Lifelong Wealth Advisors, Inc. Portfolio Stock Holdings
Lifelong Wealth Advisors, Inc. disclosed 97 stock positions valued at approximately $424.4 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, GOLDMAN SACHS ETF TR, and J P MORGAN EXCHANGE TRADED F. The filing reflects positions held as of June 30, 2026 and was filed on July 16, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 97
- Portfolio Value
- $424.4M
Holdings by Sector
Lifelong Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
89 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 19.47% | 940,424 | +139,890 | +17.47% | $82,644,448 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 18.19% | 544,027 | -4,201 | -0.77% | $77,191,954 |
| J P MORGAN EXCHANGE TRADED F | JBND | Other | 8.81% | 699,070 | +29,780 | +4.45% | $37,400,222 |
| FIDELITY COVINGTON TRUST | FMDE | Other | 7.04% | 736,675 | -24,893 | -3.27% | $29,894,286 |
| AMERICAN CENTY ETF TR | AVUV | Other | 6.43% | 218,595 | -5,941 | -2.65% | $27,271,921 |
| BLACKROCK ETF TRUST | DYNF | Other | 2.59% | 161,919 | -7,815 | -4.60% | $11,012,126 |
| ISHARES TR | IYW | Other | 2.59% | 43,554 | -7,464 | -14.63% | $10,985,631 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 2.38% | 149,775 | +2,028 | +1.37% | $10,121,774 |
| ISHARES TR | IVW | Other | 2.32% | 71,625 | +3,486 | +5.12% | $9,850,594 |
| ISHARES TR | IVE | Other | 2.24% | 41,936 | -2,329 | -5.26% | $9,522,019 |
| ISHARES GOLD TR | IAU | Other | 1.80% | 100,889 | +10,180 | +11.22% | $7,618,128 |
| ISHARES TR | IUSB | Other | 1.47% | 135,297 | +59,610 | +78.76% | $6,243,965 |
| ISHARES TR | ACWX | Other | 1.44% | 80,259 | +80,259 | +100.00% | $6,108,490 |
| ORACLE CORP | ORCL | Technology | 1.19% | 34,407 | +31 | +0.09% | $5,042,346 |
| ISHARES TR | IVV | Other | 1.14% | 6,456 | +29 | +0.45% | $4,834,834 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 1.08% | 197,429 | +12,177 | +6.57% | $4,566,535 |
| INVESCO EXCH TRADED FD TR II | SPMO | Other | 1.02% | 26,693 | -5,863 | -18.01% | $4,311,993 |
| ISHARES TR | ESGU | Other | 0.82% | 21,241 | +194 | +0.92% | $3,476,536 |
| GLOBAL X FDS | SHLD | Other | 0.71% | 50,697 | +23,024 | +83.20% | $3,027,118 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.70% | 30,584 | -9,233 | -23.19% | $2,951,067 |
| ISHARES TR | GOVT | Other | 0.59% | 110,733 | +91,039 | +462.27% | $2,522,504 |
| ISHARES TR | MBB | Other | 0.59% | 26,681 | +1,987 | +8.05% | $2,521,929 |
| APPLE INC | AAPL | Technology | 0.52% | 7,641 | +201 | +2.70% | $2,211,135 |
| ISHARES TR | ACWI | Other | 0.46% | 12,332 | - | - | $1,935,754 |
| ISHARES TR | QUAL | Other | 0.44% | 8,464 | -18,804 | -68.96% | $1,857,256 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 4,405 | +414 | +10.37% | $1,642,976 |
| ELI LILLY & CO | LLY | Healthcare | 0.34% | 1,189 | +15 | +1.28% | $1,426,122 |
| ISHARES TR | IWP | Other | 0.29% | 8,535 | -762 | -8.20% | $1,249,609 |
| BLACKROCK ETF TRUST | LCTU | Other | 0.27% | 14,367 | -517 | -3.47% | $1,151,659 |
| NVIDIA CORPORATION | NVDA | Technology | 0.26% | 5,568 | +4 | +0.07% | $1,114,101 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.26% | 10,987 | +5,094 | +86.44% | $1,100,430 |
| ISHARES TR | EAGG | Other | 0.22% | 19,670 | +2,741 | +16.19% | $932,555 |
| FIDELITY COVINGTON TRUST | FTEC | Other | 0.21% | 3,103 | -20 | -0.64% | $886,277 |
| ISHARES TR | DSI | Other | 0.21% | 6,222 | +121 | +1.98% | $885,951 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.19% | 1,975 | +526 | +36.30% | $820,869 |
| WORLD GOLD TR | GLDM | Other | 0.17% | 9,241 | -9,193 | -49.87% | $733,920 |
| ISHARES TR | EFV | Other | 0.17% | 9,269 | -78,646 | -89.46% | $709,504 |
| ISHARES TR | SUSC | Other | 0.16% | 29,664 | -8,052 | -21.35% | $686,763 |
| ALPHABET INC | GOOGL | Communication Services | 0.16% | 1,901 | +162 | +9.32% | $679,360 |
| 3M CO | MMM | Industrials | 0.16% | 4,109 | +135 | +3.40% | $665,229 |
| TESLA INC | TSLA | Consumer Cyclical | 0.16% | 1,578 | +48 | +3.14% | $663,707 |
| ISHARES TR | MUB | Other | 0.15% | 5,839 | -13 | -0.22% | $628,393 |
| ISHARES TR | USXF | Other | 0.15% | 9,004 | +688 | +8.27% | $625,328 |
| ISHARES INC | IEMG | Other | 0.15% | 7,479 | -71,106 | -90.48% | $619,560 |
| CATERPILLAR INC | CAT | Industrials | 0.15% | 579 | -56 | -8.82% | $616,990 |
| ISHARES INC | ESGE | Other | 0.14% | 10,892 | -1,687 | -13.41% | $595,683 |
| XCEL ENERGY INC | XEL | Utilities | 0.14% | 7,167 | -361 | -4.80% | $575,510 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.13% | 1,194 | - | - | $570,219 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.13% | 10,368 | -24,694 | -70.43% | $542,661 |
| INTEL CORP | INTC | Technology | 0.13% | 3,813 | +3,813 | +100.00% | $532,409 |
| TARGET CORP | TGT | Consumer Defensive | 0.12% | 4,059 | +7 | +0.17% | $530,146 |
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 0.12% | 549 | -1,951 | -78.04% | $529,785 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.12% | 2,101 | +410 | +24.25% | $500,752 |
| EXXON MOBIL CORP | XOM | Energy | 0.12% | 3,625 | +49 | +1.37% | $495,622 |
| ALPHABET INC | GOOG | Communication Services | 0.11% | 1,332 | - | - | $470,636 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.11% | 928 | +26 | +2.88% | $464,362 |
| ISHARES TR | IEFA | Other | 0.11% | 4,679 | +51 | +1.10% | $451,898 |
| ABBVIE INC | ABBV | Healthcare | 0.10% | 1,719 | +27 | +1.60% | $432,569 |
| ARK ETF TR | ARKF | Other | 0.10% | 10,839 | - | - | $427,707 |
| J P MORGAN EXCHANGE TRADED F | JMST | Other | 0.10% | 8,072 | -5,151 | -38.95% | $411,672 |
| ISHARES TR | SUSB | Other | 0.10% | 16,162 | +16,162 | +100.00% | $403,888 |
| ISHARES TR | EFG | Other | 0.09% | 3,214 | -361 | -10.10% | $399,912 |
| INVESCO EXCHANGE TRADED FD T | XLG | Other | 0.09% | 6,511 | -132,292 | -95.31% | $398,669 |
| NUSHARES ETF TR | NUBD | Other | 0.09% | 17,438 | -842 | -4.61% | $385,990 |
| ISHARES TR | FIBR | Other | 0.09% | 4,094 | +277 | +7.26% | $363,205 |
| ISHARES TR | IJR | Other | 0.08% | 2,415 | -7 | -0.29% | $358,169 |
| ISHARES TR | AOA | Other | 0.08% | 3,650 | -1 | -0.03% | $356,240 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.08% | 1,343 | +71 | +5.58% | $341,082 |
| NUSHARES ETF TR | NULG | Other | 0.08% | 2,886 | -623 | -17.75% | $337,835 |
| BROADCOM INC | AVGO | Technology | 0.08% | 883 | +61 | +7.42% | $333,553 |
| CORNING INC | GLW | Technology | 0.08% | 1,295 | +1,295 | +100.00% | $330,782 |
| WELLS FARGO & CO | WFC | Financial Services | 0.07% | 3,664 | +17 | +0.47% | $302,767 |
| NUSHARES ETF TR | NUDM | Other | 0.07% | 7,552 | +1,364 | +22.04% | $302,231 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 2,017 | -25 | -1.22% | $295,773 |
| ISHARES TR | DMXF | Other | 0.07% | 3,480 | +3,480 | +100.00% | $294,408 |
| NUSHARES ETF TR | NULV | Other | 0.07% | 5,854 | -524 | -8.22% | $292,641 |
| VANGUARD INDEX FDS | VTI | Other | 0.07% | 788 | - | - | $291,727 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.07% | 890 | +32 | +3.73% | $291,261 |
| OTTER TAIL CORP | OTTR | Utilities | 0.07% | 3,164 | - | - | $284,697 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.06% | 528 | +8 | +1.54% | $271,181 |
| ISHARES TR | ICSH | Other | 0.06% | 5,333 | - | - | $269,743 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.06% | 503 | +57 | +12.78% | $256,258 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.06% | 332 | - | - | $247,928 |
| MARVELL TECHNOLOGY INC | MRVL | Technology | 0.06% | 821 | +821 | +100.00% | $244,568 |
| INVESCO QQQ TR | QQQ | Other | 0.06% | 323 | -6 | -1.82% | $237,723 |
| META PLATFORMS INC | META | Communication Services | 0.05% | 398 | +34 | +9.34% | $224,189 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.05% | 192 | +192 | +100.00% | $221,624 |
| ABBOTT LABORATORIES | ABT | Healthcare | 0.05% | 2,434 | -19 | -0.77% | $220,861 |
| VANGUARD INDEX FDS | VOO | Other | 0.05% | 315 | +315 | +100.00% | $216,345 |
Lifelong Wealth Advisors, Inc. Options Holdings in Q2 2026