LIFEGOAL WEALTH ADVISORS
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PCG | 22K | $370.34K |
 | AAPL | 17K | $4.99M |
 | NVDA | 14K | $2.77M |
 | MFG | 11K | $106.90K |
 | SAN | 10K | $142.82K |
 | ZIM | 10K | $261.04K |
 | AMZN | 10K | $2.38M |
 | DKNG | 9K | $217.77K |
 | CNC | 8K | $528.48K |
 | GOOG | 6K | $2.22M |
 | GIS | 6K | $214.19K |
 | BAC | 6K | $329.88K |
 | BMY | 6K | $323.71K |
 | HPE | 5K | $207.78K |
 | MSFT | 5K | $1.70M |
 | WMT | 4K | $499.86K |
 | EIX | 4K | $302.12K |
 | FCX | 4K | $246.47K |
 | FTI | 4K | $251.68K |
 | ES | 4K | $265.30K |
PG&E Corporation
PCG
Shares Held
22K
Value
$370.34K
Apple Inc.
AAPL
Shares Held
17K
Value
$4.99M
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.77M
Mizuho Financial Group, Inc.
MFG
Shares Held
11K
Value
$106.90K
Banco Santander, S.A.
SAN
Shares Held
10K
Value
$142.82K
ZIM Integrated Shipping Services Ltd.
ZIM
Shares Held
10K
Value
$261.04K
Amazon.com, Inc.
AMZN
Shares Held
10K
Value
$2.38M
DraftKings Inc.
DKNG
Shares Held
9K
Value
$217.77K
Centene Corp.
CNC
Shares Held
8K
Value
$528.48K
Alphabet Inc.
GOOG
Shares Held
6K
Value
$2.22M
General Mills, Inc.
GIS
Shares Held
6K
Value
$214.19K
Bank of America Corporation
BAC
Shares Held
6K
Value
$329.88K
Bristol-Myers Squibb Company
BMY
Shares Held
6K
Value
$323.71K
Hewlett Packard Enterprise Company
HPE
Shares Held
5K
Value
$207.78K
Microsoft Corporation
MSFT
Shares Held
5K
Value
$1.70M
Walmart Inc.
WMT
Shares Held
4K
Value
$499.86K
Edison International
EIX
Shares Held
4K
Value
$302.12K
Freeport-McMoRan Inc.
FCX
Shares Held
4K
Value
$246.47K
TechnipFMC plc
FTI
Shares Held
4K
Value
$251.68K
Eversource Energy
ES
Shares Held
4K
Value
$265.30K