13F Filings History of LifeGoal Investments, LLC

Latest 13F report
Q3 2025 - 24 Nov 2025
Value $
$120,376,137
Signature - Title
Aryn Sands - Agent
Location
Saratoga Springs, NY
Summary
This page shows a list of all the recent 13F filings made by LifeGoal Investments, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LifeGoal Investments, LLC reported 70 stock holdings with total value $120,376,137 as of Q3 2025. Top holdings included LRGF, CGGO, DGRO, VUG, and BND.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 70 $120,376,137 +$16,933,601 -$8,371,001 +$8,562,600 LRGF, CGGO, DGRO, VUG, BND 13F-HR 24 Nov 2025, 11:51
Q2 2025 65 $105,233,063 +$18,856,841 -$12,761,314 +$6,095,527 DGRO, LRGF, CGGO, VUG, BND 13F-HR 17 Jul 2025, 15:05
Q1 2025 63 $92,598,854 +$18,293,750 -$16,563,941 +$1,729,809 DGRO, CGGO, LRGF, VUG, BND 13F-HR 21 Apr 2025, 15:50
Q4 2024 61 $92,175,740 $0 $0 $0 DGRO, CGGO, VUG, GLOF, BND 13F-HR 04 Feb 2025, 19:57