Lifelong Wealth Advisors, INC. — 13F Holdings

2026 Q3  ·  104 Positions

2026 Q3 Portfolio Activity

In 2026 Q3, LIFELONG WEALTH ADVISORS, INC. maintained a portfolio of 104 distinct positions. The most significant new addition was GRAIL INC, now representing 0.09% of the total fund value. They heavily accumulated shares in GOLDMAN SACHS ETF TR, increasing the position by 96.6%.
Position History hover any row below to update
Loading…
LIFELONG WEALTH ADVISORS, INC. AUM $431M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
104
Quarter
2026 Q3
Top Holding
SPLG (19.6%)
Top 10 Concentration
71.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 104
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 19.61% 19.42% #1
Prev: #1
6.5
—
3,106 0.3%
P
S
943,530 $84,691,276 2024 Q4 13F Filing 2026-09-30 2026-10-19
GSLC
GOLDMAN SACHS E...
ETF 18.12% 18.14% #2
Prev: #2
6.0
—
-4,339 -0.8%
P
S
539,688 $78,276,381 2024 Q4 13F Filing 2026-09-30 2026-10-19
JBND
J P MORGAN EXCH...
Bond/Debt 8.47% 8.79% #3
Prev: #3
4.9
—
16,229 2.3%
P
S
715,299 $36,566,061 2025 Q2 13F Filing 2026-09-30 2026-10-19
FMDE
FIDELITY COVING...
ETF 6.83% 7.02% #4
Prev: #4
3.7
—
-6,345 -0.9%
P
S
730,330 $29,490,726 2025 Q4 13F Filing 2026-09-30 2026-10-19
AVUV
AMERICAN CENTY ...
ETF 5.91% 6.41% #5
Prev: #5
3.4
—
-1,809 -0.8%
P
S
216,786 $25,530,866 2025 Q2 13F Filing 2026-09-30 2026-10-19
DYNF
BLACKROCK ETF T...
ETF 2.62% 2.59% #6
Prev: #6
1.5
—
1,656 1.0%
P
S
163,575 $11,329,192 2024 Q4 13F Filing 2026-09-30 2026-10-19
IYW
ISHARES TR
ETF 2.59% 2.58% #7
Prev: #7
1.5
—
-1,330 -3.1%
P
S
42,224 $11,185,147 2024 Q4 13F Filing 2026-09-30 2026-10-19
IVW
ISHARES TR
Warrant 2.50% 2.31% #8 1
Prev: #9
3.0
—
4,173 5.8%
P
S
75,798 $10,783,040 2024 Q4 13F Filing 2026-09-30 2026-10-19
HELO
J P MORGAN EXCH...
ETF 2.42% 2.38% #9 1
Prev: #8
1.5
—
1,398 0.9%
P
S
151,173 $10,456,655 2025 Q2 13F Filing 2026-09-30 2026-10-19
IVE
ISHARES TR
ETF 2.23% 2.24% #10
Prev: #10
1.4
—
333 0.8%
P
S
42,269 $9,649,229 2024 Q4 13F Filing 2026-09-30 2026-10-19
IAU
ISHARES GOLD TR
ETF 1.89% 1.79% #11
Prev: #11
1.3
—
3,622 3.6%
P
S
104,511 $8,162,309 2025 Q2 13F Filing 2026-09-30 2026-10-19
CORO
BLACKROCK ETF T...
ETF 1.63% 1.57% #12
Prev: #12
2.7
—
11,639 6.4%
P
S
194,002 $7,051,982 2026 Q2 13F Filing 2026-09-30 2026-10-19
ACWX
ISHARES TR
ETF 1.57% 1.44% #13 1
Prev: #14
2.6
—
9,689 12.1%
P
S
89,948 $6,801,833 2026 Q2 13F Filing 2026-09-30 2026-10-19
IUSB
ISHARES TR
ETF 1.54% 1.47% #14 1
Prev: #13
2.6
—
15,128 11.2%
P
S
150,425 $6,632,251 2024 Q4 13F Filing 2026-09-30 2026-10-19
BAI
BLACKROCK ETF T...
ETF 1.25% 1.37% #15
Prev: #15
1.0
—
4,547 4.1%
P
S
114,858 $5,420,149 2025 Q2 13F Filing 2026-09-30 2026-10-19
IVV
ISHARES TR
ETF 1.20% 1.14% #16 1
Prev: #17
1.0
—
286 4.4%
P
S
6,742 $5,163,361 2024 Q4 13F Filing 2026-09-30 2026-10-19
ORCL
ORACLE CORP
Technology 1.09% 1.18% #17 1
Prev: #16
0.9
—
8 0.0%
P
S
34,415 $4,725,180 2024 Q4 13F Filing 2026-09-30 2026-10-19
SCHZ
SCHWAB STRATEGI...
ETF 1.07% 1.07% #18
Prev: #18
2.4
—
10,786 5.5%
P
S
208,215 $4,601,561 2024 Q4 13F Filing 2026-09-30 2026-10-19
SPMO
INVESCO EXCH TR...
Bond/Debt 0.95% 1.01% #19
Prev: #19
0.9
—
301 1.1%
P
S
26,994 $4,091,762 2024 Q4 13F Filing 2026-09-30 2026-10-19
BLCR
BLACKROCK ETF T...
ETF 0.82% 0.77% #20 1
Prev: #21
2.3
—
7,196 11.1%
P
S
72,151 $3,532,502 2026 Q2 13F Filing 2026-09-30 2026-10-19
ESGU
ISHARES TR
ETF 0.81% 0.82% #21 1
Prev: #20
0.8
—
-227 -1.1%
P
S
21,014 $3,505,088 2024 Q4 13F Filing 2026-09-30 2026-10-19
SHLD
GLOBAL X FDS
ETF 0.76% 0.71% #22 1
Prev: #23
2.3
—
3,605 7.1%
P
S
54,302 $3,262,471 2025 Q4 13F Filing 2026-09-30 2026-10-19
THRO
BLACKROCK ETF T...
ETF 0.74% 0.73% #23 1
Prev: #22
0.8
—
1,380 1.9%
P
S
73,060 $3,213,185 2025 Q2 13F Filing 2026-09-30 2026-10-19
AVEM
AMERICAN CENTY ...
Bond/Debt 0.68% 0.69% #24
Prev: #24
0.8
—
767 2.5%
P
S
31,351 $2,947,658 2025 Q4 13F Filing 2026-09-30 2026-10-19
AAPL
APPLE INC
Technology 0.62% 0.52% #25 3
Prev: #28
0.7
—
375 4.9%
P
S
8,016 $2,669,553 2024 Q4 13F Filing 2026-09-30 2026-10-19
GOVT
ISHARES TR
ETF 0.61% 0.59% #26
Prev: #26
2.2
—
10,047 9.1%
P
S
120,780 $2,641,460 2024 Q4 13F Filing 2026-09-30 2026-10-19
XTEN
BONDBLOXX ETF T...
ETF 0.57% 0.62% #27 2
Prev: #25
0.7
—
-551 -0.9%
P
S
57,799 $2,449,519 2025 Q1 13F Filing 2026-09-30 2026-10-19
MSFT
MICROSOFT CORP
Technology 0.53% 0.39% #28 4
Prev: #32
0.7
—
96 2.2%
P
S
4,501 $2,308,348 2024 Q4 13F Filing 2026-09-30 2026-10-19
GBIL
GOLDMAN SACHS E...
ETF 0.50% 0.26% #29 9
Prev: #38
3.2
—
10,618 96.6%
P
S
21,605 $2,162,846 2024 Q4 13F Filing 2026-09-30 2026-10-19
IALT
BLACKROCK ETF T...
ETF 0.47% 0.42% #30 1
Prev: #31
2.2
—
4,891 7.7%
P
S
68,497 $2,045,328 2026 Q2 13F Filing 2026-09-30 2026-10-19
MBB
ISHARES TR
ETF 0.47% 0.59% #31 4
Prev: #27
0.7
—
-3,983 -14.9%
P
S
22,698 $2,034,168 2024 Q4 13F Filing 2026-09-30 2026-10-19
ACWI
ISHARES TR
ETF 0.45% 0.45% #32 3
Prev: #29
1.2
—
no change no change
P
S
12,332 $1,957,890 2024 Q4 13F Filing 2026-09-30 2026-10-19
QUAL
ISHARES TR
ETF 0.41% 0.44% #33 3
Prev: #30
0.7
—
-526 -6.2%
P
S
7,938 $1,764,141 2024 Q4 13F Filing 2026-09-30 2026-10-19
GGOV
BLACKROCK ETF T...
ETF 0.36% 0.34% #34 1
Prev: #33
2.1
—
2,518 8.7%
P
S
31,366 $1,571,437 2026 Q2 13F Filing 2026-09-30 2026-10-19
NVDA
NVIDIA CORPORAT...
Technology 0.30% 0.26% #35 2
Prev: #37
0.6
—
198 3.6%
P
S
5,766 $1,316,839 2024 Q4 13F Filing 2026-09-30 2026-10-19
LLY
ELI LILLY & CO
Healthcare 0.28% 0.34% #36 2
Prev: #34
0.6
—
-148 -12.4%
P
S
1,041 $1,204,520 2024 Q4 13F Filing 2026-09-30 2026-10-19
IWP
ISHARES TR
ETF 0.27% 0.29% #37 2
Prev: #35
0.6
—
-49 -0.6%
P
S
8,486 $1,168,352 2024 Q4 13F Filing 2026-09-30 2026-10-19
LCTU
BLACKROCK ETF T...
ETF 0.27% 0.27% #38 2
Prev: #36
0.6
—
-283 -2.0%
P
S
14,084 $1,150,240 2024 Q4 13F Filing 2026-09-30 2026-10-19
FTEC
FIDELITY COVING...
ETF 0.22% 0.21% #39 1
Prev: #40
0.6
—
-2 -0.1%
P
S
3,101 $930,438 2024 Q4 13F Filing 2026-09-30 2026-10-19
EAGG
ISHARES TR
ETF 0.21% 0.22% #40 1
Prev: #39
0.6
—
589 3.0%
P
S
20,259 $916,720 2024 Q4 13F Filing 2026-09-30 2026-10-19
DSI
ISHARES TR
ETF 0.19% 0.21% #41
Prev: #41
0.6
—
-544 -8.7%
P
S
5,678 $830,010 2024 Q4 13F Filing 2026-09-30 2026-10-19
GLDM
WORLD GOLD TR
ETF 0.18% 0.17% #42 2
Prev: #44
0.6
—
238 2.6%
P
S
9,479 $778,984 2024 Q4 13F Filing 2026-09-30 2026-10-19
UNH
UNITEDHEALTH GR...
Healthcare 0.17% 0.19% #43
Prev: #43
0.6
—
-1 -0.1%
P
S
1,974 $724,616 2024 Q4 13F Filing 2026-09-30 2026-10-19
MUB
ISHARES TR
ETF 0.16% 0.15% #44 6
Prev: #50
2.1
—
1,068 18.3%
P
S
6,907 $698,298 2025 Q2 13F Filing 2026-09-30 2026-10-19
GOOGL
ALPHABET INC
Communication Services 0.16% 0.16% #45 2
Prev: #47
0.6
—
87 4.6%
P
S
1,988 $684,031 2024 Q4 13F Filing 2026-09-30 2026-10-19
MMM
3M CO
Industrials 0.16% 0.16% #46 2
Prev: #48
0.6
—
9 0.2%
P
S
4,118 $675,942 2024 Q4 13F Filing 2026-09-30 2026-10-19
SUSC
ISHARES TR
ETF 0.15% 0.16% #47 1
Prev: #46
0.6
—
-9 -0.0%
P
S
29,655 $650,779 2024 Q4 13F Filing 2026-09-30 2026-10-19
TGT
TARGET CORP
Consumer Defensive 0.15% 0.12% #48 11
Prev: #59
0.6
—
6 0.1%
P
S
4,065 $636,945 2024 Q4 13F Filing 2026-09-30 2026-10-19
USXF
ISHARES TR
ETF 0.14% 0.15% #49 2
Prev: #51
0.6
—
-29 -0.3%
P
S
8,975 $610,839 2024 Q4 13F Filing 2026-09-30 2026-10-19
XOM
EXXONMOBIL HOLD...
Energy 0.14% 0.12% #50 12
Prev: #62
0.6
—
51 1.4%
P
S
3,676 $598,283 2024 Q4 13F Filing 2026-09-30 2026-10-19
Showing 1-50 of 104 holdings

Unlock Full LIFELONG WEALTH ADVISORS, INC. Analysis

PRO subscribers get access to all historical quarters, Excel/CSV exports, Portfolio Concentration Analytics (PCA), and Risk-Based ENB.

Upgrade to PRO
Full Historical Quarters
Excel & CSV Export
PCA & Risk-Based ENB
Auto Cost Basis
Position Change Alerts
Price-Held Analytics
Full history →