LIFELONG WEALTH ADVISORS, INC.
13F Reported Value
ⓘ$425.6M
incl. option notional
Equity Holdings
ⓘ$424.4M
Option Notional
ⓘ$1.2M
$1.2M puts / $0 calls
Holdings
99
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LIFELONG WEALTH ADVISORS, INC. disclosed 99 positions worth $425.6M in its Form 13F-HR for Q2 2026 — $424.4M in common stock plus $1.2M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 13 new positions and exited 4. The portfolio is most concentrated in Other (91.0% of disclosed assets). All figures are sourced directly from LIFELONG WEALTH ADVISORS, INC.’s Form 13F-HR filing with the SEC under CIK 2051717.
AI Fund Analysis
Concentrating
$MSFT
$NVDA
$GOOG
$XOM.R34088Sector Allocation
AUM History
Top Equity Holdings by Value
Option Positions
13F rules report options at the value of the underlying shares (notional) — not the premium paid or capital at risk. Shown separately from the equity sleeve above.
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
SPDR SERIES TRUST - ST STR P500ETF
—Quality
$82.6M940,424 shGOLDMAN SACHS ETF TR - ACTIVEBETA US LG
—Quality
$77.2M544,027 shJ P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF
—Quality
$37.4M699,070 shFIDELITY COVINGTON TRUST - ENH MID COR ETF
—Quality
$29.9M736,675 shAMERICAN CENTY ETF TR - US SML CP VALU
—Quality
$27.3M218,595 shBLACKROCK ETF TRUST - ISHARES US EQUIT
—Quality
$11.0M161,919 shISHARES TR - U.S. TECH ETF
—Quality
$11.0M43,554 shJ P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF
—Quality
$10.1M149,775 shISHARES TR - S&P 500 GRWT ETF
—Quality
$9.9M71,625 shISHARES TR - S&P 500 VAL ETF
—Quality
$9.5M41,936 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR SERIES TRUST - ST STR P500ETF | — | $82.6M | 940,424 |
| GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $77.2M | 544,027 |
| J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | — | $37.4M | 699,070 |
| FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $29.9M | 736,675 |
| AMERICAN CENTY ETF TR - US SML CP VALU | — | $27.3M | 218,595 |
| BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $11.0M | 161,919 |
| ISHARES TR - U.S. TECH ETF | — | $11.0M | 43,554 |
| J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | — | $10.1M | 149,775 |
| ISHARES TR - S&P 500 GRWT ETF | — | $9.9M | 71,625 |
| ISHARES TR - S&P 500 VAL ETF | — | $9.5M | 41,936 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LIFELONG WEALTH ADVISORS, INC.'s 99 positions.
Showing top 10 of 99 holdings.
Sector Allocation
Other
$386.0M
Financials
$16.1M
Technology
$13.8M
Healthcare
$3.9M
Industrials
$1.5M
Consumer Discretionary
$1.0M
Utilities
$860,207
Energy
$495,622
Full Holdings — LIFELONG WEALTH ADVISORS, INC. (Q2 2026)
All 99 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR SERIES TRUST - ST STR P500ETF | $82.6M | 19.5% | +17% | — |
| 2 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $77.2M | 18.2% | -1% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F - ACTIVE BOND ETF | $37.4M | 8.8% | +4% | — |
| 4 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $29.9M | 7.0% | -3% | — |
| 5 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $27.3M | 6.4% | -3% | — |
| 6 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $11.0M | 2.6% | -5% | — |
| 7 | — | ISHARES TR - U.S. TECH ETF | $11.0M | 2.6% | -15% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $10.1M | 2.4% | +1% | — |
| 9 | — | ISHARES TR - S&P 500 GRWT ETF | $9.9M | 2.3% | +5% | — |
| 10 | — | ISHARES TR - S&P 500 VAL ETF | $9.5M | 2.2% | -5% | — |
| 11 |  $IAU | ISHARES GOLD TRUST | $7.6M | 1.8% | +11% | — |
| 12 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $6.7M | 1.6% | NEW | — |
| 13 | — | ISHARES TR - CORE UNIVRSL USD | $6.2M | 1.5% | +79% | — |
| 14 | — | ISHARES TR - MSCI ACWI EX US | $6.1M | 1.4% | NEW | — |
| 15 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $5.8M | 1.4% | -5% | — |
| 16 |  $ORCL | ORACLE CORP | $5.0M | 1.2% | +0% | 66.2 |
| 17 | — | ISHARES TR - CORE S&P500 ETF | $4.8M | 1.1% | +0% | — |
| 18 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | $4.6M | 1.1% | +7% | — |
| 19 |  $IVZ | Invesco Ltd. | $4.3M | 1.0% | -18% | — |
| 20 | — | ISHARES TR - ESG AWR MSCI USA | $3.5M | 0.8% | +1% | — |
| 21 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $3.3M | 0.8% | NEW | — |
| 22 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $3.1M | 0.7% | -30% | — |
| 23 | — | GLOBAL X FDS - DEFENSE TECH ETF | $3.0M | 0.7% | +83% | — |
| 24 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $3.0M | 0.7% | -23% | — |
| 25 | — | BONDBLOXX ETF TRUST - BLOOMBERG TEN YR | $2.7M | 0.6% | -17% | — |
| 26 | — | ISHARES TR - US TREAS BD ETF | $2.5M | 0.6% | +462% | — |
| 27 | — | ISHARES TR - MBS ETF | $2.5M | 0.6% | +8% | — |
| 28 |  $AAPL | Apple Inc. | $2.2M | 0.5% | +3% | 76.4 |
| 29 | — | ISHARES TR - MSCI ACWI ETF | $1.9M | 0.5% | +0% | — |
| 30 | — | ISHARES TR - MSCI USA QLT FCT | $1.9M | 0.4% | -69% | — |
| 31 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | $1.8M | 0.4% | NEW | — |
| 32 | $MSFT | MICROSOFT CORP | $1.6M | 0.4% | +10% | 79.8 |
| 33 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | $1.5M | 0.3% | NEW | — |
| 34 |  $LLY | ELI LILLY & Co | $1.4M | 0.3% | +1% | 87.5 |
| 35 | — | ISHARES TR - RUS MD CP GR ETF | $1.2M | 0.3% | -8% | — |
| 36 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | $1.2M | 0.3% | -3% | — |
| 37 | $NVDA | NVIDIA CORP | $1.1M | 0.3% | +0% | 85.9 |
| 38 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.3% | +86% | 73.5 |
| 39 | — | ISHARES TR - ESG AWR US AGRGT | $932,555 | 0.2% | +16% | — |
| 40 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $886,277 | 0.2% | -1% | — |
| 41 | — | ISHARES TR - ESG MSCI KLD ETF | $885,951 | 0.2% | +2% | — |
| 42 | $LLYPUT | ELI LILLY & Co | $839,601 | — | +0% | 87.5 |
| 43 |  $UNH | UNITEDHEALTH GROUP INC | $820,869 | 0.2% | +36% | 62.7 |
| 44 |  $GLDM | World Gold Trust | $733,920 | 0.2% | -50% | — |
| 45 | — | ISHARES TR - EAFE VALUE ETF | $709,504 | 0.2% | -89% | — |
| 46 | — | ISHARES TR - ESG AWRE USD ETF | $686,763 | 0.2% | -21% | — |
| 47 | $GOOG | Alphabet Inc. | $679,360 | 0.2% | +9% | 78.2 |
| 48 |  $MMM | 3M CO | $665,229 | 0.2% | +3% | 64.9 |
| 49 |  $TSLA | Tesla, Inc. | $663,707 | 0.2% | +3% | 53.9 |
| 50 | — | ISHARES TR - NATIONAL MUN ETF | $628,393 | 0.1% | -0% | — |
| 51 | — | ISHARES TR - ESG MSCI USA ETF | $625,328 | 0.1% | +8% | — |
| 52 | — | ISHARES INC - CORE MSCI EMKT | $619,560 | 0.1% | -90% | — |
| 53 |  $CAT | CATERPILLAR INC | $616,990 | 0.1% | -9% | 66.5 |
| 54 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $595,683 | 0.1% | -13% | — |
| 55 |  $XEL | XCEL ENERGY INC | $575,510 | 0.1% | -5% | 56.4 |
| 56 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $570,219 | 0.1% | +0% | — |
| 57 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $542,661 | 0.1% | -70% | — |
| 58 |  $INTC | INTEL CORP | $532,409 | 0.1% | NEW | 45.6 |
| 59 |  $TGT | TARGET CORP | $530,146 | 0.1% | +0% | 60.7 |
| 60 |  $STX | Seagate Technology Holdings plc | $529,785 | 0.1% | -78% | — |
| 61 |  $AMZN | AMAZON COM INC | $500,752 | 0.1% | +24% | 68.7 |
| 62 | $XOM.R34088 | EXXON MOBIL CORP | $495,622 | 0.1% | +1% | 57.9 |
| 63 |  $GOOGL | Alphabet Inc. | $470,636 | 0.1% | +0% | 78.2 |
| 64 |  $BRK.B | BERKSHIRE HATHAWAY INC | $464,362 | 0.1% | +3% | 73.8 |
| 65 | — | ISHARES TR - CORE MSCI EAFE | $451,898 | 0.1% | +1% | — |
| 66 |  $ABBV | AbbVie Inc. | $432,569 | 0.1% | +2% | 72.6 |
| 67 | — | ARK ETF TR - BLOC FIN INN ETF | $427,707 | 0.1% | +0% | — |
| 68 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $411,672 | 0.1% | -39% | — |
| 69 | — | ISHARES TR - ESG AWRE 1 5 YR | $403,888 | 0.1% | NEW | — |
| 70 | — | ISHARES TR - EAFE GRWTH ETF | $399,912 | 0.1% | -10% | — |
| 71 | $IVZ | Invesco Ltd. | $398,669 | 0.1% | -95% | — |
| 72 | $STXPUT | Seagate Technology Holdings plc | $386,000 | — | -83% | — |
| 73 | — | NUSHARES ETF TR - NUVEEN ESG US | $385,990 | 0.1% | -5% | — |
| 74 | — | ISHARES TR - ESG AWR MSCI USA | $380,136 | 0.1% | +6% | — |
| 75 | — | ISHARES TR - SYSTEMATIC BD ET | $363,205 | 0.1% | +7% | — |
| 76 | — | ISHARES TR - CORE S&P SCP ETF | $358,169 | 0.1% | -0% | — |
| 77 | — | ISHARES TR - CORE 80 20 ETF | $356,240 | 0.1% | -0% | — |
| 78 |  $JNJ | JOHNSON & JOHNSON | $341,082 | 0.1% | +6% | 69 |
| 79 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | $337,835 | 0.1% | -18% | — |
| 80 |  $AVGO | Broadcom Inc. | $333,553 | 0.1% | +7% | 84.5 |
| 81 |  $GLW | CORNING INC /NY | $330,782 | 0.1% | NEW | 73.7 |
| 82 |  $WFC | WELLS FARGO & COMPANY/MN | $302,767 | 0.1% | +0% | 61.8 |
| 83 | — | NUSHARES ETF TR - NUVEEN ESG INTL | $302,231 | 0.1% | +22% | — |
| 84 |  $PG | PROCTER & GAMBLE Co | $295,773 | 0.1% | -1% | 64.6 |
| 85 | — | ISHARES TR - ESG EAFE ETF | $294,408 | 0.1% | NEW | — |
| 86 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | $292,641 | 0.1% | -8% | — |
| 87 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $291,727 | 0.1% | +0% | — |
| 88 |  $JPM | JPMORGAN CHASE & CO | $291,261 | 0.1% | +4% | 70.7 |
| 89 |  $OTTR | Otter Tail Corp | $284,697 | 0.1% | +0% | 41.4 |
| 90 |  $MA | Mastercard Inc | $271,181 | 0.1% | +2% | 85.1 |
| 91 | — | ISHARES TR - ULTRA SHORT DUR | $269,743 | 0.1% | +0% | — |
| 92 |  $LMT | LOCKHEED MARTIN CORP | $256,258 | 0.1% | +13% | 65.6 |
| 93 |  $SPY | SPDR S&P 500 ETF TRUST | $247,928 | 0.1% | +0% | — |
| 94 |  $MRVL | Marvell Technology, Inc. | $244,568 | 0.1% | NEW | 76.5 |
| 95 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $237,723 | 0.1% | NEW | — |
| 96 |  $META | Meta Platforms, Inc. | $224,189 | 0.1% | +9% | 79.6 |
| 97 |  $MU | MICRON TECHNOLOGY INC | $221,624 | 0.1% | NEW | 86.2 |
| 98 |  $ABT | ABBOTT LABORATORIES | $220,861 | 0.1% | -1% | 65.5 |
| 99 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $216,345 | 0.1% | NEW | — |
New Positions (13)
$INTC INTEL CORP$532,409$GLW CORNING INC /NY$330,782$MRVL Marvell Technology, Inc.$244,568$QQQ INVESCO QQQ TRUST, SERIES 1$237,723$MU MICRON TECHNOLOGY INC$221,624Exited Positions (4)
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