Institutional filer · SEC 13F · Q3 2025
LifeGoal Investments, LLC
The reported 13F portfolio of LifeGoal Investments, LLC (CIK 2054684) - top holdings, how concentrated the book is, and what changed last quarter.
- $120.4M
- Reported book
- 70
- Positions
- #280
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, LifeGoal Investments, LLC ranks #280 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q3 2025 the reported book is $120.4M across 70 positions, a moderately concentrated portfolio.
- $120.4M
- reported 13F value
- 70
- disclosed positions
- 9.9%
- in ISHARES TR
- #280
- of 360 filers
Top-5 share 43.3% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, LifeGoal Investments, LLC ranks #280 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where LifeGoal Investments, LLC sits by disclosed position count
LifeGoal Investments, LLC reports 70 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
LifeGoal Investments, LLC vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
70 226th of 360 higher than 134 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
LifeGoal Investments, LLC reports a book ($0.12B) spread across 70 disclosed positions -- more than the 70-position median among similarly sized filers, a broadly diversified book relative to its size.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2054684 · Q3 2025 $120M book
BOOK-LIGHT · POS-FOCUS · CONC-HEAVY · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #280/360
- POS-FOCUS 70 names
- CONC-HEAVY 43% top-5
- LEAD-HEAVY 9.9% top
- PHOTO-FINISH CAPSTONE
- TREND-FLAT Book steady
- FY-SNAPSHOT Q3 2025
Photo-finish peer on reported book: CAPSTONE CAPITAL LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · LifeGoal Investments, LLC
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$120.4M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $12.0M | 9.9% |
| 2 | CAPITAL GROUP GBL GROWTH EQT | $11.5M | 9.6% |
| 3 | ISHARES TR | $11.2M | 9.3% |
| 4 | VANGUARD INDEX FDS | $9.2M | 7.7% |
| 5 | VANGUARD BD INDEX FDS | $8.2M | 6.8% |
| 6 | RBB FUND TRUST | $7.5M | 6.2% |
| 7 | J P MORGAN EXCHANGE TRADED F | $4.9M | 4.1% |
| 8 | PIMCO ETF TR | $4.1M | 3.4% |
| 9 | ISHARES INC | $2.7M | 2.2% |
| 10 | ISHARES TR | $2.6M | 2.2% |
| 11 | VANGUARD INDEX FDS | $2.5M | 2.1% |
| 12 | ISHARES INC | $2.5M | 2.0% |
| 13 | VANGUARD WHITEHALL FDS | $2.2M | 1.9% |
| 14 | FIDELITY WISE ORIGIN BITCOIN | $1.9M | 1.6% |
| 15 | VANECK ETF TRUST | $1.9M | 1.6% |
| 16 | VANGUARD WHITEHALL FDS | $1.8M | 1.5% |
| 17 | VANGUARD SCOTTSDALE FDS | $1.5M | 1.2% |
| 18 | ISHARES TR | $1.4M | 1.2% |
| 19 | CAPITAL GROUP DIVIDEND GROWE | $1.4M | 1.2% |
| 20 | HARTFORD FDS EXCHANGE TRADED | $1.4M | 1.1% |
| 21 | ISHARES TR | $1.3M | 1.1% |
| 22 | ISHARES TR | $1.2M | 1.0% |
| 23 | ALPHABET INC | $1.2M | 1.0% |
| 24 | ISHARES TR | $1.1M | 0.9% |
| 25 | CAPITAL GRP FIXED INCM ETF T | $1.0M | 0.8% |
Latest Quarter Trades · Q3 2025
New positions (70)
Frequently Asked Questions
- How big is LifeGoal Investments, LLC's 13F portfolio?
- LifeGoal Investments, LLC reports $120.4M of long US-equity positions across 70 securities as of Q3 2025. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does LifeGoal Investments, LLC sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, LifeGoal Investments, LLC ranks #280 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is LifeGoal Investments, LLC's largest position?
- LifeGoal Investments, LLC's largest reported position is ISHARES TR at $12.0M, about 9.9% of its reported book as of Q3 2025.
- What did LifeGoal Investments, LLC trade last quarter?
- In its Q3 2025 filing, LifeGoal Investments, LLC opened 70 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for LifeGoal Investments, LLC: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($120.4M here).
Similar holding count
Nearest filers by number of disclosed positions (70 here).
Using this filing
- The rankings sort every tracked filer the same way LifeGoal Investments, LLC was placed above, so you can see exactly how the rest of the field compares. View the rankings
- CAPSTONE CAPITAL LLC reported the nearest book value ($120.5M) this quarter, a useful scale comparison for LifeGoal Investments, LLC. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.