Top Institutional Investors

LIFELONG WEALTH ADVISORS, INC. — 13F Holdings & Portfolio

CIK 2051717 · latest 13F-HR filed 2026-07-16

Backtest portfolio

LIFELONG WEALTH ADVISORS, INC. manages $425.6M in 13F-reported U.S. long-equity assets across 99 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPYM (19.42%), GSLC (18.14%), JBND (8.79%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 13 new positions, exited 4, added to 52, and trimmed 14.

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.

Filer Information
Address
1150 COUNTY ROAD E WEST
ARDEN HILLS, MN 55112
Phone
(651) 444-6500
Filing Manager
Lifelong Wealth Advisors, Inc.
Arden Hills, MN
Signatory
Robert M. Bonine
Director & CCO
Loading holdings…
AUM

$425.6M

Long-equity book

Holdings

99

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+13 / −4 / ↑52 / ↓14

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • SPDR SERIES TRUST$21.4M +34.9%
  • GOLDMAN SACHS ETF TR$8.6M +12.5%
  • ISHARES TR$2.7M +78.6%
  • FIDELITY COVINGTON TRUST$2.5M +9.2%
  • AMERICAN CENTY ETF TR$2.5M +9.9%
Show all 52 →

Top Trims

  • INVESCO EXCHANGE TRADED FD T-$7.2M -94.7%
  • ISHARES TR-$5.8M -89.1%
  • ISHARES INC-$4.9M -88.7%
  • ISHARES TR-$3.4M -64.5%
  • BLACKROCK ETF TRUST II-$1.3M -70.2%
Show all 14 →

New Positions

  • BLACKROCK ETF TRUST$6.7M
  • ISHARES TR$6.1M
  • BLACKROCK ETF TRUST$3.3M
  • BLACKROCK ETF TRUST$1.8M
  • BLACKROCK ETF TRUST II$1.5M
Show all 13 →

Exited Positions

  • ISHARES TR$1.7M
  • ISHARES TR$498.9K
  • ISHARES TR$274.0K
  • VERIZON COMMUNICATIONS INC$220.5K
Show all 4 →
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 SPDR SERIES TRUST SPYM 78464A854 $82.6M 19.42% 940,424 SH
2 GOLDMAN SACHS ETF TR GSLC 381430503 $77.2M 18.14% 544,027 SH
3 J P MORGAN EXCHANGE TRADED F JBND 46654Q716 $37.4M 8.79% 699,070 SH
4 FIDELITY COVINGTON TRUST FMDE 31609A503 $29.9M 7.02% 736,675 SH
5 AMERICAN CENTY ETF TR AVUV 025072877 $27.3M 6.41% 218,595 SH
6 BLACKROCK ETF TRUST DYNF 09290C103 $11.0M 2.59% 161,919 SH
7 ISHARES TR IYW 464287721 $11.0M 2.58% 43,554 SH
8 J P MORGAN EXCHANGE TRADED F HELO 46654Q724 $10.1M 2.38% 149,775 SH
9 ISHARES TR IVW 464287309 $9.9M 2.31% 71,625 SH
10 ISHARES TR IVE 464287408 $9.5M 2.24% 41,936 SH
11 ISHARES GOLD TR IAU 464285204 $7.6M 1.79% 100,889 SH
12 BLACKROCK ETF TRUST CORO 09290C764 $6.7M 1.57% 182,363 SH
13 ISHARES TR IUSB 46434V613 $6.2M 1.47% 135,297 SH
14 ISHARES TR ACWX 464288240 $6.1M 1.44% 80,259 SH
15 BLACKROCK ETF TRUST BAI 09290C780 $5.8M 1.37% 110,311 SH
16 ORACLE CORP ORCL 68389X105 $5.0M 1.18% 34,407 SH
17 ISHARES TR IVV 464287200 $4.8M 1.14% 6,456 SH
18 SCHWAB STRATEGIC TR SCHZ 808524839 $4.6M 1.07% 197,429 SH
19 INVESCO EXCH TRADED FD TR II SPMO 46138E339 $4.3M 1.01% 26,693 SH
20 ISHARES TR ESGU 46435G425 $3.5M 0.82% 21,241 SH
21 BLACKROCK ETF TRUST BLCR 09290C855 $3.3M 0.77% 64,955 SH
22 BLACKROCK ETF TRUST THRO 09290C806 $3.1M 0.73% 71,680 SH
23 GLOBAL X FDS SHLD 37960A529 $3.0M 0.71% 50,697 SH
24 AMERICAN CENTY ETF TR AVEM 025072604 $3.0M 0.69% 30,584 SH
25 BONDBLOXX ETF TRUST XTEN 09789C812 $2.7M 0.62% 58,350 SH
26 ISHARES TR GOVT 46429B267 $2.5M 0.59% 110,733 SH
27 ISHARES TR MBB 464288588 $2.5M 0.59% 26,681 SH
28 APPLE INC AAPL 037833100 $2.2M 0.52% 7,641 SH
29 ISHARES TR ACWI 464288257 $1.9M 0.45% 12,332 SH
30 ISHARES TR QUAL 46432F339 $1.9M 0.44% 8,464 SH
31 BLACKROCK ETF TRUST IALT 09290C665 $1.8M 0.42% 63,606 SH
32 MICROSOFT CORP MSFT 594918104 $1.6M 0.39% 4,405 SH
33 BLACKROCK ETF TRUST II GGOV 092528835 $1.5M 0.34% 28,848 SH
34 ELI LILLY & CO LLY 532457108 $1.4M 0.34% 1,189 SH
35 ISHARES TR IWP 464287481 $1.2M 0.29% 8,535 SH
36 BLACKROCK ETF TRUST LCTU 09290C509 $1.2M 0.27% 14,367 SH
37 NVIDIA CORPORATION NVDA 67066G104 $1.1M 0.26% 5,568 SH
38 GOLDMAN SACHS ETF TR GBIL 381430529 $1.1M 0.26% 10,987 SH
39 ISHARES TR EAGG 46435U549 $932.6K 0.22% 19,670 SH
40 FIDELITY COVINGTON TRUST FTEC 316092808 $886.3K 0.21% 3,103 SH
41 ISHARES TR DSI 464288570 $886.0K 0.21% 6,222 SH
42 ELI LILLY & CO Put LLY 532457108 $839.6K 0.20% 700 SH
43 UNITEDHEALTH GROUP INC UNH 91324P102 $820.9K 0.19% 1,975 SH
44 WORLD GOLD TR GLDM 98149E303 $733.9K 0.17% 9,241 SH
45 ISHARES TR EFV 464288877 $709.5K 0.17% 9,269 SH
46 ISHARES TR SUSC 46435G193 $686.8K 0.16% 29,664 SH
47 ALPHABET INC GOOGL 02079K305 $679.4K 0.16% 1,901 SH
48 3M CO MMM 88579Y101 $665.2K 0.16% 4,109 SH
49 TESLA INC TSLA 88160R101 $663.7K 0.16% 1,578 SH
50 ISHARES TR MUB 464288414 $628.4K 0.15% 5,839 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $425.6M 99 0001725547-26-000233
2026-03-31 2026-04-16 $376.3M 90 0001725547-26-000133
2025-12-31 2026-01-12 $377.3M 89 0001725547-26-000009