LIFELONG WEALTH ADVISORS, INC.
Sector Allocation
- Other90.5%$390.0M
- Financials4.0%$17.4M
- Technology3.4%$14.8M
- Healthcare1.0%$4.3M
- Consumer Discretionary0.3%$1.1M
- Consumer Staples0.2%$921,258
- Utilities0.2%$783,901
- Industrials0.2%$727,443
- Energy0.1%$598,283
- Communication Services0.1%$205,589
AUM History
13fpro.ai/research/fund/lifelong-wealth-advisors-inc-2051717
Conviction and streaks
Stable · top 10 = 71.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$84.7M
- GOLDMAN$78.3M
- J$36.6M
- FIDELITY$29.5M
- AMERICAN$25.5M
- BLACKROCK$11.3M
- ISHARES$11.2M
- ISHARES$10.8M
- J$10.5M
- ISHARES$9.6M
IAU
$8.2M- BLACKROCK$7.1M
- ISHARES$6.8M
- ISHARES$6.6M
- BLACKROCK$5.4M
- ISHARES$5.2M
ORCL
$4.7M- SCHWAB$4.6M
IVZ
$4.1M- BLACKROCK$3.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lifelong-wealth-advisors-inc-2051717
LIFELONG WEALTH ADVISORS, INC. 13F holdings — Q3 2026
$432.0M portfolio (+1.5% QoQ) · 104 holdings · Q3 2026 13F · top 10 are 72% of the stock portfolio
Includes $947K of put/call options ($947K puts, $0 calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $431.0M. Weights use the stock portfolio.
- 1
SPDR SERIES TRUST - ST STR P500ETF
$84.7M
19.6% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
GOLDMAN SACHS ETF TR - ACTIVEBETA US LG
$78.3M
18.2% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
$36.6M
8.5% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
FIDELITY COVINGTON TRUST - ENH MID COR ETF
$29.5M
6.8% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
AMERICAN CENTY ETF TR - US SML CP VALU
$25.5M
5.9% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
BLACKROCK ETF TRUST - ISHARES US EQUIT
$11.3M
2.6% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - U.S. TECH ETF
$11.2M
2.6% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - S&P 500 GRWT ETF
$10.8M
2.5% of stocks
+6%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
$10.5M
2.4% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - S&P 500 VAL ETF
$9.6M
2.2% of stocks
+0.8%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P500ETF | $84.7M | 19.6% | +0.3% | — | — | — | — | |
| 2 | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $78.3M | 18.2% | -0.8% | — | — | — | — | |
| 3 | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $36.6M | 8.5% | +2% | — | — | — | — | |
| 4 | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $29.5M | 6.8% | -0.9% | — | — | — | — | |
| 5 | AMERICAN CENTY ETF TR - US SML CP VALU | $25.5M | 5.9% | -0.8% | — | — | — | — | |
| 6 | BLACKROCK ETF TRUST - ISHARES US EQUIT | $11.3M | 2.6% | +1% | — | — | — | — | |
| 7 | ISHARES TR - U.S. TECH ETF | $11.2M | 2.6% | -3% | — | — | — | — | |
| 8 | ISHARES TR - S&P 500 GRWT ETF | $10.8M | 2.5% | +6% | — | — | — | — | |
| 9 | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $10.5M | 2.4% | +0.9% | — | — | — | — | |
| 10 | ISHARES TR - S&P 500 VAL ETF | $9.6M | 2.2% | +0.8% | — | — | — | — |
All holdings — LIFELONG WEALTH ADVISORS, INC. (Q3 2026)
104 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | ISHARES GOLD TRUSTetf/fund | Financials | $8.2M | 1.9% | 105K | +4% | 6 qtrsAdded 2 qtrs in a row | — | 13F | |
| 12 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETFetf/fund | — | $7.1M | 1.6% | 194K | +6% | — | — | 13F |
| 13 | — | ISHARES TR - MSCI ACWI EX USetf/fund | — | $6.8M | 1.6% | 90K | +12% | — | — | 13F |
| 14 | — | ISHARES TR - CORE UNIVRSL USDetf/fund | — | $6.6M | 1.5% | 150K | +11% | — | — | 13F |
| 15 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETFetf/fund | — | $5.4M | 1.3% | 115K | +4% | — | — | 13F |
| 16 | — | ISHARES TR - CORE S&P500 ETFetf/fund | — | $5.2M | 1.2% | 6,742 | +4% | — | — | 13F |
| 17 | ORACLE CORP | Technology | $4.7M | 1.1% | 34K | +0.0% | 8+ qtrs | 68.5 | 13F | |
| 18 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $4.6M | 1.1% | 208K | +5% | — | — | 13F |
| 19 | Invesco Ltd. | Financials | $4.1M | 0.9% | 27K | +1% | 8+ qtrsTrimmed 2 qtrs in a row | — | 13F | |
| 20 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETFetf/fund | — | $3.5M | 0.8% | 72K | +11% | — | — | 13F |
| 21 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $3.5M | 0.8% | 21K | -1% | — | — | 13F |
| 22 | — | GLOBAL X FDS - DEFENSE TECH ETFetf/fund | — | $3.3M | 0.8% | 54K | +7% | — | — | 13F |
| 23 | — | BLACKROCK ETF TRUST - ISHA US THEM ETFetf/fund | — | $3.2M | 0.8% | 73K | +2% | — | — | 13F |
| 24 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $2.9M | 0.7% | 31K | +3% | — | — | 13F |
| 25 | Apple Inc. | Technology | $2.7M | 0.6% | 8,016 | +5% | 8+ qtrsAdded 4 qtrs in a row | 75.7 | 13F | |
| 26 | — | ISHARES TR - US TREAS BD ETF | — | $2.6M | 0.6% | 121K | +9% | |||
| 27 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | — | $2.4M | 0.6% | 58K | -0.9% | |||
| 28 | $MSFT | MICROSOFT CORP | Technology | $2.3M | 0.5% | 4,501 | +2% | |||
| 29 | $GS | GOLDMAN SACHS GROUP INC | Financials | $2.2M | 0.5% | 22K | +97% | |||
| 30 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $2.0M | 0.5% | 68K | +8% | |||
| 31 | — | ISHARES TR - MBS ETF | — | $2.0M | 0.5% | 23K | -15% | |||
| 32 | — | ISHARES TR - MSCI ACWI ETF | — | $2.0M | 0.5% | 12K | — | |||
| 33 | — | ISHARES TR - MSCI USA QLT FCT | — | $1.8M | 0.4% | 7,938 | -6% | |||
| 34 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $1.6M | 0.4% | 31K | +9% | |||
| 35 | $NVDA | NVIDIA CORP | Technology | $1.3M | 0.3% | 5,766 | +4% | |||
| 36 | $LLY | ELI LILLY & Co | Healthcare | $1.2M | 0.3% | 1,041 | -12% | |||
| 37 | — | ISHARES TR - RUS MD CP GR ETF | — | $1.2M | 0.3% | 8,486 | -0.6% | |||
| 38 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $1.2M | 0.3% | 14K | -2% | |||
| 39 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $930K | 0.2% | 3,101 | -0.1% | |||
| 40 | — | ISHARES TR - ESG AWR US AGRGT | — | $917K | 0.2% | 20K | +3% | |||
| 41 | — | ISHARES TR - ESG MSCI KLD ETF | — | $830K | 0.2% | 5,678 | -9% | |||
| 42 | $GLDM | World Gold Trust | Financials | $779K | 0.2% | 9,479 | +3% | |||
| 43 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $725K | 0.2% | 1,974 | -0.1% | |||
| 44 | — | ISHARES TR - NATIONAL MUN ETF | — | $698K | 0.2% | 6,907 | +18% | |||
| 45 | $GOOGL | Alphabet Inc. | Technology | $684K | 0.2% | 1,988 | +5% | |||
| 46 | $MMM | 3M CO | Healthcare | $676K | 0.2% | 4,118 | +0.2% | |||
| 47 | — | ISHARES TR - ESG AWRE USD ETF | — | $651K | 0.1% | 30K | -0.0% | |||
| 48 | $TGT | TARGET CORP | Consumer Staples | $637K | 0.1% | 4,065 | +0.1% | |||
| 49 | — | ISHARES TR - ESG MSCI USA ETF | — | $611K | 0.1% | 8,975 | -0.3% | |||
| 50 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $598K | 0.1% | 3,676 | +1% | |||
| 51 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $590K | 0.1% | 11K | -0.0% | |||
| 52 | $LLY PUT | ELI LILLY & Co | Healthcare | $579K | — | 500 | -29% | |||
| 53 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $550K | 0.1% | 1,205 | +0.9% | |||
| 54 | $AMZN | AMAZON COM INC | Consumer Discretionary | $545K | 0.1% | 2,186 | +4% | |||
| 55 | $TSLA | Tesla, Inc. | Consumer Discretionary | $534K | 0.1% | 1,506 | -5% | |||
| 56 | — | ISHARES TR - EAFE VALUE ETF | — | $529K | 0.1% | 6,690 | -28% | |||
| 57 | — | ISHARES INC - CORE MSCI EMKT | — | $528K | 0.1% | 6,502 | -13% | |||
| 58 | $STX | Seagate Technology Holdings plc | Technology | $509K | 0.1% | 552 | +0.5% | |||
| 59 | $XEL | XCEL ENERGY INC | Utilities | $505K | 0.1% | 7,170 | +0.0% | |||
| 60 | — | ARK ETF TR - BLOC FIN INN ETF | — | $494K | 0.1% | 11K | — | |||
| 61 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $472K | 0.1% | 947 | +2% | |||
| 62 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $471K | 0.1% | 9,267 | -11% | |||
| 63 | $CAT | CATERPILLAR INC | Industrials | $470K | 0.1% | 579 | — | |||
| 64 | $INTC | INTEL CORP | Technology | $464K | 0.1% | 3,863 | +1% | |||
| 65 | — | ISHARES TR - CORE MSCI EAFE | — | $464K | 0.1% | 4,788 | +2% | |||
| 66 | $ABBV | AbbVie Inc. | Healthcare | $459K | 0.1% | 1,755 | +2% | |||
| 67 | $GOOG | Alphabet Inc. | Technology | $454K | 0.1% | 1,333 | +0.1% | |||
| 68 | $GRAL | GRAIL, Inc. | Healthcare | $407K | 0.1% | 2,904 | New | |||
| 69 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $397K | 0.1% | 16K | +0.5% | |||
| 70 | — | ISHARES TR - ESG AWR MSCI USA | — | $393K | 0.1% | 11K | — | |||
| 71 | — | NUSHARES ETF TR - NUVEEN ESG US | — | $385K | 0.1% | 18K | +4% | |||
| 72 | — | ISHARES TR - SYSTEMATIC BD ET | — | $371K | 0.1% | 4,403 | +8% | |||
| 73 | $STX PUT | Seagate Technology Holdings plc | Technology | $369K | — | 400 | — | |||
| 74 | $JNJ | JOHNSON & JOHNSON | Healthcare | $361K | 0.1% | 1,362 | +1% | |||
| 75 | — | VANGUARD INDEX FDS - MRNGSTR TTL STK | — | $356K | 0.1% | 951 | +21% | |||
| 76 | — | ISHARES TR - EAFE GRWTH ETF | — | $355K | 0.1% | 2,965 | -8% | |||
| 77 | — | ISHARES TR - CORE 80 20 ETF | — | $355K | 0.1% | 3,650 | — | |||
| 78 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | — | $348K | 0.1% | 6,891 | -15% | |||
| 79 | $AVGO | Broadcom Inc. | Technology | $340K | 0.1% | 969 | +10% | |||
| 80 | — | ISHARES TR - CORE S&P SCP ETF | — | $333K | 0.1% | 2,447 | +1% | |||
| 81 | $SPY | SPDR S&P 500 ETF TRUST | — | $331K | 0.1% | 434 | +31% | |||
| 82 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $328K | 0.1% | 2,886 | — | |||
| 83 | $META | Meta Platforms, Inc. | Technology | $311K | 0.1% | 429 | +8% | |||
| 84 | $JPM | JPMORGAN CHASE & CO | Financials | $311K | 0.1% | 939 | +6% | |||
| 85 | $MA | Mastercard Inc | Financials | $299K | 0.1% | 543 | +3% | |||
| 86 | — | ISHARES TR - ESG EAFE ETF | — | $298K | 0.1% | 3,525 | +1% | |||
| 87 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $295K | 0.1% | 3,686 | +0.6% | |||
| 88 | — | NUSHARES ETF TR - NUVEEN ESG INTL | — | $295K | 0.1% | 7,422 | -2% | |||
| 89 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $293K | 0.1% | 5,571 | -5% | |||
| 90 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $284K | 0.1% | 1,957 | -3% | |||
| 91 | $OTTR | Otter Tail Corp | Utilities | $279K | 0.1% | 3,164 | — | |||
| 92 | — | ISHARES TR - ULTRA SHORT DUR | — | $263K | 0.1% | 5,218 | -2% | |||
| 93 | — | BLACKROCK ETF TRUST II - ISHAR BACKE ETF | — | $258K | 0.1% | 5,504 | New | |||
| 94 | $LMT | LOCKHEED MARTIN CORP | Industrials | $258K | 0.1% | 506 | +0.6% | |||
| 95 | $IVZ | Invesco Ltd. | Financials | $254K | 0.1% | 3,999 | -39% | |||
| 96 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $252K | 0.1% | 341 | +6% | |||
| 97 | $ABT | ABBOTT LABORATORIES | Healthcare | $245K | 0.1% | 2,481 | +2% | |||
| 98 | $MRVL | Marvell Technology, Inc. | Technology | $227K | 0.1% | 859 | +5% | |||
| 99 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $221K | 0.1% | 315 | — | |||
| 100 | $MU | MICRON TECHNOLOGY INC | Technology | $207K | 0.1% | 194 | +1% | |||
| 101 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $206K | 0.1% | 4,482 | New | |||
| 102 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $205K | 0.1% | 303 | New | |||
| 103 | $GLW | CORNING INC /NY | Materials | $201K | 0.1% | 1,308 | +1% | |||
| 104 | — | ISHARES TR - INTL EQTY FACTOR | — | $200K | 0.1% | 4,829 | New |
What changed in Q3 2026
Against the previous quarter's 13F: 5 new, 61 added to, 29 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (5)
Added to (61)
$GSGOLDMAN SACHS GROUP INC+97%
now $2.2M · held 3 qtrs, 3 adds in a row
- J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF+2%
now $36.6M
- ISHARES TR - MSCI ACWI EX US+12%
now $6.8M
- ISHARES TR - CORE UNIVRSL USD+11%
now $6.6M
- ISHARES TR - S&P 500 GRWT ETF+6%
now $10.8M
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF+6%
now $7.1M
+55 more in the Excel export
Trimmed (29)
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-0.8%
now $78.3M
- ISHARES TR - MBS ETF-15%
now $2.0M
- ISHARES TR - U.S. TECH ETF-3%
now $11.2M
- FIDELITY COVINGTON TRUST - ENH MID COR ETF-0.9%
now $29.5M
$LLYPUTELI LILLY & Co-29%
now $579K
- AMERICAN CENTY ETF TR - US SML CP VALU-0.8%
now $25.5M
+23 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F LIFELONG WEALTH ADVISORS, INC. has filed, 7 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 19, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LIFELONG WEALTH ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 17% over the last 4
Top 10 weight
72%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
89%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LIFELONG WEALTH ADVISORS, INC. disclosed 104 positions worth $432.0M in its Form 13F-HR for Q3 2026 — $431.0M in common stock plus $947,476 of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 5 new positions and exited 0 — including a new stake in $GRAL. The portfolio is most concentrated in Other (90.5% of disclosed assets). All figures are sourced directly from LIFELONG WEALTH ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2051717.
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