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CIK: 0002051717
Total reported value
$425.6M
$425.6M
79 檔
43.4%
According to the latest 13F quarterly dataset, Lifelong Wealth Advisors, Inc. managed an equity portfolio of $425.6M at the end of Q2 2025, spanning 79 distinct U.S. exchange-listed positions.
During Q2 2025, Lifelong Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 21.82% | -0.09% | +1.77% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.00% | +3.14% | -9.91% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 10.06% | -0.77% | — | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.70% | -0.18% | — | |
| 5 | IYW | Ishares Ustechnology ETF | ETF-Tech | 3.72% | +0.12% | -32.19% | |
| 6 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.82% | -0.13% | — | |
| 7 | ORCL | Oracle CORP | Stock-Tech | 2.82% | -0.16% | -2.86% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.59% | -0.95% | +12.06% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.28% | -1.57% | +62.26% | |
| 10 | IAU | Ishares Gold Trust | ETF-Commodities | 2.27% | -0.34% | — | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.12% | +0.26% | -5.86% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.05% | -0.03% | +6.95% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.48% | -0.24% | +10.16% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.44% | -1.31% | +121.49% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.25% | +0.54% | -12.51% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.02% | +3.20% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.17% | -0.07% | -0.66% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.97% | -0.02% | +6.16% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.91% | -0.25% | — | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.91% | +0.03% | +0.25% | |
| 21 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.90% | -1.92% | +68.91% | |
| 22 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.75% | -0.24% | +134.20% | |
| 23 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 0.63% | +0.04% | +5.92% | |
| 24 | MBB | Ishares Mbs ETF | ETF-Other | 0.58% | -0.03% | +0.93% | |
| 25 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.55% | -0.03% | -8.21% | |
| 26 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.53% | — | -0.51% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.47% | +0.02% | +6.86% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.46% | — | +9.86% | |
| 29 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.42% | -0.35% | +1.89% | |
| 30 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.38% | +0.35% | — | |
| 31 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.34% | -0.45% | EXIT | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.30% | +0.07% | +5.32% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | — | +47.92% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.26% | -0.28% | -20.11% | |
| 35 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.26% | -0.01% | +0.63% | |
| 36 | MMM | 3m Co | Stock-Industrials | 0.24% | +0.01% | -1.88% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.24% | -0.08% | -31.45% | |
| 38 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.21% | +0.04% | +0.03% | |
| 39 | XEL | Xcel Energy Inc | Stock-Utilities | 0.21% | -0.02% | +0.08% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.20% | +0.01% | +0.20% | |
| 41 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.18% | +0.01% | +0.51% | |
| 42 | ARKF | Ark Blockchain & Fintech Inn | ETF-Tech | 0.18% | -0.01% | — | |
| 43 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.17% | -0.07% | +17.93% | |
| 44 | TGT | Target CORP | Stock-Consumer Disc | 0.16% | -0.01% | +3.18% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | +0.01% | +4.43% | |
| 46 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.16% | +0.03% | -27.70% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.15% | — | +5.26% | |
| 48 | NUBD | Nuveen Esg US Aggregate Bond | ETF-Other | 0.14% | -0.02% | +3.09% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.13% | — | — | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.12% | +0.03% | +26.45% |
According to official SEC Form 13F filings, Lifelong Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $425.6M across 79 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GSLC, SPYM, JBND) accounted for 43.4% of total reported equity market value during Q2 2025.
During Q2 2025, Lifelong Wealth Advisors, Inc.'s top holdings by market value included GSLC (21.8%)、SPYM (19.0%)、JBND (10.1%). The largest single position, GSLC, represented 21.8% of total portfolio value.
In Q2 2025, Lifelong Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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