Filed: 1/12/2026ACC: 0001725547-26-000009
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $377.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$377.32M
Total AUM (reported)
4.91M
Total Shares
Allocation by class
ACTIVEBETA US LG$71.56M19.0%
STATE STREET SPD$63.85M16.9%
ACTIVE BOND ETF$35.17M9.3%
ENHANCED MID$27.21M7.2%
US SML CP VALU$23.09M6.1%
COM$18.89M5.0%
U.S. TECH ETF$10.36M2.7%
Portfolio Concentration
Top 3$170.58M45.2%
4–10$96.27M25.5%
11–25$69.33M18.4%
Rest$41.15M10.9%
Top 3 weight
45.2%
Top 10 weight
70.7%
Voting Authority Distribution
Total shares with voting rights: 4.91M
Sole
Full voting authority
4.91M
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)
Sole89
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings89
Rows:
GOLDMAN SACHS ETF TR
SOLEShares540.58K
TypeSH
Market value$71.56M
18.96%
Sole
540.58K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares795.89K
TypeSH
Market value$63.85M
16.92%
Sole
795.89K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares650.52K
TypeSH
Market value$35.17M
9.32%
Sole
650.52K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares747.91K
TypeSH
Market value$27.21M
7.21%
Sole
747.91K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares226.40K
TypeSH
Market value$23.09M
6.12%
Sole
226.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.90K
TypeSH
Market value$10.36M
2.75%
Sole
51.90K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares142.73K
TypeSH
Market value$9.48M
2.51%
Sole
142.73K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares110.06K
TypeSH
Market value$8.93M
2.37%
Sole
110.06K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares143.18K
TypeSH
Market value$8.71M
2.31%
Sole
143.18K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.01K
TypeSH
Market value$8.48M
2.25%
Sole
40.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.17K
TypeSH
Market value$7.66M
2.03%
Sole
62.17K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares124.13K
TypeSH
Market value$7.36M
1.95%
Sole
124.13K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares34.38K
TypeSH
Market value$6.70M
1.78%
Sole
34.38K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares88.96K
TypeSH
Market value$6.35M
1.68%
Sole
88.96K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares76.42K
TypeSH
Market value$5.14M
1.36%
Sole
76.42K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares25.82K
TypeSH
Market value$5.13M
1.36%
Sole
25.82K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares179.40K
TypeSH
Market value$4.19M
1.11%
Sole
179.40K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.80K
TypeSH
Market value$3.97M
1.05%
Sole
5.80K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares91.26K
TypeSH
Market value$3.52M
0.93%
Sole
91.26K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares104.20K
TypeSH
Market value$3.47M
0.92%
Sole
104.20K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares29.01K
TypeSH
Market value$3.46M
0.92%
Sole
29.01K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares72.46K
TypeSH
Market value$3.37M
0.89%
Sole
72.46K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.06K
TypeSH
Market value$3.14M
0.83%
Sole
21.06K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares66.21K
TypeSH
Market value$3.06M
0.81%
Sole
66.21K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares36.39K
TypeSH
Market value$2.80M
0.74%
Sole
36.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 540.58K | SH | $71.56M 18.96% | 540.58K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 795.89K | SH | $63.85M 16.92% | 795.89K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 650.52K | SH | $35.17M 9.32% | 650.52K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 747.91K | SH | $27.21M 7.21% | 747.91K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 226.40K | SH | $23.09M 6.12% | 226.40K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 51.90K | SH | $10.36M 2.75% | 51.90K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 142.73K | SH | $9.48M 2.51% | 142.73K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 110.06K | SH | $8.93M 2.37% | 110.06K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 143.18K | SH | $8.71M 2.31% | 143.18K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 40.01K | SH | $8.48M 2.25% | 40.01K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 62.17K | SH | $7.66M 2.03% | 62.17K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 124.13K | SH | $7.36M 1.95% | 124.13K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 34.38K | SH | $6.70M 1.78% | 34.38K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 88.96K | SH | $6.35M 1.68% | 88.96K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 76.42K | SH | $5.14M 1.36% | 76.42K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.82K | SH | $5.13M 1.36% | 25.82K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 179.40K | SH | $4.19M 1.11% | 179.40K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 5.80K | SH | $3.97M 1.05% | 5.80K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 91.26K | SH | $3.52M 0.93% | 91.26K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 104.20K | SH | $3.47M 0.92% | 104.20K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 29.01K | SH | $3.46M 0.92% | 29.01K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 72.46K | SH | $3.37M 0.89% | 72.46K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 21.06K | SH | $3.14M 0.83% | 21.06K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 66.21K | SH | $3.06M 0.81% | 66.21K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 36.39K | SH | $2.80M 0.74% | 36.39K | 0.00 | 0.00 |
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