Lifelong Wealth Advisors, Inc.
CIK 2051717 · View on SEC EDGAR ↗
- Portfolio value
- $425.6M
- Positions
- 99
- As of
- June 30, 2026
#4,205 of 9,443 by 13F value · top 44.5%
Portfolio value QoQ: +13.1% 13F does not disclose cash
- Top 10 holdings weight
- 71.87%
- Top 25 holdings weight
- 88.24%
- Positions above 1%
- 19
- Effective number of positions
- 10.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 10.7% Est. buys $45,362,002 · sells $42,915,775
Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 86.1% still held
- New positions
- 13
- Increased
- 41
- Decreased
- 36
- Closed
- 4
Put-notional exposure: 0.3% puts 13F reports option positions at underlying notional value — may include hedges, not necessarily bearish bets
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- High-conviction bets The holdings this manager is most concentrated in.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
3.0%
Healthcare
1.0%
Industrials
0.4%
Communication Services
0.3%
Consumer Discretionary
0.2%
Utilities
0.2%
Retail
0.2%
Energy
0.1%
Financials
0.1%
Consumer products
0.1%
Financial Services
0.1%
Other/Unmapped
94.3%
Full portfolio 99 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $82,644,448 | 19.42% | 940,424 | $21,371,550 | Up ×4 | ||
| GSLC | $77,191,954 | 18.14% | 544,027 | $8,592,160 | Down ×1 | ||
| JBND JPMorgan Active Bond ETF | $37,400,222 | 8.79% | 699,070 | $1,412,499 | Up ×4 | ||
| FMDE | $29,894,286 | 7.02% | 736,675 | $2,508,301 | Down ×1 | ||
| AVUV | $27,271,921 | 6.41% | 218,595 | $2,467,409 | Down ×3 | ||
| DYNF | $11,012,126 | 2.59% | 161,919 | $1,137,002 | Down ×1 | ||
| IYW | $10,985,631 | 2.58% | 43,554 | $1,729,945 | Down ×6 | ||
| HELO | $10,121,774 | 2.38% | 149,775 | $679,263 | Up ×2 | ||
| IVW | $9,850,594 | 2.31% | 71,625 | $2,143,392 | Up ×3 | ||
| IVE | $9,522,019 | 2.24% | 41,936 | $175,464 | Down ×1 | ||
| IAU | $7,618,128 | 1.79% | 100,889 | $-378,777 | Up ×1 | ||
| CORO iShares International Country Rotation Active ETF | $6,674,486 | 1.57% | 182,363 | Up ×1 | |||
| IUSB iShares Core Universal USD Bond ETF | $6,243,965 | 1.47% | 135,297 | $2,747,975 | Up ×2 | ||
| ACWX iShares MSCI ACWI ex U.S. ETF | $6,108,490 | 1.44% | 80,259 | Up ×1 | |||
| BAI | $5,815,596 | 1.37% | 110,311 | $1,985,587 | Down ×1 | ||
| ORCL Oracle Corporation Common Stock | $5,042,346 | 1.18% | 34,407 | $-14,707 | Up ×1 | ||
| IVV | $4,834,834 | 1.14% | 6,456 | $636,653 | Up ×5 | ||
| SCHZ | $4,566,535 | 1.07% | 197,429 | $264,986 | Up ×4 | ||
| SPMO | $4,311,993 | 1.01% | 26,693 | $662,140 | Down ×1 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $3,476,536 | 0.82% | 21,241 | $500,106 | Up ×1 | ||
| BLCR iShares Large Cap Core Active ETF | $3,271,786 | 0.77% | 64,955 | Up ×1 | |||
| THRO | $3,090,127 | 0.73% | 71,680 | $-593,701 | Down ×1 | ||
| SHLD | $3,027,118 | 0.71% | 50,697 | $1,066,763 | Up ×2 | ||
| AVEM | $2,951,067 | 0.69% | 30,584 | $-257,387 | Down ×1 | ||
| XTEN | $2,659,582 | 0.62% | 58,350 | $-578,868 | Down ×1 | ||
| GOVT | $2,522,504 | 0.59% | 110,733 | $2,071,314 | Up ×3 | ||
| MBB iShares MBS ETF | $2,521,929 | 0.59% | 26,681 | $177,217 | Up ×5 | ||
| AAPL Apple Inc. - Common Stock | $2,211,135 | 0.52% | 7,641 | $322,826 | Up ×3 | ||
| ACWI iShares MSCI ACWI ETF | $1,935,754 | 0.45% | 12,332 | $229,375 | |||
| QUAL | $1,857,256 | 0.44% | 8,464 | $-3,373,109 | Down ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $1,784,156 | 0.42% | 63,606 | Up ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $1,642,976 | 0.39% | 4,405 | $165,460 | Up ×6 | ||
| GGOV | $1,450,766 | 0.34% | 28,848 | Up ×1 | |||
| LLY Eli Lilly and Company Common Stock | $1,426,122 | 0.34% | 1,189 | $346,312 | Up ×3 | ||
| IWP | $1,249,609 | 0.29% | 8,535 | $58,477 | Down ×6 | ||
| LCTU | $1,151,659 | 0.27% | 14,367 | $107,735 | Down ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,114,101 | 0.26% | 5,568 | $143,739 | Up ×6 | ||
| GBIL | $1,100,430 | 0.26% | 10,987 | $509,972 | Up ×1 | ||
| EAGG | $932,555 | 0.22% | 19,670 | $127,581 | Up ×1 | ||
| FTEC | $886,277 | 0.21% | 3,103 | $236,528 | Down ×1 | ||
| DSI | $885,951 | 0.21% | 6,222 | $146,571 | Up ×1 | ||
| LLY Eli Lilly and Company Common Stock | $839,601 | 0.20% | 700 | Put option | $195,762 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $820,869 | 0.19% | 1,975 | $428,784 | Up ×5 | ||
| GLDM | $733,920 | 0.17% | 9,241 | $-974,727 | Down ×2 | ||
| EFV | $709,504 | 0.17% | 9,269 | $-5,826,974 | Down ×3 | ||
| SUSC iShares ESG Aware USD Corporate Bond ETF | $686,763 | 0.16% | 29,664 | $-185,899 | Down ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $679,360 | 0.16% | 1,901 | $179,293 | Up ×6 | ||
| MMM 3M Company Common Stock | $665,229 | 0.16% | 4,109 | $88,022 | Up ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $663,707 | 0.16% | 1,578 | $94,929 | Up ×5 | ||
| MUB | $628,393 | 0.15% | 5,839 | $7,203 | Down ×1 | ||
| USXF iShares ESG Advanced MSCI USA ETF | $625,328 | 0.15% | 9,004 | $166,285 | Up ×1 | ||
| IEMG | $619,560 | 0.15% | 7,479 | $-4,861,771 | Down ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $616,990 | 0.14% | 579 | $166,843 | Down ×1 | ||
| ESGE iShares ESG Aware MSCI EM ETF | $595,683 | 0.14% | 10,892 | $23,716 | Down ×1 | ||
| XEL Xcel Energy Inc. - Common Stock | $575,510 | 0.14% | 7,167 | $-22,514 | Down ×3 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $570,219 | 0.13% | 1,194 | $166,707 | |||
| BINC | $542,661 | 0.13% | 10,368 | $-1,278,109 | Down ×1 | ||
| INTC Intel Corporation - Common Stock | $532,409 | 0.13% | 3,813 | Up ×1 | |||
| TGT Target Corporation Common Stock | $530,146 | 0.12% | 4,059 | $39,044 | Up ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $529,785 | 0.12% | 549 | $-449,615 | Down ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $500,752 | 0.12% | 2,101 | $148,567 | Up ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $495,622 | 0.12% | 3,625 | $-111,097 | Up ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $470,636 | 0.11% | 1,332 | $88,538 | |||
| BRKB | $464,362 | 0.11% | 928 | $32,124 | Up ×1 | ||
| IEFA | $451,898 | 0.11% | 4,679 | $32,925 | Up ×1 | ||
| ABBV AbbVie Inc. Common Stock | $432,569 | 0.10% | 1,719 | $64,576 | Up ×1 | ||
| ARKF | $427,707 | 0.10% | 10,839 | $15,717 | |||
| JMST | $411,672 | 0.10% | 8,072 | $-262,437 | Down ×1 | ||
| SUSB iShares ESG Aware 1-5 Year USD Corporate Bond ETF | $403,888 | 0.09% | 16,162 | Up ×1 | |||
| EFG | $399,912 | 0.09% | 3,214 | $1,741 | Down ×1 | ||
| XLG | $398,669 | 0.09% | 6,511 | $-7,173,035 | Down ×1 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $386,000 | 0.09% | 400 | Put option | $-554,224 | Down ×1 | |
| NUBD | $385,990 | 0.09% | 17,438 | $-20,009 | Down ×2 | ||
| EVUS | $380,136 | 0.09% | 10,827 | $55,390 | Up ×2 | ||
| SYSB | $363,205 | 0.09% | 4,094 | $23,492 | Up ×2 | ||
| IJR | $358,169 | 0.08% | 2,415 | $57,090 | Down ×3 | ||
| AOA | $356,240 | 0.08% | 3,650 | $33,163 | Down ×1 | ||
| JNJ Johnson & Johnson Common Stock | $341,082 | 0.08% | 1,343 | $30,154 | Up ×3 | ||
| NULG | $337,835 | 0.08% | 2,886 | $18,727 | Down ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $333,553 | 0.08% | 883 | $79,136 | Up ×4 | ||
| GLW Corning Incorporated Common Stock | $330,782 | 0.08% | 1,295 | Up ×1 | |||
| WFC Wells Fargo & Company Common Stock | $302,767 | 0.07% | 3,664 | $12,455 | Up ×3 | ||
| NUDM | $302,231 | 0.07% | 7,552 | $78,782 | Up ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $295,773 | 0.07% | 2,017 | $827 | Down ×1 | ||
| DMXF iShares ESG Advanced MSCI EAFE ETF | $294,408 | 0.07% | 3,480 | ||||
| NULV | $292,641 | 0.07% | 5,854 | $2,442 | Down ×1 | ||
| VTI | $291,727 | 0.07% | 788 | $38,811 | |||
| JPM JP Morgan Chase & Co. Common Stock | $291,261 | 0.07% | 890 | $38,967 | Up ×4 | ||
| OTTR Otter Tail Corporation - Common Stock | $284,697 | 0.07% | 3,164 | $6,993 | |||
| MA Mastercard Incorporated Common Stock | $271,181 | 0.06% | 528 | $11,358 | Up ×2 | ||
| ICSH | $269,743 | 0.06% | 5,333 | $-213 | |||
| LMT Lockheed Martin Corporation Common Stock | $256,258 | 0.06% | 503 | $-13,300 | Up ×2 | ||
| SPY SPY | $247,928 | 0.06% | 332 | $32,015 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $244,568 | 0.06% | 821 | Up ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $237,723 | 0.06% | 323 | ||||
| META Meta Platforms, Inc. - Class A Common Stock | $224,189 | 0.05% | 398 | $15,934 | Up ×1 | ||
| MU Micron Technology, Inc. - Common Stock | $221,624 | 0.05% | 192 | Up ×1 | |||
| ABT Abbott Laboratories Common Stock | $220,861 | 0.05% | 2,434 | $-30,989 | Down ×1 | ||
| VOO | $216,345 | 0.05% | 315 | Up ×1 | |||
| No matches | |||||||
Conviction holdings
Positions increased for 3+ consecutive quarters.
Share counts are as reported in 13F filings (not split-adjusted)
| Security | Value | % of portfolio | Streak |
|---|---|---|---|
| SPYM | $82,644,448 | 19.42% | up ×4 |
| JBND | $37,400,222 | 8.79% | up ×4 |
| IVW | $9,850,594 | 2.31% | up ×3 |
| IVV | $4,834,834 | 1.14% | up ×5 |
| SCHZ | $4,566,535 | 1.07% | up ×4 |
| GOVT | $2,522,504 | 0.59% | up ×3 |
| MBB | $2,521,929 | 0.59% | up ×5 |
| AAPL | $2,211,135 | 0.52% | up ×3 |
| MSFT | $1,642,976 | 0.39% | up ×6 |
| LLY | $1,426,122 | 0.34% | up ×3 |
| NVDA | $1,114,101 | 0.26% | up ×6 |
| UNH | $820,869 | 0.19% | up ×5 |
| GOOGL | $679,360 | 0.16% | up ×6 |
| TSLA | $663,707 | 0.16% | up ×5 |
| XOM | $495,622 | 0.12% | up ×6 |
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| CORO | $6,674,486 | 182,363 | 1.57% |
| ACWX | $6,108,490 | 80,259 | 1.44% |
| BLCR | $3,271,786 | 64,955 | 0.77% |
| IALT | $1,784,156 | 63,606 | 0.42% |
| GGOV | $1,450,766 | 28,848 | 0.34% |
| INTC | $532,409 | 3,813 | 0.13% |
| SUSB | $403,888 | 16,162 | 0.09% |
| GLW | $330,782 | 1,295 | 0.08% |
| DMXF | $294,408 | 3,480 | 0.07% |
| MRVL | $244,568 | 821 | 0.06% |
| QQQ | $237,723 | 323 | 0.06% |
| MU | $221,624 | 192 | 0.05% |
| VOO | $216,345 | 315 | 0.05% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| SPYM | Bought more | +140K | +$21.4M |
| GSLC | Trimmed | -4K | +$8.6M |
| QUAL | Trimmed | -19K | -$3.4M |
| IUSB | Bought more | +60K | +$2.7M |
| FMDE | Trimmed | -25K | +$2.5M |
| AVUV | Trimmed | -6K | +$2.5M |
| IVW | Bought more | +3K | +$2.1M |
| BAI | Trimmed | -6K | +$2.0M |
| IYW | Trimmed | -7K | +$1.7M |
| JBND | Bought more | +30K | +$1.4M |
4 positions hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| EMXC | June 30, 2025 | 36,344 | $2,002,191 | |
| IAGG | June 30, 2026 | 33,902 | $1,696,456 | No longer tracked |
| HEFA | June 30, 2025 | 24,107 | $874,843 | No longer tracked |
| TLT | March 31, 2025 | 9,707 | $847,737 | |
| EMB | June 30, 2026 | 5,311 | $498,862 | |
| GBIL | Dec. 31, 2025 | 3,045 | $305,190 | No longer tracked |
| ICVT | June 30, 2026 | 2,692 | $274,019 | No longer tracked |
| DMXF | Dec. 31, 2025 | 3,583 | $271,376 | 15.9% |
| GRAL | March 31, 2026 | 2,796 | $239,310 | 49.1% |
| TSM | March 31, 2025 | 1,179 | $232,841 | 153.1% |
| HD | Dec. 31, 2025 | 561 | $227,312 | -2.5% |
| VZ | June 30, 2026 | 4,393 | $220,529 | 16.8% |
| IWF | March 31, 2026 | 463 | $219,138 | No longer tracked |
| HON | March 31, 2026 | 1,103 | $215,184 | -2.9% |
| CAT | March 31, 2025 | 579 | $209,992 | 149.8% |
| IFRA | Dec. 31, 2025 | 3,919 | $207,002 | No longer tracked |
| EUSB | Dec. 31, 2025 | 4,709 | $206,819 | No longer tracked |
| ABT | Dec. 31, 2025 | 1,525 | $204,259 | -8.7% |
| QQQ | March 31, 2026 | 329 | $201,819 | |
| ITOT | June 30, 2025 | 1,644 | $200,544 | No longer tracked |