Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $82.6M | 19.4% |
| Goldman Sachs ETF TRACTIVEBETA US LG | ACTIVEBETA US LG | $77.2M | 18.1% |
| J P Morgan Exchange Traded FACTIVE BOND ETF | ACTIVE BOND ETF | $37.4M | 8.8% |
| Fidelity Covington TrustENH MID COR ETF | ENH MID COR ETF | $29.9M | 7.0% |
| American Centy ETF TRUS SML CP VALU | US SML CP VALU | $27.3M | 6.4% |
| Blackrock ETF TrustISHARES US EQUIT | ISHARES US EQUIT | $11M | 2.6% |
| iShares TRU.S. TECH ETF | U.S. TECH ETF | $11M | 2.6% |
| J P Morgan Exchange Traded FHEDG EQU LAD ETF | HEDG EQU LAD ETF | $10.1M | 2.4% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $9.85M | 2.3% |
| iShares TRS&P 500 VAL ETF | S&P 500 VAL ETF | $9.52M | 2.2% |
| iShares Gold TRISHARES NEW | ISHARES NEW | $7.62M | 1.8% |
| Blackrock ETF TrustISHA IN CTRY ETF | ISHA IN CTRY ETF | $6.67M | 1.6% |
| iShares TRCORE UNIVRSL USD | CORE UNIVRSL USD | $6.24M | 1.5% |
| iShares TRMSCI ACWI EX US | MSCI ACWI EX US | $6.11M | 1.4% |
| Blackrock ETF TrustISHA I IN TE ETF | ISHA I IN TE ETF | $5.82M | 1.4% |
| Oracle Corp.COM | COM | $5.04M | 1.2% |
| iShares TRCORE S&P500 ETF | CORE S&P500 ETF | $4.83M | 1.1% |
| Schwab Strategic TRUS AGGREGATE B | US AGGREGATE B | $4.57M | 1.1% |
| Invesco Exch Traded FD TR IIS&P 500 MOMNTM | S&P 500 MOMNTM | $4.31M | 1.0% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $3.48M | 0.8% |
| Blackrock ETF TrustISHA LA CORE ETF | ISHA LA CORE ETF | $3.27M | 0.8% |
| Blackrock ETF TrustISHA US THEM ETF | ISHA US THEM ETF | $3.09M | 0.7% |
| Global X FdsDEFENSE TECH ETF | DEFENSE TECH ETF | $3.03M | 0.7% |
| American Centy ETF TRAVANTIS EMGMKT | AVANTIS EMGMKT | $2.95M | 0.7% |
| Bondbloxx ETF TrustBLOOMBERG TEN YR | BLOOMBERG TEN YR | $2.66M | 0.6% |
| iShares TRUS TREAS BD ETF | US TREAS BD ETF | $2.52M | 0.6% |
| iShares TRMBS ETF | MBS ETF | $2.52M | 0.6% |
| Apple Inc.COM | COM | $2.21M | 0.5% |
| iShares TRMSCI ACWI ETF | MSCI ACWI ETF | $1.94M | 0.5% |
| iShares TRMSCI USA QLT FCT | MSCI USA QLT FCT | $1.86M | 0.4% |
| Blackrock ETF TrustISHA SYST AL ETF | ISHA SYST AL ETF | $1.78M | 0.4% |
| Microsoft Corp.COM | COM | $1.64M | 0.4% |
| Blackrock ETF Trust IIISHA GLO USD ETF | ISHA GLO USD ETF | $1.45M | 0.3% |
| Eli Lilly & COCOM | COM | $1.43M | 0.3% |
| iShares TRRUS MD CP GR ETF | RUS MD CP GR ETF | $1.25M | 0.3% |
| Blackrock ETF TrustISHA US AWAR ETF | ISHA US AWAR ETF | $1.15M | 0.3% |
| Nvidia CorporationCOM | COM | $1.11M | 0.3% |
| Goldman Sachs ETF TRACCES TREASURY | ACCES TREASURY | $1.1M | 0.3% |
| iShares TRESG AWR US AGRGT | ESG AWR US AGRGT | $933K | 0.2% |
| Fidelity Covington TrustMSCI INFO TECH I | MSCI INFO TECH I | $886K | 0.2% |
| iShares TRESG MSCI KLD ETF | ESG MSCI KLD ETF | $886K | 0.2% |
| Eli Lilly & CO (put option)COM | COM | $840K | 0.2% |
| Unitedhealth Group Inc.COM | COM | $821K | 0.2% |
| World Gold TRSPDR GLD MINIS | SPDR GLD MINIS | $734K | 0.2% |
| iShares TREAFE VALUE ETF | EAFE VALUE ETF | $710K | 0.2% |
| iShares TRESG AWRE USD ETF | ESG AWRE USD ETF | $687K | 0.2% |
| Alphabet Inc.CAP STK CL A | CAP STK CL A | $679K | 0.2% |
| 3m COCOM | COM | $665K | 0.2% |
| Tesla Inc.COM | COM | $664K | 0.2% |
| iShares TRNATIONAL MUN ETF | NATIONAL MUN ETF | $628K | 0.1% |
SPDR Series TrustST STR P500ETF$82.6M
- Class
- ST STR P500ETF
- Share
- 19.4%
Goldman Sachs ETF TRACTIVEBETA US LG$77.2M
- Class
- ACTIVEBETA US LG
- Share
- 18.1%
J P Morgan Exchange Traded FACTIVE BOND ETF$37.4M
- Class
- ACTIVE BOND ETF
- Share
- 8.8%
Fidelity Covington TrustENH MID COR ETF$29.9M
- Class
- ENH MID COR ETF
- Share
- 7.0%
American Centy ETF TRUS SML CP VALU$27.3M
- Class
- US SML CP VALU
- Share
- 6.4%
Blackrock ETF TrustISHARES US EQUIT$11M
- Class
- ISHARES US EQUIT
- Share
- 2.6%
iShares TRU.S. TECH ETF$11M
- Class
- U.S. TECH ETF
- Share
- 2.6%
J P Morgan Exchange Traded FHEDG EQU LAD ETF$10.1M
- Class
- HEDG EQU LAD ETF
- Share
- 2.4%
iShares TRS&P 500 GRWT ETF$9.85M
- Class
- S&P 500 GRWT ETF
- Share
- 2.3%
iShares TRS&P 500 VAL ETF$9.52M
- Class
- S&P 500 VAL ETF
- Share
- 2.2%
iShares Gold TRISHARES NEW$7.62M
- Class
- ISHARES NEW
- Share
- 1.8%
Blackrock ETF TrustISHA IN CTRY ETF$6.67M
- Class
- ISHA IN CTRY ETF
- Share
- 1.6%
iShares TRCORE UNIVRSL USD$6.24M
- Class
- CORE UNIVRSL USD
- Share
- 1.5%
iShares TRMSCI ACWI EX US$6.11M
- Class
- MSCI ACWI EX US
- Share
- 1.4%
Blackrock ETF TrustISHA I IN TE ETF$5.82M
- Class
- ISHA I IN TE ETF
- Share
- 1.4%
Oracle Corp.COM$5.04M
- Class
- COM
- Share
- 1.2%
iShares TRCORE S&P500 ETF$4.83M
- Class
- CORE S&P500 ETF
- Share
- 1.1%
Schwab Strategic TRUS AGGREGATE B$4.57M
- Class
- US AGGREGATE B
- Share
- 1.1%
Invesco Exch Traded FD TR IIS&P 500 MOMNTM$4.31M
- Class
- S&P 500 MOMNTM
- Share
- 1.0%
iShares TRESG AWR MSCI USA$3.48M
- Class
- ESG AWR MSCI USA
- Share
- 0.8%
Blackrock ETF TrustISHA LA CORE ETF$3.27M
- Class
- ISHA LA CORE ETF
- Share
- 0.8%
Blackrock ETF TrustISHA US THEM ETF$3.09M
- Class
- ISHA US THEM ETF
- Share
- 0.7%
Global X FdsDEFENSE TECH ETF$3.03M
- Class
- DEFENSE TECH ETF
- Share
- 0.7%
American Centy ETF TRAVANTIS EMGMKT$2.95M
- Class
- AVANTIS EMGMKT
- Share
- 0.7%
Bondbloxx ETF TrustBLOOMBERG TEN YR$2.66M
- Class
- BLOOMBERG TEN YR
- Share
- 0.6%
iShares TRUS TREAS BD ETF$2.52M
- Class
- US TREAS BD ETF
- Share
- 0.6%
iShares TRMBS ETF$2.52M
- Class
- MBS ETF
- Share
- 0.6%
Apple Inc.COM$2.21M
- Class
- COM
- Share
- 0.5%
iShares TRMSCI ACWI ETF$1.94M
- Class
- MSCI ACWI ETF
- Share
- 0.5%
iShares TRMSCI USA QLT FCT$1.86M
- Class
- MSCI USA QLT FCT
- Share
- 0.4%
Blackrock ETF TrustISHA SYST AL ETF$1.78M
- Class
- ISHA SYST AL ETF
- Share
- 0.4%
Microsoft Corp.COM$1.64M
- Class
- COM
- Share
- 0.4%
Blackrock ETF Trust IIISHA GLO USD ETF$1.45M
- Class
- ISHA GLO USD ETF
- Share
- 0.3%
Eli Lilly & COCOM$1.43M
- Class
- COM
- Share
- 0.3%
iShares TRRUS MD CP GR ETF$1.25M
- Class
- RUS MD CP GR ETF
- Share
- 0.3%
Blackrock ETF TrustISHA US AWAR ETF$1.15M
- Class
- ISHA US AWAR ETF
- Share
- 0.3%
Nvidia CorporationCOM$1.11M
- Class
- COM
- Share
- 0.3%
Goldman Sachs ETF TRACCES TREASURY$1.1M
- Class
- ACCES TREASURY
- Share
- 0.3%
iShares TRESG AWR US AGRGT$933K
- Class
- ESG AWR US AGRGT
- Share
- 0.2%
Fidelity Covington TrustMSCI INFO TECH I$886K
- Class
- MSCI INFO TECH I
- Share
- 0.2%
iShares TRESG MSCI KLD ETF$886K
- Class
- ESG MSCI KLD ETF
- Share
- 0.2%
Eli Lilly & CO (put option)COM$840K
- Class
- COM
- Share
- 0.2%
Unitedhealth Group Inc.COM$821K
- Class
- COM
- Share
- 0.2%
World Gold TRSPDR GLD MINIS$734K
- Class
- SPDR GLD MINIS
- Share
- 0.2%
iShares TREAFE VALUE ETF$710K
- Class
- EAFE VALUE ETF
- Share
- 0.2%
iShares TRESG AWRE USD ETF$687K
- Class
- ESG AWRE USD ETF
- Share
- 0.2%
Alphabet Inc.CAP STK CL A$679K
- Class
- CAP STK CL A
- Share
- 0.2%
3m COCOM$665K
- Class
- COM
- Share
- 0.2%
Tesla Inc.COM$664K
- Class
- COM
- Share
- 0.2%
iShares TRNATIONAL MUN ETF$628K
- Class
- NATIONAL MUN ETF
- Share
- 0.1%
The share class is shown on a wider screen.
The 50 largest of 99 positions by value, with holdings of the same security combined. The 99 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2051717
- File number
- 028-25101
- Options
- 0 call, 2 put
- In the 25 largest
- 88.2%
- Prior quarter
- $376M at 31 March 2026
- Positions opened
- 13
- Positions closed
- 4
Common questions
What are Lifelong Wealth Advisors’ 13F holdings worth?
$426 million across 99 positions for the quarter ended 30 June 2026.
What is Lifelong Wealth Advisors’ largest 13F holding?
SPDR SERIES TRUST (ST STR P500ETF) was the largest position at $82.6 million, or 19.4% of reported 13F value, as of 30 June 2026.
How concentrated is Lifelong Wealth Advisors’ 13F portfolio?
The ten largest positions accounted for 71.9% of reported value and the twenty-five largest for 88.2%, across 99 positions as of 30 June 2026.
Does Form 13F show everything Lifelong Wealth Advisors manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Lifelong Wealth Advisors file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.