LIFEGOAL WEALTH ADVISORS
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 13K | $3.52M |
 | PCG | 10K | $163.87K |
 | AMZN | 7K | $1.72M |
 | NVDA | 6K | $1.13M |
 | WMT | 6K | $652.46K |
 | GOOG | 5K | $1.71M |
 | XOM | 4K | $532.63K |
 | COP | 3K | $259.11K |
 | GOOGL | 2K | $699.25K |
 | MSFT | 2K | $1.06M |
 | AVGO | 2K | $634.75K |
 | CVX | 2K | $273.36K |
 | JNJ | 2K | $348.92K |
 | JPM | 1K | $448.53K |
 | META | 1K | $818.08K |
 | COF | 1K | $287.44K |
 | V | 587 | $205.95K |
 | CAT | 577 | $330.55K |
 | BRK-B | 448 | $225.19K |
 | LLY | 235 | $252.55K |
Apple Inc.
AAPL
Shares Held
13K
Value
$3.52M
Pacific Gas & Electric Co.
PCG
Shares Held
10K
Value
$163.87K
Amazon.com, Inc.
AMZN
Shares Held
7K
Value
$1.72M
NVIDIA Corporation
NVDA
Shares Held
6K
Value
$1.13M
Walmart Inc.
WMT
Shares Held
6K
Value
$652.46K
Alphabet Inc.
GOOG
Shares Held
5K
Value
$1.71M
Exxon Mobil Corporation
XOM
Shares Held
4K
Value
$532.63K
ConocoPhillips
COP
Shares Held
3K
Value
$259.11K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$699.25K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.06M
Broadcom Inc.
AVGO
Shares Held
2K
Value
$634.75K
Chevron Corporation
CVX
Shares Held
2K
Value
$273.36K
Johnson & Johnson
JNJ
Shares Held
2K
Value
$348.92K
JPMorgan Chase & Co.
JPM
Shares Held
1K
Value
$448.53K
Meta Platforms, Inc.
META
Shares Held
1K
Value
$818.08K
Capital One Financial Corporation
COF
Shares Held
1K
Value
$287.44K
Visa Inc.
V
Shares Held
587
Value
$205.95K
Caterpillar Inc.
CAT
Shares Held
577
Value
$330.55K
Berkshire Hathaway Inc.
BRK-B
Shares Held
448
Value
$225.19K
Eli Lilly and Company
LLY
Shares Held
235
Value
$252.55K