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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 SPYM, GSLC, JBND, FMDE, AVUV, and represent 59.77% of Lifelong Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM (+$12M), CORO (+$6.7M), ACWX (+$6.1M), BLCR, IUSB, GOVT, IALT, JBND, GGOV, SHLD.
Started 13 new stock positions in ACWX, IALT, SUSB, GLW, INTC, MU, BLCR, CORO, VOO, MRVL. GGOV, QQQ, DMXF.
Reduced shares in these 10 stocks: XLG (-$8.1M), EFV (-$6.0M), IEMG (-$5.9M), QUAL, STX, IYW, IAGG, THRO, BINC, FMDE.
Sold out of its positions in EMB, ICVT, IAGG, VZ.
Lifelong Wealth Advisors was a net buyer of stock by $2.4M.
Lifelong Wealth Advisors has $426M in assets under management (AUM), dropping by 13.11%.
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 97 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	19.4	$83M	+17%	940k	87.88	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	18.1	$77M		544k	141.89	View chart
J P Morgan Exchange Traded F Active Bond Etf (JBND)	8.8	$37M	+4%	699k	53.50	View chart
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)	7.0	$30M	-3%	737k	40.58	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.4	$27M	-2%	219k	124.76	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	2.6	$11M	-4%	162k	68.01	View chart
Ishares Tr U.s. Tech Etf (IYW)	2.6	$11M	-14%	44k	252.23	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	2.4	$10M		150k	67.58	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.3	$9.9M	+5%	72k	137.53	View chart
Ishares Tr S&p 500 Val Etf (IVE)	2.2	$9.5M	-5%	42k	227.06	View chart
Ishares Gold Tr Ishares New (IAU)	1.8	$7.6M	+11%	101k	75.51	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	1.6	$6.7M	NEW	182k	36.60	View chart
Ishares Tr Core Univrsl Usd (IUSB)	1.5	$6.2M	+78%	135k	46.15	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.4	$6.1M	NEW	80k	76.11	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	1.4	$5.8M	-5%	110k	52.72	View chart
Oracle Corporation (ORCL)	1.2	$5.0M		34k	146.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.1	$4.8M		6.5k	748.89	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	1.1	$4.6M	+6%	197k	23.13	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.0	$4.3M	-18%	27k	161.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.8	$3.5M		21k	163.67	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.8	$3.3M	NEW	65k	50.37	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.7	$3.1M	-29%	72k	43.11	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$3.0M	+83%	51k	59.71	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$3.0M	-23%	31k	96.49	View chart
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)	0.6	$2.7M	-17%	58k	45.58	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.6	$2.5M	+462%	111k	22.78	View chart
Ishares Tr Mbs Etf (MBB)	0.6	$2.5M	+8%	27k	94.52	View chart
Eli Lilly & Co. Put Option (LLY)	0.5	$2.3M		1.9k	1199.43	View chart
Apple (AAPL)	0.5	$2.2M	+2%	7.6k	289.38	View chart
Ishares Tr Msci Acwi Etf (ACWI)	0.5	$1.9M		12k	156.97	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.9M	-68%	8.5k	219.43	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.4	$1.8M	NEW	64k	28.05	View chart
Microsoft Corporation (MSFT)	0.4	$1.6M	+10%	4.4k	372.98	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.3	$1.5M	NEW	29k	50.29	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.3	$1.2M	-8%	8.5k	146.41	View chart
Blackrock Etf Trust Isha Us Awar Etf (LCTU)	0.3	$1.2M	-3%	14k	80.16	View chart
NVIDIA Corporation (NVDA)	0.3	$1.1M		5.6k	200.09	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.3	$1.1M	+86%	11k	100.16	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$933k	+16%	20k	47.41	View chart
Seagate Technology Hldngs Pl Ord Shs Put Option (STX)	0.2	$916k	-80%	949.00	965.00	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.2	$886k		3.1k	285.62	View chart
Ishares Tr Esg Msci Kld Etf (DSI)	0.2	$886k		6.2k	142.39	View chart
UnitedHealth (UNH)	0.2	$821k	+36%	2.0k	415.63	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.2	$734k	-49%	9.2k	79.42	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$710k	-89%	9.3k	76.55	View chart
Ishares Tr Esg Awre Usd Etf (SUSC)	0.2	$687k	-21%	30k	23.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$679k	+9%	1.9k	357.37	View chart
3M Company (MMM)	0.2	$665k	+3%	4.1k	161.90	View chart
Tesla Motors (TSLA)	0.2	$664k	+3%	1.6k	420.60	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$628k		5.8k	107.62	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.1	$625k	+8%	9.0k	69.45	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$620k	-90%	7.5k	82.84	View chart
Caterpillar (CAT)	0.1	$617k	-8%	579.00	1065.61	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$596k	-13%	11k	54.69	View chart
Xcel Energy (XEL)	0.1	$576k	-4%	7.2k	80.30	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$570k		1.2k	477.57	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.1	$543k	-70%	10k	52.34	View chart
Intel Corporation (INTC)	0.1	$532k	NEW	3.8k	139.63	View chart
Target Corporation (TGT)	0.1	$530k		4.1k	130.61	View chart
Amazon (AMZN)	0.1	$501k	+24%	2.1k	238.34	View chart
Exxon Mobil Corporation (XOM)	0.1	$496k		3.6k	136.72	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$471k		1.3k	353.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$464k	+2%	928.00	500.39	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$452k		4.7k	96.58	View chart
Abbvie (ABBV)	0.1	$433k		1.7k	251.64	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.1	$428k		11k	39.46	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$412k	-38%	8.1k	51.00	View chart
Ishares Tr Esg Awre 1 5 Yr (SUSB)	0.1	$404k	NEW	16k	24.99	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$400k	-10%	3.2k	124.43	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.1	$399k	-95%	6.5k	61.23	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$386k	-4%	17k	22.14	View chart
Ishares Tr Esg Awr Msci Usa (EVUS)	0.1	$380k	+6%	11k	35.11	View chart
Ishares Tr Systematic Bd Et (SYSB)	0.1	$363k	+7%	4.1k	88.72	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$358k		2.4k	148.31	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.1	$356k		3.7k	97.60	View chart
Johnson & Johnson (JNJ)	0.1	$341k	+5%	1.3k	253.97	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$338k	-17%	2.9k	117.06	View chart
Broadcom (AVGO)	0.1	$334k	+7%	883.00	377.75	View chart
Corning Incorporated (GLW)	0.1	$331k	NEW	1.3k	255.43	View chart
Wells Fargo & Company (WFC)	0.1	$303k		3.7k	82.63	View chart
Nushares Etf Tr Nuveen Esg Intl (NUDM)	0.1	$302k	+22%	7.6k	40.02	View chart
Procter & Gamble Company (PG)	0.1	$296k		2.0k	146.64	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.1	$294k	NEW	3.5k	84.60	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$293k	-8%	5.9k	49.99	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$292k		788.00	370.21	View chart
JPMorgan Chase & Co. (JPM)	0.1	$291k	+3%	890.00	327.26	View chart
Otter Tail Corporation (OTTR)	0.1	$285k		3.2k	89.98	View chart
Mastercard Incorporated Cl A (MA)	0.1	$271k		528.00	513.60	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$270k		5.3k	50.58	View chart
Lockheed Martin Corporation (LMT)	0.1	$256k	+12%	503.00	509.46	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$248k		332.00	746.77	View chart
Marvell Technology (MRVL)	0.1	$245k	NEW	821.00	297.89	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$238k	NEW	323.00	735.98	View chart
Meta Platforms Cl A (META)	0.1	$224k	+9%	398.00	563.29	View chart
Micron Technology (MU)	0.1	$222k	NEW	192.00	1154.29	View chart
Abbott Laboratories (ABT)	0.1	$221k		2.4k	90.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$216k	NEW	315.00	686.81	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 Q2 filed July 16, 2026
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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