§ 13F · FUND PROFILE
LifeGoal Wealth Advisors.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $105.2T (13F)Positions · 65Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LRGF | ISHARES TR | 214K | $14.9T | 9.9% | +24% |
| 2 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 417K | $14.5T | 9.6% | +24% |
| 3 | DGRO | ISHARES TR | 194K | $13.4T | 9.0% | +17% |
| 4 | FEGE | RBB FUND TRUST | 233K | $10.8T | 7.2% | +37% |
| 5 | VUG | VANGUARD INDEX FDS | 22K | $10.6T | 7.0% | +13% |
| 6 | BND | VANGUARD BD INDEX FDS | 131K | $9.7T | 6.4% | +19% |
| 7 | JPIE | J P MORGAN EXCHANGE TRADED F | 136K | $6.3T | 4.2% | +28% |
| 8 | PYLD | PIMCO ETF TR | 228K | $6.1T | 4.1% | +49% |
| 9 | CGMS | CAPITAL GRP FIXED INCM ETF T | 136K | $3.8T | 2.5% | +283% |
| 10 | AAPL | APPLE INC | 13K | $3.5T | 2.3% | +255% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEGOAL SIGNAL
AC read
LifeGoal Wealth Advisors is a Other fund managing $105233.1 trillion in assets. The fund runs a portfolio of 65 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed