LIFELONG WEALTH ADVISORS, INC.

Filed: 2/13/2025ACC: 0001221073-25-000033

📋 What this filing means

LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $222.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

Positions

$222.47M

Total AUM (reported)

2.63M

Total Shares

Allocation by class

ACTIVEBETA US LG$61.76M27.8%

PORTFOLIO S&P500$60.55M27.2%

COM$16.20M7.3%

U.S. TECH ETF$15.20M6.8%

MSCI USA QLT FCT$6.21M2.8%

S&P 500 GRWT ETF$6.16M2.8%

ISHARES US EQUIT$5.18M2.3%

Portfolio Concentration

Top 3$137.51M61.8%

4–10$36.82M16.6%

11–25$31.58M14.2%

Rest$16.56M7.4%

Top 3 weight

61.8%

Top 10 weight

78.4%

Voting Authority Distribution

Total shares with voting rights: 2.63M

Sole

Full voting authority

2.63M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole66

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings66

Rows:

GOLDMAN SACHS ETF TR

SOLE

ACTIVEBETA US LG

Shares536.10K

TypeSH

Market value$61.76M

27.76%

Sole

536.10K

Shared

0.00

None

0.00

SPDR SER TR

SOLE

PORTFOLIO S&P500

Shares880.61K

TypeSH

Market value$60.55M

27.22%

Sole

880.61K

Shared

0.00

None

0.00

ISHARES TR

SOLE

U.S. TECH ETF

Shares95.44K

TypeSH

Market value$15.20M

6.83%

Sole

95.44K

Shared

0.00

None

0.00

ORACLE CORP

SOLE

COM

Shares39.95K

TypeSH

Market value$6.66M

2.99%

Sole

39.95K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI USA QLT FCT

Shares34.90K

TypeSH

Market value$6.21M

2.79%

Sole

34.90K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares60.70K

TypeSH

Market value$6.16M

2.77%

Sole

60.70K

Shared

0.00

None

0.00

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares101.07K

TypeSH

Market value$5.18M

2.33%

Sole

101.07K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE TOTAL USD

Shares93.36K

TypeSH

Market value$4.22M

1.90%

Sole

93.36K

Shared

0.00

None

0.00

ISHARES TR

SOLE

EAFE GRWTH ETF

Shares43.35K

TypeSH

Market value$4.20M

1.89%

Sole

43.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

US INFRASTRUC

Shares90.54K

TypeSH

Market value$4.19M

1.88%

Sole

90.54K

Shared

0.00

None

0.00

ISHARES TR

SOLE

EAFE VALUE ETF

Shares78.34K

TypeSH

Market value$4.11M

1.85%

Sole

78.34K

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US AGGREGATE B

Shares147.28K

TypeSH

Market value$3.34M

1.50%

Sole

147.28K

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P500 ETF

Shares5.52K

TypeSH

Market value$3.25M

1.46%

Sole

5.52K

Shared

0.00

None

0.00

ISHARES TR

SOLE

S&P 500 VAL ETF

Shares14.63K

TypeSH

Market value$2.79M

1.26%

Sole

14.63K

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares19.29K

TypeSH

Market value$2.48M

1.12%

Sole

19.29K

Shared

0.00

None

0.00

TESLA INC

SOLE

COM

Shares5.08K

TypeSH

Market value$2.05M

0.92%

Sole

5.08K

Shared

0.00

None

0.00

ISHARES INC

SOLE

MSCI EMRG CHN

Shares36.35K

TypeSH

Market value$2.02M

0.91%

Sole

36.35K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MBS ETF

Shares20.76K

TypeSH

Market value$1.90M

0.86%

Sole

20.76K

Shared

0.00

None

0.00

ISHARES TR

SOLE

RUS MD CP GR ETF

Shares13.57K

TypeSH

Market value$1.72M

0.77%

Sole

13.57K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares6.44K

TypeSH

Market value$1.61M

0.73%

Sole

6.44K

Shared

0.00

None

0.00

ISHARES TR

SOLE

MSCI ACWI ETF

Shares12.43K

TypeSH

Market value$1.46M

0.66%

Sole

12.43K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 MOMNTM

Shares14.73K

TypeSH

Market value$1.40M

0.63%

Sole

14.73K

Shared

0.00

None

0.00

J P MORGAN EXCHANGE TRADED F

SOLE

ULTRA SHT MUNCPL

Shares23.46K

TypeSH

Market value$1.19M

0.53%

Sole

23.46K

Shared

0.00

None

0.00

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares22.57K

TypeSH

Market value$1.17M

0.53%

Sole

22.57K

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares2.54K

TypeSH

Market value$1.07M

0.48%

Sole

2.54K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
GOLDMAN SACHS ETF TRSOLE	ACTIVEBETA US LG	536.10K	SH	$61.76M 27.76%	536.10K
SPDR SER TRSOLE	PORTFOLIO S&P500	880.61K	SH	$60.55M 27.22%	880.61K
ISHARES TRSOLE	U.S. TECH ETF	95.44K	SH	$15.20M 6.83%	95.44K
ORACLE CORPSOLE	COM	39.95K	SH	$6.66M 2.99%	39.95K
ISHARES TRSOLE	MSCI USA QLT FCT	34.90K	SH	$6.21M 2.79%	34.90K
ISHARES TRSOLE	S&P 500 GRWT ETF	60.70K	SH	$6.16M 2.77%	60.70K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	101.07K	SH	$5.18M 2.33%	101.07K
ISHARES TRSOLE	CORE TOTAL USD	93.36K	SH	$4.22M 1.90%	93.36K
ISHARES TRSOLE	EAFE GRWTH ETF	43.35K	SH	$4.20M 1.89%	43.35K
ISHARES TRSOLE	US INFRASTRUC	90.54K	SH	$4.19M 1.88%	90.54K
ISHARES TRSOLE	EAFE VALUE ETF	78.34K	SH	$4.11M 1.85%	78.34K
SCHWAB STRATEGIC TRSOLE	US AGGREGATE B	147.28K	SH	$3.34M 1.50%	147.28K
ISHARES TRSOLE	CORE S&P500 ETF	5.52K	SH	$3.25M 1.46%	5.52K
ISHARES TRSOLE	S&P 500 VAL ETF	14.63K	SH	$2.79M 1.26%	14.63K
ISHARES TRSOLE	ESG AWR MSCI USA	19.29K	SH	$2.48M 1.12%	19.29K
TESLA INCSOLE	COM	5.08K	SH	$2.05M 0.92%	5.08K
ISHARES INCSOLE	MSCI EMRG CHN	36.35K	SH	$2.02M 0.91%	36.35K
ISHARES TRSOLE	MBS ETF	20.76K	SH	$1.90M 0.86%	20.76K
ISHARES TRSOLE	RUS MD CP GR ETF	13.57K	SH	$1.72M 0.77%	13.57K
APPLE INCSOLE	COM	6.44K	SH	$1.61M 0.73%	6.44K
ISHARES TRSOLE	MSCI ACWI ETF	12.43K	SH	$1.46M 0.66%	12.43K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 MOMNTM	14.73K	SH	$1.40M 0.63%	14.73K
J P MORGAN EXCHANGE TRADED FSOLE	ULTRA SHT MUNCPL	23.46K	SH	$1.19M 0.53%	23.46K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	22.57K	SH	$1.17M 0.53%	22.57K
MICROSOFT CORPSOLE	COM	2.54K	SH	$1.07M 0.48%	2.54K

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