Lifegoal Wealth Advisors Top Holdings and 13F Report (2026) About Lifegoal Wealth AdvisorsInvestment ActivityLifegoal Wealth Advisors has $174.75 million in total holdings as of March 31, 2026.Lifegoal Wealth Advisors owns shares of 112 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 20.53% of the portfolio was purchased this quarter.About 5.22% of the portfolio was sold this quarter.This quarter, Lifegoal Wealth Advisors has purchased 74 new stocks and bought additional shares in 37 stocks.Lifegoal Wealth Advisors sold shares of 25 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares U.S. Equity Factor ETF $16,635,882Capital Group Global Growth Equity ETF $16,097,991iShares Core Dividend Growth ETF $14,745,633RBB FUND TRUST $13,436,094Vanguard Total Bond Market ETF $9,886,514 Largest New Holdings this Quarter 98149E303 - SPDR Gold MiniShares Trust $2,359,009 Holding81369Y860 - Real Estate Select Sector SPDR Fund $1,572,929 Holding35473P769 - Franklin FTSE India ETF $1,565,420 Holding92204H400 - VANGUARD NY TAX FREE FDS $866,987 Holding461202103 - Intuit $762,307 Holding Largest Purchases this Quarter Alpha Architect 1-3 Month Box ETF 25,638 shares (about $2.98M)iShares U.S. Equity Factor ETF 36,263 shares (about $2.41M)RBB FUND TRUST 50,557 shares (about $2.39M)SPDR Gold MiniShares Trust 25,011 shares (about $2.36M)Capital Group Global Growth Equity ETF 56,762 shares (about $1.93M) Largest Sales this Quarter iShares MSCI Global Gold Miners ETF 30,801 shares (about $2.54M)Hartford Schroders Tax-Aware Bond ETF 45,516 shares (about $868.01K)iShares New York Muni Bond ETF 11,621 shares (about $617.49K)JPMorgan Income ETF 9,029 shares (about $414.53K)Schwab U.S. TIPS ETF 7,212 shares (about $191.55K) 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$16,635,882$2,409,781 ▲16.9%250,3419.5%ETFCGGOCapital Group Global Growth Equity ETF$16,097,991$1,928,406 ▲13.6%473,8399.2%ETFDGROiShares Core Dividend Growth ETF$14,745,633$1,159,049 ▲8.5%210,1458.4%ETFRBB FUND TRUST$13,436,094$2,392,687 ▲21.7%283,9027.7%FIRST EAGLE GBLBNDVanguard Total Bond Market ETF$9,886,514$304,053 ▲3.2%134,7135.7%ETFVUGVanguard Growth ETF$9,698,897$122,782 ▲1.3%21,9605.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$6,929,909$973,879 ▲16.4%264,8924.0%ETFJPIEJPMorgan Income ETF$5,815,611$414,525 ▼-6.7%126,6733.3%ETFBOXXAlpha Architect 1-3 Month Box ETF$5,483,834$2,979,392 ▲119.0%47,1893.1%ETFCGMSCapital Group U.S. Multi-Sector Income ETF$4,322,527$613,917 ▲16.6%158,3642.5%ETFAAPLApple$3,981,211$673,590 ▲20.4%15,5742.3%Computer and TechnologyEMGFiShares Emerging Markets Equity Factor ETF$3,899,252$405,123 ▲11.6%63,7552.2%ETFVTIVanguard Total Stock Market ETF$2,485,727$2,586 ▲0.1%7,6901.4%ETFVIGIVanguard International Dividend Appreciation ETF$2,406,794$204,944 ▲9.3%26,8461.4%ETFGLDMSPDR Gold MiniShares Trust$2,359,009$2,359,009 ▲New Holding25,0111.3%FinanceIGROiShares International Dividend Growth ETF$2,023,567$300,384 ▲17.4%23,8881.2%ETFVOOVanguard S&P 500 ETF$1,774,156$4,216 ▼-0.2%2,9461.0%ETFGOOGAlphabet$1,755,069$144,216 ▲9.0%5,9511.0%Computer and TechnologyNVDANVIDIA$1,722,244$656,980 ▲61.7%9,7991.0%Computer and TechnologyVCLTVanguard Long-Term Corporate Bond ETF$1,618,600$79,321 ▲5.2%21,7320.9%ManufacturingXLREReal Estate Select Sector SPDR Fund$1,572,929$1,572,929 ▲New Holding38,3110.9%ETFCAPITAL GROUP DIVIDEND GROWE$1,572,086$2,019 ▲0.1%43,5960.9%SHS ETFFLINFranklin FTSE India ETF$1,565,420$1,565,420 ▲New Holding47,1100.9%ETFAMZNAmazon.com$1,517,789$47,378 ▼-3.0%7,2080.9%Retail/WholesaleMSFTMicrosoft$1,370,284$563,257 ▲69.8%3,7100.8%Computer and TechnologyGLOFiShares Global Equity Factor ETF$1,337,835$1,476 ▼-0.1%25,3760.8%ETFCGMUCapital Group Municipal Income ETF$1,311,439$82,007 ▲6.7%48,2150.8%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,269,333$253,251 ▲24.9%24,3490.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,246,989$147,508 ▼-10.6%12,5960.7%FinanceFIDELITY WISE ORIGIN BITCOIN$1,150,456$18,995 ▼-1.6%19,3810.7%SHSVTEBVanguard Tax-Exempt Bond ETF$1,083,168$4,941 ▼-0.5%21,7020.6%ETFAVGOBroadcom$902,851$327,910 ▲57.0%2,8800.5%Computer and TechnologyVANGUARD NY TAX FREE FDS$866,987$866,987 ▲New Holding8,4680.5%TAX EXEMPT BDGOOGLAlphabet$865,717$201,336 ▲30.3%2,9110.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$850,959$115,342 ▼-11.9%8,4770.5%ETFRINGiShares MSCI Global Gold Miners ETF$846,195$2,544,782 ▼-75.0%10,2420.5%ETFWALMART INC$834,555$104,039 ▲14.2%6,6900.5%COMINTUIntuit$762,307$762,307 ▲New Holding1,7900.4%Computer and TechnologyMETAMeta Platforms$762,075$44,589 ▲6.2%1,3160.4%Computer and TechnologyXOMExxonMobil$703,091$8,521 ▼-1.2%4,3730.4%EnergyBLACKROCK ETF TRUST II$688,266$181,202 ▼-20.8%20,0780.4%ISHARES LARG CAPVHTVanguard Health Care ETF$662,6430.0%2,4140.4%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$639,083$1,141 ▼-0.2%8,4050.4%ETFACWViShares MSCI Global Min Vol Factor ETF$616,6700.0%5,1600.4%ETFVIGVanguard Dividend Appreciation ETF$607,159$2,373 ▲0.4%2,8150.3%ETFQQQInvesco QQQ$592,121$323,241 ▲120.2%1,0130.3%FinanceGLDSPDR Gold Shares$575,2950.0%1,3140.3%FinanceJPMJPMorgan Chase & Co.$549,407$138,238 ▲33.6%1,8600.3%FinanceIUSBiShares Core Total USD Bond Market ETF$534,230$80,335 ▼-13.1%11,5910.3%ManufacturingMUMicron Technology$527,281$527,281 ▲New Holding1,4330.3%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$508,975$37,388 ▲7.9%7,8140.3%ETFMUBiShares National Muni Bond ETF$500,284$186,357 ▼-27.1%4,7060.3%ETFSPYSPDR S&P 500 ETF Trust$497,327$3,931 ▼-0.8%7590.3%FinanceHTABHartford Schroders Tax-Aware Bond ETF$496,764$868,007 ▼-63.6%26,0490.3%ETFSCHPSchwab U.S. TIPS ETF$480,475$191,553 ▼-28.5%18,0900.3%ETFVWOBVanguard Emerging Markets Government Bond ETF$469,744$184,395 ▼-28.2%7,1610.3%ETFGDXVanEck Gold Miners ETF$457,4600.0%4,7650.3%ETFLLYEli Lilly and Company$443,852$219,540 ▲97.9%4650.3%MedicalCOSTCostco Wholesale$425,531$425,531 ▲New Holding4270.2%Retail/WholesaleCATCaterpillar$422,125$730 ▲0.2%5780.2%IndustrialsBMYBristol Myers Squibb$421,246$421,246 ▲New Holding6,8240.2%MedicalGE VERNOVA INC$414,283$414,283 ▲New Holding4630.2%COMJNJJohnson & Johnson$402,310$9,277 ▼-2.3%1,6480.2%MedicalPCGPacific Gas & Electric$399,038$218,041 ▲120.5%22,4810.2%UtilitiesCVXChevron$396,333$35,133 ▲9.7%2,0080.2%EnergySPYGSPDR Portfolio S&P 500 Growth ETF$374,4800.0%3,7750.2%ETFFIXComfort Systems USA$368,558$368,558 ▲New Holding2580.2%ConstructionQUALiShares MSCI USA Quality Factor ETF$367,234$3,855 ▲1.1%1,9050.2%ETFWDCWestern Digital$347,749$347,749 ▲New Holding1,1680.2%Computer and TechnologyPGProcter & Gamble$343,511$343,511 ▲New Holding2,3840.2%Consumer StaplesTSLATesla$338,940$338,940 ▲New Holding8890.2%Auto/Tires/TrucksBLACKROCK INC$326,473$326,473 ▲New Holding3410.2%COMABNBAirbnb$320,862$320,862 ▲New Holding2,5630.2%Consumer DiscretionaryCOPConocoPhillips$320,051$37,487 ▼-10.5%2,4930.2%EnergyIAUiShares Gold Trust$313,163$56,498 ▲22.0%3,4920.2%FinanceLMTLockheed Martin$312,526$312,526 ▲New Holding5060.2%AerospaceNYFiShares New York Muni Bond ETF$305,955$617,489 ▼-66.9%5,7580.2%ETFBRK.BBerkshire Hathaway$299,541$85,173 ▲39.7%6260.2%FinanceREGNRegeneron Pharmaceuticals$299,241$299,241 ▲New Holding3850.2%MedicalGDGeneral Dynamics$298,301$298,301 ▲New Holding8510.2%AerospaceMARSH & MCLENNAN COS INC$296,476$296,476 ▲New Holding1,7250.2%COMEIXEdison International$288,802$288,802 ▲New Holding3,9250.2%UtilitiesEMEEMCOR Group$287,110$287,110 ▲New Holding3780.2%ConstructionGEGE Aerospace$286,241$286,241 ▲New Holding9780.2%AerospaceTJXTJX Companies$278,530$278,530 ▲New Holding1,7190.2%Retail/WholesaleSPLBSPDR Portfolio Long Term Corporate Bond ETF$264,658$421 ▲0.2%11,9430.2%ETFFTITechnipFMC$263,039$263,039 ▲New Holding3,7690.2%EnergyCNCCentene$260,498$260,498 ▲New Holding7,6730.1%MedicalJBBBJanus Henderson B-BBB CLO ETF$259,230$132,124 ▼-33.8%5,5270.1%ETFFTNTFortinet$253,188$253,188 ▲New Holding3,1200.1%Computer and TechnologyKMIKinder Morgan$251,696$251,696 ▲New Holding7,6550.1%EnergyBKNGBooking$251,074$251,074 ▲New Holding600.1%Retail/WholesaleTERTeradyne$250,697$250,697 ▲New Holding8030.1%Computer and TechnologyCBChubb$247,333$247,333 ▲New Holding7560.1%FinanceVANGUARD MALVERN FDS$246,300$3,943 ▼-1.6%3,1860.1%CORE-PLUS BD ETFPALANTIR TECHNOLOGIES INC$243,027$243,027 ▲New Holding1,6590.1%CL APMPhilip Morris International$239,299$239,299 ▲New Holding1,5210.1%Consumer StaplesVBVanguard Small-Cap ETF$235,1420.0%8930.1%ETFVOOGVanguard S&P 500 Growth ETF$228,855$43,375 ▼-15.9%5540.1%ETFASMLASML$225,720$225,720 ▲New Holding1660.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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