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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 61.29% of Lifelong Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JBND (+$30M), AVUV (+$20M), HELO (+$8.5M), IAU (+$6.8M), THRO, EFV, IEMG, XTEN, GSLC, BAI.
Started 14 new stock positions in TSM, AVGO, AVUV, JPM, SPY, META, IAU, BAI, JBND, IAGG. MUB, HELO, THRO, CAT.
Reduced shares in these 10 stocks: SPLG (-$6.3M), IYW (-$5.3M), IFRA, EMXC, HEFA, IUSB, IVW, JMST, GBIL, ORCL.
Sold out of its positions in ITOT, EMXC, HEFA.
Lifelong Wealth Advisors was a net buyer of stock by $63M.
Lifelong Wealth Advisors has $301M in assets under management (AUM), dropping by 41.22%.
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 79 positions in its portfolio as reported in the June 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)	21.8	$66M		542k	121.38	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	19.0	$57M	-9%	788k	72.69	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	10.1	$30M	NEW	566k	53.59	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.7	$20M	NEW	222k	91.10	View chart
Ishares Tr U.s. Tech Etf (IYW)	3.7	$11M	-32%	65k	173.27	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.8	$8.5M	NEW	136k	62.58	View chart
Oracle Corporation (ORCL)	2.8	$8.5M	-2%	39k	218.63	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	2.6	$7.8M	+12%	43k	182.82	View chart
Ishares Tr Eafe Value Etf (EFV)	2.3	$6.9M	+62%	108k	63.48	View chart
Ishares Gold Tr Ishares New (IAU)	2.3	$6.8M	NEW	110k	62.36	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.1	$6.4M	-5%	58k	110.10	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.0	$6.2M	+6%	113k	54.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.5	$4.5M	+10%	23k	195.42	View chart
Ishares Core Msci Emkt (IEMG)	1.4	$4.3M	+121%	72k	60.03	View chart
Ishares Tr Core Total Usd (IUSB)	1.2	$3.8M	-12%	81k	46.23	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$3.5M	+3%	5.7k	620.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.2	$3.5M		151k	23.24	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$2.9M	+6%	26k	112.00	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.9	$2.8M	NEW	77k	35.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.9	$2.7M		20k	135.30	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.9	$2.7M	+68%	52k	52.10	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.8	$2.3M	+134%	49k	46.16	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.6	$1.9M	+5%	17k	112.47	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$1.8M		19k	93.89	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.5	$1.6M	-8%	12k	138.68	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.6M		12k	128.60	View chart
Apple (AAPL)	0.5	$1.4M	+6%	6.9k	205.18	View chart
Microsoft Corporation (MSFT)	0.5	$1.4M	+9%	2.8k	497.46	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.4	$1.3M		24k	52.84	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.4	$1.1M	NEW	40k	28.85	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.3	$1.0M	NEW	20k	51.09	View chart
Eli Lilly & Co. (LLY)	0.3	$911k	+5%	1.2k	779.53	View chart
NVIDIA Corporation (NVDA)	0.3	$825k	+47%	5.2k	157.99	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.3	$783k	-20%	12k	65.52	View chart
Blackrock Etf Trust Us Carbon Trans (LCTU)	0.3	$779k		12k	67.27	View chart
3M Company (MMM)	0.2	$729k		4.8k	152.24	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$726k	-31%	14k	50.92	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$642k		3.3k	197.21	View chart
Xcel Energy (XEL)	0.2	$621k		9.1k	68.10	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$593k		5.1k	116.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$554k		12k	47.54	View chart
Ark Etf Tr Fintech Innova (ARKF)	0.2	$545k		11k	50.24	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$525k	+17%	23k	23.23	View chart
Target Corporation (TGT)	0.2	$486k	+3%	4.9k	98.65	View chart
Tesla Motors (TSLA)	0.2	$479k	+4%	1.5k	317.66	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.2	$475k	-27%	8.8k	53.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$438k	+5%	901.00	485.77	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$425k	+3%	19k	22.26	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$386k		4.6k	83.48	View chart
Amazon (AMZN)	0.1	$373k	+26%	1.7k	219.39	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$372k		9.5k	39.17	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$361k	NEW	3.5k	104.48	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$361k		2.5k	144.33	View chart
Seagate Technology Hldngs Pl Put Put Option	0.1	$346k		2.4k	144.33	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$340k	-6%	3.6k	93.95	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$332k	-48%	3.3k	100.14	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$320k	+6%	3.5k	92.62	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$316k		2.9k	109.28	View chart
Procter & Gamble Company (PG)	0.1	$313k		2.0k	159.32	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$304k	+2%	13k	22.98	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$297k	+18%	1.7k	176.23	View chart
Mastercard Incorporated Cl A (MA)	0.1	$292k	+5%	520.00	561.94	View chart
Wells Fargo & Company (WFC)	0.1	$291k	+2%	3.6k	80.11	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$272k	-93%	5.5k	49.19	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$272k		5.4k	50.71	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$270k	NEW	1.2k	226.49	View chart
Abbvie (ABBV)	0.1	$268k		1.4k	185.62	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$267k		6.4k	41.91	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$267k		3.6k	74.44	View chart
Meta Platforms Cl A (META)	0.1	$266k	NEW	360.00	738.09	View chart
Otter Tail Corporation (OTTR)	0.1	$244k		3.2k	77.09	View chart
JPMorgan Chase & Co. (JPM)	0.1	$243k	NEW	837.00	290.01	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$238k		6.7k	35.49	View chart
Exxon Mobil Corporation (XOM)	0.1	$236k	+2%	2.2k	107.80	View chart
Caterpillar (CAT)	0.1	$234k	NEW	604.00	388.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$229k		1.3k	177.39	View chart
Broadcom (AVGO)	0.1	$210k	NEW	760.00	275.65	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$205k	NEW	332.00	617.85	View chart
UnitedHealth (UNH)	0.1	$205k	+15%	657.00	311.97	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 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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