LIFELONG WEALTH ADVISORS, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
LIFELONG WEALTH ADVISORS, INC. 13F Holdings
CIK 0002051717 · ARDEN HILLS, MN
As of Sep 30, 2025, LIFELONG WEALTH ADVISORS, INC. reported
85 positions worth $336.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 544,802 | $71.0M | 21.10% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 795,560 | $62.3M | 18.53% |
| JPMORGAN ACTIVE BOND ETF | JBND | — | 637,907 | $34.5M | 10.27% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 228,579 | $22.8M | 6.76% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 63,716 |
|
2.5M3.71% |
| JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | HELO | — | 150,381 | $9.8M | 2.91% |
| ORACLE CORP | ORCL | Technology | 34,394 | $9.7M | 2.88% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 46,910 | $9.1M | 2.71% |
| ISHARES GOLD TRUST | IAU | — | 112,466 | $8.2M | 2.43% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 116,084 | $7.9M | 2.34% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 121,447 | $7.2M | 2.14% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 57,678 | $7.0M | 2.07% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 25,503 | $5.3M | 1.57% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 76,507 | $5.0M | 1.50% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 83,934 | $3.9M | 1.17% |
| ISHARES CORE S&P 500 ETF | IVV | — | 5,746 | $3.8M | 1.14% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 160,378 | $3.8M | 1.12% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 59,016 | $3.4M | 1.01% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 81,714 | $3.1M | 0.92% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 26,894 | $3.1M | 0.91% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 20,442 | $3.0M | 0.88% |
| BONDBLOXX ETF TRUST | XTEN | — | 52,501 | $2.4M | 0.73% |
| INVESCO S&P 500 MOMENTUM ETF | SPMO | — | 17,411 | $2.1M | 0.63% |
| ISHARES MBS ETF | MBB | — | 19,682 |
.9M | 0.56% |
| APPLE INC | AAPL | Technology | 6,887 |
.8M | 0.52% |