Filed: 7/9/2025ACC: 0001725547-25-003381
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $301.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$301.42M
Total AUM (reported)
3.75M
Total Shares
Allocation by class
ACTIVEBETA US LG$65.76M21.8%
PORTFOLIO S&P500$57.27M19.0%
ACTIVE BOND ETF$30.34M10.1%
US SML CP VALU$20.18M6.7%
COM$17.97M6.0%
U.S. TECH ETF$11.21M3.7%
HEDGED EQUITY LA$8.51M2.8%
Portfolio Concentration
Top 3$153.36M50.9%
4–10$69.89M23.2%
11–25$50.86M16.9%
Rest$27.31M9.1%
Top 3 weight
50.9%
Top 10 weight
74.1%
Voting Authority Distribution
Total shares with voting rights: 3.75M
Sole
Full voting authority
3.75M
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)
Sole79
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings79
Rows:
GOLDMAN SACHS ETF TR
SOLEShares541.74K
TypeSH
Market value$65.76M
21.82%
Sole
541.74K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares787.83K
TypeSH
Market value$57.27M
19.00%
Sole
787.83K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares566.07K
TypeSH
Market value$30.34M
10.06%
Sole
566.07K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares221.52K
TypeSH
Market value$20.18M
6.70%
Sole
221.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares64.71K
TypeSH
Market value$11.21M
3.72%
Sole
64.71K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares135.95K
TypeSH
Market value$8.51M
2.82%
Sole
135.95K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares38.82K
TypeSH
Market value$8.49M
2.82%
Sole
38.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares42.71K
TypeSH
Market value$7.81M
2.59%
Sole
42.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares108.21K
TypeSH
Market value$6.87M
2.28%
Sole
108.21K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares109.54K
TypeSH
Market value$6.83M
2.27%
Sole
109.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares58.06K
TypeSH
Market value$6.39M
2.12%
Sole
58.06K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares113.41K
TypeSH
Market value$6.18M
2.05%
Sole
113.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares22.78K
TypeSH
Market value$4.45M
1.48%
Sole
22.78K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares72.29K
TypeSH
Market value$4.34M
1.44%
Sole
72.29K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares81.41K
TypeSH
Market value$3.76M
1.25%
Sole
81.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.67K
TypeSH
Market value$3.52M
1.17%
Sole
5.67K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares151.25K
TypeSH
Market value$3.52M
1.17%
Sole
151.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.21K
TypeSH
Market value$2.94M
0.97%
Sole
26.21K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares77.37K
TypeSH
Market value$2.75M
0.91%
Sole
77.37K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.30K
TypeSH
Market value$2.75M
0.91%
Sole
20.30K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares51.94K
TypeSH
Market value$2.71M
0.90%
Sole
51.94K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares49.26K
TypeSH
Market value$2.27M
0.75%
Sole
49.26K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares16.82K
TypeSH
Market value$1.89M
0.63%
Sole
16.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares18.66K
TypeSH
Market value$1.75M
0.58%
Sole
18.66K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.85K
TypeSH
Market value$1.64M
0.55%
Sole
11.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 541.74K | SH | $65.76M 21.82% | 541.74K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 787.83K | SH | $57.27M 19.00% | 787.83K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 566.07K | SH | $30.34M 10.06% | 566.07K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 221.52K | SH | $20.18M 6.70% | 221.52K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 64.71K | SH | $11.21M 3.72% | 64.71K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 135.95K | SH | $8.51M 2.82% | 135.95K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 38.82K | SH | $8.49M 2.82% | 38.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 42.71K | SH | $7.81M 2.59% | 42.71K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 108.21K | SH | $6.87M 2.28% | 108.21K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 109.54K | SH | $6.83M 2.27% | 109.54K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 58.06K | SH | $6.39M 2.12% | 58.06K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 113.41K | SH | $6.18M 2.05% | 113.41K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 22.78K | SH | $4.45M 1.48% | 22.78K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 72.29K | SH | $4.34M 1.44% | 72.29K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 81.41K | SH | $3.76M 1.25% | 81.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.67K | SH | $3.52M 1.17% | 5.67K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 151.25K | SH | $3.52M 1.17% | 151.25K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 26.21K | SH | $2.94M 0.97% | 26.21K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 77.37K | SH | $2.75M 0.91% | 77.37K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 20.30K | SH | $2.75M 0.91% | 20.30K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 51.94K | SH | $2.71M 0.90% | 51.94K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 49.26K | SH | $2.27M 0.75% | 49.26K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 16.82K | SH | $1.89M 0.63% | 16.82K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 18.66K | SH | $1.75M 0.58% | 18.66K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 11.85K | SH | $1.64M 0.55% | 11.85K | 0.00 | 0.00 |
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