Lifelong Wealth Advisors

Lifelong Wealth Advisors as of June 30, 2026

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