3%	Computer and Technology
CGMS Capital Group U.S. Multi-Sector Income ETF	$4,311,744	$16,343 â–¼	-0.4%	157,766	2.0%	ETF
VIGI Vanguard International Dividend Appreciation ETF	$2,955,809	$448,965 â–²	17.9%	31,654	1.4%	ETF
VTI Vanguard Total Stock Market ETF	$2,848,445	$2,960 â–²	0.1%	7,698	1.3%	ETF
NVDA NVIDIA	$2,771,656	$810,967 â–²	41.4%	13,852	1.3%	Computer and Technology
IGRO iShares International Dividend Growth ETF	$2,537,732	$437,273 â–²	20.8%	28,861	1.2%	ETF
AMZN Amazon.com	$2,381,732	$663,777 â–²	38.6%	9,993	1.1%	Retail/Wholesale
XLRE Real Estate Select Sector SPDR Fund	$2,245,796	$558,961 â–²	33.1%	51,006	1.0%	ETF
GOOG Alphabet	$2,215,269	$112,707 â–²	5.4%	6,270	1.0%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$2,169,993	$183,619 â–²	9.2%	27,323	1.0%	Finance
FLIN Franklin FTSE India ETF	$2,040,295	$364,592 â–²	21.8%	57,360	0.9%	ETF
VOO Vanguard S&P 500 ETF	$2,022,257	$1,374 â–¼	-0.1%	2,944	0.9%	ETF
MSFT Microsoft	$1,703,903	$320,041 â–²	23.1%	4,568	0.8%	Computer and Technology
MU Micron Technology	$1,613,094	$41,569 â–¼	-2.5%	1,397	0.7%	Computer and Technology
VCLT Vanguard Long-Term Corporate Bond ETF	$1,579,709	$55,609 â–¼	-3.4%	20,993	0.7%	Manufacturing
CAPITAL GROUP DIVIDEND GROWE	$1,529,769	$105,516 â–¼	-6.5%	40,783	0.7%	SHS ETF
GLOF iShares Global Equity Factor ETF	$1,428,415	$63,987 â–¼	-4.3%	24,288	0.7%	ETF
AVGO Broadcom	$1,358,969	$271,189 â–²	24.9%	3,598	0.6%	Computer and Technology
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$1,287,304	$6,523 â–²	0.5%	24,473	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$1,252,450	$5,741 â–²	0.5%	12,654	0.6%	Finance
SSGA ACTIVE TR	$1,178,849	$1,178,849 â–²	New Holding	40,275	0.5%	SST BRIDGEWATER
GOOGL Alphabet	$1,172,556	$132,230 â–²	12.7%	3,281	0.5%	Computer and Technology
VTEB Vanguard Tax-Exempt Bond ETF	$1,024,165	$73,545 â–¼	-6.7%	20,248	0.5%	ETF
FIDELITY WISE ORIGIN BITCOIN	$989,400		0.0%	19,381	0.5%	SHS
CGMU Capital Group Municipal Income ETF	$901,195	$423,252 â–¼	-32.0%	32,807	0.4%	ETF
BLACKROCK ETF TRUST II	$900,618	$158,676 â–²	21.4%	24,372	0.4%	ISHARES LARG CAP
VANGUARD NY TAX FREE FDS	$887,784	$7,072 â–²	0.8%	8,536	0.4%	TAX EXEMPT BD
LONZ PIMCO Senior Loan Active Exchange-Traded Fund	$841,385	$841,385 â–²	New Holding	17,063	0.4%	ETF
AMD Advanced Micro Devices	$802,818	$802,818 â–²	New Holding	1,382	0.4%	Computer and Technology
QQQ Invesco QQQ	$745,508	$737 â–¼	-0.1%	1,012	0.3%	Finance
JPM JPMorgan Chase & Co.	$734,201	$125,367 â–²	20.6%	2,243	0.3%	Finance
SMLF iShares U.S. Small Cap Equity Factor ETF	$722,931	$26,297 â–¼	-3.5%	8,110	0.3%	ETF
VHT Vanguard Health Care ETF	$721,810		0.0%	2,414	0.3%	ETF
META Meta Platforms	$695,098	$46,190 â–¼	-6.2%	1,234	0.3%	Computer and Technology
CAT Caterpillar	$683,666	$68,154 â–²	11.1%	642	0.3%	Industrials
VIG Vanguard Dividend Appreciation ETF	$676,254	$10,175 â–²	1.5%	2,858	0.3%	ETF
WDC Western Digital	$662,353	$83,672 â–¼	-11.2%	1,037	0.3%	Computer and Technology
RING iShares MSCI Global Gold Miners ETF	$629,125	$32,493 â–¼	-4.9%	9,739	0.3%	ETF
IUSB iShares Core Total USD Bond Market ETF	$624,379	$89,441 â–²	16.7%	13,529	0.3%	Manufacturing
FIX Comfort Systems USA	$610,441	$99,098 â–²	19.4%	308	0.3%	Construction
ACWV iShares MSCI Global Min Vol Factor ETF	$600,373	$19,956 â–¼	-3.2%	4,994	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$588,455	$21,656 â–²	3.8%	788	0.3%	Finance
GE VERNOVA INC	$587,430	$43,470 â–²	8.0%	500	0.3%	COM
LLY Eli Lilly and Company	$578,154	$20,391 â–²	3.7%	482	0.3%	Medical
YNDX Yandex	$559,244	$559,244 â–²	New Holding	2,025	0.3%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$557,875	$1,140 â–²	0.2%	7,830	0.3%	ETF
TSLA Tesla	$544,677	$170,764 â–²	45.7%	1,295	0.2%	Auto/Tires/Trucks
SANDISK CORP	$529,779	$529,779 â–²	New Holding	233	0.2%	COM
CNC Centene	$528,476	$35,946 â–²	7.3%	8,233	0.2%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$522,853	$522,853 â–²	New Holding	5,420	0.2%	ETF
STX Seagate Technology	$515,310	$515,310 â–²	New Holding	534	0.2%	Computer and Technology
SGOV iShares 0-3 Month Treasury Bond ETF	$514,608	$338,743 â–¼	-39.7%	5,112	0.2%	ETF
MUB iShares National Muni Bond ETF	$508,937	$2,475 â–²	0.5%	4,729	0.2%	ETF
CVX Chevron	$503,413	$170,567 â–²	51.2%	3,037	0.2%	Energy
WALMART INC	$499,857	$257,914 â–¼	-34.0%	4,413	0.2%	COM
HTAB Hartford Schroders Tax-Aware Bond ETF	$487,079	$12,603 â–¼	-2.5%	25,392	0.2%	ETF
GLD SPDR Gold Shares	$484,051		0.0%	1,314	0.2%	Finance
COST Costco Wholesale	$471,477	$72,031 â–²	18.0%	504	0.2%	Retail/Wholesale
SPYG SPDR Portfolio S&P 500 Growth ETF	$470,488	$21,299 â–²	4.7%	3,954	0.2%	ETF
INTU Intuit	$470,322	$3,132 â–²	0.7%	1,802	0.2%	Computer and Technology
XOM ExxonMobil	$463,754	$134,122 â–¼	-22.4%	3,392	0.2%	Energy
ABNB Airbnb	$457,205	$90,439 â–²	24.7%	3,195	0.2%	Consumer Discretionary
VWOB Vanguard Emerging Markets Government Bond ETF	$449,965	$31,535 â–¼	-6.5%	6,692	0.2%	ETF
GE GE Aerospace	$448,850	$83,342 â–²	22.8%	1,201	0.2%	Aerospace
FTNT Fortinet	$439,200	$40,095 â–¼	-8.4%	2,859	0.2%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$418,717	$658 â–²	0.2%	1,908	0.2%	ETF
BLACKROCK INC	$413,471	$85,579 â–²	26.1%	430	0.2%	COM
COF Capital One Financial	$404,651	$404,651 â–²	New Holding	2,017	0.2%	Finance
TER Teradyne	$400,136	$11,612 â–²	3.0%	827	0.2%	Computer and Technology
EEM iShares MSCI Emerging Markets ETF	$388,842	$388,842 â–²	New Holding	5,684	0.2%	Finance
VRT Vertiv	$380,021	$102,790 â–²	37.1%	1,135	0.2%	Computer and Technology
GDX VanEck Gold Miners ETF	$370,966	$11,468 â–²	3.2%	4,917	0.2%	ETF
PCG Pacific Gas & Electric	$370,343	$7,788 â–¼	-2.1%	22,018	0.2%	Utilities
SCHP Schwab U.S. TIPS ETF	$369,051	$110,350 â–¼	-23.0%	13,926	0.2%	ETF
ASML ASML	$346,163	$15,916 â–²	4.8%	174	0.2%	Computer and Technology
JBHT J.B. Hunt Transport Services	$339,212	$56,728 â–²	20.1%	1,172	0.2%	Transportation
BLACKROCK ETF TRUST	$338,272	$338,272 â–²	New Holding	9,999	0.2%	ISHARES US LARG
MOH Molina Healthcare	$338,019	$338,019 â–²	New Holding	1,478	0.2%	Medical
BRK.B Berkshire Hathaway	$337,763	$24,519 â–²	7.8%	675	0.2%	Finance
JEPI JPMorgan Equity Premium Income ETF	$330,958	$330,958 â–²	New Holding	5,860	0.2%	ETF
BAC Bank of America	$329,882	$329,882 â–²	New Holding	5,789	0.2%	Finance
EME EMCOR Group	$324,483	$10,788 â–²	3.4%	391	0.1%	Construction
BMY Bristol Myers Squibb	$323,709	$69,490 â–¼	-17.7%	5,618	0.1%	Medical
VIKING HOLDINGS LTD	$315,999	$315,999 â–²	New Holding	3,019	0.1%	ORD SHS
EIX Edison International	$302,118	$9,902 â–²	3.4%	4,058	0.1%	Utilities
NSC Norfolk Southern	$299,490	$63,233 â–²	26.8%	952	0.1%	Transportation
PNC The PNC Financial Services Group	$298,172	$53,430 â–²	21.8%	1,211	0.1%	Finance
AON AON	$295,204	$295,204 â–²	New Holding	890	0.1%	Finance
TMUS T-Mobile US	$293,528	$293,528 â–²	New Holding	1,750	0.1%	Computer and Technology
VOOG Vanguard S&P 500 Growth ETF	$288,118	$242,343 â–²	529.4%	3,487	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Lifegoal Wealth Advisors Top Holdings and 13F Report (2026)

About Lifegoal Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Lifegoal Wealth Advisors Top Holdings and 13F Report (2026)

About Lifegoal Wealth Advisors

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifegoal Wealth Advisors

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools