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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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