LifeGoal Investments, LLC reported 135 positions worth $121.20M for the quarter ended Sep 30, 2026, up 143.9% on the prior quarter. It opened 59 new positions, added to 61, trimmed 13 and exited 16. Its largest holding is Nvidia Corp at 12.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +51.5K | +371.5% | $11.75M | 12.31% |
| CRWD CrowdStrike Holdings, Inc. | +21.8K | – | $5.77M | 4.76% |
| TSLA Tesla, Inc. | +14.4K | +1,113.8% | $5.12M | 4.6% |
| AMZN Amazon Com Inc | +20.5K | +205.3% | $5.11M | 6.27% |
| ASML Asml Holding Nv | +2,514 | +1,444.8% | $4.55M | 4.02% |
| AAPL Apple Inc. | +13.2K | +76.6% | $4.40M | 8.36% |
| MSFT Microsoft Corp | +6,986 | +152.9% | $3.58M | 4.89% |
| MS Morgan Stanley | +14.8K | – | $2.78M | 2.3% |
| COST Costco Wholesale Corp | +2,963 | +587.9% | $2.70M | 2.6% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +5,373 | +976.9% | $2.45M | 2.23% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| VRT Vertiv Holdings Co | -1,135 | -100.0% | $380.02K | Exited |
| PCG PG&E Corp | -22.0K | -100.0% | $370.34K | Exited |
| EIX Edison International | -4,058 | -100.0% | $302.12K | Exited |
| AON Aon plc | -890 | -100.0% | $295.20K | Exited |
| TMUS T-Mobile US, Inc. | -1,750 | -100.0% | $293.53K | Exited |
| AMAT Applied Materials Inc | -380 | -100.0% | $274.74K | Exited |
| TJX Tjx Companies Inc | -1,797 | -100.0% | $272.25K | Exited |
| ZIM ZIM Integrated Shipping Services Ltd. | -10.0K | -100.0% | $261.04K | Exited |
| MAA Mid America Apartment Communities Inc. | -1,833 | -100.0% | $254.68K | Exited |
| FTI TechnipFMC plc | -3,796 | -100.0% | $251.68K | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| CRWD CrowdStrike Holdings, Inc. | +21.8K | $5.77M | 4.76% |
| MS Morgan Stanley | +14.8K | $2.78M | 2.3% |
| ETN Eaton Corp plc | +3,823 | $1.64M | 1.36% |
| KO Coca Cola Co | +11.8K | $1.02M | 0.84% |
| INTC Intel Corp | +4,671 | $561.59K | 0.463% |
| TEAM Atlassian Corp | +2,566 | $460.06K | 0.38% |
| TXN Texas Instruments Inc | +1,635 | $457.98K | 0.378% |
| ATO Atmos Energy Corp | +2,841 | $444.45K | 0.367% |
| BSX Boston Scientific Corp | +9,807 | $428.08K | 0.353% |
| TEL TE Connectivity plc | +1,799 | $379.73K | 0.313% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| VRT Vertiv Holdings Co | -1,135 | $380.02K | 0.765% |
| PCG PG&E Corp | -22.0K | $370.34K | 0.745% |
| EIX Edison International | -4,058 | $302.12K | 0.608% |
| AON Aon plc | -890 | $295.20K | 0.594% |
| TMUS T-Mobile US, Inc. | -1,750 | $293.53K | 0.591% |
| AMAT Applied Materials Inc | -380 | $274.74K | 0.553% |
| TJX Tjx Companies Inc | -1,797 | $272.25K | 0.548% |
| ZIM ZIM Integrated Shipping Services Ltd. | -10.0K | $261.04K | 0.525% |
| MAA Mid America Apartment Communities Inc. | -1,833 | $254.68K | 0.512% |
| FTI TechnipFMC plc | -3,796 | $251.68K | 0.506% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 65.3K | $14.92M | 12.31% | +51.5K | +371.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 30.4K | $10.14M | 8.36% | +13.2K | +76.6% | Added | 0% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 30.5K | $7.60M | 6.27% | +20.5K | +205.3% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 11.6K | $5.93M | 4.89% | +6,986 | +152.9% | Added | 0% |
| 5 | CRWD CrowdStrike Holdings, Inc. | Technology | 21.8K | $5.77M | 4.76% | +21.8K | – | New | 0% |
| 6 | TSLA Tesla, Inc. | Consumer Discretionary | 15.7K | $5.58M | 4.6% | +14.4K | +1,113.8% | Added | 0% |
| 7 | ASML Asml Holding Nv | Technology | 2,688 | $4.87M | 4.02% | +2,514 | +1,444.8% | Added | 0% |
| 8 | COST Costco Wholesale Corp | Consumer Staples | 3,467 | $3.16M | 2.6% | +2,963 | +587.9% | Added | 0% |
| 9 | AVGO Broadcom Inc. | Technology | 8,925 | $3.13M | 2.59% | +5,327 | +148.1% | Added | 0% |
| 10 | MS Morgan Stanley | Financial Services | 14.8K | $2.78M | 2.3% | +14.8K | – | New | 0% |
| 11 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 5,923 | $2.70M | 2.23% | +5,373 | +976.9% | Added | 0% |
| 12 | SHOP Shopify Inc. | Technology | 16.8K | $2.50M | 2.06% | +14.8K | +716.1% | Added | 0% |
| 13 | GLDM World Gold Trust | Others | 28.3K | $2.33M | 1.92% | +987 | +3.6% | Added | 0.01% |
| 14 | GOOG Alphabet Inc. | Technology | 6,434 | $2.19M | 1.81% | +164 | +2.6% | Added | 0% |
| 15 | ETN Eaton Corp plc | Industrials | 3,823 | $1.64M | 1.36% | +3,823 | – | New | 0% |
Tip. Select a row to see that position’s full history at LifeGoal Investments.
As of its Q3 2026 13F filing, LifeGoal Investments, LLC’s five largest positions were Nvidia Corp (NVDA) at 12.3%, Apple Inc. (AAPL) at 8.4%, Amazon Com Inc (AMZN) at 6.3%, Microsoft Corp (MSFT) at 4.9%, CrowdStrike Holdings, Inc. (CRWD) at 4.8% of the reported portfolio.
LifeGoal Investments, LLC reported a 13F portfolio worth $121.20M across 135 positions for Q3 2026. That is up 143.9% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($11.75M), CrowdStrike Holdings, Inc. ($5.77M), Tesla, Inc. ($5.12M). It opened 59 new positions.
Its largest sales by value were Vertiv Holdings Co ($380.02K), PG&E Corp ($370.34K), Edison International ($302.12K). It exited 16 positions entirely.
From the Form 13F-HR reports LifeGoal Investments, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.