Lifelong Wealth Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$376.3M
Q ending 2026-03-31
Prior quarter
$377.3M
Q ending 2025-12-31
Change
-0.3% QoQ · +76.3% YoY
Positions
90
reported holdings
Largest positions
All 90 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goldman Sachs Etf Tr | GSLC | Shares | $68.6M | 548K |
| Spdr Series Trust | SPYM | Shares | $61.3M | 801K |
| J P Morgan Exchange Traded F | JBND | Shares | $36.0M | 669K |
| Fidelity Covington Trust | FMDE | Shares | $27.4M | 762K |
| American Centy Etf Tr | AVUV | Shares | $24.8M | 225K |
| Blackrock Etf Trust | DYNF | Shares | $9.9M | 170K |
| J P Morgan Exchange Traded F | HELO | Shares | $9.4M | 148K |
| Ishares Tr | IVE | Shares | $9.3M | 44K |
| Ishares Tr | IYW | Shares | $9.3M | 51K |
| Ishares Gold Tr | IAU | Shares | $8.0M | 91K |
| Ishares Tr | IVW | Shares | $7.7M | 68K |
| Invesco Exchange Traded Fd T | XLG | Shares | $7.6M | 139K |
| Ishares Tr | EFV | Shares | $6.5M | 88K |
| Ishares Inc | IEMG | Shares | $5.5M | 79K |
| Ishares Tr | QUAL | Shares | $5.2M | 27K |
| Oracle Corp | ORCL | Shares | $5.1M | 34K |
| Schwab Strategic Tr | SCHZ | Shares | $4.3M | 185K |
| Ishares Tr | IVV | Shares | $4.2M | 6K |
| Blackrock Etf Trust | BAI | Shares | $3.8M | 116K |
| Blackrock Etf Trust | THRO | Shares | $3.7M | 102K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $3.6M | 33K |
| Ishares Tr | IUSB | Shares | $3.5M | 76K |
| Bondbloxx Etf Trust | XTEN | Shares | $3.2M | 71K |
| American Centy Etf Tr | AVEM | Shares | $3.2M | 40K |
| Ishares Tr | ESGU | Shares | $3.0M | 21K |
| Ishares Tr | MBB | Shares | $2.3M | 25K |
| Global X Fds | SHLD | Shares | $2.0M | 28K |
| Apple Inc | AAPL | Shares | $1.9M | 7K |
| Blackrock Etf Trust Ii | BINC | Shares | $1.8M | 35K |
| World Gold Tr | GLDM | Shares | $1.7M | 18K |
| Ishares Tr | ACWI | Shares | $1.7M | 12K |
| Ishares Tr | IAGG | Shares | $1.7M | 34K |
| Microsoft Corp | MSFT | Shares | $1.5M | 4K |
| Ishares Tr | IWP | Shares | $1.2M | 9K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Blackrock Etf Trust | LCTU | Shares | $1.0M | 15K |
| Seagate Technology Hldngs Pl | Shares | $979K | 3K | |
| Nvidia Corporation | NVDA | Shares | $970K | 6K |
| Seagate Technology Hldngs Pl | Put | $940K | 2K | |
| Ishares Tr | SUSC | Shares | $873K | 38K |
| Ishares Tr | EAGG | Shares | $805K | 17K |
| Ishares Tr | DSI | Shares | $739K | 6K |
| J P Morgan Exchange Traded F | JMST | Shares | $674K | 13K |
| Fidelity Covington Trust | FTEC | Shares | $650K | 3K |
| Eli Lilly & Co | LLY | Put | $644K | 700 |
| Ishares Tr | MUB | Shares | $621K | 6K |
| Exxon Mobil Corp | XOM | Shares | $607K | 4K |
| Xcel Energy Inc | XEL | Shares | $598K | 8K |
| Goldman Sachs Etf Tr | GBIL | Shares | $590K | 6K |
| 3M Co | MMM | Shares | $577K | 4K |
| Ishares Inc | ESGE | Shares | $572K | 13K |
| Tesla Inc | TSLA | Shares | $569K | 2K |
| Alphabet Inc | GOOGL | Shares | $500K | 2K |
| Ishares Tr | EMB | Shares | $499K | 5K |
| Target Corp | TGT | Shares | $491K | 4K |
| Ishares Tr | USXF | Shares | $459K | 8K |
| Ishares Tr | GOVT | Shares | $451K | 20K |
| Caterpillar Inc | CAT | Shares | $450K | 635 |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $432K | 902 |
| Ishares Tr | IEFA | Shares | $419K | 5K |
| Ark Etf Tr | ARKF | Shares | $412K | 11K |
| Nushares Etf Tr | NUBD | Shares | $406K | 18K |
| Taiwan Semiconductor Manufac | TSM | Shares | $404K | 1K |
| Ishares Tr | EFG | Shares | $398K | 4K |
| Unitedhealth Group Inc | UNH | Shares | $392K | 1K |
| Alphabet Inc | GOOG | Shares | $382K | 1K |
| Abbvie Inc | ABBV | Shares | $368K | 2K |
| Amazon Com Inc | AMZN | Shares | $352K | 2K |
| Ishares Tr | SYSB | Shares | $340K | 4K |
| Ishares Tr | EVUS | Shares | $325K | 10K |
| Ishares Tr | AOA | Shares | $323K | 4K |
| Nushares Etf Tr | NULG | Shares | $319K | 4K |
| Johnson & Johnson | JNJ | Shares | $311K | 1K |
| Ishares Tr | IJR | Shares | $301K | 2K |
| Procter & Gamble Co | PG | Shares | $295K | 2K |
| Wells Fargo & Co | WFC | Shares | $290K | 4K |
| Nushares Etf Tr | NULV | Shares | $290K | 6K |
| Otter Tail Corp | OTTR | Shares | $278K | 3K |
| Ishares Tr | ICVT | Shares | $274K | 3K |
| Ishares Tr | ICSH | Shares | $270K | 5K |
| Lockheed Martin Corp | LMT | Shares | $270K | 446 |
| Mastercard Incorporated | MA | Shares | $260K | 520 |
| Broadcom Inc | AVGO | Shares | $254K | 822 |
| Vanguard Index Fds | VTI | Shares | $253K | 788 |
| Jpmorgan Chase & Co | JPM | Shares | $252K | 858 |
| Abbott Laboratories | ABT | Shares | $252K | 2K |
| Nushares Etf Tr | NUDM | Shares | $223K | 6K |
| Verizon Communications Inc | VZ | Shares | $221K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $216K | 332 |
| Meta Platforms Inc | META | Shares | $208K | 364 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.