Lifelong Wealth Advisors

Lifelong Wealth Advisors as of Sept. 30, 2025

Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 85 positions in its portfolio as reported in the September 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) 21.1 $71M 545k 130.28
Spdr Series Trust Portfolio S&p500 (SPLG) 18.5 $62M 796k 78.34
J P Morgan Exchange Traded F Active Bond Etf (JBND) 10.3 $35M 638k 54.16
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.8 $23M 229k 99.53
Ishares Tr U.s. Tech Etf (IYW) 3.7 $13M 64k 195.86
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.9 $9.8M 150k 65.00
Oracle Corporation (ORCL) 2.9 $9.7M 34k 281.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.7 $9.1M 47k 194.50
Ishares Gold Tr Ishares New (IAU) 2.4 $8.2M 113k 72.77
Ishares Tr Eafe Value Etf (EFV) 2.3 $7.9M 116k 67.83
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.1 $7.2M 121k 59.20
Ishares Tr S&p 500 Grwt Etf (IVW) 2.1 $7.0M 58k 120.72
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $5.3M 26k 206.51
Ishares Core Msci Emkt (IEMG) 1.5 $5.0M 77k 65.92
Ishares Tr Core Total Usd (IUSB) 1.2 $3.9M 84k 46.71
Ishares Tr Core S&p500 Etf (IVV) 1.1 $3.8M 5.7k 669.30
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $3.8M 160k 23.47
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.0 $3.4M 59k 57.52
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $3.1M 82k 37.86
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $3.1M 27k 113.88
Ishares Tr Esg Awr Msci Usa (ESGU) 0.9 $3.0M 20k 145.60
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.7 $2.4M 53k 46.63
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.6 $2.1M 17k 121.06
Ishares Tr Mbs Etf (MBB) 0.6 $1.9M 20k 95.15
Apple (AAPL) 0.5 $1.8M 6.9k 254.64
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.7M 12k 138.24
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.7M 12k 142.41
Microsoft Corporation (MSFT) 0.5 $1.6M 3.0k 518.01
Blackrock Etf Trust Ishares A I Inno (BAI) 0.4 $1.5M 43k 34.16
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $1.4M 26k 53.24
Ishares Tr Core Intl Aggr (IAGG) 0.3 $1.1M 21k 51.23
NVIDIA Corporation (NVDA) 0.3 $986k 5.3k 186.58
World Gold Tr Spdr Gld Minis (GLDM) 0.3 $967k 13k 76.45
Eli Lilly & Co. (LLY) 0.3 $888k 1.2k 763.00
Blackrock Etf Trust Us Carbon Trans (LCTU) 0.3 $844k 12k 72.58
3M Company (MMM) 0.2 $736k 4.7k 155.18
Xcel Energy (XEL) 0.2 $736k 9.1k 80.65
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $723k 3.3k 222.18
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $695k 14k 51.04
Tesla Motors (TSLA) 0.2 $672k 1.5k 444.72
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $626k 5.0k 125.95
Ark Etf Tr Fintech Innova (ARKF) 0.2 $616k 11k 56.80
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $590k 2.5k 236.06
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $570k 12k 48.03
Oracle Corp Put Put Option 0.2 $567k 2.4k 236.06
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $534k 23k 23.56
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $502k 8.8k 57.31
Ishares Tr National Mun Etf (MUB) 0.1 $463k 4.4k 106.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $451k 897.00 502.74
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $429k 19k 22.45
Target Corporation (TGT) 0.1 $427k 4.8k 89.70
Alphabet Cap Stk Cl A (GOOGL) 0.1 $412k 1.7k 243.10
Ishares Tr Core Msci Eafe (IEFA) 0.1 $404k 4.6k 87.31
Ishares Esg Awr Msci Em (ESGE) 0.1 $399k 9.2k 43.42
Exxon Mobil Corporation (XOM) 0.1 $395k 3.5k 112.75
Abbvie (ABBV) 0.1 $390k 1.7k 231.54
Amazon (AMZN) 0.1 $373k 1.7k 219.57
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $360k 3.6k 99.45
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $350k 3.7k 95.19
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $344k 2.9k 118.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $334k 1.2k 279.29
Alphabet Cap Stk Cl C (GOOG) 0.1 $314k 1.3k 243.55
Procter & Gamble Company (PG) 0.1 $312k 2.0k 153.65
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $305k 3.0k 100.23
Wells Fargo & Company (WFC) 0.1 $304k 3.6k 83.81
Mastercard Incorporated Cl A (MA) 0.1 $295k 518.00 568.81
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $291k 13k 23.12
Caterpillar (CAT) 0.1 $288k 604.00 477.23
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $280k 6.4k 43.83
Ishares Tr Ultra Short Dur (ICSH) 0.1 $272k 5.4k 50.75
Ishares Tr Esg Eafe Etf (DMXF) 0.1 $271k 3.6k 75.74
Meta Platforms Cl A (META) 0.1 $265k 361.00 734.38
JPMorgan Chase & Co. (JPM) 0.1 $265k 838.00 315.58
Honeywell International (HON) 0.1 $264k 1.3k 210.50
Otter Tail Corporation (OTTR) 0.1 $259k 3.2k 81.97
Broadcom (AVGO) 0.1 $251k 762.00 329.91
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $247k 6.6k 37.62
Johnson & Johnson (JNJ) 0.1 $232k 1.3k 185.42
UnitedHealth (UNH) 0.1 $231k 669.00 345.30
Home Depot (HD) 0.1 $227k 561.00 405.19
Lockheed Martin Corporation (LMT) 0.1 $224k 449.00 499.21
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $221k 332.00 666.18
Ishares Tr Us Infrastruc (IFRA) 0.1 $207k 3.9k 52.82
Ishares Tr Esg Adv Ttl Usd (EUSB) 0.1 $207k 4.7k 43.92
Abbott Laboratories (ABT) 0.1 $204k 1.5k 133.94