LIFELONG WEALTH ADVISORS, INC.
CIK: 0002051717Latest portfolio: $377.3M · Q4 2025
Holdings
89
Total Value
$377.3M
New Positions
87
Closed Positions
0
Top Holdings
View All 89 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 540,576 | $71.6M | 18.96% | NEW | |
| 2 | SPYMSPDR SERIES TRUST | 795,893 | $63.8M | 16.92% | NEW | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 650,520 | $35.2M | 9.32% | NEW | |
| 4 | FMDEFIDELITY COVINGTON TRUST | 747,907 | $27.2M | 7.21% | NEW | |
| 5 | AVUVAMERICAN CENTY ETF TR | 226,400 | $23.1M | 6.12% | NEW | |
| 6 | IYWISHARES TR | 51,903 | $10.4M | 2.75% | NEW | |
| 7 | HELOJ P MORGAN EXCHANGE TRADED F | 142,732 | $9.5M | 2.51% | NEW | |
| 8 | IAU*ISHARES GOLD TR | 110,059 | $8.9M | 2.37% | NEW | |
| 9 | DYNFBLACKROCK ETF TRUST | 143,177 | $8.7M | 2.31% | NEW | |
| 10 | IVEISHARES TR | 40,007 | $8.5M | 2.25% | NEW | |
| 11 | IVWISHARES TR | 62,168 | $7.7M | 2.03% | NEW | |
| 12 | XLGINVESCO EXCHANGE TRADED FD T | 124,132 | $7.4M | 1.95% | NEW | |
| 13 | ORCLORACLE CORP | 34,381 | $6.7M | 1.78% | NEW | |
| 14 | EFVISHARES TR | 88,958 | $6.4M | 1.68% | NEW | |
| 15 | IEMGISHARES INC | 76,416 | $5.1M | 1.36% | NEW | |
| 16 | QUALISHARES TR | 25,825 | $5.1M | 1.36% | NEW | |
| 17 | SCHZSCHWAB STRATEGIC TR | 179,397 | $4.2M | 1.11% | NEW | |
| 18 | IVVISHARES TR | 5,799 | $4.0M | 1.05% | NEW | |
| 19 | THROBLACKROCK ETF TRUST | 91,256 | $3.5M | 0.93% | NEW | |
| 20 | BAIBLACKROCK ETF TRUST | 104,205 | $3.5M | 0.92% | NEW | |
| 21 | KLMNINVESCO EXCH TRADED FD TR II | 29,011 | $3.5M | 0.92% | NEW | |
| 22 | IUSBISHARES TR | 72,458 | $3.4M | 0.89% | NEW | |
| 23 | ESGUISHARES TR | 21,064 | $3.1M | 0.83% | NEW | |
| 24 | XTENBONDBLOXX ETF TRUST | 66,208 | $3.1M | 0.81% | NEW | |
| 25 | AVEMAMERICAN CENTY ETF TR | 36,389 | $2.8M | 0.74% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($7.155663846351733e+190T)
Technology0.0% ($6.701189416721614e+23T)
Unknown0.0% ($89333461455414.4T)
Healthcare0.0% ($1256386.3T)
Industrials0.0% ($636.4T)
Communication Services0.0% ($540.4B)
Consumer Cyclical0.0% ($687.4M)
Utilities0.0% ($563.3M)
Energy0.0% ($424K)
Consumer Defensive0.0% ($279K)
Filing History
Fund Information
LIFELONG WEALTH ADVISORS, INC. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $377.3M across 89 holdings. The largest position is GOLDMAN SACHS ETF TR (GSLC), representing 19.0% of the portfolio. Compared to the previous quarter, the fund opened 89 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.