LIFELONG WEALTH ADVISORS, INC.
CIK: 0002051717SEC EDGAR →
Portfolio Value
$377.3M
Holdings
89
As of
Q4 2025
New Positions
89
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | 540,576 | $71.6M | 18.96% |
| 2 | SPDR SERIES TRUST | 795,893 | $63.8M | 16.92% |
| 3 | J P MORGAN EXCHANGE TRADED F | 650,520 | $35.2M | 9.32% |
| 4 | FIDELITY COVINGTON TRUST | 747,907 | $27.2M | 7.21% |
| 5 | AMERICAN CENTY ETF TR | 226,400 | $23.1M | 6.12% |
| 6 | ISHARES TR | 51,903 | $10.4M | 2.75% |
| 7 | J P MORGAN EXCHANGE TRADED F | 142,732 | $9.5M | 2.51% |
| 8 | ISHARES GOLD TR | 110,059 | $8.9M | 2.37% |
| 9 | BLACKROCK ETF TRUST | 143,177 | $8.7M | 2.31% |
| 10 | ISHARES TR | 40,007 | $8.5M | 2.25% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (89)
$71.6M · 541K shares
$63.8M · 796K shares
$35.2M · 651K shares
$27.2M · 748K shares
$23.1M · 226K shares
$10.4M · 52K shares
$9.5M · 143K shares
$8.9M · 110K shares
$8.7M · 143K shares
$8.5M · 40K shares
$7.7M · 62K shares
$7.4M · 124K shares
$6.7M · 34K shares
$6.4M · 89K shares
$5.1M · 76K shares
$5.1M · 26K shares
$4.2M · 179K shares
$4.0M · 6K shares
$3.5M · 91K shares
$3.5M · 104K shares
$3.5M · 29K shares
$3.4M · 72K shares
$3.1M · 21K shares
$3.1M · 66K shares
$2.8M · 36K shares
$2.2M · 23K shares
$1.9M · 7K shares
$1.7M · 12K shares
$1.7M · 33K shares
$1.7M · 20K shares
$1.6M · 25K shares
$1.6M · 3K shares
$1.6M · 12K shares
$1.6M · 31K shares
$1.4M · 3K shares
$1.3M · 1K shares
$1.1M · 15K shares
$1.0M · 5K shares
$877K · 38K shares
$812K · 17K shares
$791K · 6K shares
$701K · 3K shares
$688K · 3K shares
$687K · 2K shares
$673K · 13K shares
$636K · 4K shares
$563K · 8K shares
$550K · 12K shares
$540K · 2K shares
$516K · 11K shares
$499K · 5K shares
$480K · 8K shares
$470K · 4K shares
$455K · 906 shares
$444K · 652 shares
$426K · 19K shares
$424K · 4K shares
$414K · 5K shares
$405K · 18K shares
$404K · 1K shares
$401K · 2K shares
$394K · 4K shares
$386K · 2K shares
$375K · 3K shares
$363K · 634 shares
$362K · 1K shares
$343K · 4K shares
$339K · 4K shares
$324K · 10K shares
$320K · 4K shares
$308K · 3K shares
$295K · 517 shares
$287K · 6K shares
$279K · 2K shares
$272K · 847 shares
$270K · 5K shares
$266K · 770 shares
$260K · 1K shares
$255K · 3K shares
$240K · 364 shares
$239K · 3K shares
$237K · 7K shares
$230K · 2K shares
$224K · 679 shares
$219K · 463 shares
$215K · 445 shares
$215K · 1K shares
$201K · 601 shares
$201K · 329 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 55 | $339.8M | 90.1% |
| Technology | 9 | $15.6M | 4.1% |
| Unknown | 7 | $14.3M | 3.8% |
| Healthcare | 5 | $2.4M | 0.6% |
| Industrials | 4 | $1.4M | 0.4% |
| Communication Services | 3 | $1.2M | 0.3% |
| Consumer Cyclical | 2 | $1.1M | 0.3% |
| Utilities | 2 | $818K | 0.2% |
| Energy | 1 | $424K | 0.1% |
| Consumer Defensive | 1 | $279K | 0.1% |