LifeGoal Investments, LLC
LifeGoal Investments, LLC reported 155 positions worth $218.5M as of June 30, 2026 (13F filed July 8, 2026). Largest holding: CGGO (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | CGGO | SH | $22.7M | 10.40% | 536,940 | — | — | |
| ▸ 2 | LRGF | SH | $22.4M | 10.24% | 295,859 | — | — | |
| ▸ 3 | DGRO | SH | $17.6M | 8.07% | 232,615 | — | — | |
| ▸ 4 | FEGE | SH | $16.6M | 7.58% | 338,466 | — | — | |
| ▸ 5 | VUG | SH | $10.7M | 4.92% | 124,701 | — | — | |
| ▸ 6 | BND | SH | $8.6M | 3.95% | 117,536 | — | — | |
| ▸ 7 | PYLD | SH | $7.1M | 3.25% | 267,867 | — | — | |
| ▸ 8 | BOXX | SH | $6.3M | 2.90% | 54,112 | — | — | |
| ▸ 9 | JPIE | SH | $5.5M | 2.50% | 118,529 | — | — | |
| ▸ 10 | EMGF | SH | $5.1M | 2.34% | 69,835 | — | — |
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Frequently Asked Questions
What stocks does LifeGoal Investments, LLC hold as of Q2 2026?
LifeGoal Investments, LLC reported 155 positions worth $218.5M in its Q2 2026 13F filing. Largest positions: CGGO (10.4%), LRGF (10.2%), DGRO (8.1%), FEGE (7.6%) and VUG (4.9%).
What did LifeGoal Investments, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LifeGoal Investments, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.