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Lifelong Wealth Advisors

Latest statistics and disclosures from Lifelong Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are GSLC, SPLG, JBND, AVUV, IYW, and represent 60.38% of Lifelong Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND, HELO, QUAL, AVUV, SPLG, Oracle Corp option, IVE, EFV, DYNF, XLG.
Started 7 new stock positions in EUSB, Oracle Corp option, ABT, LMT, HD, HON, JNJ.
Reduced shares in these 10 stocks: ORCL, Seagate Technology Hldngs Pl, IYW, IFRA, IVW, JMST, GBIL, DSI, IWP, GOVT.
Sold out of its position in Seagate Technology Hldngs Pl.
Lifelong Wealth Advisors was a net buyer of stock by $12M.
Lifelong Wealth Advisors has $336M in assets under management (AUM), dropping by 11.58%.
Central Index Key (CIK): 0002051717

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Positions held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 85 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	21.1	$71M		545k	130.28	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	18.5	$62M		796k	78.34	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	10.3	$35M	+12%	638k	54.16	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.8	$23M	+3%	229k	99.53	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.7	$13M		64k	195.86	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.9	$9.8M	+10%	150k	65.00	View chart
Oracle Corporation (ORCL)	2.9	$9.7M	-11%	34k	281.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.7	$9.1M	+9%	47k	194.50	View chart
Ishares Gold Tr Ishares New (IAU)	2.4	$8.2M	+2%	113k	72.77	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$7.9M	+7%	116k	67.83	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.1	$7.2M	+7%	121k	59.20	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$7.0M		58k	120.72	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.6	$5.3M	+11%	26k	206.51	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$5.0M	+5%	77k	65.92	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$3.9M	+3%	84k	46.71	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$3.8M		5.7k	669.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$3.8M	+6%	160k	23.47	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.0	$3.4M	+13%	59k	57.52	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$3.1M	+5%	82k	37.86	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$3.1M	+2%	27k	113.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$3.0M		20k	145.60	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.7	$2.4M	+6%	53k	46.63	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$2.1M	+3%	17k	121.06	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.9M	+5%	20k	95.15	View chart
Apple (AAPL)	0.5	$1.8M		6.9k	254.64	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.7M		12k	138.24	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.7M		12k	142.41	View chart
Microsoft Corporation (MSFT)	0.5	$1.6M	+7%	3.0k	518.01	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$1.5M	+9%	43k	34.16	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.4M	+8%	26k	53.24	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.1M	+7%	21k	51.23	View chart
NVIDIA Corporation (NVDA)	0.3	$986k		5.3k	186.58	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$967k	+5%	13k	76.45	View chart
Eli Lilly & Co. (LLY)	0.3	$888k		1.2k	763.00	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$844k		12k	72.58	View chart
3M Company (MMM)	0.2	$736k		4.7k	155.18	View chart
Xcel Energy (XEL)	0.2	$736k		9.1k	80.65	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$723k		3.3k	222.18	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$695k	-4%	14k	51.04	View chart
Tesla Motors (TSLA)	0.2	$672k		1.5k	444.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$626k	-2%	5.0k	125.95	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.2	$616k		11k	56.80	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$590k		2.5k	236.06	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$570k		12k	48.03	View chart
Oracle Corp Put Put Option	0.2	$567k	NEW	2.4k	236.06	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$534k		23k	23.56	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$502k		8.8k	57.31	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$463k	+25%	4.4k	106.49	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$451k		897.00	502.74	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$429k		19k	22.45	View chart
Target Corporation (TGT)	0.1	$427k	-3%	4.8k	89.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$412k		1.7k	243.10	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$404k		4.6k	87.31	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$399k	-3%	9.2k	43.42	View chart
Exxon Mobil Corporation (XOM)	0.1	$395k	+59%	3.5k	112.75	View chart
Abbvie (ABBV)	0.1	$390k	+16%	1.7k	231.54	View chart
Amazon (AMZN)	0.1	$373k		1.7k	219.57	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$360k		3.6k	99.45	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$350k	+6%	3.7k	95.19	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$344k		2.9k	118.83	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$334k		1.2k	279.29	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$314k		1.3k	243.55	View chart
Procter & Gamble Company (PG)	0.1	$312k	+3%	2.0k	153.65	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$305k	-8%	3.0k	100.23	View chart
Wells Fargo & Company (WFC)	0.1	$304k		3.6k	83.81	View chart
Mastercard Incorporated Cl A (MA)	0.1	$295k		518.00	568.81	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$291k	-5%	13k	23.12	View chart
Caterpillar (CAT)	0.1	$288k		604.00	477.23	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$280k		6.4k	43.83	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$272k		5.4k	50.75	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$271k		3.6k	75.74	View chart
Meta Platforms Cl A (META)	0.1	$265k		361.00	734.38	View chart
JPMorgan Chase & Co. (JPM)	0.1	$265k		838.00	315.58	View chart
Honeywell International (HON)	0.1	$264k	NEW	1.3k	210.50	View chart
Otter Tail Corporation (OTTR)	0.1	$259k		3.2k	81.97	View chart
Broadcom (AVGO)	0.1	$251k		762.00	329.91	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$247k	-2%	6.6k	37.62	View chart
Johnson & Johnson (JNJ)	0.1	$232k	NEW	1.3k	185.42	View chart
UnitedHealth (UNH)	0.1	$231k		669.00	345.30	View chart
Home Depot (HD)	0.1	$227k	NEW	561.00	405.19	View chart
Lockheed Martin Corporation (LMT)	0.1	$224k	NEW	449.00	499.21	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$221k		332.00	666.18	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$207k	-29%	3.9k	52.82	View chart
Ishares Tr Esg Adv Ttl Usd (EUSB)	0.1	$207k	NEW	4.7k	43.92	View chart
Abbott Laboratories (ABT)	0.1	$204k	NEW	1.5k	133.94	View chart

Past Filings by Lifelong Wealth Advisors

SEC 13F filings are viewable for Lifelong Wealth Advisors going back to 2024

Lifelong Wealth Advisors 2025 Q3 filed Oct. 21, 2025
Lifelong Wealth Advisors 2025 Q2 filed July 9, 2025
Lifelong Wealth Advisors 2025 Q1 filed April 23, 2025
Lifelong Wealth Advisors 2024 Q4 filed Feb. 13, 2025

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