Lifelong Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, Lifelong Wealth Advisors, Inc. held in its portfolio 88 assets valued at $377,324,210 (i.e. $377.32M).
The most valuable assets in the portfolio included: GOLDMAN SACHS ETF TR ($71.56M), SPDR SERIES TRUST ($63.85M), and J P MORGAN EXCHANGE TRADED F ($35.17M).
The chart below shows the top 10 valuable assets, and the table below shows the top 88 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Lifelong Wealth Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 540576 | 71556089 | ACTIVEBETA US LG |
| SPDR SERIES TRUST | 795893 | 63846520 | STATE STREET SPD |
| J P MORGAN EXCHANGE TRADED F | 650520 | 35173616 | ACTIVE BOND ETF |
| FIDELITY COVINGTON TRUST | 747907 | 27208857 | ENHANCED MID |
| AMERICAN CENTY ETF TR | 226400 | 23088274 | US SML CP VALU |
| ISHARES TR | 51903 | 10363991 | U.S. TECH ETF |
| J P MORGAN EXCHANGE TRADED F | 142732 | 9481687 | HEDGED EQUITY LA |
| ISHARES GOLD TR | 110059 | 8933489 | ISHARES NEW |
| BLACKROCK ETF TRUST | 143177 | 8706593 | ISHARES US EQUIT |
| ISHARES TR | 40007 | 8484284 | S&P 500 VAL ETF |
| ISHARES TR | 62168 | 7662828 | S&P 500 GRWT ETF |
| INVESCO EXCHANGE TRADED FD T | 124132 | 7358545 | S&P 500 TOP 50 |
| ORACLE CORP | 34381 | 6701201 | COM |
| ISHARES TR | 88958 | 6352489 | EAFE VALUE ETF |
| ISHARES INC | 76416 | 5136710 | CORE MSCI EMKT |
| ISHARES TR | 25825 | 5129446 | MSCI USA QLT FCT |
| SCHWAB STRATEGIC TR | 179397 | 4192502 | US AGGREGATE B |
| ISHARES TR | 5799 | 3971967 | CORE S&P500 ETF |
| BLACKROCK ETF TRUST | 91256 | 3518831 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 104205 | 3470027 | ISHARES A I INNO |
| ISHARES TR | 31187 | 3462489 | ESG AWR MSCI USA |
| INVESCO EXCH TRADED FD TR II | 29011 | 3461593 | S&P 500 MOMNTM |
| ISHARES TR | 72458 | 3372218 | CORE UNIVRSL USD |
| BONDBLOXX ETF TRUST | 66208 | 3060134 | BLOOMBERG TEN YR |
| AMERICAN CENTY ETF TR | 36389 | 2802681 | AVANTIS EMGMKT |
| ISHARES TR | 22769 | 2168065 | MBS ETF |
| APPLE INC | 6967 | 1894159 | COM |
| ISHARES TR | 12332 | 1744855 | MSCI ACWI ETF |
| BLACKROCK ETF TRUST II | 32521 | 1716133 | ISHARES FLEXIBLE |
| WORLD GOLD TR | 19595 | 1672825 | SPDR GLD MINIS |
| GLOBAL X FDS | 25433 | 1647804 | DEFENSE TECH ETF |
| MICROSOFT CORP | 3335 | 1613059 | COM |
| ISHARES TR | 11532 | 1579192 | RUS MD CP GR ETF |
| ISHARES TR | 31147 | 1557661 | CORE INTL AGGR |
| ORACLE CORP | 3100 | 1413212 | PUT |
| ELI LILLY & CO | 1169 | 1256301 | COM |
| BLACKROCK ETF TRUST | 14683 | 1087877 | ISHARES US CARBO |
| NVIDIA CORPORATION | 5369 | 1001319 | COM |
| ISHARES TR | 37538 | 877815 | ESG AWRE USD ETF |
| ISHARES TR | 16984 | 812684 | ESG AWR US AGRGT |
| ISHARES TR | 6140 | 791016 | ESG MSCI KLD 400 |
| FIDELITY COVINGTON TRUST | 3123 | 701567 | MSCI INFO TECH I |
| SEAGATE TECHNOLOGY HLDNGS PL | 2500 | 688475 | ORD SHS |
| TESLA INC | 1528 | 687172 | COM |
| J P MORGAN EXCHANGE TRADED F | 13223 | 673580 | ULTRA SHT MUNCPL |
| 3M CO | 3975 | 636434 | COM |
| XCEL ENERGY INC | 7625 | 563183 | COM |
| ISHARES INC | 12464 | 550535 | ESG AWR MSCI EM |
| ALPHABET INC | 1728 | 540864 | CAP STK CL A |
| ARK ETF TR | 10839 | 516262 | BLOCKCHAIN & FIN |
| ISHARES TR | 5191 | 499789 | JPMORGAN USD EMG |
| ISHARES TR | 8349 | 480735 | ESG MSCI USA ETF |
| ISHARES TR | 4389 | 470106 | NATIONAL MUN ETF |
| BERKSHIRE HATHAWAY INC DEL | 906 | 455401 | CL B NEW |
| SPDR S&P 500 ETF TR | 652 | 444612 | TR UNIT |
| NUSHARES ETF TR | 19098 | 426936 | NUVEEN ESG US |
| EXXON MOBIL CORP | 3524 | 424089 | COM |
| ISHARES TR | 4628 | 414021 | CORE MSCI EAFE |
| ISHARES TR | 17614 | 405563 | US TREAS BD ETF |
| ALPHABET INC | 1290 | 404802 | CAP STK CL C |
| AMAZON COM INC | 1740 | 401627 | COM |
| TARGET CORP | 4031 | 394030 | COM |
| ABBVIE INC | 1692 | 386605 | COM |
| ISHARES TR | 3298 | 375732 | EAFE GRWTH ETF |
| CATERPILLAR INC | 634 | 363422 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1194 | 362845 | SPONSORED ADS |
| NUSHARES ETF TR | 3509 | 343180 | NUVEEN ESG LRGCP |
| WELLS FARGO CO NEW | 3645 | 339684 | COM |
| ISHARES TR | 3569 | 320353 | SYSTEMATIC BD ET |
| ISHARES TR | 2567 | 308502 | CORE S&P SCP ETF |
| MASTERCARD INCORPORATED | 517 | 295145 | CL A |
| NUSHARES ETF TR | 6378 | 287329 | NUVEEN ESG LRGVL |
| PROCTER AND GAMBLE CO | 1951 | 279598 | COM |
| JPMORGAN CHASE & CO. | 847 | 272773 | COM |
| ISHARES TR | 5353 | 270755 | ULTRA SHORT DUR |
| BROADCOM INC | 770 | 266497 | COM |
| JOHNSON & JOHNSON | 1258 | 260343 | COM |
| OTTER TAIL CORP | 3164 | 255683 | COM |
| META PLATFORMS INC | 364 | 240273 | CL A |
| GRAIL INC | 2796 | 239310 | COM |
| NUSHARES ETF TR | 6570 | 237900 | NUVEEN ESG INTL |
| ISHARES TR | 2339 | 230392 | CONV BD ETF |
| UNITEDHEALTH GROUP INC | 679 | 224145 | COM |
| ISHARES TR | 463 | 219138 | RUS 1000 GRW ETF |
| LOCKHEED MARTIN CORP | 445 | 215233 | COM |
| HONEYWELL INTL INC | 1103 | 215184 | COM |
| INVESCO QQQ TR | 329 | 201819 | UNIT SER 1 |
| VANGUARD INDEX FDS | 601 | 201549 | TOTAL STK MKT |
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