Q2 2026 · 13F-HR
LIFELONG WEALTH ADVISORS, INC.holdings as filed
Filed 2026-07-16 · accession 0001725547-26-000233
$425.6M
Reported value
99
Positions
2026-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 78464A854 | SPYM | SPDR SERIES TRUST | $82.6M | 19.4% | 940,424 | Common | SOLE |
| 381430503 | GSLC | GOLDMAN SACHS ETF TR | $77.2M | 18.1% | 544,027 | Common | SOLE |
| 46654Q716 | JBND | J P MORGAN EXCHANGE TRADED F | $37.4M | 8.79% | 699,070 | Common | SOLE |
| 31609A503 | FMDE | FIDELITY COVINGTON TRUST | $29.9M | 7.02% | 736,675 | Common | SOLE |
| 025072877 | AVUV | AMERICAN CENTY ETF TR | $27.3M | 6.41% | 218,595 | Common | SOLE |
| 09290C103 | DYNF | BLACKROCK ETF TRUST | $11.0M | 2.59% | 161,919 | Common | SOLE |
| 464287721 | IYW | ISHARES TR | $11.0M | 2.58% | 43,554 | Common | SOLE |
| 46654Q724 | HELO | J P MORGAN EXCHANGE TRADED F | $10.1M | 2.38% | 149,775 | Common | SOLE |
| 464287309 | IVW | ISHARES TR | $9.9M | 2.31% | 71,625 | Common | SOLE |
| 464287408 | IVE | ISHARES TR | $9.5M | 2.24% | 41,936 | Common | SOLE |
| 464285204 | IAU | ISHARES GOLD TR | $7.6M | 1.79% | 100,889 | Common | SOLE |
| 09290C764 | CORO | BLACKROCK ETF TRUST | $6.7M | 1.57% | 182,363 | Common | SOLE |
| 46434V613 | IUSB | ISHARES TR | $6.2M | 1.47% | 135,297 | Common | SOLE |
| 464288240 | ACWX | ISHARES TR | $6.1M | 1.44% | 80,259 | Common | SOLE |
| 09290C780 | BAI | BLACKROCK ETF TRUST | $5.8M | 1.37% | 110,311 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $5.0M | 1.18% | 34,407 | Common | SOLE |
| 464287200 | IVV | ISHARES TR | $4.8M | 1.14% | 6,456 | Common | SOLE |
| 808524839 | SCHZ | SCHWAB STRATEGIC TR | $4.6M | 1.07% | 197,429 | Common | SOLE |
| 46138E339 | SPMO | INVESCO EXCH TRADED FD TR II | $4.3M | 1.01% | 26,693 | Common | SOLE |
| 46435G425 | ESGU | ISHARES TR | $3.5M | 0.82% | 21,241 | Common | SOLE |
| 09290C855 | BLCR | BLACKROCK ETF TRUST | $3.3M | 0.77% | 64,955 | Common | SOLE |
| 09290C806 | THRO | BLACKROCK ETF TRUST | $3.1M | 0.73% | 71,680 | Common | SOLE |
| 37960A529 | SHLD | GLOBAL X FDS | $3.0M | 0.71% | 50,697 | Common | SOLE |
| 025072604 | AVEM | AMERICAN CENTY ETF TR | $3.0M | 0.69% | 30,584 | Common | SOLE |
| 09789C812 | XTEN | BONDBLOXX ETF TRUST | $2.7M | 0.62% | 58,350 | Common | SOLE |
| 46429B267 | GOVT | ISHARES TR | $2.5M | 0.59% | 110,733 | Common | SOLE |
| 464288588 | MBB | ISHARES TR | $2.5M | 0.59% | 26,681 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $2.2M | 0.52% | 7,641 | Common | SOLE |
| 464288257 | ACWI | ISHARES TR | $1.9M | 0.45% | 12,332 | Common | SOLE |
| 46432F339 | QUAL | ISHARES TR | $1.9M | 0.44% | 8,464 | Common | SOLE |
| 09290C665 | IALT | BLACKROCK ETF TRUST | $1.8M | 0.42% | 63,606 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $1.6M | 0.39% | 4,405 | Common | SOLE |
| 092528835 | GGOV | BLACKROCK ETF TRUST II | $1.5M | 0.34% | 28,848 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $1.4M | 0.34% | 1,189 | Common | SOLE |
| 464287481 | IWP | ISHARES TR | $1.2M | 0.29% | 8,535 | Common | SOLE |
| 09290C509 | LCTU | BLACKROCK ETF TRUST | $1.2M | 0.27% | 14,367 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $1.1M | 0.26% | 5,568 | Common | SOLE |
| 381430529 | GBIL | GOLDMAN SACHS ETF TR | $1.1M | 0.26% | 10,987 | Common | SOLE |
| 46435U549 | EAGG | ISHARES TR | $932,555 | 0.22% | 19,670 | Common | SOLE |
| 316092808 | FTEC | FIDELITY COVINGTON TRUST | $886,277 | 0.21% | 3,103 | Common | SOLE |
| 464288570 | DSI | ISHARES TR | $885,951 | 0.21% | 6,222 | Common | SOLE |
| 532457108 | LLY | ELI LILLY & CO | $839,601 | 0.20% | 700 | PUT | SOLE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC | $820,869 | 0.19% | 1,975 | Common | SOLE |
| 98149E303 | GLDM | WORLD GOLD TR | $733,920 | 0.17% | 9,241 | Common | SOLE |
| 464288877 | EFV | ISHARES TR | $709,504 | 0.17% | 9,269 | Common | SOLE |
| 46435G193 | SUSC | ISHARES TR | $686,763 | 0.16% | 29,664 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $679,360 | 0.16% | 1,901 | Common | SOLE |
| 88579Y101 | MMM | 3M CO | $665,229 | 0.16% | 4,109 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $663,707 | 0.16% | 1,578 | Common | SOLE |
| 464288414 | MUB | ISHARES TR | $628,393 | 0.15% | 5,839 | Common | SOLE |
| 46436E767 | USXF | ISHARES TR | $625,328 | 0.15% | 9,004 | Common | SOLE |
| 46434G103 | IEMG | ISHARES INC | $619,560 | 0.15% | 7,479 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $616,990 | 0.14% | 579 | Common | SOLE |
| 46434G863 | ESGE | ISHARES INC | $595,683 | 0.14% | 10,892 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $575,510 | 0.14% | 7,167 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $570,219 | 0.13% | 1,194 | Common | SOLE |
| 092528603 | BINC | BLACKROCK ETF TRUST II | $542,661 | 0.13% | 10,368 | Common | SOLE |
| 458140100 | INTC | INTEL CORP | $532,409 | 0.13% | 3,813 | Common | SOLE |
| 87612E106 | TGT | TARGET CORP | $530,146 | 0.12% | 4,059 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $529,785 | 0.12% | 549 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $500,752 | 0.12% | 2,101 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $495,622 | 0.12% | 3,625 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $470,636 | 0.11% | 1,332 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $464,362 | 0.11% | 928 | Common | SOLE |
| 46432F842 | IEFA | ISHARES TR | $451,898 | 0.11% | 4,679 | Common | SOLE |
| 00287Y109 | ABBV | ABBVIE INC | $432,569 | 0.10% | 1,719 | Common | SOLE |
| 00214Q708 | ARKF | ARK ETF TR | $427,707 | 0.10% | 10,839 | Common | SOLE |
| 46641Q654 | JMST | J P MORGAN EXCHANGE TRADED F | $411,672 | 0.10% | 8,072 | Common | SOLE |
| 46435G243 | SUSB | ISHARES TR | $403,888 | 0.09% | 16,162 | Common | SOLE |
| 464288885 | EFG | ISHARES TR | $399,912 | 0.09% | 3,214 | Common | SOLE |
| 46137V233 | XLG | INVESCO EXCHANGE TRADED FD T | $398,669 | 0.09% | 6,511 | Common | SOLE |
| G7997R103 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $386,000 | 0.09% | 400 | PUT | SOLE |
| 67092P870 | NUBD | NUSHARES ETF TR | $385,990 | 0.09% | 17,438 | Common | SOLE |
| 46436E221 | EVUS | ISHARES TR | $380,136 | 0.09% | 10,827 | Common | SOLE |
| 46435U796 | SYSB | ISHARES TR | $363,205 | 0.09% | 4,094 | Common | SOLE |
| 464287804 | IJR | ISHARES TR | $358,169 | 0.08% | 2,415 | Common | SOLE |
| 464289859 | AOA | ISHARES TR | $356,240 | 0.08% | 3,650 | Common | SOLE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $341,082 | 0.08% | 1,343 | Common | SOLE |
| 67092P201 | NULG | NUSHARES ETF TR | $337,835 | 0.08% | 2,886 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $333,553 | 0.08% | 883 | Common | SOLE |
| 219350105 | GLW | CORNING INC | $330,782 | 0.08% | 1,295 | Common | SOLE |
| 949746101 | WMT2 | WELLS FARGO & CO | $302,767 | 0.07% | 3,664 | Common | SOLE |
| 67092P805 | NUDM | NUSHARES ETF TR | $302,231 | 0.07% | 7,552 | Common | SOLE |
| 742718109 | PG | PROCTER & GAMBLE CO | $295,773 | 0.07% | 2,017 | Common | SOLE |
| 46436E759 | DMXF | ISHARES TR | $294,408 | 0.07% | 3,480 | Common | SOLE |
| 67092P300 | NULV | NUSHARES ETF TR | $292,641 | 0.07% | 5,854 | Common | SOLE |
| 922908769 | VTI | VANGUARD INDEX FDS | $291,727 | 0.07% | 788 | Common | SOLE |
| 46625H100 | JPM | JPMORGAN CHASE & CO | $291,261 | 0.07% | 890 | Common | SOLE |
| 689648103 | OTTR | OTTER TAIL CORP | $284,697 | 0.07% | 3,164 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $271,181 | 0.06% | 528 | Common | SOLE |
| 46434V878 | ICSH | ISHARES TR | $269,743 | 0.06% | 5,333 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $256,258 | 0.06% | 503 | Common | SOLE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF T | $247,928 | 0.06% | 332 | Common | SOLE |
| 573874104 | MRVL | MARVELL TECHNOLOGY INC | $244,568 | 0.06% | 821 | Common | SOLE |
| 46090E103 | QQQ | INVESCO QQQ TR | $237,723 | 0.06% | 323 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $224,189 | 0.05% | 398 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $221,624 | 0.05% | 192 | Common | SOLE |
| 002824100 | ABT | ABBOTT LABORATORIES | $220,861 | 0.05% | 2,434 | Common | SOLE |
| 922908363 | VOO | VANGUARD INDEX FDS | $216,345 | 0.05% | 315 | 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.