Institutional
LIFELONG WEALTH ADVISORS, INC.
CIK 0002051717
$425.6M
Reported AUM
97
Positions
Q2 2026
Period
2026-07-16
Filed
Editorial summary
Summary for LIFELONG WEALTH ADVISORS, INC. · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $87.68 | 0.42% | 20.71% | 76.35% | $82.6M | 19.42% | — | HELD |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $142.32 | 0.24% | 17.53% | 66.72% | $77.2M | 18.14% | — | HELD |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $52.63 | -0.31% | 2.59% | 15.67% | $37.4M | 8.79% | — | HELD |
| 4 | FMDE | FIDELITY COVINGTON TRUST | $41.09 | 0.05% | 20.97% | 55.16% | $29.9M | 7.02% | — | HELD |
| 5 | AVUV | AMERICAN CENTY ETF TR | $125.29 | 0.04% | 40.62% | 80.36% | $27.3M | 6.41% | — | HELD |
| 6 | DYNF | BLACKROCK ETF TRUST | $67.32 | 0.59% | 22.68% | 93.86% | $11.0M | 2.59% | — | HELD |
| 7 | IYW | ISHARES TR | $237.21 | 0.11% | 33.86% | 122.64% | $11.0M | 2.58% | — | HELD |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | $68.22 | 0.31% | 9.09% | 40.47% | $10.1M | 2.38% | — | HELD |
| 9 | IVW | ISHARES TR | $134.77 | 1.08% | 19.82% | 75.31% | $9.9M | 2.31% | — | HELD |
| 10 | IVE | ISHARES TR | $231.37 | -0.34% | 21.39% | 68.81% | $9.5M | 2.24% | — | HELD |
| 11 | IAU | ISHARES GOLD TR | $76.13 | -1.51% | 22.14% | 123.86% | $7.6M | 1.79% | — | HELD |
| 12 | CORO | BLACKROCK ETF TRUST | $35.74 | -0.47% | 33.07% | 51.60% | $6.7M | 1.57% | — | HELD |
| 13 | IUSB | ISHARES TR | $45.38 | -0.36% | 2.48% | 0.22% | $6.2M | 1.47% | — | HELD |
| 14 | ACWX | ISHARES TR | $75.27 | -0.15% | 29.04% | 51.35% | $6.1M | 1.44% | — | HELD |
| 15 | BAI | BLACKROCK ETF TRUST | $41.61 | 1.29% | 39.58% | 60.37% | $5.8M | 1.37% | — | HELD |
| 16 | ORCL | ORACLE CORP | $128.30 | 0.58% | -47.22% | 53.10% | $5.0M | 1.18% | — | HELD |
| 17 | IVV | ISHARES TR | $748.38 | 0.43% | 20.75% | 76.27% | $4.8M | 1.14% | — | HELD |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $22.74 | -0.42% | 2.10% | -1.69% | $4.6M | 1.07% | — | HELD |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $144.41 | 0.69% | 27.73% | 139.02% | $4.3M | 1.01% | — | HELD |
| 20 | ESGU | ISHARES TR | $163.26 | 0.47% | 20.82% | 67.16% | $3.5M | 0.82% | — | HELD |
| 21 | BLCR | BLACKROCK ETF TRUST | $48.63 | 1.29% | 30.25% | 82.09% | $3.3M | 0.77% | — | HELD |
| 22 | THRO | BLACKROCK ETF TRUST | $42.49 | 0.63% | 19.58% | 81.63% | $3.1M | 0.73% | — | HELD |
| 23 | SHLD | GLOBAL X FDS | $63.10 | 0.53% | 3.69% | 149.29% | $3.0M | 0.71% | — | HELD |
| 24 | AVEM | AMERICAN CENTY ETF TR | $89.69 | 0.30% | 33.33% | 53.46% | $3.0M | 0.69% | — | HELD |
| 25 | XTEN | BONDBLOXX ETF TRUST | $44.16 | -0.67% | 0.29% | 5.76% | $2.7M | 0.62% | — | HELD |
| 26 | GOVT | ISHARES TR | $22.42 | -0.38% | 0.98% | -4.57% | $2.5M | 0.59% | — | HELD |
| 27 | MBB | ISHARES TR | $92.88 | -0.44% | 3.49% | 0.83% | $2.5M | 0.59% | — | HELD |
| 28 | LLY | ELI LILLY & CO | $1143.39 | -1.00% | 50.85% | 361.96% | $2.3M | 0.53% | — | HELD |
| 29 | AAPL | APPLE INC | $300.58 | -9.85% | 65.41% | 124.96% | $2.2M | 0.52% | — | HELD |
| 30 | ACWI | ISHARES TR | $155.97 | 0.20% | 22.98% | 62.51% | $1.9M | 0.45% | — | HELD |
| 31 | QUAL | ISHARES TR | $218.86 | -0.03% | — | — | $1.9M | 0.44% | — | HELD |
| 32 | IALT | BLACKROCK ETF TRUST | $28.55 | -0.30% | — | — | $1.8M | 0.42% | — | HELD |
| 33 | MSFT | MICROSOFT CORP | $463.94 | 2.85% | — | — | $1.6M | 0.39% | — | HELD |
| 34 | GGOV | BLACKROCK ETF TRUST II | $50.00 | -0.14% | — | — | $1.5M | 0.34% | — | HELD |
| 35 | IWP | ISHARES TR | $137.07 | -0.30% | — | — | $1.2M | 0.29% | — | HELD |
| 36 | LCTU | BLACKROCK ETF TRUST | $80.08 | 0.38% | — | — | $1.2M | 0.27% | — | HELD |
| 37 | NVDA | NVIDIA CORPORATION | $198.08 | 1.56% | — | — | $1.1M | 0.26% | — | HELD |
| 38 | GBIL | GOLDMAN SACHS ETF TR | $100.19 | 0.03% | — | — | $1.1M | 0.26% | — | HELD |
| 39 | EAGG | ISHARES TR | $46.58 | -0.35% | — | — | $933K | 0.22% | — | HELD |
| 40 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $866.04 | 1.69% | — | — | $916K | 0.22% | — | HELD |
| 41 | FTEC | FIDELITY COVINGTON TRUST | $269.14 | -0.71% | — | — | $886K | 0.21% | — | HELD |
| 42 | DSI | ISHARES TR | $141.27 | 1.17% | — | — | $886K | 0.21% | — | HELD |
| 43 | UNH | UNITEDHEALTH GROUP INC | $420.63 | -0.20% | — | — | $821K | 0.19% | — | HELD |
| 44 | GLDM | WORLD GOLD TR | $80.10 | -1.51% | — | — | $734K | 0.17% | — | HELD |
| 45 | EFV | ISHARES TR | $80.82 | -0.60% | — | — | $710K | 0.17% | — | HELD |
| 46 | SUSC | ISHARES TR | $22.65 | -0.29% | — | — | $687K | 0.16% | — | HELD |
| 47 | GOOGL | ALPHABET INC | $354.58 | 6.27% | — | — | $679K | 0.16% | — | HELD |
| 48 | MMM | 3M CO | $176.12 | 0.03% | — | — | $665K | 0.16% | — | HELD |
| 49 | TSLA | TESLA INC | $309.49 | 0.21% | — | — | $664K | 0.16% | — | HELD |
| 50 | MUB | ISHARES TR | $105.54 | -0.21% | — | — | $628K | 0.15% | — | HELD |
| 51 | USXF | ISHARES TR | $66.44 | 0.64% | — | — | $625K | 0.15% | — | HELD |
| 52 | IEMG | ISHARES INC | $77.76 | 0.92% | — | — | $620K | 0.15% | — | HELD |
| 53 | CAT | CATERPILLAR INC | $819.58 | 1.29% | — | — | $617K | 0.14% | — | HELD |
| 54 | ESGE | ISHARES INC | $51.63 | 1.14% | — | — | $596K | 0.14% | — | HELD |
| 55 | XEL | XCEL ENERGY INC | $78.64 | 0.53% | — | — | $576K | 0.14% | — | HELD |
| 56 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $407.33 | 1.00% | — | — | $570K | 0.13% | — | HELD |
| 57 | BINC | BLACKROCK ETF TRUST II | $51.99 | -0.09% | — | — | $543K | 0.13% | — | HELD |
| 58 | INTC | INTEL CORP | $92.61 | 1.62% | — | — | $532K | 0.13% | — | HELD |
| 59 | TGT | TARGET CORP | $143.80 | -0.49% | — | — | $530K | 0.12% | — | HELD |
| 60 | AMZN | AMAZON COM INC | $270.97 | 15.06% | — | — | $501K | 0.12% | — | HELD |
| 61 | XOM | EXXON MOBIL CORP | $153.96 | -1.92% | — | — | $496K | 0.12% | — | HELD |
| 62 | GOOG | ALPHABET INC | $353.20 | 5.85% | — | — | $471K | 0.11% | — | HELD |
| 63 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $464K | 0.11% | — | HELD |
| 64 | IEFA | ISHARES TR | $98.12 | -0.76% | — | — | $452K | 0.11% | — | HELD |
| 65 | ABBV | ABBVIE INC | $252.51 | -1.90% | — | — | $433K | 0.10% | — | HELD |
| 66 | ARKF | ARK ETF TR | $39.72 | -1.93% | — | — | $428K | 0.10% | — | HELD |
| 67 | JMST | J P MORGAN EXCHANGE TRADED F | $50.92 | -0.01% | — | — | $412K | 0.10% | — | HELD |
| 68 | SUSB | ISHARES TR | $24.84 | -0.14% | — | — | $404K | 0.09% | — | HELD |
| 69 | EFG | ISHARES TR | $121.29 | -0.88% | — | — | $400K | 0.09% | — | HELD |
| 70 | XLG | INVESCO EXCHANGE TRADED FD T | $60.48 | 0.58% | — | — | $399K | 0.09% | — | HELD |
| 71 | NUBD | NUSHARES ETF TR | $21.75 | -0.34% | — | — | $386K | 0.09% | — | HELD |
| 72 | EVUS | ISHARES TR | $36.07 | 0.17% | — | — | $380K | 0.09% | — | HELD |
| 73 | SYSB | ISHARES TR | $87.02 | -0.39% | — | — | $363K | 0.09% | — | HELD |
| 74 | IJR | ISHARES TR | $145.44 | -0.04% | — | — | $358K | 0.08% | — | HELD |
| 75 | AOA | ISHARES TR | $96.51 | 0.06% | — | — | $356K | 0.08% | — | HELD |
| 76 | JNJ | JOHNSON & JOHNSON | $257.67 | 0.72% | — | — | $341K | 0.08% | — | HELD |
| 77 | NULG | NUSHARES ETF TR | $112.56 | 0.64% | — | — | $338K | 0.08% | — | HELD |
| 78 | AVGO | BROADCOM INC | $388.14 | 0.08% | — | — | $334K | 0.08% | — | HELD |
| 79 | GLW | CORNING INC | $140.13 | 3.63% | — | — | $331K | 0.08% | — | HELD |
| 80 | WMT2 | WELLS FARGO & CO | — | — | — | — | $303K | 0.07% | — | HELD |
| 81 | NUDM | NUSHARES ETF TR | $40.42 | -0.36% | — | — | $302K | 0.07% | — | HELD |
| 82 | PG | PROCTER & GAMBLE CO | $143.82 | -0.10% | — | — | $296K | 0.07% | — | HELD |
| 83 | DMXF | ISHARES TR | $83.94 | -0.77% | — | — | $294K | 0.07% | — | HELD |
| 84 | NULV | NUSHARES ETF TR | $51.68 | 0.31% | — | — | $293K | 0.07% | — | HELD |
| 85 | VTI | VANGUARD INDEX FDS | $367.54 | 0.35% | — | — | $292K | 0.07% | — | HELD |
| 86 | JPM | JPMORGAN CHASE & CO | $353.69 | 0.81% | — | — | $291K | 0.07% | — | HELD |
| 87 | OTTR | OTTER TAIL CORP | $89.45 | 0.06% | — | — | $285K | 0.07% | — | HELD |
| 88 | MA | MASTERCARD INCORPORATED | $571.41 | -1.03% | — | — | $271K | 0.06% | — | HELD |
| 89 | ICSH | ISHARES TR | $50.56 | 0.01% | — | — | $270K | 0.06% | — | HELD |
| 90 | LMT | LOCKHEED MARTIN CORP | $580.38 | 1.09% | — | — | $256K | 0.06% | — | HELD |
| 91 | SPY | STATE STR SPDR S&P 500 ETF T | $744.52 | 0.38% | — | — | $248K | 0.06% | — | HELD |
| 92 | MRVL | MARVELL TECHNOLOGY INC | $192.39 | 4.96% | — | — | $245K | 0.06% | — | HELD |
| 93 | QQQ | INVESCO QQQ TR | $687.04 | 0.51% | — | — | $238K | 0.06% | — | HELD |
| 94 | META | META PLATFORMS INC | $549.42 | 1.93% | — | — | $224K | 0.05% | — | HELD |
| 95 | MU | MICRON TECHNOLOGY INC | $835.14 | -4.52% | — | — | $222K | 0.05% | — | HELD |
| 96 | ABT | ABBOTT LABORATORIES | $105.32 | -0.27% | — | — | $221K | 0.05% | — | HELD |
| 97 | VOO | VANGUARD INDEX FDS | $684.66 | 0.42% | — | — | $216K | 0.05% | — | HELD |
Source: SEC EDGAR · accession 0001725547-26-000233. 13F discloses long positions only — shorts, foreign equities, and options are excluded.