LIFELONG WEALTH ADVISORS, INC. — 13F Holdings

2026 Q1  ·  95 Positions

2026 Q1 Portfolio Activity

In 2026 Q1, LIFELONG WEALTH ADVISORS, INC. maintained a portfolio of 95 distinct positions. The most significant new addition was GOLDMAN SACHS ETF TR, now representing 0.16% of the total fund value. They heavily accumulated shares in BLACKROCK ETF TRUST, increasing the position by 18.5%.
Position History hover any row below to update
Loading…
LIFELONG WEALTH ADVISORS, INC. AUM $375M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
95
Quarter
2026 Q1
Top Holding
GSLC (18.2%)
Top 10 Concentration
70.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 95
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
GSLC
GOLDMAN SACHS E...
ETF 18.23% 18.96% #1
Prev: #1
6.5
—
7,652 1.4%
P
S
548,228 $68,599,794
$114.00 +25.9%
$125.13 +14.7%
2024 Q4 13F Filing 2026-03-31 2026-04-16
SPLG
SPDR SERIES TRU...
ETF 16.28% 16.92% #2
Prev: #2
6.0
—
4,641 0.6%
P
S
800,534 $61,272,898 2024 Q4 13F Filing 2026-03-31 2026-04-16
JBND
J P MORGAN EXCH...
Bond/Debt 9.56% 9.32% #3
Prev: #3
5.3
—
18,770 2.9%
P
S
669,290 $35,987,723 2025 Q2 13F Filing 2026-03-31 2026-04-16
FMDE
FIDELITY COVING...
Unknown 7.28% 7.21% #4
Prev: #4
3.9
—
13,661 1.8%
P
S
761,568 $27,385,985 2025 Q4 13F Filing 2026-03-31 2026-04-16
AVUV
AMERICAN CENTY ...
ETF 6.59% 6.12% #5
Prev: #5
3.6
—
-1,864 -0.8%
P
S
224,536 $24,804,512 2025 Q2 13F Filing 2026-03-31 2026-04-16
DYNF
BLACKROCK ETF T...
ETF 2.62% 2.31% #6 3
Prev: #9
3.0
—
26,557 18.5%
P
S
169,734 $9,875,124 2024 Q4 13F Filing 2026-03-31 2026-04-16
HELO
J P MORGAN EXCH...
Unknown 2.51% 2.51% #7
Prev: #7
1.5
—
5,015 3.5%
P
S
147,747 $9,442,511 2025 Q2 13F Filing 2026-03-31 2026-04-16
IVE
ISHARES TR
ETF 2.48% 2.25% #8 2
Prev: #10
3.0
—
4,258 10.6%
P
S
44,265 $9,346,555 2024 Q4 13F Filing 2026-03-31 2026-04-16
IYW
ISHARES TR
ETF 2.46% 2.75% #9 3
Prev: #6
1.5
—
-885 -1.7%
P
S
51,018 $9,255,686 2024 Q4 13F Filing 2026-03-31 2026-04-16
IAU
ISHARES GOLD TR
ETF 2.13% 2.37% #10 2
Prev: #8
1.4
—
-19,350 -17.6%
P
S
90,709 $7,996,905 2025 Q2 13F Filing 2026-03-31 2026-04-16
IVW
ISHARES TR
Warrant 2.05% 2.03% #11
Prev: #11
2.8
—
5,971 9.6%
P
S
68,139 $7,707,202 2024 Q4 13F Filing 2026-03-31 2026-04-16
XLG
INVESCO EXCHANG...
Unknown 2.01% 1.95% #12
Prev: #12
2.8
—
14,671 11.8%
P
S
138,803 $7,571,704 2025 Q1 13F Filing 2026-03-31 2026-04-16
EFV
ISHARES TR
ETF 1.74% 1.68% #13 1
Prev: #14
1.2
—
-1,043 -1.2%
P
S
87,915 $6,536,478 2024 Q4 13F Filing 2026-03-31 2026-04-16
IEMG
ISHARES INC
ETF 1.46% 1.36% #14 1
Prev: #15
1.1
—
2,169 2.8%
P
S
78,585 $5,481,331 2024 Q4 13F Filing 2026-03-31 2026-04-16
QUAL
ISHARES TR
ETF 1.39% 1.36% #15 1
Prev: #16
2.6
—
1,443 5.6%
P
S
27,268 $5,230,365 2024 Q4 13F Filing 2026-03-31 2026-04-16
ORCL
ORACLE CORP
Technology 1.34% 1.78% #16 3
Prev: #13
1.0
—
-5 -0.0%
P
S
34,376 $5,057,053 2024 Q4 13F Filing 2026-03-31 2026-04-16
SCHZ
SCHWAB STRATEGI...
ETF 1.14% 1.11% #17
Prev: #17
1.0
—
5,855 3.3%
P
S
185,252 $4,301,549 2024 Q4 13F Filing 2026-03-31 2026-04-16
IVV
ISHARES TR
ETF 1.12% 1.05% #18
Prev: #18
2.4
—
628 10.8%
P
S
6,427 $4,198,181 2024 Q4 13F Filing 2026-03-31 2026-04-16
BAI
BLACKROCK ETF T...
ETF 1.02% 0.92% #19 1
Prev: #20
2.4
—
12,032 11.5%
P
S
116,237 $3,830,009 2025 Q2 13F Filing 2026-03-31 2026-04-16
THRO
BLACKROCK ETF T...
ETF 0.98% 0.93% #20 1
Prev: #19
2.4
—
10,451 11.5%
P
S
101,707 $3,683,828 2025 Q2 13F Filing 2026-03-31 2026-04-16
SPMO
INVESCO EXCH TR...
Bond/Debt 0.97% 0.92% #21
Prev: #21
2.4
—
3,545 12.2%
P
S
32,556 $3,649,853 2024 Q4 13F Filing 2026-03-31 2026-04-16
IUSB
ISHARES TR
ETF 0.93% 0.89% #22
Prev: #22
0.9
—
3,229 4.5%
P
S
75,687 $3,495,990 2024 Q4 13F Filing 2026-03-31 2026-04-16
XTEN
BONDBLOXX ETF T...
ETF 0.86% 0.81% #23 1
Prev: #24
2.3
—
4,408 6.7%
P
S
70,616 $3,238,450 2025 Q1 13F Filing 2026-03-31 2026-04-16
AVEM
AMERICAN CENTY ...
Bond/Debt 0.85% 0.74% #24 1
Prev: #25
2.3
—
3,428 9.4%
P
S
39,817 $3,208,454 2025 Q4 13F Filing 2026-03-31 2026-04-16
ESGU
ISHARES TR
ETF 0.79% 0.83% #25 2
Prev: #23
0.8
—
-17 -0.1%
P
S
21,047 $2,976,430 2024 Q4 13F Filing 2026-03-31 2026-04-16
MBB
ISHARES TR
ETF 0.62% 0.57% #26
Prev: #26
2.2
—
1,925 8.5%
P
S
24,694 $2,344,712 2024 Q4 13F Filing 2026-03-31 2026-04-16
SHLD
GLOBAL X FDS
ETF 0.52% 0.44% #27 4
Prev: #31
2.2
—
2,240 8.8%
P
S
27,673 $1,960,355 2025 Q4 13F Filing 2026-03-31 2026-04-16
AAPL
APPLE INC
Technology 0.50% 0.50% #28 1
Prev: #27
2.2
—
473 6.8%
P
S
7,440 $1,888,309 2024 Q4 13F Filing 2026-03-31 2026-04-16
BINC
BLACKROCK ETF T...
ETF 0.48% 0.45% #29
Prev: #29
2.2
—
2,541 7.8%
P
S
35,062 $1,820,770 2024 Q4 13F Filing 2026-03-31 2026-04-16
GLDM
WORLD GOLD TR
ETF 0.45% 0.44% #30
Prev: #30
0.7
—
-1,161 -5.9%
P
S
18,434 $1,708,647 2024 Q4 13F Filing 2026-03-31 2026-04-16
ACWI
ISHARES TR
ETF 0.45% 0.46% #31 3
Prev: #28
1.2
—
no change no change
P
S
12,332 $1,706,379 2024 Q4 13F Filing 2026-03-31 2026-04-16
IAGG
ISHARES TR
Bond/Debt 0.45% 0.41% #32 2
Prev: #34
2.2
—
2,755 8.8%
P
S
33,902 $1,696,456 2025 Q2 13F Filing 2026-03-31 2026-04-16
MSFT
MICROSOFT CORP
Technology 0.39% 0.43% #33 1
Prev: #32
2.2
—
656 19.7%
P
S
3,991 $1,477,516 2024 Q4 13F Filing 2026-03-31 2026-04-16
IWP
ISHARES TR
ETF 0.32% 0.42% #34 1
Prev: #33
0.6
—
-2,235 -19.4%
P
S
9,297 $1,191,132 2024 Q4 13F Filing 2026-03-31 2026-04-16
LLY
ELI LILLY & CO
Healthcare 0.29% 0.33% #35 1
Prev: #36
0.6
—
5 0.4%
P
S
1,174 $1,079,810 2024 Q4 13F Filing 2026-03-31 2026-04-16
LCTU
BLACKROCK ETF T...
ETF 0.28% 0.29% #36 1
Prev: #37
0.6
—
201 1.4%
P
S
14,884 $1,043,924 2024 Q4 13F Filing 2026-03-31 2026-04-16
STX
SEAGATE TECHNOL...
Technology 0.26% 0.18% #37 6
Prev: #43
1.1
—
no change no change
P
S
2,500 $979,400 2024 Q4 13F Filing 2026-03-31 2026-04-16
NVDA
NVIDIA CORPORAT...
Technology 0.26% 0.27% #38
Prev: #38
0.6
—
195 3.6%
P
S
5,564 $970,362 2024 Q4 13F Filing 2026-03-31 2026-04-16
STX
SEAGATE TECHNOL...
PUT
PUT Option 0.25% — #39
Prev: #—
3.6
—
2,400 —
NEW
 2,400 $940,224 2024 Q4 13F Filing 2026-03-31 2026-04-16
SUSC
ISHARES TR
ETF 0.23% 0.23% #40 1
Prev: #39
0.6
—
178 0.5%
P
S
37,716 $872,662 2024 Q4 13F Filing 2026-03-31 2026-04-16
EAGG
ISHARES TR
ETF 0.21% 0.22% #41 1
Prev: #40
0.6
—
-55 -0.3%
P
S
16,929 $804,974 2024 Q4 13F Filing 2026-03-31 2026-04-16
DSI
ISHARES TR
ETF 0.20% 0.21% #42 1
Prev: #41
0.6
—
-39 -0.6%
P
S
6,101 $739,380 2024 Q4 13F Filing 2026-03-31 2026-04-16
JMST
J P MORGAN EXCH...
ETF 0.18% 0.18% #43 2
Prev: #45
1.1
—
no change no change
P
S
13,223 $674,109 2024 Q4 13F Filing 2026-03-31 2026-04-16
FTEC
FIDELITY COVING...
ETF 0.17% 0.19% #44 2
Prev: #42
1.1
—
no change no change
P
S
3,123 $649,749 2024 Q4 13F Filing 2026-03-31 2026-04-16
LLY
ELI LILLY & CO
PUT
PUT Option 0.17% — #45
Prev: #—
3.6
—
700 —
NEW
 700 $643,839 2024 Q4 13F Filing 2026-03-31 2026-04-16
MUB
ISHARES TR
ETF 0.17% 0.12% #46 7
Prev: #53
2.6
—
1,463 33.3%
P
S
5,852 $621,190 2025 Q2 13F Filing 2026-03-31 2026-04-16
XOM
EXXON MOBIL COR...
Energy 0.16% 0.11% #47 10
Prev: #57
0.6
—
52 1.5%
P
S
3,576 $606,719 2024 Q4 13F Filing 2026-03-31 2026-04-16
XEL
XCEL ENERGY INC
Utilities 0.16% 0.15% #48 1
Prev: #47
0.6
—
-97 -1.3%
P
S
7,528 $598,024 2024 Q4 13F Filing 2026-03-31 2026-04-16
GBIL
GOLDMAN SACHS E...
ETF 0.16% — #49
Prev: #—
3.6
—
5,893 —
NEW
 5,893 $590,458 2024 Q4 13F Filing 2026-03-31 2026-04-16
MMM
3M CO
Industrials 0.15% 0.17% #50 4
Prev: #46
0.6
—
-1 -0.0%
P
S
3,974 $577,207 2024 Q4 13F Filing 2026-03-31 2026-04-16
Showing 1-50 of 95 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 →