LIFELONG WEALTH ADVISORS, INC. — 13F Holdings & Portfolio
CIK 2051717 · latest 13F-HR filed 2026-04-16
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$376.3M
Long-equity book
Holdings
90
Distinct positions
Period
2026-03-31
Filed 2026-04-16
Q/Q Activity
+4 / −4 / ↑30 / ↓23
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMERICAN CENTY ETF TR$1.7M +7.4%
- BLACKROCK ETF TRUST$1.2M +13.4%
- ISHARES TR$862.3K +10.2%
- AMERICAN CENTY ETF TR$405.8K +14.5%
- BLACKROCK ETF TRUST$360.0K +10.4%
Top Trims
- ORACLE CORP-$1.6M -24.5%
- ISHARES TR-$1.1M -10.7%
- ISHARES GOLD TR-$936.6K -10.5%
- ISHARES TR-$388.1K -24.6%
- STATE STR SPDR S&P 500 ETF T-$228.7K -51.4%
New Positions
- GOLDMAN SACHS ETF TR$590.5K
- ISHARES TR$323.1K
- ABBOTT LABORATORIES$251.8K
- VERIZON COMMUNICATIONS INC$220.5K
Exited Positions
- GRAIL INC$239.3K
- ISHARES TR$219.1K
- HONEYWELL INTL INC$215.2K
- INVESCO QQQ TR$201.8K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $68.6M | 18.23% | 548,228 | SH |
| 2 | SPDR SERIES TRUST | SPYM | 78464A854 | $61.3M | 16.28% | 800,534 | SH |
| 3 | J P MORGAN EXCHANGE TRADED F | JBND | 46654Q716 | $36.0M | 9.56% | 669,290 | SH |
| 4 | FIDELITY COVINGTON TRUST | FMDE | 31609A503 | $27.4M | 7.28% | 761,568 | SH |
| 5 | AMERICAN CENTY ETF TR | AVUV | 025072877 | $24.8M | 6.59% | 224,536 | SH |
| 6 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $9.9M | 2.62% | 169,734 | SH |
| 7 | J P MORGAN EXCHANGE TRADED F | HELO | 46654Q724 | $9.4M | 2.51% | 147,747 | SH |
| 8 | ISHARES TR | IVE | 464287408 | $9.3M | 2.48% | 44,265 | SH |
| 9 | ISHARES TR | IYW | 464287721 | $9.3M | 2.46% | 51,018 | SH |
| 10 | ISHARES GOLD TR | IAU | 464285204 | $8.0M | 2.13% | 90,709 | SH |
| 11 | ISHARES TR | IVW | 464287309 | $7.7M | 2.05% | 68,139 | SH |
| 12 | INVESCO EXCHANGE TRADED FD T | XLG | 46137V233 | $7.6M | 2.01% | 138,803 | SH |
| 13 | ISHARES TR | EFV | 464288877 | $6.5M | 1.74% | 87,915 | SH |
| 14 | ISHARES INC | IEMG | 46434G103 | $5.5M | 1.46% | 78,585 | SH |
| 15 | ISHARES TR | QUAL | 46432F339 | $5.2M | 1.39% | 27,268 | SH |
| 16 | ORACLE CORP | ORCL | 68389X105 | $5.1M | 1.34% | 34,376 | SH |
| 17 | SCHWAB STRATEGIC TR | SCHZ | 808524839 | $4.3M | 1.14% | 185,252 | SH |
| 18 | ISHARES TR | IVV | 464287200 | $4.2M | 1.12% | 6,427 | SH |
| 19 | BLACKROCK ETF TRUST | BAI | 09290C780 | $3.8M | 1.02% | 116,237 | SH |
| 20 | BLACKROCK ETF TRUST | THRO | 09290C806 | $3.7M | 0.98% | 101,707 | SH |
| 21 | INVESCO EXCH TRADED FD TR II | SPMO | 46138E339 | $3.6M | 0.97% | 32,556 | SH |
| 22 | ISHARES TR | IUSB | 46434V613 | $3.5M | 0.93% | 75,687 | SH |
| 23 | BONDBLOXX ETF TRUST | XTEN | 09789C812 | $3.2M | 0.86% | 70,616 | SH |
| 24 | AMERICAN CENTY ETF TR | AVEM | 025072604 | $3.2M | 0.85% | 39,817 | SH |
| 25 | ISHARES TR | ESGU | 46435G425 | $3.0M | 0.79% | 21,047 | SH |
| 26 | ISHARES TR | MBB | 464288588 | $2.3M | 0.62% | 24,694 | SH |
| 27 | GLOBAL X FDS | SHLD | 37960A529 | $2.0M | 0.52% | 27,673 | SH |
| 28 | APPLE INC | AAPL | 037833100 | $1.9M | 0.50% | 7,440 | SH |
| 29 | BLACKROCK ETF TRUST II | BINC | 092528603 | $1.8M | 0.48% | 35,062 | SH |
| 30 | WORLD GOLD TR | GLDM | 98149E303 | $1.7M | 0.45% | 18,434 | SH |
| 31 | ISHARES TR | ACWI | 464288257 | $1.7M | 0.45% | 12,332 | SH |
| 32 | ISHARES TR | IAGG | 46435G672 | $1.7M | 0.45% | 33,902 | SH |
| 33 | MICROSOFT CORP | MSFT | 594918104 | $1.5M | 0.39% | 3,991 | SH |
| 34 | ISHARES TR | IWP | 464287481 | $1.2M | 0.32% | 9,297 | SH |
| 35 | ELI LILLY & CO | LLY | 532457108 | $1.1M | 0.29% | 1,174 | SH |
| 36 | BLACKROCK ETF TRUST | LCTU | 09290C509 | $1.0M | 0.28% | 14,884 | SH |
| 37 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $979.4K | 0.26% | 2,500 | SH |
| 38 | NVIDIA CORPORATION | NVDA | 67066G104 | $970.4K | 0.26% | 5,564 | SH |
| 39 | SEAGATE TECHNOLOGY HLDNGS PL Put | STX | G7997R103 | $940.2K | 0.25% | 2,400 | SH |
| 40 | ISHARES TR | SUSC | 46435G193 | $872.7K | 0.23% | 37,716 | SH |
| 41 | ISHARES TR | EAGG | 46435U549 | $805.0K | 0.21% | 16,929 | SH |
| 42 | ISHARES TR | DSI | 464288570 | $739.4K | 0.20% | 6,101 | SH |
| 43 | J P MORGAN EXCHANGE TRADED F | JMST | 46641Q654 | $674.1K | 0.18% | 13,223 | SH |
| 44 | FIDELITY COVINGTON TRUST | FTEC | 316092808 | $649.7K | 0.17% | 3,123 | SH |
| 45 | ELI LILLY & CO Put | LLY | 532457108 | $643.8K | 0.17% | 700 | SH |
| 46 | ISHARES TR | MUB | 464288414 | $621.2K | 0.17% | 5,852 | SH |
| 47 | EXXON MOBIL CORP | XOM | 30231G102 | $606.7K | 0.16% | 3,576 | SH |
| 48 | XCEL ENERGY INC | XEL | 98389B100 | $598.0K | 0.16% | 7,528 | SH |
| 49 | GOLDMAN SACHS ETF TR | GBIL | 381430529 | $590.5K | 0.16% | 5,893 | SH |
| 50 | 3M CO | MMM | 88579Y101 | $577.2K | 0.15% | 3,974 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-04-16 | $376.3M | 90 | 0001725547-26-000133 |
| 2025-12-31 | 2026-01-12 | $377.3M | 89 | 0001725547-26-000009 |