Institutions / Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc.
CIK 2051717 · Institution · as of Dec 31, 2025
Portfolio value
$375.91M
Positions
88
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 88 →
| Company | Value | % of portfolio |
|---|---|---|
| Goldman Sachs ETF Tr | $71.56M | 19.0% |
| SPDR Series Trust | $63.85M | 17.0% |
| J P Morgan Exchange Traded F | $35.17M | 9.4% |
| Fidelity Covington Trust | $27.21M | 7.2% |
| American Centy ETF Tr | $23.09M | 6.1% |
| iShares Tr | $10.36M | 2.8% |
| J P Morgan Exchange Traded F | $9.48M | 2.5% |
| iShares Gold Tr | $8.93M | 2.4% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $8.71M | 2.3% |
| iShares Tr | $8.48M | 2.3% |
| iShares Tr | $7.66M | 2.0% |
| Invesco Exchange Traded Fd T | $7.36M | 2.0% |
| Oracle Corp | $6.70M | 1.8% |
| iShares Tr | $6.35M | 1.7% |
| iShares Inc | $5.14M | 1.4% |
| iShares MSCI UAE ETF | $5.13M | 1.4% |
| Schwab Strategic Tr | $4.19M | 1.1% |
| iShares Tr | $3.97M | 1.1% |
| BlackRock ETF Trust | $3.52M | 0.9% |
| BlackRock ETF Trust | $3.47M | 0.9% |
| Invesco Exch Traded Fd Tr II | $3.46M | 0.9% |
| iShares Tr | $3.37M | 0.9% |
| iShares Tr | $3.14M | 0.8% |
| Bondbloxx ETF Trust | $3.06M | 0.8% |
| American Centy ETF Tr | $2.80M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.