Lifelong Wealth Advisors »

Grail shares owned by Lifelong Wealth Advisors

Quarter-by-quarter ownership of Grail (GRAL) shares owned by Lifelong Wealth Advisors from 13F filings

Historical chart of Lifelong Wealth Advisors investment in Grail

Tip: Access up to 7 years of quarterly data

All positions including Grail held by Lifelong Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Grail by Lifelong Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 2.8k 85.59

More positions owned by Lifelong Wealth Advisors

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust State Street Spd (SPLG)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Fidelity Covington Trust Enhanced Mid (FMDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Tr U.s. Tech Etf (IYW)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Gold Tr Ishares New (IAU)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Oracle Corporation (ORCL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Core Msci Emkt (IEMG)

View all positions for Lifelong Wealth Advisors

Top funds holding Grail

BlackRock
PRIMECAP Management Company
Vanguard Group
CRCM
Baker Bros. Advisors
Farallon Capital Management
State Street Corporation
Fort Hoosac Management
Sessa Capital IM
Susquehanna International
Geode Capital Management
AQR Capital Management
One Fin Capital Management
Goldman Sachs Group
Northern Trust

View all funds holding Grail