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CIK: 0002051717
Total reported value
$432.0M
$432.0M
97 檔
58.9%
During the Q2 2026 filing period, Lifelong Wealth Advisors, Inc. (CIK: 0002051717) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $432.0M across 97 reported positions.
In Q2 2026, Lifelong Wealth Advisors, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.42% | +0.19% | +17.47% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 18.14% | -0.02% | -0.77% | |
| 3 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 8.79% | -0.32% | +4.45% | |
| 4 | FMDE | Fidelity Enhanced Mid Cap Co | ETF-Other | 7.02% | -0.19% | -3.27% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 6.41% | -0.50% | -2.65% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 2.59% | +0.03% | -4.60% | |
| 7 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.58% | +0.01% | -14.63% | |
| 8 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 2.38% | +0.04% | +1.37% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.31% | +0.19% | +5.12% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.24% | -0.01% | -5.26% | |
| 11 | IAU | Ishares Gold Trust | ETF-Commodities | 1.79% | +0.10% | +11.22% | |
| 12 | CORO | Ish Intl Ctry Rot Act ETF | ETF-Other | 1.57% | +0.06% | — | |
| 13 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.47% | +0.07% | +78.76% | |
| 14 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 1.44% | +0.13% | — | |
| 15 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 1.37% | -0.12% | -5.10% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.09% | +0.09% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | +0.06% | +0.45% | |
| 18 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.07% | — | +6.57% | |
| 19 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.01% | -0.06% | -18.01% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.82% | -0.01% | +0.92% | |
| 21 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.77% | +0.05% | — | |
| 22 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.73% | +0.01% | -29.52% | |
| 23 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.71% | +0.05% | +83.20% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.69% | -0.01% | -23.19% | |
| 25 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.62% | -0.05% | -17.37% | |
| 26 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.59% | +0.02% | +462.27% | |
| 27 | MBB | Ishares Mbs ETF | ETF-Other | 0.59% | -0.12% | +8.05% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.53% | -0.12% | +0.80% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.52% | +0.10% | +2.70% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.45% | — | — | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.44% | -0.03% | -68.96% | |
| 32 | IALT | Ishrs Sys Alt Act ETF | ETF-Other | 0.42% | +0.05% | — | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | +0.14% | +10.37% | |
| 34 | GGOV | Ishares Global Gb Usd Ha ETF | ETF-Other | 0.34% | +0.02% | — | |
| 35 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.29% | -0.02% | -8.20% | |
| 36 | LCTU | Ishares U.s. Carbon Transiti | ETF-Other | 0.27% | — | -3.47% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.04% | +0.07% | |
| 38 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.26% | +0.24% | +86.44% | |
| 39 | EAGG | Ishares Esg Aware US Aggrega | ETF-Other | 0.22% | -0.01% | +16.19% | |
| 40 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.22% | -0.02% | -80.63% | |
| 41 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 0.21% | +0.01% | -0.64% | |
| 42 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.21% | -0.02% | +1.98% | |
| 43 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.19% | -0.02% | +36.30% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.17% | +0.01% | -49.87% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.17% | -0.05% | -89.46% | |
| 46 | SUSC | Ishares Esg Aware Usd Corpor | ETF-Other | 0.16% | -0.01% | -21.35% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.16% | — | +9.32% | |
| 48 | MMM | 3m Co | Stock-Industrials | 0.16% | — | +3.40% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | -0.04% | +3.14% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.15% | +0.01% | -0.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +3.1% | +17.47% | Add |
| 2 | CORO | Ish Intl Ctry Rot Act ETF | +1.6% | NEW | New buy |
| 3 | ACWX | Ishares Msci Acwi Ex US ETF | +1.4% | NEW | New buy |
| 4 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.8% | NEW | New buy |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.5% | +78.76% | Add |
| 6 | GOVT | Ishares US Treasury Bond ETF | +0.5% | +462.27% | Add |
| 7 | IALT | Ishrs Sys Alt Act ETF | +0.4% | NEW | New buy |
| 8 | BAI | Ishrs Ai In And Tech Act ETF | +0.4% | -5.10% | Trim |
| 9 | GGOV | Ishares Global Gb Usd Ha ETF | +0.3% | NEW | New buy |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +5.12% | Add |
| 11 | SHLD | Global X Defense Tech ETF | +0.2% | +83.20% | Add |
| 12 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 13 | IYW | Ishares Ustechnology ETF | +0.1% | -14.63% | Trim |
| 14 | GBIL | Goldman Sachs Access Treasur | +0.1% | +86.44% | Add |
| 15 | UNH | Unitedhealth Group Inc | +0.1% | +36.30% | Add |
| 16 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | NEW | New buy |
| 17 | GLW | Corning Inc | +0.1% | NEW | New buy |
| 18 | LLY | Eli Lilly & Co | +0.1% | +0.80% | Add |
| 19 | DMXF | Ishares Esg Advanc Msci Eafe | +0.1% | NEW | New buy |
| 20 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 21 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | NEW | New buy |
| 22 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 23 | VOO | Vanguard S&p 500 ETF | +0.1% | NEW | New buy |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | 0% | -18.01% | Trim |
| 25 | FTEC | Fidelity Msci Info Tech Indx | 0% | -0.64% | Trim |
| 26 | ESGU | Ishares Esg Aware Msci USA | 0% | +0.92% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +9.32% | Add |
| 28 | USXF | Ishares Esg Advance Msci USA | 0% | +8.27% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +24.25% | Add |
| 30 | IVV | Ishares Core S&p 500 ETF | 0% | +0.45% | Add |
| 31 | AAPL | Apple Inc | 0% | +2.70% | Add |
| 32 | CAT | Caterpillar Inc | 0% | -8.82% | Trim |
| 33 | TSM | Taiwan Semiconductor-sp Adr | 0% | — | Unchanged |
| 34 | DSI | Ishares Esg Msci Kld 400 ETF | 0% | +1.98% | Add |
| 35 | EAGG | Ishares Esg Aware US Aggrega | 0% | +16.19% | Add |
| 36 | TSLA | Tesla Inc | 0% | +3.14% | Add |
| 37 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 38 | MMM | 3m Co | 0% | +3.40% | Add |
| 39 | AVGO | Broadcom Inc | 0% | +7.42% | Add |
| 40 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | +22.04% | Add |
| 41 | ACWI | Ishares Msci Acwi ETF | — | — | Unchanged |
| 42 | MSFT | Microsoft CORP | — | +10.37% | Add |
| 43 | NVDA | Nvidia CORP | — | +0.07% | Add |
| 44 | ABBV | Abbvie Inc | — | +1.60% | Add |
| 45 | IJR | Ishares Core S&p Small-cap E | — | -0.29% | Trim |
| 46 | EVUS | Ishares Esg Aw Msci US Value | — | +6.13% | Add |
| 47 | JPM | Jpmorgan Chase & Co | — | +3.73% | Add |
| 48 | VTI | Vanguard Total Stock Mkt ETF | — | — | Unchanged |
| 49 | IEFA | Ishares Core Msci Eafe ETF | — | +1.10% | Add |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | — | +2.88% | Add |
According to official SEC Form 13F filings, Lifelong Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $432.0M across 97 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, GSLC, JBND) accounted for 58.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
CORO
市值: $6.7M
Top Position Liquidated / Trimmed
IAGG
前期市值: $1.7M
During Q2 2026, Lifelong Wealth Advisors, Inc.'s top holdings by market value included SPYM (19.4%)、GSLC (18.1%)、JBND (8.8%). The largest single position, SPYM, represented 19.4% of total portfolio value.
In Q2 2026, Lifelong Wealth Advisors, Inc. made 93 total portfolio adjustments, initiating 13 new buys, adding to 41 positions, trimming 35 holdings, and fully liquidating 4 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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