LifeGoal Investments, LLC

LifeGoal Investments, LLC reported 155 holdings worth US$218M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 8, 2026

LifeGoal Investments, LLC reported 155 holdings worth US$218M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 8, 2026 (Form 13F).

Holdings
155
Value as reported
US$218M

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc17,236US$4.99M2.3%
Alphabet Inc (google) Class C9,480US$3.39M1.6%
Nvidia Corporation13,852US$2.77M1.3%
Amazon.com, Inc.9,993US$2.38M1.1%
Microsoft Corp.4,568US$1.7M0.78%
Micron Technology, Inc.1,397US$1.61M0.74%
Broadcom Inc.3,598US$1.36M0.62%
Advanced Micro Devices Inc1,382US$803K0.37%
Jp Morgan Chase & Co.2,243US$734K0.34%
Meta Platforms, Inc.1,234US$695K0.32%
Caterpillar, Inc.642US$684K0.31%
Western Digital Corporation1,037US$662K0.30%
Comfort Systems Usa, Inc.308US$610K0.28%
Ge Vernova Inc.500US$587K0.27%
Eli Lilly And Company482US$578K0.26%
Tesla, Inc.1,295US$545K0.25%
Sandisk Corporation233US$530K0.24%
Centene Corporation8,233US$528K0.24%
Chevron Corporation3,037US$503K0.23%
Walmart Inc.4,413US$500K0.23%
Costco Wholesale Corporation504US$471K0.22%
Intuit Inc.1,802US$470K0.22%
Exxon Mobil Corporation3,392US$464K0.21%
Airbnb, Inc.3,195US$457K0.21%
Ge Aerospace1,201US$449K0.21%
Fortinet, Inc.2,859US$439K0.20%
Blackrock, Inc.430US$413K0.19%
Capital One Financial Corporation2,017US$405K0.19%
Teradyne, Inc.827US$400K0.18%
Vertiv Holdings, Llc1,135US$380K0.17%
Pacific Gas & Electric Co.22,018US$370K0.17%
Asml Holding Nv174US$346K0.16%
J.b. Hunt Transport Services, Inc.1,172US$339K0.16%
Molina Healthcare Inc1,478US$338K0.15%
Berkshire Hathaway Inc.675US$338K0.15%
Bank Of America Corporation5,789US$330K0.15%
Emcor Group, Inc.391US$324K0.15%
Bristol-myers Squibb Company5,618US$324K0.15%
Viking Holdings Ltd3,019US$316K0.14%
Edison International4,058US$302K0.14%
Norfolk Southern Corporation952US$299K0.14%
Pnc Financial Services Group, Inc. (the)1,211US$298K0.14%
T-mobile Us, Inc.1,750US$294K0.13%
Philip Morris International Inc1,560US$282K0.13%
Procter & Gamble Company (the)1,875US$275K0.13%
Applied Materials, Inc.380US$275K0.13%
Waste Connections, Inc.1,646US$274K0.13%
Tjx Companies, Inc. (the)1,797US$272K0.12%
Snowflake Inc.1,063US$271K0.12%
Phillips 661,586US$268K0.12%
Eversource Energy (d/b/a)3,671US$265K0.12%
Citigroup, Inc.1,893US$265K0.12%
Johnson & Johnson1,041US$264K0.12%
Taiwan Semiconductor Manufacturing Co., Ltd.550US$263K0.12%
Netflix, Inc.3,631US$259K0.12%
General Dynamics Corporation723US$256K0.12%
Mid-america Apartment Communities, Inc.1,833US$255K0.12%
Freeport-mcmoran, Inc.3,919US$246K0.11%
United Airlines Holdings, Inc.1,804US$245K0.11%
Cummins Inc.337US$240K0.11%
Lockheed Martin Corporation464US$236K0.11%
Shopify Inc.2,063US$236K0.11%
Carpenter Technology Corporation381US$235K0.11%
Conocophillips2,257US$235K0.11%
Verisign, Inc.922US$232K0.11%
Mohawk Industries, Inc.1,855US$225K0.10%
Danaher Corporation1,160US$221K0.10%
Eog Resources, Inc.1,700US$221K0.10%
Draftkings Inc.8,621US$218K0.10%
Lumentum Holdings Inc.250US$215K0.10%
General Mills, Inc.6,155US$214K0.10%
Take-two Interactive Software, Inc.856US$214K0.10%
General Motors Company2,746US$212K0.10%
Hewlett Packard Enterprise Company4,606US$208K0.10%
Oracle Corporation1,417US$208K0.10%
Abbott Laboratories2,272US$206K0.09%
Ross Stores, Inc.960US$204K0.09%
Visa Inc.589US$202K0.09%
Synopsys, Inc.452US$202K0.09%
Banco Santander, S.a.10,349US$143K0.07%
Mizuho Financial Group, Inc.11,159US$107K0.05%
Booking Holdings Inc. Common Stock0US$00.00%
Kinder Morgan, Inc.0US$00.00%
Marsh0US$00.00%
Newmont Corporation0US$00.00%
Palantir Technologies Inc.0US$00.00%
Regeneron Pharmaceuticals, Inc.0US$00.00%

Source

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