# Lifelong Wealth Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2051717. Source: https://holderbook.com/funds/2051717-lifelong-wealth-advisors-inc/

- Reported value: $425.6M
- Positions: 97
- Weight of the ten largest: 71.9%
- Filed: 2026-07-16

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $82.6M | 940,424 | 19.4% | 7 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $77.2M | 544,027 | 18.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JBND](https://holderbook.com/stocks/JBND/) | $37.4M | 699,070 | 8.8% | 5 |
| FIDELITY COVINGTON TRUST | [FMDE](https://holderbook.com/stocks/FMDE/) | $29.9M | 736,675 | 7.0% | 3 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $27.3M | 218,595 | 6.4% | 5 |
| BLACKROCK ETF TRUST | [DYNF](https://holderbook.com/stocks/DYNF/) | $11.0M | 161,919 | 2.6% | 7 |
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $11.0M | 43,554 | 2.6% | 7 |
| J P MORGAN EXCHANGE TRADED F | [HELO](https://holderbook.com/stocks/HELO/) | $10.1M | 149,775 | 2.4% | 5 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $9.9M | 71,625 | 2.3% | 7 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $9.5M | 41,936 | 2.2% | 7 |
| ISHARES GOLD TR | [IAU](https://holderbook.com/stocks/IAU/) | $7.6M | 100,889 | 1.8% | 5 |
| BLACKROCK ETF TRUST | [CORO](https://holderbook.com/stocks/CORO/) | $6.7M | 182,363 | 1.6% | 1 |
| ISHARES TR | [IUSB](https://holderbook.com/stocks/IUSB/) | $6.2M | 135,297 | 1.5% | 7 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $6.1M | 80,259 | 1.4% | 1 |
| BLACKROCK ETF TRUST | [BAI](https://holderbook.com/stocks/BAI/) | $5.8M | 110,311 | 1.4% | 5 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $5.0M | 34,407 | 1.2% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $4.8M | 6,456 | 1.1% | 7 |
| SCHWAB STRATEGIC TR | [SCHZ](https://holderbook.com/stocks/SCHZ/) | $4.6M | 197,429 | 1.1% | 7 |
| INVESCO EXCH TRADED FD TR II | [SPMO](https://holderbook.com/stocks/SPMO/) | $4.3M | 26,693 | 1.0% | 7 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $3.5M | 21,241 | 0.8% | 7 |
| BLACKROCK ETF TRUST | [BLCR](https://holderbook.com/stocks/BLCR/) | $3.3M | 64,955 | 0.8% | 1 |
| BLACKROCK ETF TRUST | [THRO](https://holderbook.com/stocks/THRO/) | $3.1M | 71,680 | 0.7% | 5 |
| GLOBAL X FDS | [SHLD](https://holderbook.com/stocks/SHLD/) | $3.0M | 50,697 | 0.7% | 3 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $3.0M | 30,584 | 0.7% | 3 |
| BONDBLOXX ETF TRUST | [XTEN](https://holderbook.com/stocks/XTEN/) | $2.7M | 58,350 | 0.6% | 6 |
| ISHARES TR | [GOVT](https://holderbook.com/stocks/GOVT/) | $2.5M | 110,733 | 0.6% | 7 |
| ISHARES TR | [MBB](https://holderbook.com/stocks/MBB/) | $2.5M | 26,681 | 0.6% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.3M | 1,189 | 0.5% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.2M | 7,641 | 0.5% | 7 |
| ISHARES TR | [ACWI](https://holderbook.com/stocks/ACWI/) | $1.9M | 12,332 | 0.5% | 7 |
| ISHARES TR | [QUAL](https://holderbook.com/stocks/QUAL/) | $1.9M | 8,464 | 0.4% | 7 |
| BLACKROCK ETF TRUST | [IALT](https://holderbook.com/stocks/IALT/) | $1.8M | 63,606 | 0.4% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $1.6M | 4,405 | 0.4% | 7 |
| BLACKROCK ETF TRUST II | [GGOV](https://holderbook.com/stocks/GGOV/) | $1.5M | 28,848 | 0.3% | 1 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $1.2M | 8,535 | 0.3% | 7 |
| BLACKROCK ETF TRUST | [LCTU](https://holderbook.com/stocks/LCTU/) | $1.2M | 14,367 | 0.3% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.1M | 5,568 | 0.3% | 7 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $1.1M | 10,987 | 0.3% | 2 |
| ISHARES TR | [EAGG](https://holderbook.com/stocks/EAGG/) | $932.6K | 19,670 | 0.2% | 7 |
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $915.8K | 549 | 0.2% | 7 |
| FIDELITY COVINGTON TRUST | [FTEC](https://holderbook.com/stocks/FTEC/) | $886.3K | 3,103 | 0.2% | 7 |
| ISHARES TR | [DSI](https://holderbook.com/stocks/DSI/) | $886.0K | 6,222 | 0.2% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $820.9K | 1,975 | 0.2% | 7 |
| WORLD GOLD TR | [GLDM](https://holderbook.com/stocks/GLDM/) | $733.9K | 9,241 | 0.2% | 7 |
| ISHARES TR | [EFV](https://holderbook.com/stocks/EFV/) | $709.5K | 9,269 | 0.2% | 7 |
| ISHARES TR | [SUSC](https://holderbook.com/stocks/SUSC/) | $686.8K | 29,664 | 0.2% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $679.4K | 1,901 | 0.2% | 7 |
| 3M CO | [MMM](https://holderbook.com/stocks/MMM/) | $665.2K | 4,109 | 0.2% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $663.7K | 1,578 | 0.2% | 7 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $628.4K | 5,839 | 0.1% | 5 |
| ISHARES TR | [USXF](https://holderbook.com/stocks/USXF/) | $625.3K | 9,004 | 0.1% | 7 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $619.6K | 7,479 | 0.1% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $617.0K | 579 | 0.1% | 5 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $595.7K | 10,892 | 0.1% | 7 |
| XCEL ENERGY INC | [XEL](https://holderbook.com/stocks/XEL/) | $575.5K | 7,167 | 0.1% | 7 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $570.2K | 1,194 | 0.1% | 5 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $542.7K | 10,368 | 0.1% | 7 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $532.4K | 3,813 | 0.1% | 1 |
| TARGET CORP | [TGT](https://holderbook.com/stocks/TGT/) | $530.1K | 4,059 | 0.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $500.8K | 2,101 | 0.1% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $495.6K | 3,625 | 0.1% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $470.6K | 1,332 | 0.1% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $464.4K | 928 | 0.1% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $451.9K | 4,679 | 0.1% | 7 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $432.6K | 1,719 | 0.1% | 7 |
| ARK ETF TR | [ARKF](https://holderbook.com/stocks/ARKF/) | $427.7K | 10,839 | 0.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMST](https://holderbook.com/stocks/JMST/) | $411.7K | 8,072 | 0.1% | 7 |
| ISHARES TR | [SUSB](https://holderbook.com/stocks/SUSB/) | $403.9K | 16,162 | 0.1% | 1 |
| ISHARES TR | [EFG](https://holderbook.com/stocks/EFG/) | $399.9K | 3,214 | 0.1% | 7 |
| INVESCO EXCHANGE TRADED FD T | [XLG](https://holderbook.com/stocks/XLG/) | $398.7K | 6,511 | 0.1% | 6 |
| NUSHARES ETF TR | [NUBD](https://holderbook.com/stocks/NUBD/) | $386.0K | 17,438 | 0.1% | 7 |
| ISHARES TR | [EVUS](https://holderbook.com/stocks/EVUS/) | $380.1K | 10,827 | 0.1% | 3 |
| ISHARES TR | [SYSB](https://holderbook.com/stocks/SYSB/) | $363.2K | 4,094 | 0.1% | 3 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $358.2K | 2,415 | 0.1% | 7 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $356.2K | 3,650 | 0.1% | 2 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $341.1K | 1,343 | 0.1% | 4 |
| NUSHARES ETF TR | [NULG](https://holderbook.com/stocks/NULG/) | $337.8K | 2,886 | 0.1% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $333.6K | 883 | 0.1% | 5 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $330.8K | 1,295 | 0.1% | 1 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $302.8K | 3,664 | 0.1% | 6 |
| NUSHARES ETF TR | [NUDM](https://holderbook.com/stocks/NUDM/) | $302.2K | 7,552 | 0.1% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $295.8K | 2,017 | 0.1% | 7 |
| ISHARES TR | [DMXF](https://holderbook.com/stocks/DMXF/) | $294.4K | 3,480 | 0.1% | 1 |
| NUSHARES ETF TR | [NULV](https://holderbook.com/stocks/NULV/) | $292.6K | 5,854 | 0.1% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $291.7K | 788 | 0.1% | 3 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $291.3K | 890 | 0.1% | 5 |
| OTTER TAIL CORP | [OTTR](https://holderbook.com/stocks/OTTR/) | $284.7K | 3,164 | 0.1% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $271.2K | 528 | 0.1% | 7 |
| ISHARES TR | [ICSH](https://holderbook.com/stocks/ICSH/) | $269.7K | 5,333 | 0.1% | 7 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $256.3K | 503 | 0.1% | 4 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $247.9K | 332 | 0.1% | 5 |
| MARVELL TECHNOLOGY INC | [MRVL](https://holderbook.com/stocks/MRVL/) | $244.6K | 821 | 0.1% | 1 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $237.7K | 323 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $224.2K | 398 | 0.1% | 5 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $221.6K | 192 | 0.1% | 1 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $220.9K | 2,434 | 0.1% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $216.3K | 315 | 0.1% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +12.1% | +14.8% | -2.7% | 100% |
| Q1 2026 | -2.8% | -4.6% | +1.8% | 100% |
| Q4 2025 | +1.1% | +2.4% | -1.3% | 100% |
| Q3 2025 | +7.8% | +7.8% | -0.0% | 100% |
| Q2 2025 | +12.1% | +10.5% | +1.7% | 100% |
| Q1 2025 | -4.6% | -4.6% | -0.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $425.6M | 97 |
| Q1 2026 | $376.3M | 88 |
| Q4 2025 | $377.3M | 89 |
| Q3 2025 | $336.3M | 85 |
| Q2 2025 | $301.4M | 79 |
| Q1 2025 | $213.4M | 68 |
| Q4 2024 | $222.5M | 66 |