Lifelong Wealth Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 16, 2026, Lifelong Wealth Advisors, Inc. disclosed 89 stock positions valued at approximately $424.40M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, GOLDMAN SACHS ETF TR, and J P MORGAN EXCHANGE TRADED F.
- Report Period
- June 30, 2026
- No. of Stocks
- 89
- Portfolio Value
- $424.40M
Holdings by Sector
Lifelong Wealth Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 89 holdings in the latest reporting period.
Lifelong Wealth Advisors, Inc. Options Holdings in Q2 2026