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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, SPYM, JBND, FMDE, AVUV, and represent 57.95% of Lifelong Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DYNF, JBND, GSLC, STX, IVE, XLG, IVW, LLY, GBIL, FMDE.
Started 4 new stock positions in AOA, ABT, GBIL, VZ.
Reduced shares in these 10 stocks: IAU, , IWP, GRAL, IWF, HON, SPY, AVUV, QQQ, IYW.
Sold out of its positions in GRAL, HON, QQQ, IWF, Oracle Corp option.
Lifelong Wealth Advisors was a net buyer of stock by $9.4M.
Lifelong Wealth Advisors has $376M in assets under management (AUM), dropping by -0.27%.
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 88 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	18.2	$69M		548k	125.13	View chart
Spdr Series Trust State Street Spd (SPYM)	16.3	$61M		801k	76.54	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	9.6	$36M	+2%	669k	53.77	View chart
Fidelity Covington Trust Enhanced Mid (FMDE)	7.3	$27M		762k	35.96	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.6	$25M		225k	110.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$9.9M	+18%	170k	58.18	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	2.5	$9.4M	+3%	148k	63.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.5	$9.3M	+10%	44k	211.15	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.5	$9.3M		51k	181.42	View chart
Ishares Gold Tr Ishares New (IAU)	2.1	$8.0M	-17%	91k	88.16	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.0	$7.7M	+9%	68k	113.11	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.0	$7.6M	+11%	139k	54.55	View chart
Ishares Tr Eafe Value Etf (EFV)	1.7	$6.5M		88k	74.35	View chart
Ishares Core Msci Emkt (IEMG)	1.5	$5.5M	+2%	79k	69.75	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$5.2M	+5%	27k	191.81	View chart
Oracle Corporation (ORCL)	1.3	$5.1M		34k	147.11	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$4.3M	+3%	185k	23.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.2M	+10%	6.4k	653.21	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	1.0	$3.8M	+11%	116k	32.95	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	1.0	$3.7M	+11%	102k	36.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$3.6M	+12%	33k	112.11	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.9	$3.5M	+4%	76k	46.19	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.9	$3.2M	+6%	71k	45.86	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.9	$3.2M	+9%	40k	80.58	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$3.0M		21k	141.42	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$2.3M	+8%	25k	94.95	View chart
Global X Fds Defense Tech Etf (SHLD)	0.5	$2.0M	+8%	28k	70.84	View chart
Seagate Technology Hldngs Pl Ord Shs Put Option (STX)	0.5	$1.9M	+96%	4.9k	391.76	View chart
Apple (AAPL)	0.5	$1.9M	+6%	7.4k	253.81	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.5	$1.8M	+7%	35k	51.93	View chart
Eli Lilly & Co. Put Option (LLY)	0.5	$1.7M	+60%	1.9k	919.77	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.5	$1.7M	-5%	18k	92.69	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.7M		12k	138.37	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.5	$1.7M	+8%	34k	50.04	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M	+19%	4.0k	370.21	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.2M	-19%	9.3k	128.12	View chart
Blackrock Etf Trust Ishares Us Carbo (LCTU)	0.3	$1.0M		15k	70.14	View chart
NVIDIA Corporation (NVDA)	0.3	$970k	+3%	5.6k	174.40	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$873k		38k	23.14	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$805k		17k	47.55	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	0.2	$739k		6.1k	121.19	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$674k		13k	50.98	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$650k		3.1k	208.05	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$621k	+33%	5.9k	106.15	View chart
Exxon Mobil Corporation (XOM)	0.2	$607k		3.6k	169.66	View chart
Xcel Energy (XEL)	0.2	$598k		7.5k	79.44	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$591k	NEW	5.9k	100.20	View chart
3M Company (MMM)	0.2	$577k		4.0k	145.25	View chart
Ishares Esg Awr Msci Em (ESGE)	0.2	$572k		13k	45.47	View chart
Tesla Motors (TSLA)	0.2	$569k		1.5k	371.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$500k		1.7k	287.56	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$499k	+2%	5.3k	93.93	View chart
Target Corporation (TGT)	0.1	$491k		4.1k	121.20	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$459k		8.3k	55.20	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$451k	+11%	20k	22.91	View chart
Caterpillar (CAT)	0.1	$450k		635.00	708.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$432k		902.00	479.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$419k		4.6k	90.53	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.1	$412k		11k	38.01	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$406k	-4%	18k	22.21	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$404k		1.2k	337.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$398k	+8%	3.6k	111.38	View chart
UnitedHealth (UNH)	0.1	$392k	+113%	1.4k	270.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$382k	+3%	1.3k	286.86	View chart
Abbvie (ABBV)	0.1	$368k		1.7k	217.49	View chart
Amazon (AMZN)	0.1	$352k	-2%	1.7k	208.27	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$340k	+6%	3.8k	89.00	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$325k		10k	31.83	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.1	$323k	NEW	3.7k	88.49	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$319k		3.5k	90.94	View chart
Johnson & Johnson (JNJ)	0.1	$311k		1.3k	244.44	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$301k	-5%	2.4k	124.31	View chart
Procter & Gamble Company (PG)	0.1	$295k	+4%	2.0k	144.44	View chart
Wells Fargo & Company (WFC)	0.1	$290k		3.6k	79.60	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$290k		6.4k	45.50	View chart
Otter Tail Corporation (OTTR)	0.1	$278k		3.2k	87.77	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$274k	+15%	2.7k	101.79	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$270k		5.3k	50.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$270k		446.00	604.39	View chart
Mastercard Incorporated Cl A (MA)	0.1	$260k		520.00	499.66	View chart
Broadcom (AVGO)	0.1	$254k	+6%	822.00	309.51	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$253k	+31%	788.00	320.96	View chart
JPMorgan Chase & Co. (JPM)	0.1	$252k		858.00	294.05	View chart
Abbott Laboratories (ABT)	0.1	$252k	NEW	2.5k	102.67	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$223k	-5%	6.2k	36.11	View chart
Verizon Communications (VZ)	0.1	$221k	NEW	4.4k	50.20	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$216k	-49%	332.00	650.34	View chart
Meta Platforms Cl A (META)	0.1	$208k		364.00	572.13	View chart

Past Filings by Lifelong Wealth Advisors

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

Lifelong Wealth Advisors 2026 Q1 filed April 16, 2026
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

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