Life Goal Wealth Advisors Portfolio Holdings

Life Goal Wealth Advisors

  • $150 Billion
  • Q4 2025

Life Goal Wealth Advisors has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $150 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $14.9B, Capital Group Global Growth Eq with a value of $14.5B, Ishares Core Dividend Growth E with a value of $13.4B, Rbb Fund Trust with a value of $10.8B, and Vanguard Growth ETF with a value of $10.6B.

Examining the 13F form we can see an increase of $29.7B in the current position value, from $120B to 150B.

Life Goal Wealth Advisors is based out at Saratoga Springs, NY

Below you can find more details about Life Goal Wealth Advisors portfolio as well as his latest detailed transactions.

Portfolio value $150 Billion
ETFs: $97.1 Billion
Technology: $6.34 Billion
Communication Services: $3.23 Billion
Consumer Cyclical: $1.72 Billion
Financial Services: $1.17 Billion
Energy: $1.07 Billion
Consumer Defensive: $652 Million
Healthcare: $601 Million
Other: $494 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.9 Billion 9.9% of portfolio
214,078
Q4 2025 Added 23.8%
$0
$14.5 Billion 9.63% of portfolio
417,077
Q4 2025 Added 23.65%
$0
$13.4 Billion 8.96% of portfolio
193,627
Q4 2025 Added 17.34%
Rbb Fund Trust
-
$10.8 Billion 7.17% of portfolio
-
Q4 2025 Added 37.49%
$0
$10.6 Billion 7.05% of portfolio
21,682
Q4 2025 Added 12.99%
$0
$9.66 Billion 6.44% of portfolio
130,570
Q4 2025 Added 18.87%
$0
$6.3 Billion 4.2% of portfolio
135,702
Q4 2025 Added 27.51%
Pimco ETF Tr
-
$6.11 Billion 4.07% of portfolio
-
Q4 2025 Added 49.29%
-
$3.75 Billion 2.5% of portfolio
-
Q4 2025 Added 282.63%
$4.3T
$3.52 Billion 2.34% of portfolio
12,939
Q4 2025 Added 255.08%
$0
$3.31 Billion 2.2% of portfolio
57,131
Q4 2025 Added 20.85%
$0
$3.02 Billion 2.01% of portfolio
41,043
Q4 2025 Added 7.96%
$0
$2.58 Billion 1.72% of portfolio
7,682
Q4 2025 Reduced 0.94%
Ea Series Trust
-
$2.51 Billion 1.67% of portfolio
-
Q4 2025 Added 521.96%
$0
$2.25 Billion 1.5% of portfolio
24,560
Q4 2025 Added 20.93%
Vaneck ETF Trust
-
$2.03 Billion 1.35% of portfolio
-
Q4 2025 Added 15.47%
$0
$1.76 Billion 1.17% of portfolio
20,342
Q4 2025 Added 23.67%
$0
$1.72 Billion 1.15% of portfolio
19,491
Q4 2025 New
$2.39T
$1.72 Billion 1.14% of portfolio
7,433
Q4 2025 Added 111.34%
$1.74T
$1.71 Billion 1.14% of portfolio
5,462
Q4 2025 Added 15.38%
$0
$1.57 Billion 1.04% of portfolio
20,667
Q4 2025 Added 8.54%
Capital Group Dividend Growe
-
$1.55 Billion 1.03% of portfolio
-
Q4 2025 Added 5.98%
Fidelity Wise Origin Bitcoin
-
$1.48 Billion 0.99% of portfolio
-
Q4 2025 Added 1.65%
$0
$1.4 Billion 0.93% of portfolio
14,086
Q4 2025 Added 26.33%
$0
$1.34 Billion 0.89% of portfolio
25,404
Q4 2025 Reduced 8.65%
-
$1.24 Billion 0.82% of portfolio
-
Q4 2025 Added 21.22%
$465B
$1.13 Billion 0.75% of portfolio
6,061
Q4 2025 Added 19.85%
$0
$1.1 Billion 0.73% of portfolio
21,801
Q4 2025 Added 147.32%
$3.78T
$1.06 Billion 0.7% of portfolio
2,185
Q4 2025 Added 24.93%
$0
$966 Million 0.64% of portfolio
9,626
Q4 2025 Reduced 64.39%
Blackrock ETF Trust Ii
-
$882 Million 0.59% of portfolio
-
Q4 2025 Added 21.67%
Vanguard Ny Tax Free Fds
-
$870 Million 0.58% of portfolio
-
Q4 2025 New
$1.37T
$818 Million 0.55% of portfolio
1,239
Q4 2025 Added 58.04%
$1.65T
$699 Million 0.47% of portfolio
2,234
Q4 2025 Added 32.35%
$0
$695 Million 0.46% of portfolio
2,414
Q3 2025 Added 2.9%
$0
$692 Million 0.46% of portfolio
6,459
Q4 2025 Added 17.8%
$0
$670 Million 0.45% of portfolio
25,302
Q4 2025 Reduced 32.42%
$0
$669 Million 0.45% of portfolio
9,972
Q4 2025 Reduced 70.22%
$279B
$652 Million 0.43% of portfolio
5,856
Q4 2025 Added 157.41%
$0
$631 Million 0.42% of portfolio
8,420
Q4 2025 Added 0.02%
$139B
$635 Million 0.42% of portfolio
1,834
Q4 2025 Added 63.02%
$0
$616 Million 0.41% of portfolio
2,804
Q4 2025 Reduced 4.27%
$0
$613 Million 0.41% of portfolio
5,160
Q4 2025 Reduced 1.81%
$0
$618 Million 0.41% of portfolio
13,334
Q4 2025 Added 19.22%
$130B
$521 Million 0.35% of portfolio
1,314
Q4 2025 Added 132.98%
$0
$522 Million 0.35% of portfolio
765
Q4 2025 Added 26.87%
$490B
$533 Million 0.35% of portfolio
4,426
Q4 2025 Added 47.68%
$0
$495 Million 0.33% of portfolio
71,565
Q4 2025 Reduced 0.06%
$881B
$449 Million 0.3% of portfolio
1,392
Q4 2025 Added 19.48%

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $150 Billion
  • Prior Value $120 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 12 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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