Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, FMDE, AVUV, and represent 58.54% of Lifelong Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FMDE (+$27M), XLG, IVE, AVEM, BAI, SHLD, SPMO, DYNF, JBND, XTEN.
Started 10 new stock positions in GRAL, FMDE, QQQ, VTI, ICVT, EVUS, IWF, Ishares Tr edge us fixd inm, SHLD, AVEM.
Reduced shares in these 10 stocks: QUAL, EFG, IYW, EFV, GSLC, IUSB, HELO, GBIL, DMXF, HD.
Sold out of its positions in ABT, GBIL, HD, IFRA, EUSB, DMXF.
Lifelong Wealth Advisors was a net buyer of stock by $37M.
Lifelong Wealth Advisors has $377M in assets under management (AUM), dropping by 12.19%.
Central Index Key (CIK): 0002051717

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 89 positions in its portfolio as reported in the December 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)	19.0	$72M		541k	132.37	View chart
Spdr Series Trust State Street Spd (SPLG)	16.9	$64M		796k	80.22	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	9.3	$35M		651k	54.07	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	7.2	$27M	NEW	748k	36.38	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.1	$23M		226k	101.98	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.7	$10M	-18%	52k	199.68	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.5	$9.5M	-5%	143k	66.43	View chart
Ishares Gold Tr Ishares New (IAU)	2.4	$8.9M	-2%	110k	81.17	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.3	$8.7M	+17%	143k	60.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$8.5M	+56%	40k	212.07	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$7.7M	+7%	62k	123.26	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.0	$7.4M	+110%	124k	59.28	View chart
Oracle Corporation (ORCL)	1.8	$6.7M		34k	194.91	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$6.4M	-23%	89k	71.41	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$5.1M		76k	67.22	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$5.1M	-44%	26k	198.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$4.2M	+11%	179k	23.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.0M		5.8k	684.94	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$3.5M	+11%	91k	38.56	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.9	$3.5M	+140%	104k	33.30	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.9	$3.5M	+66%	29k	119.32	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$3.4M	-13%	73k	46.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$3.1M	+3%	21k	148.98	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.8	$3.1M	+26%	66k	46.22	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$2.8M	NEW	36k	77.02	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$2.2M	+15%	23k	95.22	View chart
Apple (AAPL)	0.5	$1.9M		7.0k	271.88	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.7M		12k	141.49	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$1.7M	+25%	33k	52.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.4	$1.7M	+54%	20k	85.37	View chart
Global X Fds Defense Tech Etf (SHLD)	0.4	$1.6M	NEW	25k	64.79	View chart
Microsoft Corporation (MSFT)	0.4	$1.6M	+10%	3.3k	483.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.4	$1.6M		12k	136.94	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.4	$1.6M	+45%	31k	50.01	View chart
Oracle Corp Put Put Option	0.4	$1.4M	+29%	3.1k	455.87	View chart
Eli Lilly & Co. (LLY)	0.3	$1.3M		1.2k	1074.68	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.3	$1.1M	+26%	15k	74.09	View chart
NVIDIA Corporation (NVDA)	0.3	$1.0M		5.4k	186.50	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$878k	+65%	38k	23.38	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$813k	+43%	17k	47.85	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$791k	+23%	6.1k	128.83	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$702k	-4%	3.1k	224.65	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$689k		2.5k	275.39	View chart
Tesla Motors (TSLA)	0.2	$687k		1.5k	449.72	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$674k	-2%	13k	50.94	View chart
3M Company (MMM)	0.2	$636k	-16%	4.0k	160.11	View chart
Xcel Energy (XEL)	0.1	$563k	-16%	7.6k	73.86	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$551k	+35%	13k	44.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$541k		1.7k	313.00	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$516k		11k	47.63	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$500k	+41%	5.2k	96.28	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$481k	-4%	8.3k	57.58	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$470k		4.4k	107.11	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$455k		906.00	502.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$445k	+96%	652.00	681.92	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$427k		19k	22.36	View chart
Exxon Mobil Corporation (XOM)	0.1	$424k		3.5k	120.34	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$414k		4.6k	89.46	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$406k	+40%	18k	23.02	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$405k		1.3k	313.80	View chart
Amazon (AMZN)	0.1	$402k	+2%	1.7k	230.82	View chart
Target Corporation (TGT)	0.1	$394k	-15%	4.0k	97.75	View chart
Abbvie (ABBV)	0.1	$387k		1.7k	228.49	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$376k	-87%	3.3k	113.93	View chart
Caterpillar (CAT)	0.1	$363k	+4%	634.00	573.22	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$363k		1.2k	303.89	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$343k	-2%	3.5k	97.80	View chart
Wells Fargo & Company (WFC)	0.1	$340k		3.6k	93.19	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$324k	NEW	10k	32.04	View chart
Ishares Tr Systematic Bd Et	0.1	$320k	NEW	3.6k	89.76	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$309k	-11%	2.6k	120.18	View chart
Mastercard Incorporated Cl A (MA)	0.1	$295k		517.00	570.88	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$287k		6.4k	45.05	View chart
Procter & Gamble Company (PG)	0.1	$280k	-3%	2.0k	143.31	View chart
JPMorgan Chase & Co. (JPM)	0.1	$273k		847.00	322.05	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$271k		5.4k	50.58	View chart
Broadcom (AVGO)	0.1	$267k		770.00	346.10	View chart
Johnson & Johnson (JNJ)	0.1	$260k		1.3k	206.95	View chart
Otter Tail Corporation (OTTR)	0.1	$256k		3.2k	80.81	View chart
Meta Platforms Cl A (META)	0.1	$240k		364.00	660.09	View chart
Grail (GRAL)	0.1	$239k	NEW	2.8k	85.59	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$238k		6.6k	36.21	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$230k	NEW	2.3k	98.50	View chart
UnitedHealth (UNH)	0.1	$224k		679.00	330.11	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$219k	NEW	463.00	473.30	View chart
Lockheed Martin Corporation (LMT)	0.1	$215k		445.00	483.67	View chart
Honeywell International (HON)	0.1	$215k	-12%	1.1k	195.09	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$202k	NEW	329.00	613.43	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$202k	NEW	601.00	335.36	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 Q4 filed Jan. 12, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z