Lifelong Wealth Advisors

Lifelong Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Lifelong Wealth Advisors

Lifelong Wealth Advisors holds 89 positions in its portfolio as reported in the December 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) 19.0 $72M 541k 132.37
Spdr Series Trust State Street Spd (SPLG) 16.9 $64M 796k 80.22
J P Morgan Exchange Traded F Active Bond Etf (JBND) 9.3 $35M 651k 54.07
Fidelity Covington Trust Enhanced Mid (FMDE) 7.2 $27M 748k 36.38
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.1 $23M 226k 101.98
Ishares Tr U.s. Tech Etf (IYW) 2.7 $10M 52k 199.68
J P Morgan Exchange Traded F Hedged Equity La (HELO) 2.5 $9.5M 143k 66.43
Ishares Gold Tr Ishares New (IAU) 2.4 $8.9M 110k 81.17
Blackrock Etf Trust Ishares Us Equit (DYNF) 2.3 $8.7M 143k 60.81
Ishares Tr S&p 500 Val Etf (IVE) 2.2 $8.5M 40k 212.07
Ishares Tr S&p 500 Grwt Etf (IVW) 2.0 $7.7M 62k 123.26
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.0 $7.4M 124k 59.28
Oracle Corporation (ORCL) 1.8 $6.7M 34k 194.91
Ishares Tr Eafe Value Etf (EFV) 1.7 $6.4M 89k 71.41
Ishares Core Msci Emkt (IEMG) 1.4 $5.1M 76k 67.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $5.1M 26k 198.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $4.2M 179k 23.37
Ishares Tr Core S&p500 Etf (IVV) 1.1 $4.0M 5.8k 684.94
Blackrock Etf Trust Ishares Us Thema (THRO) 0.9 $3.5M 91k 38.56
Blackrock Etf Trust Ishares A I Inno (BAI) 0.9 $3.5M 104k 33.30
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 0.9 $3.5M 29k 119.32
Ishares Tr Core Univrsl Usd (IUSB) 0.9 $3.4M 73k 46.54
Ishares Tr Esg Awr Msci Usa (ESGU) 0.8 $3.1M 21k 148.98
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN) 0.8 $3.1M 66k 46.22
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $2.8M 36k 77.02
Ishares Tr Mbs Etf (MBB) 0.6 $2.2M 23k 95.22
Apple (AAPL) 0.5 $1.9M 7.0k 271.88
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.7M 12k 141.49
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $1.7M 33k 52.77
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.7M 20k 85.37
Global X Fds Defense Tech Etf (SHLD) 0.4 $1.6M 25k 64.79
Microsoft Corporation (MSFT) 0.4 $1.6M 3.3k 483.68
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.4 $1.6M 12k 136.94
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.6M 31k 50.01
Oracle Corp Put Put Option 0.4 $1.4M 3.1k 455.87
Eli Lilly & Co. (LLY) 0.3 $1.3M 1.2k 1074.68
Blackrock Etf Trust Ishares Us Carbo (LCTU) 0.3 $1.1M 15k 74.09
NVIDIA Corporation (NVDA) 0.3 $1.0M 5.4k 186.50
Ishares Tr Esg Awre Usd Etf (SUSC) 0.2 $878k 38k 23.38
Ishares Tr Esg Awr Us Agrgt (EAGG) 0.2 $813k 17k 47.85
Ishares Tr Esg Msci Kld 400 (DSI) 0.2 $791k 6.1k 128.83
Fidelity Covington Trust Msci Info Tech I (FTEC) 0.2 $702k 3.1k 224.65
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $689k 2.5k 275.39
Tesla Motors (TSLA) 0.2 $687k 1.5k 449.72
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $674k 13k 50.94
3M Company (MMM) 0.2 $636k 4.0k 160.11
Xcel Energy (XEL) 0.1 $563k 7.6k 73.86
Ishares Esg Awr Msci Em (ESGE) 0.1 $551k 13k 44.17
Alphabet Cap Stk Cl A (GOOGL) 0.1 $541k 1.7k 313.00
Ark Etf Tr Blockchain & Fin (ARKF) 0.1 $516k 11k 47.63
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $500k 5.2k 96.28
Ishares Tr Esg Msci Usa Etf (USXF) 0.1 $481k 8.3k 57.58
Ishares Tr National Mun Etf (MUB) 0.1 $470k 4.4k 107.11
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $455k 906.00 502.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $445k 652.00 681.92
Nushares Etf Tr Nuveen Esg Us (NUBD) 0.1 $427k 19k 22.36
Exxon Mobil Corporation (XOM) 0.1 $424k 3.5k 120.34
Ishares Tr Core Msci Eafe (IEFA) 0.1 $414k 4.6k 89.46
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $406k 18k 23.02
Alphabet Cap Stk Cl C (GOOG) 0.1 $405k 1.3k 313.80
Amazon (AMZN) 0.1 $402k 1.7k 230.82
Target Corporation (TGT) 0.1 $394k 4.0k 97.75
Abbvie (ABBV) 0.1 $387k 1.7k 228.49
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $376k 3.3k 113.93
Caterpillar (CAT) 0.1 $363k 634.00 573.22
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $363k 1.2k 303.89
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.1 $343k 3.5k 97.80
Wells Fargo & Company (WFC) 0.1 $340k 3.6k 93.19
Ishares Tr Esg Awr Msci Usa (EVUS) 0.1 $324k 10k 32.04
Ishares Tr Systematic Bd Et 0.1 $320k 3.6k 89.76
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $309k 2.6k 120.18
Mastercard Incorporated Cl A (MA) 0.1 $295k 517.00 570.88
Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.1 $287k 6.4k 45.05
Procter & Gamble Company (PG) 0.1 $280k 2.0k 143.31
JPMorgan Chase & Co. (JPM) 0.1 $273k 847.00 322.05
Ishares Tr Ultra Short Dur (ICSH) 0.1 $271k 5.4k 50.58
Broadcom (AVGO) 0.1 $267k 770.00 346.10
Johnson & Johnson (JNJ) 0.1 $260k 1.3k 206.95
Otter Tail Corporation (OTTR) 0.1 $256k 3.2k 80.81
Meta Platforms Cl A (META) 0.1 $240k 364.00 660.09
Grail (GRAL) 0.1 $239k 2.8k 85.59
Nushares Etf Tr Nuveen Esg Intl (NUDM) 0.1 $238k 6.6k 36.21
Ishares Tr Conv Bd Etf (ICVT) 0.1 $230k 2.3k 98.50
UnitedHealth (UNH) 0.1 $224k 679.00 330.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $219k 463.00 473.30
Lockheed Martin Corporation (LMT) 0.1 $215k 445.00 483.67
Honeywell International (HON) 0.1 $215k 1.1k 195.09
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $202k 329.00 613.43
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $202k 601.00 335.36