# EDGAR Filing Document

**Accession Number:** 0002054684
**File Stem:** 0001754960-26-000066
**Filing Date:** 2026-1
**Character Count:** 11346
**Document Hash:** 536b0b66a781a901f5e893bd064c8c37
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-26-000066.hdr.sgml**: 20260115

**ACCESSION NUMBER**: 0001754960-26-000066

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260115

**DATE AS OF CHANGE**: 20260115

**EFFECTIVENESS DATE**: 20260115

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LifeGoal Investments, LLC
- **CENTRAL INDEX KEY:** 0002054684

**ORGANIZATION NAME:**
- **EIN:** 932374161
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24753
- **FILM NUMBER:** 26535418

**BUSINESS ADDRESS:**
- **STREET 1:** 9 HAMPSTEAD PLACE
- **STREET 2:** UNIT 101
- **CITY:** SARATOGA SPRINGS
- **STATE:** NY
- **ZIP:** 12866
- **BUSINESS PHONE:** 6074340742

**MAIL ADDRESS:**
- **STREET 1:** 9 HAMPSTEAD PLACE
- **STREET 2:** UNIT 101
- **CITY:** SARATOGA SPRINGS
- **STATE:** NY
- **ZIP:** 12866

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** LifeGoal Wealth Advisors
- **DATE OF NAME CHANGE:** 20250203

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LifeGoal Investments LLC<br>**Address:** 9 HAMPSTEAD PLACE<br>UNIT 101<br>SARATOGA SPRINGS, NY 12866

**Form 13F File Number:** 028-24753

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  01-15-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $150078921

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 2508489 | 21551 | SH |  | SOLE |  | 0 | 0 | 21551 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1714094 | 5462 | SH |  | SOLE |  | 0 | 0 | 5462 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 699249 | 2234 | SH |  | SOLE |  | 0 | 0 | 2234 |
| AMAZON COM INC | COM | 023135106 |  | 1715685 | 7433 | SH |  | SOLE |  | 0 | 0 | 7433 |
| APPLE INC | COM | 037833100 |  | 3517597 | 12939 | SH |  | SOLE |  | 0 | 0 | 12939 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 225187 | 448 | SH |  | SOLE |  | 0 | 0 | 448 |
| BLACKROCK ETF TRUST II | ISHARES LARG CAP | 092528702 |  | 882415 | 25364 | SH |  | SOLE |  | 0 | 0 | 25364 |
| BROADCOM INC | COM | 11135F101 |  | 634747 | 1834 | SH |  | SOLE |  | 0 | 0 | 1834 |
| CAPITAL GROUP GBL GROWTH EQT | SHS CREATION UNI | 14020X104 |  | 14456410 | 417077 | SH |  | SOLE |  | 0 | 0 | 417077 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 1237586 | 45200 | SH |  | SOLE |  | 0 | 0 | 45200 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 |  | 3753159 | 135872 | SH |  | SOLE |  | 0 | 0 | 135872 |
| CAPITAL GROUP DIVIDEND GROWE | SHS ETF | 14021L109 |  | 1550560 | 43540 | SH |  | SOLE |  | 0 | 0 | 43540 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 287439 | 1186 | SH |  | SOLE |  | 0 | 0 | 1186 |
| CATERPILLAR INC | COM | 149123101 |  | 330546 | 577 | SH |  | SOLE |  | 0 | 0 | 577 |
| CHEVRON CORP NEW | COM | 166764100 |  | 273355 | 1830 | SH |  | SOLE |  | 0 | 0 | 1830 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 259112 | 2785 | SH |  | SOLE |  | 0 | 0 | 2785 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 532625 | 4426 | SH |  | SOLE |  | 0 | 0 | 4426 |
| META PLATFORMS INC | CL A | 30303M102 |  | 818079 | 1239 | SH |  | SOLE |  | 0 | 0 | 1239 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 1484884 | 19701 | SH |  | SOLE |  | 0 | 0 | 19701 |
| HARTFORD FDS EXCHANGE TRADED | SCHRDRS TAX BD | 41653L404 |  | 494744 | 71565 | SH |  | SOLE |  | 0 | 0 | 71565 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 282627 | 460 | SH |  | SOLE |  | 0 | 0 | 460 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 232309 | 2862 | SH |  | SOLE |  | 0 | 0 | 2862 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 612697 | 5160 | SH |  | SOLE |  | 0 | 0 | 5160 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 1402914 | 14086 | SH |  | SOLE |  | 0 | 0 | 14086 |
| ISHARES TR | NEW YORK MUN ETF | 464288323 |  | 59892 | 17379 | SH |  | SOLE |  | 0 | 0 | 17379 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 691868 | 6459 | SH |  | SOLE |  | 0 | 0 | 6459 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 374441 | 1885 | SH |  | SOLE |  | 0 | 0 | 1885 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 201486 | 2252 | SH |  | SOLE |  | 0 | 0 | 2252 |
| ISHARES INC | MSCI GBL GOLD MN | 46434G855 |  | 3023015 | 41043 | SH |  | SOLE |  | 0 | 0 | 41043 |
| ISHARES INC | EMNG MKTS EQT | 46434G889 |  | 3305030 | 57131 | SH |  | SOLE |  | 0 | 0 | 57131 |
| ISHARES TR | U S EQUITY FACTR | 46434V282 |  | 14864165 | 214078 | SH |  | SOLE |  | 0 | 0 | 214078 |
| ISHARES TR | US SML CAP EQT | 46434V290 |  | 630520 | 8420 | SH |  | SOLE |  | 0 | 0 | 8420 |
| ISHARES TR | GLOBAL EQUITY | 46434V316 |  | 1340879 | 25404 | SH |  | SOLE |  | 0 | 0 | 25404 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 |  | 438362 | 12750 | SH |  | SOLE |  | 0 | 0 | 12750 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 |  | 617523 | 13334 | SH |  | SOLE |  | 0 | 0 | 13334 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 13441396 | 193627 | SH |  | SOLE |  | 0 | 0 | 193627 |
| ISHARES TR | INTL DIV GRWTH | 46435G524 |  | 1762481 | 20342 | SH |  | SOLE |  | 0 | 0 | 20342 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 966226 | 9626 | SH |  | SOLE |  | 0 | 0 | 9626 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 448530 | 1392 | SH |  | SOLE |  | 0 | 0 | 1392 |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 |  | 6299235 | 135702 | SH |  | SOLE |  | 0 | 0 | 135702 |
| JANUS DETROIT STR TR | B-BBB CLO ETF | 47103U753 |  | 294517 | 8344 | SH |  | SOLE |  | 0 | 0 | 8344 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 348918 | 1686 | SH |  | SOLE |  | 0 | 0 | 1686 |
| ELI LILLY  CO | COM | 532457108 |  | 252550 | 235 | SH |  | SOLE |  | 0 | 0 | 235 |
| MICROSOFT CORP | COM | 594918104 |  | 1056549 | 2185 | SH |  | SOLE |  | 0 | 0 | 2185 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1130447 | 6061 | SH |  | SOLE |  | 0 | 0 | 6061 |
| PG CORP | COM | 69331C108 |  | 163866 | 10197 | SH |  | SOLE |  | 0 | 0 | 10197 |
| PIMCO ETF TR | MULTISECTOR BD | 72201R585 |  | 6106554 | 227666 | SH |  | SOLE |  | 0 | 0 | 227666 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 1720349 | 19491 | SH |  | SOLE |  | 0 | 0 | 19491 |
| RBB FUND TRUST | FIRST EAGLE GBL | 75526L886 |  | 10755457 | 233345 | SH |  | SOLE |  | 0 | 0 | 233345 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 521669 | 765 | SH |  | SOLE |  | 0 | 0 | 765 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 520751 | 1314 | SH |  | SOLE |  | 0 | 0 | 1314 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A367 |  | 269245 | 11924 | SH |  | SOLE |  | 0 | 0 | 11924 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 402793 | 3775 | SH |  | SOLE |  | 0 | 0 | 3775 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 |  | 669796 | 25302 | SH |  | SOLE |  | 0 | 0 | 25302 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 408669 | 4765 | SH |  | SOLE |  | 0 | 0 | 4765 |
| VANECK ETF TRUST | ALTERNATIVE ASSE | 92189H649 |  | 2031199 | 74814 | SH |  | SOLE |  | 0 | 0 | 74814 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 616314 | 2804 | SH |  | SOLE |  | 0 | 0 | 2804 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 293022 | 659 | SH |  | SOLE |  | 0 | 0 | 659 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 9663913 | 130570 | SH |  | SOLE |  | 0 | 0 | 130570 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 452301 | 7240 | SH |  | SOLE |  | 0 | 0 | 7240 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 |  | 2245972 | 24560 | SH |  | SOLE |  | 0 | 0 | 24560 |
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 |  | 669055 | 9972 | SH |  | SOLE |  | 0 | 0 | 9972 |
| VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 |  | 252344 | 3237 | SH |  | SOLE |  | 0 | 0 | 3237 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 |  | 694870 | 2414 | SH |  | SOLE |  | 0 | 0 | 2414 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 290959 | 386 | SH |  | SOLE |  | 0 | 0 | 386 |
| VANGUARD NY TAX FREE FDS | TAX EXEMPT BD | 92204H400 |  | 869713 | 0 | SH |  | SOLE |  | 0 | 0 | 0 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 248220 | 3113 | SH |  | SOLE |  | 0 | 0 | 3113 |
| VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 92206C813 |  | 1567577 | 20667 | SH |  | SOLE |  | 0 | 0 | 20667 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 1095869 | 21801 | SH |  | SOLE |  | 0 | 0 | 21801 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 1851930 | 2953 | SH |  | SOLE |  | 0 | 0 | 2953 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 10577680 | 21682 | SH |  | SOLE |  | 0 | 0 | 21682 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 230268 | 893 | SH |  | SOLE |  | 0 | 0 | 893 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 2575624 | 7682 | SH |  | SOLE |  | 0 | 0 | 7682 |
| VISA INC | COM CL A | 92826C839 |  | 205946 | 587 | SH |  | SOLE |  | 0 | 0 | 587 |
| WALMART INC | COM | 931142103 |  | 652457 | 5856 | SH |  | SOLE |  | 0 | 0 | 5856 |

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