LifeGoal Investments
LifeGoal Investments reported 213 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are LRGF (7.5%), CGGO (7.1%) and FEGE (5.6%). Compared with Q2 2026, the fund opened new positions in VYM, CRWD and VBR, added to LRGF, CGGO and FEGE, trimmed BND, JPIE and BOXX and sold out of VHT, XOM and VRT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  LRGF Ishares U.s. Equity Factor ETF | $24.7M | 7.5% | 318K | +22K (+7%) | 8 of 8 | |
| 2 |  CGGO Capital Group Gbl Growth Eqt | $23.2M | 7.1% | 583K | +47K (+9%) | 8 of 8 | |
| 3 |  FEGE Rbb Fund Trust | $18.4M | 5.6% | 366K | +27K (+8%) | 7 of 8 | |
| 4 |  DGRO Ishares TR | $18M | 5.5% | 239K | +6,763 (+3%) | 8 of 8 | |
| 5 |  NVDA Nvidia Corporation | $14.9M | 4.5% | 65K | +51K (+372%) | 8 of 8 | |
| 6 |  VUG Vanguard Index Fds | $11.6M | 3.5% | 129K | +4,514 (+4%) | 8 of 8 | |
| 7 |  AAPL Apple Inc | $10.1M | 3.1% | 30K | +13K (+77%) | 8 of 8 | |
| 8 |  AMZN Amazon Com Inc | $7.6M | 2.3% | 31K | +21K (+205%) | 8 of 8 | |
| 9 |  BND Vanguard BD Index Fds | $7.5M | 2.3% | 107K | −10K (−9%) | 8 of 8 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $7.4M | 2.3% | 32K | +29K (+1013%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VHT Vanguard World FD | $722K | 2,414 |
 XOM Exxon Mobil Corp | $464K | 3,392 |
 VRT Vertiv Holdings Co | $380K | 1,135 |
 PCG Pg&E Corp | $370K | 22K |
 EIX Edison Intl | $302K | 4,058 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 9, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →LifeGoal Investments 13F FAQ
What does LifeGoal Investments own?
LifeGoal Investments reported 213 stocks worth $328M in its 13F filing for Q3 2026, filed Oct 9, 2026. Its largest holdings are LRGF (7.5%), CGGO (7.1%) and FEGE (5.6%). The table above lists every position in the filing (the top 10 without an account).
What did LifeGoal Investments buy and sell in Q3 2026?
Compared with Q2 2026: 78 new positions, 96 added to, 29 trimmed and 20 sold out. New positions include VYM, CRWD and VBR. It sold all of VHT, XOM and VRT.
When will LifeGoal Investments file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is LifeGoal Investments's portfolio worth?
The Q3 2026 filing reports $328M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.