LIFELONG WEALTH ADVISORS, INC. Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$301.4B
Holdings
79
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (79 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 541,738 | $65.8B | 21.82% | |
| 2 | SPYMSPDR SERIES TRUST | 787,826 | $57.3B | 19.00% | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 566,067 | $30.3B | 10.06% | |
| 4 | AVUVAMERICAN CENTY ETF TR | 221,519 | $20.2B | 6.70% | |
| 5 | IYWISHARES TR | 64,710 | $11.2B | 3.72% | |
| 6 | HELOJ P MORGAN EXCHANGE TRADED F | 135,947 | $8.5B | 2.82% | |
| 7 | ORCLORACLE CORP | 38,819 | $8.5B | 2.82% | |
| 8 | QUALISHARES TR | 42,708 | $7.8B | 2.59% | |
| 9 | EFVISHARES TR | 108,208 | $6.9B | 2.28% | |
| 10 | IAU*ISHARES GOLD TR | 109,536 | $6.8B | 2.27% | |
| 11 | IVWISHARES TR | 58,061 | $6.4B | 2.12% | |
| 12 | DYNFBLACKROCK ETF TRUST | 113,413 | $6.2B | 2.05% | |
| 13 | IVEISHARES TR | 22,784 | $4.5B | 1.48% | |
| 14 | IEMGISHARES INC | 72,287 | $4.3B | 1.44% | |
| 15 | IUSBISHARES TR | 81,412 | $3.8B | 1.25% | |
| 16 | IVVISHARES TR | 5,671 | $3.5B | 1.17% | |
| 17 | SCHZSCHWAB STRATEGIC TR | 151,255 | $3.5B | 1.17% | |
| 18 | EFGISHARES TR | 26,207 | $2.9B | 0.97% | |
| 19 | THROBLACKROCK ETF TRUST | 77,372 | $2.8B | 0.91% | |
| 20 | ESGUISHARES TR | 20,303 | $2.7B | 0.91% | |
| 21 | XLGINVESCO EXCHANGE TRADED FD T | 51,942 | $2.7B | 0.90% | |
| 22 | XTENBONDBLOXX ETF TRUST | 49,264 | $2.3B | 0.75% | |
| 23 | KLMNINVESCO EXCH TRADED FD TR II | 16,824 | $1.9B | 0.63% | |
| 24 | MBBISHARES TR | 18,661 | $1.8B | 0.58% | |
| 25 | IWPISHARES TR | 11,851 | $1.6B | 0.55% | |
| 26 | ACWIISHARES TR | 12,366 | $1.6B | 0.53% | |
| 27 | AAPLAPPLE INC | 6,918 | $1.4B | 0.47% | |
| 28 | MSFTMICROSOFT CORP | 2,808 | $1.4B | 0.46% | |
| 29 | BINCBLACKROCK ETF TRUST II | 24,070 | $1.3B | 0.42% | |
| 30 | BAIBLACKROCK ETF TRUST | 39,634 | $1.1B | 0.38% | |
| 31 | IAGGISHARES TR | 19,949 | $1.0B | 0.34% | |
| 32 | LLYELI LILLY & CO | 1,169 | $911.3M | 0.30% | |
| 33 | NVDANVIDIA CORPORATION | 5,220 | $824.7M | 0.27% | |
| 34 | GLDMWORLD GOLD TR | 11,950 | $783.0M | 0.26% | |
| 35 | LCTUBLACKROCK ETF TRUST | 11,575 | $778.7M | 0.26% | |
| 36 | MMM3M CO | 4,790 | $729.2M | 0.24% | |
| 37 | JMSTJ P MORGAN EXCHANGE TRADED F | 14,265 | $726.4M | 0.24% | |
| 38 | FTECFIDELITY COVINGTON TRUST | 3,256 | $642.1M | 0.21% | |
| 39 | XELXCEL ENERGY INC | 9,116 | $620.8M | 0.21% | |
| 40 | DSIISHARES TR | 5,102 | $592.6M | 0.20% | |
| 41 | EAGGISHARES TR | 11,644 | $553.6M | 0.18% | |
| 42 | ARKFARK ETF TR | 10,839 | $544.6M | 0.18% | |
| 43 | SUSCISHARES TR | 22,610 | $525.2M | 0.17% | |
| 44 | DYHTARGET CORP | 4,930 | $486.3M | 0.16% | |
| 45 | TSLATESLA INC | 1,508 | $479.0M | 0.16% | |
| 46 | USXFISHARES TR | 8,805 | $474.9M | 0.16% | |
| 47 | BRK/BBERKSHIRE HATHAWAY INC DEL | 901 | $437.7M | 0.15% | |
| 48 | NUBDNUSHARES ETF TR | 19,098 | $425.1M | 0.14% | |
| 49 | AQLTISHARES TR | 4,628 | $386.3M | 0.13% | |
| 50 | AMZNAMAZON COM INC | 1,702 | $373.4M | 0.12% | |
| 51 | ESGEISHARES INC | 9,499 | $372.1M | 0.12% | |
| 52 | MUBISHARES TR | 3,454 | $360.9M | 0.12% | |
| 53 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,500 | $360.8M | 0.12% | |
| 54 | —SEAGATE TECHNOLOGY HLDNGS PL | 2,400 | $346.4M | 0.11% | Put |
| 55 | NULGNUSHARES ETF TR | 3,616 | $339.7M | 0.11% | |
| 56 | GBILGOLDMAN SACHS ETF TR | 3,319 | $332.4M | 0.11% | |
| 57 | EMBISHARES TR | 3,454 | $319.9M | 0.11% | |
| 58 | IJRISHARES TR | 2,893 | $316.1M | 0.10% | |
| 59 | PGPROCTER AND GAMBLE CO | 1,963 | $312.7M | 0.10% | |
| 60 | AQLTISHARES TR | 13,230 | $304.0M | 0.10% | |
| 61 | GOOGLALPHABET INC | 1,685 | $296.9M | 0.10% | |
| 62 | MAMASTERCARD INCORPORATED | 520 | $292.2M | 0.10% | |
| 63 | WFCWELLS FARGO CO NEW | 3,630 | $290.8M | 0.10% | |
| 64 | IFRAISHARES TR | 5,525 | $271.8M | 0.09% | |
| 65 | ICSHISHARES TR | 5,353 | $271.5M | 0.09% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,192 | $270.0M | 0.09% | |
| 67 | ABBVABBVIE INC | 1,445 | $268.2M | 0.09% | |
| 68 | NULVNUSHARES ETF TR | 6,378 | $267.3M | 0.09% | |
| 69 | DMXFISHARES TR | 3,582 | $266.6M | 0.09% | |
| 70 | METAMETA PLATFORMS INC | 360 | $265.7M | 0.09% | |
| 71 | OTTROTTER TAIL CORP | 3,164 | $243.9M | 0.08% | |
| 72 | JPMJPMORGAN CHASE & CO. | 837 | $242.7M | 0.08% | |
| 73 | NUDMNUSHARES ETF TR | 6,717 | $238.4M | 0.08% | |
| 74 | XOMEXXON MOBIL CORP | 2,187 | $235.8M | 0.08% | |
| 75 | CATCATERPILLAR INC | 604 | $234.4M | 0.08% | |
| 76 | GOOGALPHABET INC | 1,290 | $228.8M | 0.08% | |
| 77 | AVGOBROADCOM INC | 760 | $209.5M | 0.07% | |
| 78 | SPYSPDR S&P 500 ETF TR | 332 | $205.1M | 0.07% | |
| 79 | UNHUNITEDHEALTH GROUP INC | 657 | $205.0M | 0.07% |