Q1 2026 · 13F-HR
LIFELONG WEALTH ADVISORS, INC.holdings as filed
Filed 2026-04-16 · accession 0001725547-26-000133
$376.3M
Reported value
90
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 381430503 | GSLC | GOLDMAN SACHS ETF TR | $68.6M | 18.2% | 548,228 | Common | SOLE |
| 78464A854 | SPYM | SPDR SERIES TRUST | $61.3M | 16.3% | 800,534 | Common | SOLE |
| 46654Q716 | JBND | J P MORGAN EXCHANGE TRADED F | $36.0M | 9.56% | 669,290 | Common | SOLE |
| 31609A503 | FMDE | FIDELITY COVINGTON TRUST | $27.4M | 7.28% | 761,568 | Common | SOLE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $24.8M | 6.59% | 224,536 | Common | SOLE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $9.9M | 2.62% | 169,734 | Common | SOLE |
| 46654Q724 | HELO | J P MORGAN EXCHANGE TRADED F | $9.4M | 2.51% | 147,747 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $9.3M | 2.48% | 44,265 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $9.3M | 2.46% | 51,018 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $8.0M | 2.13% | 90,709 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $7.7M | 2.05% | 68,139 | Common | SOLE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $7.6M | 2.01% | 138,803 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $6.5M | 1.74% | 87,915 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $5.5M | 1.46% | 78,585 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $5.2M | 1.39% | 27,268 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $5.1M | 1.34% | 34,376 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $4.3M | 1.14% | 185,252 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $4.2M | 1.12% | 6,427 | Common | SOLE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $3.8M | 1.02% | 116,237 | Common | SOLE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $3.7M | 0.98% | 101,707 | Common | SOLE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $3.6M | 0.97% | 32,556 | Common | SOLE |
| 46434V613 | IUSB | ISHARES TR | $3.5M | 0.93% | 75,687 | Common | SOLE |
| 09789C812 | XTEN | BONDBLOXX ETF TRUST | $3.2M | 0.86% | 70,616 | Common | SOLE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $3.2M | 0.85% | 39,817 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $3.0M | 0.79% | 21,047 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $2.3M | 0.62% | 24,694 | Common | SOLE |
| 37960A529 | SHLD | GLOBAL X FDS | $2.0M | 0.52% | 27,673 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $1.9M | 0.50% | 7,440 | Common | SOLE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $1.8M | 0.48% | 35,062 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $1.7M | 0.45% | 18,434 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $1.7M | 0.45% | 12,332 | Common | SOLE |
| 46435G672 | IAGG | ISHARES TR | $1.7M | 0.45% | 33,902 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.5M | 0.39% | 3,991 | Common | SOLE |
| 464287481 | IWP | ISHARES TR | $1.2M | 0.32% | 9,297 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.1M | 0.29% | 1,174 | Common | SOLE |
| 09290C509 | LCTU | BLACKROCK ETF TRUST | $1.0M | 0.28% | 14,884 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $979,400 | 0.26% | 2,500 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $970,362 | 0.26% | 5,564 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $940,224 | 0.25% | 2,400 | PUT | SOLE |
| 46435G193 | SUSC | ISHARES TR | $872,662 | 0.23% | 37,716 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $804,974 | 0.21% | 16,929 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $739,380 | 0.20% | 6,101 | Common | SOLE |
| 46641Q654 | JMST | J P MORGAN EXCHANGE TRADED F | $674,109 | 0.18% | 13,223 | Common | SOLE |
| 316092808 | FTEC | FIDELITY COVINGTON TRUST | $649,749 | 0.17% | 3,123 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $643,839 | 0.17% | 700 | PUT | SOLE |
| 464288414 | MUB | ISHARES TR | $621,190 | 0.17% | 5,852 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $606,719 | 0.16% | 3,576 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $598,024 | 0.16% | 7,528 | Common | SOLE |
| 381430529 | GBIL | GOLDMAN SACHS ETF TR | $590,458 | 0.16% | 5,893 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $577,207 | 0.15% | 3,974 | Common | SOLE |
| 46434G863 | ESGE | ISHARES INC | $571,967 | 0.15% | 12,579 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $568,778 | 0.15% | 1,530 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $500,067 | 0.13% | 1,739 | Common | SOLE |
| 464288281 | EMB | ISHARES TR | $498,862 | 0.13% | 5,311 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $491,102 | 0.13% | 4,052 | Common | SOLE |
| 46436E767 | USXF | ISHARES TR | $459,043 | 0.12% | 8,316 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $451,190 | 0.12% | 19,694 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $450,147 | 0.12% | 635 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $432,238 | 0.11% | 902 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $418,973 | 0.11% | 4,628 | Common | SOLE |
| 00214Q708 | ARKF | ARK ETF TR | $411,990 | 0.11% | 10,839 | Common | SOLE |
| 67092P870 | NUBD | NUSHARES ETF TR | $405,999 | 0.11% | 18,280 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $403,512 | 0.11% | 1,194 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $398,171 | 0.11% | 3,575 | Common | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $392,085 | 0.10% | 1,449 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $382,098 | 0.10% | 1,332 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $367,993 | 0.10% | 1,692 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $352,185 | 0.09% | 1,691 | Common | SOLE |
| 46435U796 | SYSB | ISHARES TR | $339,713 | 0.09% | 3,817 | Common | SOLE |
| 46436E221 | EVUS | ISHARES TR | $324,746 | 0.09% | 10,202 | Common | SOLE |
| 464289859 | AOA | ISHARES TR | $323,077 | 0.09% | 3,651 | Common | SOLE |
| 67092P201 | NULG | NUSHARES ETF TR | $319,108 | 0.08% | 3,509 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $310,928 | 0.08% | 1,272 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $301,079 | 0.08% | 2,422 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $294,946 | 0.08% | 2,042 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $290,312 | 0.08% | 3,647 | Common | SOLE |
| 67092P300 | NULV | NUSHARES ETF TR | $290,199 | 0.08% | 6,378 | Common | SOLE |
| 689648103 | OTTR | OTTER TAIL CORP | $277,704 | 0.07% | 3,164 | Common | SOLE |
| 46435G102 | ICVT | ISHARES TR | $274,019 | 0.07% | 2,692 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $269,956 | 0.07% | 5,333 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $269,558 | 0.07% | 446 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $259,823 | 0.07% | 520 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $254,417 | 0.07% | 822 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $252,916 | 0.07% | 788 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $252,294 | 0.07% | 858 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $251,850 | 0.07% | 2,453 | Common | SOLE |
| 67092P805 | NUDM | NUSHARES ETF TR | $223,449 | 0.06% | 6,188 | Common | SOLE |
| 92343V104 | VZ | VERIZON COMMUNICATIONS INC | $220,529 | 0.06% | 4,393 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $215,913 | 0.06% | 332 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $208,255 | 0.06% | 364 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.