Life Goal Wealth Advisors Portfolio Holdings

Life Goal Wealth Advisors

  • $92.6 Billion
  • Q1 2025

Life Goal Wealth Advisors has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $92.6 Billion distributed in 63 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 $9.23B, Capital Group Global Growth Eq with a value of $8.77B, Ishares Tr with a value of $6.7B, Vanguard Growth ETF with a value of $6.38B, and Vanguard Bd Index Fd Inc Total with a value of $5.63B.

Examining the 13F form we can see an increase of $423M in the current position value, from $92.2B to 92.6B.

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 $92.6 Billion
ETFs: $66.5 Billion
Technology: $1.83 Billion
Communication Services: $1.44 Billion
Financial Services: $739 Million
Consumer Cyclical: $400 Million
Energy: $394 Million
Consumer Defensive: $260 Million
Industrials: $248 Million
Other: $232 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.23 Billion 9.97% of portfolio
149,309
Q1 2025 Reduced 11.59%
$0
$8.77 Billion 9.48% of portfolio
309,959
Q1 2025 Reduced 7.45%
$0
$6.7 Billion 7.24% of portfolio
115,814
Q1 2025 Added 92.74%
$0
$6.38 Billion 6.89% of portfolio
17,216
Q1 2025 Added 33.76%
$0
$5.63 Billion 6.08% of portfolio
76,443
Q1 2025 Added 29.67%
$0
$4.5 Billion 4.86% of portfolio
97,605
Q1 2025 Added 20.16%
-
$3.88 Billion 4.19% of portfolio
-
Q1 2025 Added 73.81%
Rbb Fund Trust
-
$3.26 Billion 3.52% of portfolio
-
Q1 2025 New
$0
$2.85 Billion 3.07% of portfolio
59,036
Q1 2025 Added 6.13%
Pimco ETF Tr
-
$2.66 Billion 2.87% of portfolio
-
Q1 2025 Added 161.72%
Capital Group Dividend Growe
-
$2.14 Billion 2.31% of portfolio
-
Q1 2025 Reduced 51.81%
$0
$1.95 Billion 2.11% of portfolio
31,448
Q1 2025 Reduced 19.13%
$0
$1.89 Billion 2.04% of portfolio
98,513
Q1 2025 Reduced 13.52%
$0
$1.81 Billion 1.95% of portfolio
42,164
Q1 2025 Reduced 59.27%
$0
$1.8 Billion 1.95% of portfolio
38,507
Q1 2025 Reduced 7.29%
$0
$1.74 Billion 1.88% of portfolio
6,348
Q1 2025 Reduced 0.58%
Fidelity Wise Origin Bitcoin
-
$1.39 Billion 1.51% of portfolio
-
Q4 2024 New
-
$1.29 Billion 1.39% of portfolio
-
Q1 2025 Added 28.77%
$0
$1.21 Billion 1.31% of portfolio
14,644
Q1 2025 New
$0
$1.21 Billion 1.31% of portfolio
15,991
Q1 2025 Reduced 53.35%
$0
$1.19 Billion 1.29% of portfolio
31,121
Q1 2025 Reduced 9.32%
$0
$1.19 Billion 1.28% of portfolio
2,121
Q4 2024 New
$0
$1.15 Billion 1.24% of portfolio
11,575
Q1 2025 Added 82.37%
$0
$1.11 Billion 1.19% of portfolio
15,257
Q1 2025 Reduced 61.56%
$3.38T
$906 Million 0.98% of portfolio
4,080
Q4 2024 New
$0
$886 Million 0.96% of portfolio
8,404
Q1 2025 Reduced 36.4%
$0
$851 Million 0.92% of portfolio
16,158
Q1 2025 Added 0.48%
$0
$761 Million 0.82% of portfolio
15,327
Q1 2025 Reduced 50.1%
$0
$737 Million 0.8% of portfolio
7,318
Q1 2025 New
$988B
$735 Million 0.79% of portfolio
4,706
Q4 2024 New
$0
$621 Million 0.67% of portfolio
2,346
Q4 2024 New
$0
$604 Million 0.65% of portfolio
5,194
Q1 2025 Reduced 0.38%
Blackrock ETF Trust Ii
-
$546 Million 0.59% of portfolio
-
Q1 2025 New
$0
$544 Million 0.59% of portfolio
5,927
Q1 2025 Reduced 32.05%
$0
$533 Million 0.58% of portfolio
19,832
Q1 2025 Reduced 49.43%
$0
$532 Million 0.57% of portfolio
2,741
Q1 2025 Added 0.74%
Ea Series Trust
-
$521 Million 0.56% of portfolio
-
Q1 2025 Added 7.89%
$2.92T
$514 Million 0.56% of portfolio
1,369
Q1 2025 Added 0.88%
$0
$471 Million 0.51% of portfolio
2,612
Q1 2025 New
$0
$463 Million 0.5% of portfolio
2,086
Q1 2025 Reduced 4.92%
$1.23T
$447 Million 0.48% of portfolio
776
Q1 2025 Reduced 11.82%
$271B
$414 Million 0.45% of portfolio
3,817
Q1 2025 Added 1.92%
$453B
$394 Million 0.43% of portfolio
3,314
Q4 2024 New
$1.91T
$400 Million 0.43% of portfolio
2,103
Q1 2025 Reduced 4.97%
$0
$329 Million 0.36% of portfolio
14,588
Q1 2025 New
Blackrock ETF Trust Ii
-
$325 Million 0.35% of portfolio
-
Q1 2025 Reduced 34.33%
$0
$313 Million 0.34% of portfolio
7,604
Q1 2025 New
$0
$305 Million 0.33% of portfolio
3,794
Q4 2024 New
$967B
$256 Million 0.28% of portfolio
1,657
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $92.6 Billion
  • Prior Value $92.2 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 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