LifeGoal Wealth Advisors
Fund of Funds
LifeGoal Wealth Advisors is a Fund of Funds based in Cincinnati, OH led by James Alan Lenahan, reporting $20.6B in AUM as of Q3 2025 with 92% ETF concentration and 62% concentrated in top 10 holdings.
CEOJames Alan Lenahan
- Portfolio Value
- $111.0M
- Positions
- 68
- Top Holding
- LRGF at 10.77%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LifeGoal Wealth Advisors's portfolio (62.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.0M | 10.77% | +$1.2M Bought | — 172.9K shares | |
ETF ETF | $11.5M | 10.38% | +$1.4M Bought | — 337.3K shares | |
ETF ETF | $11.2M | 10.12% | +$351.0K Bought | — 165.0K shares | |
ETF ETF | $9.2M | 8.29% | +$490.1K Bought | — 19.2K shares | |
ETF ETF | $8.2M | 7.36% | +$1.0M Bought | — 109.8K shares | |
ETF ETF | $4.9M | 4.45% | +$335.8K Bought | — 106.4K shares | |
ETF ETF | $4.1M | 3.69% | +$480.3K Bought | — 152.5K shares | |
ETF ETF | $2.7M | 2.41% | +$119.6K Bought | — 47.3K shares | |
ETF ETF | $2.6M | 2.36% | +$976.9K Bought | — 27.0K shares | |
ETF ETF | $2.5M | 2.29% | +$580.6K Bought | — 7.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LifeGoal Wealth Advisors's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
-73.64% |
Analytics
Portfolio insights and performance metrics for LifeGoal Wealth Advisors
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