Life Goal Wealth Advisors Portfolio Holdings

Life Goal Wealth Advisors

  • $105 Billion
  • Q2 2025

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.

Portfolio value $105 Billion
ETFs: $77.7 Billion
Technology: $2.77 Billion
Communication Services: $1.98 Billion
Consumer Cyclical: $1 Billion
Financial Services: $573 Million
Energy: $316 Million
Industrials: $268 Million
Consumer Defensive: $217 Million
Other: $203 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$10.2 Billion 9.71% of portfolio
159,858
Q2 2025 Added 7.07%
$0
$9.96 Billion 9.47% of portfolio
155,356
Q2 2025 Added 34.14%
$0
$9.43 Billion 8.97% of portfolio
295,093
Q2 2025 Reduced 4.8%
$0
$7.96 Billion 7.57% of portfolio
18,167
Q2 2025 Added 5.52%
$0
$7.09 Billion 6.74% of portfolio
96,269
Q2 2025 Added 25.94%
Rbb Fund Trust
-
$5.89 Billion 5.6% of portfolio
-
Q2 2025 Added 68.51%
$0
$4.59 Billion 4.37% of portfolio
99,192
Q2 2025 Added 1.63%
$0
$3.75 Billion 3.56% of portfolio
140,429
Q2 2025 Added 608.09%
Pimco ETF Tr
-
$3.57 Billion 3.39% of portfolio
-
Q2 2025 Added 33.35%
$0
$2.35 Billion 2.23% of portfolio
45,160
Q2 2025 Added 17.28%
$0
$2.17 Billion 2.06% of portfolio
31,930
Q2 2025 Added 1.53%
$0
$1.82 Billion 1.73% of portfolio
5,986
Q2 2025 Reduced 5.7%
Fidelity Wise Origin Bitcoin
-
$1.82 Billion 1.73% of portfolio
-
Q4 2024 New
$0
$1.71 Billion 1.62% of portfolio
16,957
Q2 2025 Added 131.72%
Capital Group Dividend Growe
-
$1.66 Billion 1.57% of portfolio
-
Q2 2025 Reduced 28.11%
$0
$1.62 Billion 1.54% of portfolio
17,967
Q2 2025 Added 22.69%
$0
$1.49 Billion 1.42% of portfolio
34,140
Q2 2025 Added 9.7%
$0
$1.46 Billion 1.39% of portfolio
30,327
Q2 2025 Reduced 28.07%
$0
$1.45 Billion 1.38% of portfolio
19,078
Q2 2025 Added 19.3%
$0
$1.44 Billion 1.36% of portfolio
18,207
Q2 2025 Added 19.34%
$0
$1.27 Billion 1.21% of portfolio
12,794
Q2 2025 Added 10.53%
-
$1.02 Billion 0.97% of portfolio
-
Q2 2025 Reduced 20.24%
$2.32T
$1 Billion 0.95% of portfolio
4,556
Q2 2025 Added 116.64%
-
$999 Million 0.95% of portfolio
-
Q2 2025 Reduced 74.56%
$0
$913 Million 0.87% of portfolio
17,510
Q2 2025 Added 8.37%
$0
$906 Million 0.86% of portfolio
1,595
Q2 2025 Reduced 45.91%
$1.17T
$850 Million 0.81% of portfolio
4,793
Q2 2025 Added 1.85%
$3.77T
$847 Million 0.8% of portfolio
1,702
Q2 2025 Added 24.32%
$416B
$818 Million 0.78% of portfolio
5,178
Q2 2025 Added 35.66%
$0
$812 Million 0.77% of portfolio
7,772
Q2 2025 Reduced 7.52%
$3.45T
$789 Million 0.75% of portfolio
3,848
Q2 2025 Reduced 5.69%
$0
$780 Million 0.74% of portfolio
16,178
Q2 2025 Reduced 72.6%
$0
$702 Million 0.67% of portfolio
13,832
Q2 2025 New
$0
$623 Million 0.59% of portfolio
5,255
Q2 2025 Added 1.17%
$1.58T
$606 Million 0.58% of portfolio
821
Q2 2025 Added 5.8%
$0
$583 Million 0.55% of portfolio
2,346
Q4 2024 New
$0
$583 Million 0.55% of portfolio
3,190
Q2 2025 Added 22.13%
$0
$554 Million 0.53% of portfolio
2,708
Q2 2025 Reduced 1.2%
$0
$493 Million 0.47% of portfolio
10,673
Q2 2025 New
$0
$462 Million 0.44% of portfolio
10,716
Q2 2025 New
Ea Series Trust
-
$418 Million 0.4% of portfolio
-
Q2 2025 Reduced 20.57%
$0
$360 Million 0.34% of portfolio
3,775
Q2 2025 Reduced 0.5%
$0
$360 Million 0.34% of portfolio
582
Q2 2025 Reduced 72.56%
$0
$348 Million 0.33% of portfolio
7,104
Q2 2025 Reduced 53.65%
$113B
$313 Million 0.3% of portfolio
1,137
Q2 2025 New
$452B
$316 Million 0.3% of portfolio
2,929
Q2 2025 Reduced 11.62%
$855B
$315 Million 0.3% of portfolio
1,088
Q2 2025 New
$0
$298 Million 0.28% of portfolio
3,251
Q2 2025 Reduced 45.15%
$1.14T
$278 Million 0.26% of portfolio
1,578
Q2 2025 Reduced 4.77%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $105 Billion
  • Prior Value $92.6 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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