LifeGoal Investments, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, LifeGoal Investments, LLC opened 36 positions, added to 39, reduced 13, sold out of 6 and left 2 unchanged. The largest increase in value was FEGE (+$3,121,645); the largest decrease was WMT (-$334,698).
- FEGE: Country of operation —; Class FIRST EAGLE GBL; Shares 2026-03-31 283,902; Shares 2026-06-30 338,466.
- NVDA: Country of operation United States; Class COM; Shares 2026-03-31 9,799; Shares 2026-06-30 13,852.
- AAPL: Country of operation United States; Class COM; Shares 2026-03-31 15,574; Shares 2026-06-30 17,236.
- AMZN: Country of operation United States; Class COM; Shares 2026-03-31 7,208; Shares 2026-06-30 9,993.
Two Form 13F-HR filings compared (SEC CIK 2054684): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-08). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
|---|
FEGE
RBB FUND TRUST | | FIRST EAGLE GBL | 283,902 | 338,466 | +54,564 | $13,436,094 | $16,557,739 | +$3,121,645 |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 9,799 | 13,852 | +4,053 | $1,722,244 | $2,771,656 | +$1,049,412 |
|---|
AAPL
APPLE INC | United States | COM | 15,574 | 17,236 | +1,662 | $3,981,211 | $4,987,464 | +$1,006,253 |
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AMZN
AMAZON COM INC | United States | COM | 7,208 | 9,993 | +2,785 | $1,517,789 | $2,381,732 | +$863,943 |
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GOOG
ALPHABET INC | United States | CAP STK CL C | 5,951 | 6,270 | +319 | $1,755,069 | $2,215,269 | +$460,200 |
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AVGO
BROADCOM INC | United States | COM | 2,880 | 3,598 | +718 | $902,851 | $1,358,969 | +$456,118 |
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MSFT
MICROSOFT CORP | United States | COM | 3,710 | 4,568 | +858 | $1,370,284 | $1,703,903 | +$333,619 |
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GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,911 | 3,281 | +370 | $865,717 | $1,172,556 | +$306,839 |
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INTU
INTUIT | United States | COM | 1,790 | 1,802 | +12 | $762,307 | $470,322 | -$291,985 |
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CNC
CENTENE CORP DEL | United States | COM | 7,673 | 8,233 | +560 | $260,498 | $528,476 | +$267,978 |
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CAT
CATERPILLAR INC | United States | COM | 578 | 642 | +64 | $422,125 | $683,666 | +$261,541 |
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FIX
COMFORT SYS USA INC | United States | COM | 258 | 308 | +50 | $368,558 | $610,441 | +$241,883 |
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TSLA
TESLA INC | United States | COM | 889 | 1,295 | +406 | $338,940 | $544,677 | +$205,737 |
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GLDM
WORLD GOLD TR | United States | SPDR GLD MINIS | 25,011 | 27,323 | +2,312 | $2,359,009 | $2,169,993 | -$189,016 |
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JPM
JPMORGAN CHASE & CO | United States | COM | 1,860 | 2,243 | +383 | $549,407 | $734,201 | +$184,794 |
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GEV
GE VERNOVA INC | United States | COM | 463 | 500 | +37 | $414,283 | $587,430 | +$173,147 |
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VRT
VERTIV HOLDINGS CO | United States | COM CL A | 828 | 1,135 | +307 | $214,758 | $380,021 | +$165,263 |
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GE
GE AEROSPACE | United States | COM NEW | 978 | 1,201 | +223 | $286,241 | $448,850 | +$162,609 |
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TER
TERADYNE INC | United States | COM | 803 | 827 | +24 | $250,697 | $400,136 | +$149,439 |
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ABNB
AIRBNB INC | United States | COM CL A | 2,563 | 3,195 | +632 | $320,862 | $457,205 | +$136,343 |
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LLY
ELI LILLY & CO | United States | COM | 465 | 482 | +17 | $443,852 | $578,154 | +$134,302 |
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JBHT
HUNT J B TRANS SVCS INC | United States | COM | 976 | 1,172 | +196 | $208,317 | $339,212 | +$130,895 |
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ASML
ASML HLDG NV | | N Y REGISTRY SHS | 166 | 174 | +8 | $225,720 | $346,163 | +$120,443 |
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CVX
CHEVRON CORPORATION | United States | COM | 2,008 | 3,037 | +1,029 | $396,333 | $503,413 | +$107,080 |
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PNC
PNC FINL SVCS GROUP INC | United States | COM | 994 | 1,211 | +217 | $207,985 | $298,172 | +$90,187 |
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BLK
BLACKROCK INC | United States | COM | 341 | 430 | +89 | $326,473 | $413,471 | +$86,998 |
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NSC
NORFOLK SOUTHN CORP | United States | COM | 751 | 952 | +201 | $215,537 | $299,490 | +$83,953 |
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PSX
PHILLIPS 66 | United States | COM | 1,176 | 1,586 | +410 | $206,553 | $268,113 | +$61,560 |
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COST
COSTCO WHOLESALE CORPORATION | United States | COM | 427 | 504 | +77 | $425,531 | $471,477 | +$45,946 |
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NFLX
NETFLIX INC. | United States | COM | 2,240 | 3,631 | +1,391 | $214,032 | $259,253 | +$45,221 |
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PM
PHILIP MORRIS INTL INC | United States | COM | 1,521 | 1,560 | +39 | $239,299 | $282,220 | +$42,921 |
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FCX
FREEPORT MCMORAN INC | United States | CL B | 3,327 | 3,919 | +592 | $203,612 | $246,466 | +$42,854 |
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CB
CHUBB LIMITED | | COM | 756 | 842 | +86 | $247,333 | $286,903 | +$39,570 |
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BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 626 | 675 | +49 | $299,541 | $337,763 | +$38,222 |
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EME
EMCOR GROUP INC | United States | COM | 378 | 391 | +13 | $287,110 | $324,483 | +$37,373 |
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IAU
ISHARES GOLD TR | United States | ISHARES NEW | 3,492 | 3,774 | +282 | $313,163 | $284,975 | -$28,188 |
|---|
EIX
EDISON INTL | United States | COM | 3,925 | 4,058 | +133 | $288,802 | $302,118 | +$13,316 |
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FTI
TECHNIPFMC PLC | United Kingdom | COM | 3,769 | 3,796 | +27 | $263,039 | $251,675 | -$11,364 |
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TJX
TJX COS INC NEW | United States | COM | 1,719 | 1,797 | +78 | $278,530 | $272,246 | -$6,284 |
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