Lifelong Wealth Advisors

Lifelong Wealth Advisors as of June 30, 2025

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
Spdr Series Trust Portfolio S&p500 (SPLG) 19.0 $57M 788k 72.69
J P Morgan Exchange Traded F Active Bond Etf (JBND) 10.1 $30M 566k 53.59
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.7 $20M 222k 91.10
Ishares Tr U.s. Tech Etf (IYW) 3.7 $11M 65k 173.27
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.8 $8.5M 136k 62.58
Oracle Corporation (ORCL) 2.8 $8.5M 39k 218.63
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.6 $7.8M 43k 182.82
Ishares Tr Eafe Value Etf (EFV) 2.3 $6.9M 108k 63.48
Ishares Gold Tr Ishares New (IAU) 2.3 $6.8M 110k 62.36
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $6.4M 58k 110.10
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.0 $6.2M 113k 54.46
Ishares Tr S&p 500 Val Etf (IVE) 1.5 $4.5M 23k 195.42
Ishares Core Msci Emkt (IEMG) 1.4 $4.3M 72k 60.03
Ishares Tr Core Total Usd (IUSB) 1.2 $3.8M 81k 46.23
Ishares Tr Core S&p500 Etf (IVV) 1.2 $3.5M 5.7k 620.90
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.2 $3.5M 151k 23.24
Ishares Tr Eafe Grwth Etf (EFG) 1.0 $2.9M 26k 112.00
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $2.8M 77k 35.58
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $2.7M 20k 135.30
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.9 $2.7M 52k 52.10
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.8 $2.3M 49k 46.16
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $1.9M 17k 112.47
Ishares Tr Mbs Etf (MBB) 0.6 $1.8M 19k 93.89
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.6M 12k 138.68
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.6M 12k 128.60
Apple (AAPL) 0.5 $1.4M 6.9k 205.18
Microsoft Corporation (MSFT) 0.5 $1.4M 2.8k 497.46
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $1.3M 24k 52.84
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $1.1M 40k 28.85
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.0M 20k 51.09
Eli Lilly & Co. (LLY) 0.3 $911k 1.2k 779.53
NVIDIA Corporation (NVDA) 0.3 $825k 5.2k 157.99
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $783k 12k 65.52
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $779k 12k 67.27
3M Company (MMM) 0.2 $729k 4.8k 152.24
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $726k 14k 50.92
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $642k 3.3k 197.21
Xcel Energy (XEL) 0.2 $621k 9.1k 68.10
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $593k 5.1k 116.16
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $554k 12k 47.54
Ark Etf Tr Fintech Innova (ARKF) 0.2 $545k 11k 50.24
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $525k 23k 23.23
Target Corporation (TGT) 0.2 $486k 4.9k 98.65
Tesla Motors (TSLA) 0.2 $479k 1.5k 317.66
Ishares Tr Esg Msci Usa Etf (USXF) 0.2 $475k 8.8k 53.93
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $438k 901.00 485.77
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $425k 19k 22.26
Ishares Tr Core Msci Eafe (IEFA) 0.1 $386k 4.6k 83.48
Amazon (AMZN) 0.1 $373k 1.7k 219.39
Ishares Esg Awr Msci Em (ESGE) 0.1 $372k 9.5k 39.17
Ishares Tr National Mun Etf (MUB) 0.1 $361k 3.5k 104.48
Seagate Technology Hldngs Pl Ord Shs (STX) 0.1 $361k 2.5k 144.33
Seagate Technology Hldngs Pl Put Put Option 0.1 $346k 2.4k 144.33
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $340k 3.6k 93.95
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $332k 3.3k 100.14
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $320k 3.5k 92.62
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $316k 2.9k 109.28
Procter & Gamble Company (PG) 0.1 $313k 2.0k 159.32
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $304k 13k 22.98
Alphabet Cap Stk Cl A (GOOGL) 0.1 $297k 1.7k 176.23
Mastercard Incorporated Cl A (MA) 0.1 $292k 520.00 561.94
Wells Fargo & Company (WFC) 0.1 $291k 3.6k 80.11
Ishares Tr Us Infrastruc (IFRA) 0.1 $272k 5.5k 49.19
Ishares Tr Ultra Short Dur (ICSH) 0.1 $272k 5.4k 50.71
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $270k 1.2k 226.49
Abbvie (ABBV) 0.1 $268k 1.4k 185.62
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $267k 6.4k 41.91
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $267k 3.6k 74.44
Meta Platforms Cl A (META) 0.1 $266k 360.00 738.09
Otter Tail Corporation (OTTR) 0.1 $244k 3.2k 77.09
JPMorgan Chase & Co. (JPM) 0.1 $243k 837.00 290.01
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $238k 6.7k 35.49
Exxon Mobil Corporation (XOM) 0.1 $236k 2.2k 107.80
Caterpillar (CAT) 0.1 $234k 604.00 388.03
Alphabet Cap Stk Cl C (GOOG) 0.1 $229k 1.3k 177.39
Broadcom (AVGO) 0.1 $210k 760.00 275.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $205k 332.00 617.85
UnitedHealth (UNH) 0.1 $205k 657.00 311.97