LifeGoal Wealth Advisors
- SEC CIK
- 0002054684
- Latest filing
- Jul 8, 2026
The latest 13F from LifeGoal Wealth Advisors covers Q2 2026 (filed Jul 8, 2026): 155 long positions worth $218.5M. The top 10 holdings make up 56.2% of the portfolio, and the largest is Capital Group GBL Growth EQT at 10.4%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 50
- Est. +$15.7M
- Added
- 65
- Est. +$18.7M
- Reduced
- 35
- Est. −$4.69M
- Sold out
- 7
- Est. −$1.77M
Top 5 holdings
Share of this quarter's portfolio value
- Capital Group GBL Growth EQT14020X10410.4%$22.7M
- iShares Tr46434V28210.2%$22.4M
- iShares Core Dividend Growth ETF46434V6218.1%$17.6M
- RBB Fund Trust75526L8867.6%$16.6M
- Vanguard Morningstar Growth ETF9229087364.9%$10.7M
Share of portfolio
Top 5 holdings and the other 150 positions, by share of portfolio value
- Capital Group GBL Growth EQT10.4%
- iShares Tr10.2%
- iShares Core Dividend Growth ETF8.1%
- RBB Fund Trust7.6%
- Vanguard Morningstar Growth ETF4.9%
- Other 150 positions58.8%
Biggest buys
New and added positions, by estimated amount bought
- iShares Tr46434V282+$3.44MAdded
- Capital Group GBL Growth EQT14020X104+$2.67MAdded
- RBB Fund Trust75526L886+$2.67MAdded
- iShares Core Dividend Growth ETF46434V621+$1.70MAdded
- Ssga Active Tr78470P630+$1.18MNew
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- Capital Group GBL Growth EQT14020X104+1.19 pp9.2% → 10.4%
- iShares Tr46434V282+0.72 pp9.5% → 10.2%
- Ssga Active Tr78470P630+0.54 pp0.0% → 0.5%
- PIMCO ETF Tr72201R627+0.39 pp0.0% → 0.4%
- AMDAdvanced Micro Devices Inc
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Vanguard Total Bond Market ETF921937835−$1.26MReduced
- Vanguard Morningstar Growth ETF922908736−$608.1KReducedConverted for a 6-for-1 split
- Capital Grp Fixed Incm ETF T14020Y201−$423.3KReduced
- J P Morgan Exchange Traded F46641Q159−$375.0KReduced
- iShares Tr46436E718−$338.7KReduced
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Vanguard Total Bond Market ETF921937835−1.71 pp5.7% → 3.9%
- J P Morgan Exchange Traded F46641Q159−0.83 pp3.3% → 2.5%
- Vanguard Morningstar Growth ETF922908736−0.63 pp5.6% → 4.9%
- Capital Grp Fixed Incm ETF T14020Y300−0.50 pp2.5% → 2.0%
- Capital Grp Fixed Incm ETF T14020Y201−0.34 pp0.8% → 0.4%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $218.5M
- +$43.7M (+25.0%) vs. prior quarter
- Positions
- 155
- +43 vs. prior quarter
- Top 10 concentration
- 56.2%
- Top 10 as share of value
- Turnover
- 3.3%
- Q2 2026, one quarter
- Average holding period
- 5.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $218.5M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 8, 2026 | 155 | $218.5M | Capital Group GBL Growth EQTiShares TriShares Core Dividend Growth ETF | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 14, 2026 | 112 | $174.7M | iShares TrCapital Group GBL Growth EQTiShares Core Dividend Growth ETF | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 15, 2026 | 75 | $150.1M | iShares TrCapital Group GBL Growth EQTiShares Core Dividend Growth ETF | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 24, 2025 | 70 | $120.4M | iShares TrCapital Group GBL Growth EQTiShares Core Dividend Growth ETF | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 17, 2025 | 65 | $105.2M | iShares Core Dividend Growth ETFiShares TrCapital Group GBL Growth EQT | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 21, 2025 | 63 | $92.6M | iShares Core Dividend Growth ETFCapital Group GBL Growth EQTiShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 5, 2025 | 61 | $92.2M | iShares Core Dividend Growth ETFCapital Group GBL Growth EQTVanguard Morningstar Growth ETF | – | SEC |