LifeGoal Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
FEGE
First Eagle Global Equity ETF
FEGE
|
+$2.87M |
| 2 |
iShares US Equity Factor ETF
LRGF
|
+$2.85M |
| 3 |
Capital Group US Multi-Sector Income ETF
CGMS
|
+$2.78M |
| 4 |
Capital Group Global Growth Equity ETF
CGGO
|
+$2.76M |
| 5 |
Apple
AAPL
|
+$2.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$1.75M |
| 2 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.59M |
| 3 |
Vanguard Ultra-Short Bond ETF
VUSB
|
+$643K |
| 4 |
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
|
+$640K |
| 5 |
iShares Bitcoin Trust
IBIT
|
+$519K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.22% |
| 2 | Communication Services | 2.15% |
| 3 | Consumer Discretionary | 1.14% |
| 4 | Financials | 0.78% |
| 5 | Energy | 0.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
iShares Bitcoin Trust
IBIT
$47.4B
| – | – |
-7,980
| Closed | -$519K |
|
77
JPMorgan Equity Premium Income ETF
JEPI
$45.9B
| – | – |
-3,601
| Closed | -$206K |
|
78
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17B
| – | – |
-4,091
| Closed | -$412K |
|
79
Norfolk Southern
NSC
$76.9B
| – | – |
-958
| Closed | -$288K |
|
80
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
| – | – |
-9,962
| Closed | -$292K |
|
81
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
| – | – |
-6,107
| Closed | -$254K |
|
|
82
Vanguard Ultra-Short Bond ETF
VUSB
$8.92B
| – | – |
-12,871
| Closed | -$643K |
|
Similar funds
LifeGoal Wealth Advisors's Q4 2025 Portfolio in Review
As of Q4 2025, LifeGoal Wealth Advisors held 82 positions worth $150M, up 25% from $120M the previous quarter. Its ten largest holdings account for 62% of the portfolio.
LifeGoal Wealth Advisors deployed $27.9M of net new capital in Q4 2025, opening 11 new positions and adding to 43 existing holdings. Its largest new stake was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 19,491 shares worth $1.72M.
By sector, the portfolio is most concentrated in Technology at 4.2% of assets, up from 2.6% a quarter earlier, followed by Communication Services and Consumer Discretionary.
On the sell side, the largest reduction was iShares 0-3 Month Treasury Bond ETF, an estimated $1.75M trimmed.
- LifeGoal Wealth Advisors's largest Q4 2025 buy was PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund: 19,491 shares worth $1.72M.
- LifeGoal Wealth Advisors added most to First Eagle Global Equity ETF in Q4 2025, an estimated $2.87M increase.
- LifeGoal Wealth Advisors's biggest Q4 2025 reduction was iShares 0-3 Month Treasury Bond ETF, cutting an estimated $1.75M.
- LifeGoal Wealth Advisors fully exited Vanguard Ultra-Short Bond ETF in Q4 2025, selling an estimated $643K.
- LifeGoal Wealth Advisors's ten largest holdings make up 62% of its $150M portfolio in Q4 2025.
- LifeGoal Wealth Advisors opened 11 new positions and closed 7 in Q4 2025.
- LifeGoal Wealth Advisors's portfolio value rose 25% quarter-over-quarter to $150M.
Based on LifeGoal Wealth Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.