LIFELONG WEALTH ADVISORS, INC. — 13F Holdings

2026 Q2  ·  103 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, LIFELONG WEALTH ADVISORS, INC. maintained a portfolio of 103 distinct positions. The most significant new addition was BLACKROCK ETF TRUST, now representing 1.57% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing the position by 17.5%. The fund also reduced its exposure to INVESCO EXCHANGE TRADED FD T by 95.3%.
Position History hover any row below to update
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LIFELONG WEALTH ADVISORS, INC. AUM $424M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
103
Quarter
2026 Q2
Top Holding
SPLG (19.4%)
Top 10 Concentration
71.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 103
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
SPLG
SPDR SERIES TRU...
ETF 19.42% 16.28% #1 1
Prev: #2
8.0
—
139,890 17.5%
P
S
940,424 $82,644,448 2024 Q4 13F Filing 2026-06-30 2026-07-16
GSLC
GOLDMAN SACHS E...
ETF 18.14% 18.23% #2 1
Prev: #1
6.0
—
-4,201 -0.8%
P
S
544,027 $77,191,954 2024 Q4 13F Filing 2026-06-30 2026-07-16
JBND
J P MORGAN EXCH...
Bond/Debt 8.79% 9.56% #3
Prev: #3
5.0
—
29,780 4.4%
P
S
699,070 $37,400,222 2025 Q2 13F Filing 2026-06-30 2026-07-16
FMDE
FIDELITY COVING...
ETF 7.02% 7.28% #4
Prev: #4
3.8
—
-24,893 -3.3%
P
S
736,675 $29,894,286 2025 Q4 13F Filing 2026-06-30 2026-07-16
AVUV
AMERICAN CENTY ...
ETF 6.41% 6.59% #5
Prev: #5
3.6
—
-5,941 -2.6%
P
S
218,595 $27,271,921 2025 Q2 13F Filing 2026-06-30 2026-07-16
DYNF
BLACKROCK ETF T...
ETF 2.59% 2.62% #6
Prev: #6
1.5
—
-7,815 -4.6%
P
S
161,919 $11,012,126 2024 Q4 13F Filing 2026-06-30 2026-07-16
IYW
ISHARES TR
ETF 2.58% 2.46% #7 2
Prev: #9
1.5
—
-7,464 -14.6%
P
S
43,554 $10,985,631 2024 Q4 13F Filing 2026-06-30 2026-07-16
HELO
J P MORGAN EXCH...
ETF 2.38% 2.51% #8 1
Prev: #7
1.5
—
2,028 1.4%
P
S
149,775 $10,121,774 2025 Q2 13F Filing 2026-06-30 2026-07-16
IVW
ISHARES TR
Warrant 2.31% 2.05% #9 2
Prev: #11
2.9
—
3,486 5.1%
P
S
71,625 $9,850,594 2024 Q4 13F Filing 2026-06-30 2026-07-16
IVE
ISHARES TR
ETF 2.24% 2.48% #10 2
Prev: #8
1.4
—
-2,329 -5.3%
P
S
41,936 $9,522,019 2024 Q4 13F Filing 2026-06-30 2026-07-16
IAU
ISHARES GOLD TR
ETF 1.79% 2.13% #11 1
Prev: #10
2.7
—
10,180 11.2%
P
S
100,889 $7,618,128 2025 Q2 13F Filing 2026-06-30 2026-07-16
CORO
BLACKROCK ETF T...
ETF 1.57% — #12
Prev: #—
4.1
—
182,363 —
NEW
 182,363 $6,674,486 2026 Q2 13F Filing 2026-06-30 2026-07-16
IUSB
ISHARES TR
ETF 1.47% 0.93% #13 9
Prev: #22
3.6
—
59,610 78.8%
P
S
135,297 $6,243,965 2024 Q4 13F Filing 2026-06-30 2026-07-16
ACWX
ISHARES TR
ETF 1.44% — #14
Prev: #—
4.1
—
80,259 —
NEW
 80,259 $6,108,490 2026 Q2 13F Filing 2026-06-30 2026-07-16
BAI
BLACKROCK ETF T...
ETF 1.37% 1.02% #15 4
Prev: #19
1.0
—
-5,926 -5.1%
P
S
110,311 $5,815,596 2025 Q2 13F Filing 2026-06-30 2026-07-16
ORCL
ORACLE CORP
Technology 1.18% 1.34% #16
Prev: #16
1.0
—
31 0.1%
P
S
34,407 $5,042,346 2024 Q4 13F Filing 2026-06-30 2026-07-16
IVV
ISHARES TR
ETF 1.14% 1.12% #17 1
Prev: #18
1.0
—
29 0.5%
P
S
6,456 $4,834,834 2024 Q4 13F Filing 2026-06-30 2026-07-16
SCHZ
SCHWAB STRATEGI...
ETF 1.07% 1.14% #18 1
Prev: #17
2.4
—
12,177 6.6%
P
S
197,429 $4,566,535 2024 Q4 13F Filing 2026-06-30 2026-07-16
SPMO
INVESCO EXCH TR...
Bond/Debt 1.01% 0.97% #19 2
Prev: #21
0.9
—
-5,863 -18.0%
P
S
26,693 $4,311,993 2024 Q4 13F Filing 2026-06-30 2026-07-16
ESGU
ISHARES TR
ETF 0.82% 0.79% #20 5
Prev: #25
0.8
—
194 0.9%
P
S
21,241 $3,476,536 2024 Q4 13F Filing 2026-06-30 2026-07-16
BLCR
BLACKROCK ETF T...
ETF 0.77% — #21
Prev: #—
3.8
—
64,955 —
NEW
 64,955 $3,271,786 2026 Q2 13F Filing 2026-06-30 2026-07-16
THRO
BLACKROCK ETF T...
ETF 0.73% 0.98% #22 2
Prev: #20
0.3
—
-30,027 -29.5%
P
S
71,680 $3,090,127 2025 Q2 13F Filing 2026-06-30 2026-07-16
SHLD
GLOBAL X FDS
ETF 0.71% 0.52% #23 4
Prev: #27
3.3
—
23,024 83.2%
P
S
50,697 $3,027,118 2025 Q4 13F Filing 2026-06-30 2026-07-16
AVEM
AMERICAN CENTY ...
Bond/Debt 0.69% 0.85% #24
Prev: #24
0.3
—
-9,233 -23.2%
P
S
30,584 $2,951,067 2025 Q4 13F Filing 2026-06-30 2026-07-16
XTEN
BONDBLOXX ETF T...
ETF 0.62% 0.86% #25 2
Prev: #23
0.7
—
-12,266 -17.4%
P
S
58,350 $2,659,582 2025 Q1 13F Filing 2026-06-30 2026-07-16
GOVT
ISHARES TR
ETF 0.59% 0.12% #26 31
Prev: #57
3.2
—
91,039 462.3%
P
S
110,733 $2,522,504 2024 Q4 13F Filing 2026-06-30 2026-07-16
MBB
ISHARES TR
ETF 0.59% 0.62% #27 1
Prev: #26
2.2
—
1,987 8.0%
P
S
26,681 $2,521,929 2024 Q4 13F Filing 2026-06-30 2026-07-16
AAPL
APPLE INC
Technology 0.52% 0.50% #28
Prev: #28
0.7
—
201 2.7%
P
S
7,641 $2,211,135 2024 Q4 13F Filing 2026-06-30 2026-07-16
ACWI
ISHARES TR
ETF 0.45% 0.45% #29 2
Prev: #31
1.2
—
no change no change
P
S
12,332 $1,935,754 2024 Q4 13F Filing 2026-06-30 2026-07-16
QUAL
ISHARES TR
ETF 0.44% 1.39% #30 15
Prev: #15
0.2
—
-18,804 -69.0%
P
S
8,464 $1,857,256 2024 Q4 13F Filing 2026-06-30 2026-07-16
IALT
BLACKROCK ETF T...
ETF 0.42% — #31
Prev: #—
3.7
—
63,606 —
NEW
 63,606 $1,784,156 2026 Q2 13F Filing 2026-06-30 2026-07-16
MSFT
MICROSOFT CORP
Technology 0.39% 0.39% #32 1
Prev: #33
2.2
—
414 10.4%
P
S
4,405 $1,642,976 2024 Q4 13F Filing 2026-06-30 2026-07-16
GGOV
BLACKROCK ETF T...
ETF 0.34% — #33
Prev: #—
3.6
—
28,848 —
NEW
 28,848 $1,450,766 2026 Q2 13F Filing 2026-06-30 2026-07-16
LLY
ELI LILLY & CO
Healthcare 0.34% 0.29% #34 1
Prev: #35
0.6
—
15 1.3%
P
S
1,189 $1,426,122 2024 Q4 13F Filing 2026-06-30 2026-07-16
IWP
ISHARES TR
ETF 0.29% 0.32% #35 1
Prev: #34
0.6
—
-762 -8.2%
P
S
8,535 $1,249,609 2024 Q4 13F Filing 2026-06-30 2026-07-16
LCTU
BLACKROCK ETF T...
ETF 0.27% 0.28% #36
Prev: #36
0.6
—
-517 -3.5%
P
S
14,367 $1,151,659 2024 Q4 13F Filing 2026-06-30 2026-07-16
NVDA
NVIDIA CORPORAT...
Technology 0.26% 0.26% #37 1
Prev: #38
0.6
—
4 0.1%
P
S
5,568 $1,114,101 2024 Q4 13F Filing 2026-06-30 2026-07-16
GBIL
GOLDMAN SACHS E...
ETF 0.26% 0.16% #38 11
Prev: #49
3.1
—
5,094 86.4%
P
S
10,987 $1,100,430 2024 Q4 13F Filing 2026-06-30 2026-07-16
EAGG
ISHARES TR
ETF 0.22% 0.21% #39 2
Prev: #41
2.1
—
2,741 16.2%
P
S
19,670 $932,555 2024 Q4 13F Filing 2026-06-30 2026-07-16
FTEC
FIDELITY COVING...
ETF 0.21% 0.17% #40 4
Prev: #44
0.6
—
-20 -0.6%
P
S
3,103 $886,277 2024 Q4 13F Filing 2026-06-30 2026-07-16
DSI
ISHARES TR
ETF 0.21% 0.20% #41 1
Prev: #42
0.6
—
121 2.0%
P
S
6,222 $885,951 2024 Q4 13F Filing 2026-06-30 2026-07-16
LLY
ELI LILLY & CO
PUT
PUT Option 0.20% 0.17% #42 3
Prev: #45
1.1
—
no change no change
P
S
700 $839,601 2024 Q4 13F Filing 2026-06-30 2026-07-16
UNH
UNITEDHEALTH GR...
Healthcare 0.19% 0.10% #43 22
Prev: #65
2.6
—
526 36.3%
P
S
1,975 $820,869 2024 Q4 13F Filing 2026-06-30 2026-07-16
GLDM
WORLD GOLD TR
ETF 0.17% 0.45% #44 14
Prev: #30
0.1
—
-9,193 -49.9%
P
S
9,241 $733,920 2024 Q4 13F Filing 2026-06-30 2026-07-16
EFV
ISHARES TR
ETF 0.17% 1.74% #45 32
Prev: #13
0.1
—
-78,646 -89.5%
P
S
9,269 $709,504 2024 Q4 13F Filing 2026-06-30 2026-07-16
SUSC
ISHARES TR
ETF 0.16% 0.23% #46 6
Prev: #40
0.1
—
-8,052 -21.3%
P
S
29,664 $686,763 2024 Q4 13F Filing 2026-06-30 2026-07-16
GOOGL
ALPHABET INC
Communication Services 0.16% 0.13% #47 6
Prev: #53
2.1
—
162 9.3%
P
S
1,901 $679,360 2024 Q4 13F Filing 2026-06-30 2026-07-16
MMM
3M CO
Industrials 0.16% 0.15% #48 2
Prev: #50
0.6
—
135 3.4%
P
S
4,109 $665,229 2024 Q4 13F Filing 2026-06-30 2026-07-16
TSLA
TESLA INC
Consumer Cyclical 0.16% 0.15% #49 3
Prev: #52
0.6
—
48 3.1%
P
S
1,578 $663,707 2024 Q4 13F Filing 2026-06-30 2026-07-16
MUB
ISHARES TR
ETF 0.15% 0.17% #50 4
Prev: #46
0.6
—
-13 -0.2%
P
S
5,839 $628,393 2025 Q2 13F Filing 2026-06-30 2026-07-16
Showing 1-50 of 103 holdings

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