Q2 2026 13F · SEC CIK 2051717

Lifelong Wealth Advisors, Inc.

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $424.4M
Reported positions: 97
Holdings vs S&P 500, 3 yrs: —
Assets under management: $710.4M

Lifelong Wealth Advisors, Inc. is a wealth manager that reported 97 positions worth $424.4M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Spdr Series Trust (SPLG, 19.5%), Goldman Sachs ETF Tr (GSLC, 18.2%), Jpmorgan Active Bond ETF (JBND, 8.8%).

Lifelong Wealth Advisors, Inc. holdings largest 50 of 97 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lifelong Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	19.5%	16.4%	940,424	+17.5%	$82.6M
GSLCGoldman Sachs ETF Tr	18.2%	18.3%	544,027	-0.8%	$77.2M
JBNDJpmorgan Active Bond ETF	8.8%	9.6%	699,070	+4.4%	$37.4M
FMDEFidelity Enhanced Mid Cap Core ETF	7.0%	7.3%	736,675	-3.3%	$29.9M
AVUVAvantis US Small Cap Value ETF	6.4%	6.6%	218,595	-2.6%	$27.3M
DYNFIshares U.s. Equity Factor Rotation Acti	2.6%	2.6%	161,919	-4.6%	$11.0M
IYWIshares Tr	2.6%	2.5%	43,554	-14.6%	$11.0M
HELOJ P Morgan Exchange Traded F	2.4%	2.5%	149,775	+1.4%	$10.1M
IVWIshares	2.3%	2.1%	71,625	+5.1%	$9.9M
IVEIshares S&p 500 Value ETF	2.2%	2.5%	41,936	-5.3%	$9.5M
IAUIshares Gold Trust	1.8%	2.1%	100,889	+11.2%	$7.6M
COROBlackrock ETF Trust	1.6%	—	182,363	—	$6.7M
IUSBIshares Core Universal Usd Bond ETF	1.5%	0.9%	135,297	+78.8%	$6.2M
ACWXIshares Tr	1.4%	—	80,259	—	$6.1M
BAIIshares A.i. Innovation and Tech Active	1.4%	1.0%	110,311	-5.1%	$5.8M
ORCLOracle Corp	1.2%	1.4%	34,407	+0.1%	$5.0M
IVVIshares Core S&p 500 ETF	1.1%	1.1%	6,456	+0.5%	$4.8M
SCHZSchwab Strategic Tr	1.1%	1.1%	197,429	+6.6%	$4.6M
SPMOInvesco Exch Traded Fd Tr II	1.0%	1.0%	26,693	-18.0%	$4.3M
ESGUIshares Msci Usa Esg	0.8%	0.8%	21,241	+0.9%	$3.5M
BLCRBlackrock ETF Trust	0.8%	—	64,955	—	$3.3M
BTHMBlackrock ETF Trust	0.7%	1.0%	71,680	-29.5%	$3.1M
SHLDGlobal X Fds	0.7%	0.5%	50,697	+83.2%	$3.0M
AVEMAmerican Centy ETF Tr	0.7%	0.9%	30,584	-23.2%	$3.0M
XTENBondbloxx ETF Trust	0.6%	0.9%	58,350	-17.4%	$2.7M
GOVTIshares Tr	0.6%	—	110,733	—	$2.5M
MBBIshares Tr	0.6%	0.6%	26,681	+8.0%	$2.5M
AAPLApple Inc	0.5%	0.5%	7,641	+2.7%	$2.2M
ACWIIshares Tr	0.5%	0.5%	12,332	+0.0%	$1.9M
QUALIshares Msci USA Quality Factor ETF	0.4%	1.4%	8,464	-69.0%	$1.9M
IALTBlackrock ETF Trust	0.4%	—	63,606	—	$1.8M
MSFTMicrosoft Corp	0.4%	0.4%	4,405	+10.4%	$1.6M
GGOVBlackrock ETF Trust II	0.3%	—	28,848	—	$1.5M
LLYLilly Eli & Co	0.3%	0.3%	1,189	+1.3%	$1.4M
IWPIshares Russell Mid-Cap Growth ETF	0.3%	0.3%	8,535	-8.2%	$1.2M
LCTUiShares U.S. Carbon Transition Readiness	0.3%	0.3%	14,367	-3.5%	$1.2M
NVDANvidia Corporation Com	0.3%	0.3%	5,568	+0.1%	$1.1M
GBILGoldman Sachs Access Treasury 0 1	0.3%	0.2%	10,987	+86.4%	$1.1M
EAGGIshares Tr	0.2%	0.2%	19,670	+16.2%	$933K
FTECFidelity Covington Trust	0.2%	0.2%	3,103	-0.6%	$886K
DSIiShares ESG MSCI KLD 400 ETF	0.2%	0.2%	6,222	+2.0%	$886K
UNHUnitedhealth Group Inc Com	0.2%	—	1,975	—	$821K
GLDMWorld Gold Tr	0.2%	0.5%	9,241	-49.9%	$734K
EFVIshares Tr	0.2%	1.7%	9,269	-89.5%	$710K
SUSCIshares Tr	0.2%	0.2%	29,664	-21.3%	$687K
GOOGLAlphabet Inc	0.2%	—	1,901	—	$679K
MMM3m Co Com	0.2%	0.2%	4,109	+3.4%	$665K
TSLATesla Inc Com	0.2%	0.2%	1,578	+3.1%	$664K
MUBIshares National Muni Bond ETF	0.1%	0.2%	5,839	-0.2%	$628K
USXFiShares ESG Advanced MSCI USA E	0.1%	—	9,004	—	$625K

What Lifelong Wealth Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$424.4M	97
Q1 2026	$374.7M	88
Q4 2025	$375.9M	88
Q3 2025	$335.8M	84
Q2 2025	$301.1M	78
Q1 2025	$213.2M	67
Q4 2024	$222.5M	66

Questions about Lifelong Wealth Advisors, Inc.'s portfolio

What stocks does Lifelong Wealth Advisors, Inc. own?

Lifelong Wealth Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 97 positions worth $424.4M. The largest are Spdr Series Trust (SPLG) at 19.5%, Goldman Sachs ETF Tr (GSLC) at 18.2%, Jpmorgan Active Bond ETF (JBND) at 8.8%, Fidelity Enhanced Mid Cap Core ETF (FMDE) at 7.0% and Avantis US Small Cap Value ETF (AVUV) at 6.4%.

What did Lifelong Wealth Advisors, Inc. buy last quarter?

In Q2 2026, Lifelong Wealth Advisors, Inc. added Goldman Sachs Access Treasury 0 1 (GBIL) (+86.4% shares), Global X Fds (SHLD) (+83.2% shares) and Ishares Core Universal Usd Bond ETF (IUSB) (+78.8% shares), compared with its Q1 2026 filing.

What did Lifelong Wealth Advisors, Inc. sell last quarter?

In Q2 2026, Lifelong Wealth Advisors, Inc. cut from its top 50 Invesco S&P 500 Top 50 ETF Total (XLG), cut from its top 50 Ishares (IEMG), cut from its top 50 Ishares Flexible Income Active ETF (BINC), cut from its top 50 iShares International Aggregate Bond Fun (IAGG), cut from its top 50 Seagate Technology Hldngs Pl (STX), Ishares Tr (EFV) (-89.5% shares), Ishares Msci USA Quality Factor ETF (QUAL) (-69.0% shares) and World Gold Tr (GLDM) (-49.9% shares), compared with its Q1 2026 filing.

When is Lifelong Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lifelong Wealth Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lifelong Wealth Advisors, Inc. manage?

Lifelong Wealth Advisors, Inc. reported $710.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $424.4M.