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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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