Filed: 4/23/2025ACC: 0001725547-25-001450
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $213.44M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$213.44M
Total AUM (reported)
2.69M
Total Shares
Allocation by class
ACTIVEBETA US LG$58.60M27.5%
PORTFOLIO S&P500$57.50M26.9%
COM$13.46M6.3%
U.S. TECH ETF$13.40M6.3%
MSCI USA QLT FCT$6.51M3.1%
S&P 500 GRWT ETF$5.73M2.7%
ISHARES US EQUIT$5.17M2.4%
Portfolio Concentration
Top 3$129.50M60.7%
4–10$35.16M16.5%
11–25$30.21M14.2%
Rest$18.57M8.7%
Top 3 weight
60.7%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 2.69M
Sole
Full voting authority
2.69M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
GOLDMAN SACHS ETF TR
SOLEShares532.30K
TypeSH
Market value$58.60M
27.45%
Sole
532.30K
Shared
0.00
None
0.00
SPDR SER TR
SOLEShares874.46K
TypeSH
Market value$57.50M
26.94%
Sole
874.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares95.42K
TypeSH
Market value$13.40M
6.28%
Sole
95.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares38.11K
TypeSH
Market value$6.51M
3.05%
Sole
38.11K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares61.67K
TypeSH
Market value$5.73M
2.68%
Sole
61.67K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares39.96K
TypeSH
Market value$5.59M
2.62%
Sole
39.96K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares106.04K
TypeSH
Market value$5.17M
2.42%
Sole
106.04K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares93.05K
TypeSH
Market value$4.29M
2.01%
Sole
93.05K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.68K
TypeSH
Market value$3.94M
1.85%
Sole
20.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares66.69K
TypeSH
Market value$3.93M
1.84%
Sole
66.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares79.42K
TypeSH
Market value$3.58M
1.68%
Sole
79.42K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares152.26K
TypeSH
Market value$3.53M
1.65%
Sole
152.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.50K
TypeSH
Market value$3.09M
1.45%
Sole
5.50K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.25K
TypeSH
Market value$2.47M
1.16%
Sole
20.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares24.69K
TypeSH
Market value$2.47M
1.16%
Sole
24.68K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares36.34K
TypeSH
Market value$2.00M
0.94%
Sole
36.34K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares32.64K
TypeSH
Market value$1.76M
0.83%
Sole
32.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.49K
TypeSH
Market value$1.73M
0.81%
Sole
18.49K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.91K
TypeSH
Market value$1.52M
0.71%
Sole
12.91K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares15.88K
TypeSH
Market value$1.47M
0.69%
Sole
15.88K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares12.43K
TypeSH
Market value$1.45M
0.68%
Sole
12.43K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.47K
TypeSH
Market value$1.44M
0.67%
Sole
6.47K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares30.75K
TypeSH
Market value$1.42M
0.66%
Sole
30.75K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST II
SOLEShares23.62K
TypeSH
Market value$1.24M
0.58%
Sole
23.62K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares20.81K
TypeSH
Market value$1.06M
0.50%
Sole
20.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 532.30K | SH | $58.60M 27.45% | 532.30K | 0.00 | 0.00 |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 874.46K | SH | $57.50M 26.94% | 874.45K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 95.42K | SH | $13.40M 6.28% | 95.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 38.11K | SH | $6.51M 3.05% | 38.11K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 61.67K | SH | $5.73M 2.68% | 61.67K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 39.96K | SH | $5.59M 2.62% | 39.96K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 106.04K | SH | $5.17M 2.42% | 106.04K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 93.05K | SH | $4.29M 2.01% | 93.05K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 20.68K | SH | $3.94M 1.85% | 20.68K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 66.69K | SH | $3.93M 1.84% | 66.69K | 0.00 | 0.00 |
ISHARES TRSOLE | US INFRASTRUC | 79.42K | SH | $3.58M 1.68% | 79.42K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 152.26K | SH | $3.53M 1.65% | 152.26K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.50K | SH | $3.09M 1.45% | 5.50K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 20.25K | SH | $2.47M 1.16% | 20.25K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 24.69K | SH | $2.47M 1.16% | 24.68K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI EMRG CHN | 36.34K | SH | $2.00M 0.94% | 36.34K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 32.64K | SH | $1.76M 0.83% | 32.64K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 18.49K | SH | $1.73M 0.81% | 18.49K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 12.91K | SH | $1.52M 0.71% | 12.91K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 15.88K | SH | $1.47M 0.69% | 15.88K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI ETF | 12.43K | SH | $1.45M 0.68% | 12.43K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.47K | SH | $1.44M 0.67% | 6.47K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 30.75K | SH | $1.42M 0.66% | 30.75K | 0.00 | 0.00 |
BLACKROCK ETF TRUST IISOLE | ISHARES FLEXIBLE | 23.62K | SH | $1.24M 0.58% | 23.62K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHT MUNCPL | 20.81K | SH | $1.06M 0.50% | 20.81K | 0.00 | 0.00 |
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