LifeGoal Investments, LLC
All 13F Filings
- Location
- Saratoga Springs, NY
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 174,745
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/14/2026 | 112 | 174,745 | 13F-HR | LifeGoal Investments, LLC |
| Q4 2025 | 1/15/2026 | 75 | 150,079 | 13F-HR | LifeGoal Investments, LLC |
| Q3 2025 | 11/24/2025 | 70 | 120,376 | 13F-HR | LifeGoal Investments, LLC |
| Q2 2025 | 7/17/2025 | 65 | 105,233 | 13F-HR | LifeGoal Wealth Advisors |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 65.06 K | 37.2% | 0 | 55.89 K | -55.89 K |
| ETFs | 109.7 K | 62.8% | 81.17 K | 0 | 81.17 K |
| Other | 0 | 0.0% | 0 | 618 | -618 |
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Fund Snapshot
Q1 2026
Latest filed
4/14/2026
Total value ($000)
174,745
Holdings
112
QoQ value change ($000)
24,666
(16.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.