Lifelong Wealth Advisors, Inc. Portfolio Stock Holdings
Lifelong Wealth Advisors, Inc. disclosed 88 stock positions valued at approximately $374.7 million in its latest SEC 13F filing. The largest holdings include GOLDMAN SACHS ETF TR, SPDR SERIES TRUST, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of March 31, 2026 and was filed on April 16, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 88
- Portfolio Value
- $374.7M
Holdings by Sector
Lifelong Wealth Advisors, Inc. Portfolio Holdings in Q1 2026
84 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | GSLC | Other | 18.31% | 548,228 | +7,652 | +1.42% | $68,599,794 |
| SPDR SERIES TRUST | SPLG | Other | 16.35% | 800,534 | +4,641 | +0.58% | $61,272,898 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 9.60% | 669,290 | +18,770 | +2.89% | $35,987,723 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 7.31% | 761,568 | +13,661 | +1.83% | $27,385,985 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.62% | 224,536 | -1,864 | -0.82% | $24,804,512 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.64% | 169,734 | +26,557 | +18.55% | $9,875,124 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 2.52% | 147,747 | +5,015 | +3.51% | $9,442,511 |
| ISHARES TR | IVE | Other | 2.49% | 44,265 | +4,258 | +10.64% | $9,346,555 |
| ISHARES TR | IYW | Other | 2.47% | 51,018 | -885 | -1.71% | $9,255,686 |
| ISHARES GOLD TR | IAU | Other | 2.13% | 90,709 | -19,350 | -17.58% | $7,996,905 |
| ISHARES TR | IVW | Other | 2.06% | 68,139 | +5,971 | +9.60% | $7,707,202 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 2.02% | 138,803 | +14,671 | +11.82% | $7,571,704 |
| ISHARES TR | EFV | Other | 1.74% | 87,915 | -1,043 | -1.17% | $6,536,478 |
| ISHARES INC | IEMG | Other | 1.46% | 78,585 | +2,169 | +2.84% | $5,481,331 |
| ISHARES TR | QUAL | Other | 1.40% | 27,268 | +1,443 | +5.59% | $5,230,365 |
| ORACLE CORP | ORCL | Technology | 1.35% | 34,376 | -5 | -0.01% | $5,057,053 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.15% | 185,252 | +5,855 | +3.26% | $4,301,549 |
| ISHARES TR | IVV | Other | 1.12% | 6,427 | +628 | +10.83% | $4,198,181 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.97% | 32,556 | +3,545 | +12.22% | $3,649,853 |
| ISHARES TR | IUSB | Other | 0.93% | 75,687 | +3,229 | +4.46% | $3,495,990 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.86% | 39,817 | +3,428 | +9.42% | $3,208,454 |
| ISHARES TR | ESGU | Other | 0.79% | 21,047 | -17 | -0.08% | $2,976,430 |
| ISHARES TR | MBB | Other | 0.63% | 24,694 | +1,925 | +8.45% | $2,344,712 |
| GLOBAL X FDS | SHLD | Other | 0.52% | 27,673 | +2,240 | +8.81% | $1,960,355 |
| APPLE INC | AAPL | Technology | 0.50% | 7,440 | +473 | +6.79% | $1,888,309 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.49% | 35,062 | +2,541 | +7.81% | $1,820,770 |
| WORLD GOLD TR | GLDM | Other | 0.46% | 18,434 | -1,161 | -5.92% | $1,708,647 |
| ISHARES TR | ACWI | Other | 0.46% | 12,332 | - | - | $1,706,379 |
| ISHARES TR | IAGG | Other | 0.45% | 33,902 | +2,755 | +8.85% | $1,696,456 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 3,991 | +656 | +19.67% | $1,477,516 |
| ISHARES TR | IWP | Other | 0.32% | 9,297 | -2,235 | -19.38% | $1,191,132 |
| ELI LILLY & CO | LLY | Healthcare | 0.29% | 1,174 | +5 | +0.43% | $1,079,810 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.28% | 14,884 | +201 | +1.37% | $1,043,924 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.26% | 2,500 | - | - | $979,400 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 5,564 | +195 | +3.63% | $970,362 |
| ISHARES TR | SUSC | Other | 0.23% | 37,716 | +178 | +0.47% | $872,662 |
| ISHARES TR | EAGG | Other | 0.21% | 16,929 | -55 | -0.32% | $804,974 |
| ISHARES TR | DSI | Other | 0.20% | 6,101 | -39 | -0.64% | $739,380 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.18% | 13,223 | - | - | $674,109 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.17% | 3,123 | - | - | $649,749 |
| ISHARES TR | MUB | Other | 0.17% | 5,852 | +1,463 | +33.33% | $621,190 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 3,576 | +52 | +1.48% | $606,719 |
| XCEL ENERGY INC | XEL | Utilities | 0.16% | 7,528 | -97 | -1.27% | $598,024 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.16% | 5,893 | +5,893 | +100.00% | $590,458 |
| 3M CO | MMM | Industrials | 0.15% | 3,974 | -1 | -0.03% | $577,207 |
| ISHARES INC | ESGE | Other | 0.15% | 12,579 | +115 | +0.92% | $571,967 |
| TESLA INC | TSLA | Consumer Cyclical | 0.15% | 1,530 | +2 | +0.13% | $568,778 |
| ALPHABET INC | GOOGL | Communication Services | 0.13% | 1,739 | +11 | +0.64% | $500,067 |
| ISHARES TR | EMB | Other | 0.13% | 5,311 | +120 | +2.31% | $498,862 |
| TARGET CORP | TGT | Consumer Defensive | 0.13% | 4,052 | +21 | +0.52% | $491,102 |
| ISHARES TR | USXF | Other | 0.12% | 8,316 | -33 | -0.40% | $459,043 |
| ISHARES TR | GOVT | Other | 0.12% | 19,694 | +2,080 | +11.81% | $451,190 |
| CATERPILLAR INC | CAT | Industrials | 0.12% | 635 | +1 | +0.16% | $450,147 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.12% | 902 | -4 | -0.44% | $432,238 |
| ISHARES TR | IEFA | Other | 0.11% | 4,628 | - | - | $418,973 |
| ARK ETF TR | ARKF | Other | 0.11% | 10,839 | - | - | $411,990 |
| NUSHARES ETF TR | NUBD | Other | 0.11% | 18,280 | -818 | -4.28% | $405,999 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 1,194 | - | - | $403,512 |
| ISHARES TR | EFG | Other | 0.11% | 3,575 | +277 | +8.40% | $398,171 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.10% | 1,449 | +770 | +113.40% | $392,085 |
| ALPHABET INC | GOOG | Communication Services | 0.10% | 1,332 | +42 | +3.26% | $382,098 |
| ABBVIE INC | ABBV | Healthcare | 0.10% | 1,692 | - | - | $367,993 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.09% | 1,691 | -49 | -2.82% | $352,185 |
| ISHARES TR | FIBR | Other | 0.09% | 3,817 | +248 | +6.95% | $339,713 |
| ISHARES TR | AOA | Other | 0.09% | 3,651 | +3,651 | +100.00% | $323,077 |
| NUSHARES ETF TR | NULG | Other | 0.09% | 3,509 | - | - | $319,108 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,272 | +14 | +1.11% | $310,928 |
| ISHARES TR | IJR | Other | 0.08% | 2,422 | -145 | -5.65% | $301,079 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.08% | 2,042 | +91 | +4.66% | $294,946 |
| WELLS FARGO & CO | WFC | Financial Services | 0.08% | 3,647 | +2 | +0.05% | $290,312 |
| NUSHARES ETF TR | NULV | Other | 0.08% | 6,378 | - | - | $290,199 |
| OTTER TAIL CORP | OTTR | Utilities | 0.07% | 3,164 | - | - | $277,704 |
| ISHARES TR | ICVT | Other | 0.07% | 2,692 | +353 | +15.09% | $274,019 |
| ISHARES TR | ICSH | Other | 0.07% | 5,333 | -20 | -0.37% | $269,956 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.07% | 446 | +1 | +0.22% | $269,558 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.07% | 520 | +3 | +0.58% | $259,823 |
| BROADCOM INC | AVGO | Technology | 0.07% | 822 | +52 | +6.75% | $254,417 |
| VANGUARD INDEX FDS | VTI | Other | 0.07% | 788 | +187 | +31.11% | $252,916 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.07% | 858 | +11 | +1.30% | $252,294 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.07% | 2,453 | +2,453 | +100.00% | $251,850 |
| NUSHARES ETF TR | NUDM | Other | 0.06% | 6,188 | -382 | -5.81% | $223,449 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.06% | 4,393 | +4,393 | +100.00% | $220,529 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.06% | 332 | -320 | -49.08% | $215,913 |
| META PLATFORMS INC | META | Communication Services | 0.06% | 364 | - | - | $208,255 |
Lifelong Wealth Advisors, Inc. Options Holdings in Q1 2026