Life Goal Wealth Advisors has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $105 Billion distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $10.2B, Ishares Tr with a value of $9.96B, Capital Group Global Growth Eq with a value of $9.43B, Vanguard Growth ETF with a value of $7.96B, and Vanguard Bd Index Fd Inc Total with a value of $7.09B.
Examining the 13F form we can see an increase of $12.6B in the current position value, from $92.6B to 105B.
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.