Lifelong Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 19, 2026, Lifelong Wealth Advisors, Inc. disclosed 102 stock positions valued at approximately $431.01M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, GOLDMAN SACHS ETF TR, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- September 30, 2026
- No. of Stocks
- 102
- Portfolio Value
- $431.01M
Holdings by Sector
Lifelong Wealth Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 19.65% | 943,530 | +3,106 | +0.33% | $84,691,276 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 18.16% | 539,688 | -4,339 | -0.80% | $78,276,381 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 8.48% | 715,299 | +16,229 | +2.32% | $36,566,061 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 6.84% | 730,330 | -6,345 | -0.86% | $29,490,726 |
| AMERICAN CENTY ETF TR | AVUV | Other | 5.92% | 216,786 | -1,809 | -0.83% | $25,530,866 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.63% | 163,575 | +1,656 | +1.02% | $11,329,192 |
| ISHARES TR | IYW | Other | 2.60% | 42,224 | -1,330 | -3.05% | $11,185,147 |
| ISHARES TR | IVW | Other | 2.50% | 75,798 | +4,173 | +5.83% | $10,783,040 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 2.43% | 151,173 | +1,398 | +0.93% | $10,456,655 |
| ISHARES TR | IVE | Other | 2.24% | 42,269 | +333 | +0.79% | $9,649,229 |
| ISHARES GOLD TR | IAU | Other | 1.89% | 104,511 | +3,622 | +3.59% | $8,162,309 |
| BLACKROCK ETF TRUST | CORO | Other | 1.64% | 194,002 | +11,639 | +6.38% | $7,051,982 |
| ISHARES TR | ACWX | Other | 1.58% | 89,948 | +9,689 | +12.07% | $6,801,833 |
| ISHARES TR | IUSB | Other | 1.54% | 150,425 | +15,128 | +11.18% | $6,632,251 |
| BLACKROCK ETF TRUST | BAI | Other | 1.26% | 114,858 | +4,547 | +4.12% | $5,420,149 |
| ISHARES TR | IVV | Other | 1.20% | 6,742 | +286 | +4.43% | $5,163,361 |
| ORACLE CORP | ORCL | Technology | 1.10% | 34,415 | +8 | +0.02% | $4,725,180 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.07% | 208,215 | +10,786 | +5.46% | $4,601,561 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 0.95% | 26,994 | +301 | +1.13% | $4,091,762 |
| BLACKROCK ETF TRUST | BLCR | Other | 0.82% | 72,151 | +7,196 | +11.08% | $3,532,502 |
| ISHARES TR | ESGU | Other | 0.81% | 21,014 | -227 | -1.07% | $3,505,088 |
| GLOBAL X FDS | SHLD | Other | 0.76% | 54,302 | +3,605 | +7.11% | $3,262,471 |
| BLACKROCK ETF TRUST | THRO | Other | 0.75% | 73,060 | +1,380 | +1.93% | $3,213,185 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.68% | 31,351 | +767 | +2.51% | $2,947,658 |
| APPLE INC | AAPL | Technology | 0.62% | 8,016 | +375 | +4.91% | $2,669,553 |
| ISHARES TR | GOVT | Other | 0.61% | 120,780 | +10,047 | +9.07% | $2,641,460 |
| BONDBLOXX ETF TRUST | XTEN | Other | 0.57% | 57,799 | -551 | -0.94% | $2,449,519 |
| MICROSOFT CORP | MSFT | Technology | 0.54% | 4,501 | +96 | +2.18% | $2,308,348 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.50% | 21,605 | +10,618 | +96.64% | $2,162,846 |
| BLACKROCK ETF TRUST | IALT | Other | 0.47% | 68,497 | +4,891 | +7.69% | $2,045,328 |
Showing 30 of 102 holdings in the latest reporting period.
Lifelong Wealth Advisors, Inc. Options Holdings in Q3 2026