Lifelong Wealth Advisors

Lifelong Wealth Advisors as of March 31, 2026

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