LifeGoal Investments, LLC
•CIK: 2054684•Filing: Q4 2025
**LifeGoal Investments, LLC** manages $149M across a diversified portfolio of 74 positions. The fund exhibits notable concentration in dividend-focused and growth equity, with top holdings including LRGF ($14.9M) and CGGO ($14.5M). Significant allocations are also maintained in DGRO ($13.4M) and FEGE ($10.8M), suggesting a strategic tilt toward income generation and established market leaders. This structure balances high-conviction equity bets with core fixed-income exposure.
Total AUM
$149.2M
QoQ Performance
+23.9%
Positions
49
Top 10 Concentration
62.6%
Latest Filing
Q4 2025
Top Holdings Allocation
LRGF
CGGO
DGRO
FEGE
VUG
BND
LRGF10.0%
CGGO9.7%
DGRO9.0%
FEGE7.2%
VUG7.1%
BND6.5%
JPIE4.2%
PYLD4.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other88.5%
Technology6.4%
ETF1.6%
Consumer1.6%
Financial0.8%
Energy0.5%
Healthcare0.4%
Industrial0.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW11 new positions
↑43 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024