LifeGoal Investments, LLC ETF holdings
Saratoga Springs, NY
Reported $172.7M in 67 ETFs in its Form 13F for June 30, 2026.
ETF value
$172.7M
ETFs held
67
Change from prior quarter
+18.4%
With price moves
ETFs as a share of its 13F
79.1%
of $218.5M
Top 10 of 67 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| CGGO | Capital Group Global Growth Equity ETF | $22.7M | 536,940 | +63,101 shares |
| LRGF | iShares U.S. Equity Factor ETF | $22.4M | 295,859 | +45,518 shares |
| DGRO | iShares Core Dividend Growth ETF | $17.6M | 232,615 | +22,470 shares |
| FEGE | First Eagle Global Equity ETF | $16.6M | 338,466 | +54,564 shares |
| VUG | Vanguard Morningstar Growth ETF | $10.7M | 124,701 | +102,741 shares |
| BND | Vanguard Total Bond Market ETF | $8.6M | 117,536 | −17,177 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $7.1M | 267,867 | +2,975 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $6.3M | 54,112 | +6,923 shares |
| JPIE | JPMorgan Income ETF | $5.5M | 118,529 | −8,144 shares |
| EMGF | iShares Emerging Markets Equity Factor ETF | $5.1M | 69,835 | +6,080 shares |
57 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002054684. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does LifeGoal Investments, LLC own?
LifeGoal Investments, LLC reported 67 ETF positions worth $172.7M in its Form 13F for June 30, 2026. The largest was CGGO, at $22.7M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.