Filed: 10/21/2025ACC: 0001725547-25-004186
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 85 equity positions with a total reported market value of $336.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
85
Positions
$336.34M
Total AUM (reported)
3.92M
Total Shares
Allocation by class
ACTIVEBETA US LG$70.98M21.1%
PORTFOLIO S&P500$62.32M18.5%
ACTIVE BOND ETF$34.55M10.3%
US SML CP VALU$22.75M6.8%
COM$21.66M6.4%
U.S. TECH ETF$12.48M3.7%
HEDGED EQUITY LA$9.77M2.9%
Portfolio Concentration
Top 3$167.85M49.9%
4–10$79.86M23.7%
11–25$56.70M16.9%
Rest$31.93M9.5%
Top 3 weight
49.9%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 3.92M
Sole
Full voting authority
3.92M
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)
Sole85
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings85
Rows:
GOLDMAN SACHS ETF TR
SOLEShares544.80K
TypeSH
Market value$70.98M
21.10%
Sole
544.80K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares795.56K
TypeSH
Market value$62.32M
18.53%
Sole
795.56K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares637.91K
TypeSH
Market value$34.55M
10.27%
Sole
637.91K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares228.58K
TypeSH
Market value$22.75M
6.76%
Sole
228.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares63.72K
TypeSH
Market value$12.48M
3.71%
Sole
63.72K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares150.38K
TypeSH
Market value$9.77M
2.91%
Sole
150.38K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares34.39K
TypeSH
Market value$9.67M
2.88%
Sole
34.39K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares46.91K
TypeSH
Market value$9.12M
2.71%
Sole
46.91K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares112.47K
TypeSH
Market value$8.18M
2.43%
Sole
112.47K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares116.08K
TypeSH
Market value$7.87M
2.34%
Sole
116.08K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares121.45K
TypeSH
Market value$7.19M
2.14%
Sole
121.45K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.68K
TypeSH
Market value$6.96M
2.07%
Sole
57.68K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.50K
TypeSH
Market value$5.27M
1.57%
Sole
25.50K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares76.51K
TypeSH
Market value$5.04M
1.50%
Sole
76.51K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares83.93K
TypeSH
Market value$3.92M
1.17%
Sole
83.93K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.75K
TypeSH
Market value$3.85M
1.14%
Sole
5.75K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares160.38K
TypeSH
Market value$3.76M
1.12%
Sole
160.38K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares59.02K
TypeSH
Market value$3.39M
1.01%
Sole
59.02K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares81.71K
TypeSH
Market value$3.09M
0.92%
Sole
81.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares26.89K
TypeSH
Market value$3.06M
0.91%
Sole
26.89K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares20.44K
TypeSH
Market value$2.98M
0.88%
Sole
20.44K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares52.50K
TypeSH
Market value$2.45M
0.73%
Sole
52.50K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares17.41K
TypeSH
Market value$2.11M
0.63%
Sole
17.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares19.68K
TypeSH
Market value$1.87M
0.56%
Sole
19.68K
Shared
0.00
None
0.00
APPLE INC
SOLEShares6.89K
TypeSH
Market value$1.75M
0.52%
Sole
6.89K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 544.80K | SH | $70.98M 21.10% | 544.80K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 795.56K | SH | $62.32M 18.53% | 795.56K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 637.91K | SH | $34.55M 10.27% | 637.91K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 228.58K | SH | $22.75M 6.76% | 228.58K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 63.72K | SH | $12.48M 3.71% | 63.72K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 150.38K | SH | $9.77M 2.91% | 150.38K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 34.39K | SH | $9.67M 2.88% | 34.39K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 46.91K | SH | $9.12M 2.71% | 46.91K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 112.47K | SH | $8.18M 2.43% | 112.47K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 116.08K | SH | $7.87M 2.34% | 116.08K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 121.45K | SH | $7.19M 2.14% | 121.45K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 57.68K | SH | $6.96M 2.07% | 57.68K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 25.50K | SH | $5.27M 1.57% | 25.50K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 76.51K | SH | $5.04M 1.50% | 76.51K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE TOTAL USD | 83.93K | SH | $3.92M 1.17% | 83.93K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.75K | SH | $3.85M 1.14% | 5.75K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 160.38K | SH | $3.76M 1.12% | 160.38K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 59.02K | SH | $3.39M 1.01% | 59.02K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 81.71K | SH | $3.09M 0.92% | 81.71K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE GRWTH ETF | 26.89K | SH | $3.06M 0.91% | 26.89K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 20.44K | SH | $2.98M 0.88% | 20.44K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 52.50K | SH | $2.45M 0.73% | 52.50K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 17.41K | SH | $2.11M 0.63% | 17.41K | 0.00 | 0.00 |
ISHARES TRSOLE | MBS ETF | 19.68K | SH | $1.87M 0.56% | 19.68K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 6.89K | SH | $1.75M 0.52% | 6.89K | 0.00 | 0.00 |
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