Life Goal Wealth Advisors Portfolio Holdings

Life Goal Wealth Advisors

  • $120 Billion
  • Q3 2025

Life Goal Wealth Advisors has filed its 13F form on November 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $12B, Capital Group Global Growth Eq with a value of $11.5B, Ishares Core Dividend Growth E with a value of $11.2B, Vanguard Growth ETF with a value of $9.2B, and Vanguard Bd Index Fd Inc Total with a value of $8.17B.

Examining the 13F form we can see an increase of $15.1B in the current position value, from $105B to 120B.

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 $120 Billion
ETFs: $86.4 Billion
Technology: $3.15 Billion
Communication Services: $2.14 Billion
Financial Services: $835 Million
Consumer Cyclical: $772 Million
Energy: $338 Million
Industrials: $288 Million
Consumer Defensive: $234 Million
Other: $201 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12 Billion 9.93% of portfolio
172,924
Q3 2025 Added 11.31%
$0
$11.5 Billion 9.57% of portfolio
337,302
Q3 2025 Added 14.3%
$0
$11.2 Billion 9.33% of portfolio
165,013
Q3 2025 Added 3.22%
$0
$9.2 Billion 7.65% of portfolio
19,189
Q3 2025 Added 5.63%
$0
$8.17 Billion 6.78% of portfolio
109,839
Q3 2025 Added 14.1%
Rbb Fund Trust
-
$7.51 Billion 6.24% of portfolio
-
Q3 2025 Added 16.23%
$0
$4.94 Billion 4.1% of portfolio
106,427
Q3 2025 Added 7.29%
Pimco ETF Tr
-
$4.09 Billion 3.4% of portfolio
-
Q3 2025 Added 13.29%
$0
$2.67 Billion 2.22% of portfolio
47,274
Q3 2025 Added 4.68%
$0
$2.62 Billion 2.18% of portfolio
27,031
Q3 2025 Added 59.41%
$0
$2.55 Billion 2.11% of portfolio
7,755
Q3 2025 Added 29.55%
$0
$2.46 Billion 2.04% of portfolio
38,017
Q3 2025 Added 11.36%
$0
$2.24 Billion 1.86% of portfolio
33,481
Q3 2025 New
Fidelity Wise Origin Bitcoin
-
$1.93 Billion 1.61% of portfolio
-
Q3 2025 Added 0.03%
Vaneck ETF Trust
-
$1.88 Billion 1.56% of portfolio
-
Q3 2025 New
$0
$1.82 Billion 1.51% of portfolio
20,309
Q3 2025 Added 13.04%
$0
$1.44 Billion 1.19% of portfolio
27,811
Q3 2025 Reduced 8.3%
Capital Group Dividend Growe
-
$1.42 Billion 1.18% of portfolio
-
Q3 2025 Reduced 16.57%
$0
$1.37 Billion 1.14% of portfolio
71,608
Q3 2025 Reduced 15.28%
$0
$1.31 Billion 1.09% of portfolio
16,448
Q3 2025 Reduced 9.66%
$0
$1.2 Billion 1.0% of portfolio
27,669
Q3 2025 Added 158.2%
$1.74T
$1.15 Billion 0.96% of portfolio
4,734
Q3 2025 Reduced 1.23%
$0
$1.12 Billion 0.93% of portfolio
11,150
Q3 2025 Reduced 12.85%
-
$1.02 Billion 0.85% of portfolio
-
Q3 2025 Reduced 2.61%
$0
$1.01 Billion 0.84% of portfolio
37,438
Q3 2025 Reduced 73.34%
-
$985 Million 0.82% of portfolio
-
Q3 2025 Reduced 1.8%
$0
$942 Million 0.78% of portfolio
17,658
Q3 2025 Added 0.85%
$465B
$944 Million 0.78% of portfolio
5,057
Q3 2025 Reduced 2.34%
$4.3T
$928 Million 0.77% of portfolio
3,644
Q3 2025 Reduced 5.3%
$3.78T
$906 Million 0.75% of portfolio
1,749
Q3 2025 Added 2.76%
$0
$869 Million 0.72% of portfolio
1,419
Q3 2025 Reduced 11.03%
$2.39T
$772 Million 0.64% of portfolio
3,517
Q3 2025 Reduced 22.81%
Blackrock ETF Trust Ii
-
$713 Million 0.59% of portfolio
-
Q3 2025 Added 172.3%
$0
$632 Million 0.53% of portfolio
2,929
Q3 2025 Added 8.16%
-
$643 Million 0.53% of portfolio
-
Q3 2025 New
$0
$627 Million 0.52% of portfolio
2,414
Q3 2025 Added 2.9%
$0
$628 Million 0.52% of portfolio
5,255
Q2 2025 Added 1.17%
$0
$626 Million 0.52% of portfolio
8,418
Q3 2025 Reduced 73.64%
$0
$584 Million 0.49% of portfolio
5,483
Q3 2025 Reduced 29.45%
$1.37T
$576 Million 0.48% of portfolio
784
Q3 2025 Reduced 4.51%
Ishares Bitcoin Trust ETF
-
$519 Million 0.43% of portfolio
-
Q3 2025 New
$0
$522 Million 0.43% of portfolio
11,184
Q3 2025 Added 4.79%
$0
$485 Million 0.4% of portfolio
10,069
Q3 2025 Reduced 37.76%
$0
$441 Million 0.37% of portfolio
8,815
Q3 2025 Added 24.09%
$0
$412 Million 0.34% of portfolio
4,091
Q3 2025 New
$1.65T
$410 Million 0.34% of portfolio
1,688
Q3 2025 Added 6.97%
$0
$395 Million 0.33% of portfolio
3,775
Q2 2025 Reduced 0.5%
Ea Series Trust
-
$395 Million 0.33% of portfolio
-
Q3 2025 Reduced 6.7%
$0
$394 Million 0.33% of portfolio
657
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $120 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Life Goal Wealth Advisors Portfolio

Follow Life Goal Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Life Goal Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Life Goal Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email