Filed: 4/16/2026ACC: 0001725547-26-000133
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $376.30M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$376.30M
Total AUM (reported)
5.06M
Total Shares
Allocation by class
ACTIVEBETA US LG$68.60M18.2%
STATE STREET SPD$61.27M16.3%
ACTIVE BOND ETF$35.99M9.6%
ENHANCED MID$27.39M7.3%
US SML CP VALU$24.80M6.6%
COM$17.94M4.8%
ISHARES US EQUIT$9.88M2.6%
Portfolio Concentration
Top 3$165.86M44.1%
4–10$98.11M26.1%
11–25$70.17M18.6%
Rest$42.17M11.2%
Top 3 weight
44.1%
Top 10 weight
70.1%
Voting Authority Distribution
Total shares with voting rights: 5.06M
Sole
Full voting authority
5.06M
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)
Sole88
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings88
Rows:
GOLDMAN SACHS ETF TR
SOLEShares548.23K
TypeSH
Market value$68.60M
18.23%
Sole
548.23K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares800.53K
TypeSH
Market value$61.27M
16.28%
Sole
800.53K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares669.29K
TypeSH
Market value$35.99M
9.56%
Sole
669.29K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares761.57K
TypeSH
Market value$27.39M
7.28%
Sole
761.57K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares224.54K
TypeSH
Market value$24.80M
6.59%
Sole
224.54K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares169.73K
TypeSH
Market value$9.88M
2.62%
Sole
169.73K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares147.75K
TypeSH
Market value$9.44M
2.51%
Sole
147.75K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares44.27K
TypeSH
Market value$9.35M
2.48%
Sole
44.27K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares51.02K
TypeSH
Market value$9.26M
2.46%
Sole
51.02K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares90.71K
TypeSH
Market value$8.00M
2.13%
Sole
90.71K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares68.14K
TypeSH
Market value$7.71M
2.05%
Sole
68.14K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares138.80K
TypeSH
Market value$7.57M
2.01%
Sole
138.80K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares87.92K
TypeSH
Market value$6.54M
1.74%
Sole
87.91K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares78.58K
TypeSH
Market value$5.48M
1.46%
Sole
78.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares27.27K
TypeSH
Market value$5.23M
1.39%
Sole
27.27K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares34.38K
TypeSH
Market value$5.06M
1.34%
Sole
34.38K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares185.25K
TypeSH
Market value$4.30M
1.14%
Sole
185.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.43K
TypeSH
Market value$4.20M
1.12%
Sole
6.43K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares116.24K
TypeSH
Market value$3.83M
1.02%
Sole
116.24K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares101.71K
TypeSH
Market value$3.68M
0.98%
Sole
101.71K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares32.56K
TypeSH
Market value$3.65M
0.97%
Sole
32.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares75.69K
TypeSH
Market value$3.50M
0.93%
Sole
75.69K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares70.62K
TypeSH
Market value$3.24M
0.86%
Sole
70.62K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares39.82K
TypeSH
Market value$3.21M
0.85%
Sole
39.82K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.05K
TypeSH
Market value$2.98M
0.79%
Sole
21.05K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 548.23K | SH | $68.60M 18.23% | 548.23K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 800.53K | SH | $61.27M 16.28% | 800.53K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 669.29K | SH | $35.99M 9.56% | 669.29K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENHANCED MID | 761.57K | SH | $27.39M 7.28% | 761.57K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 224.54K | SH | $24.80M 6.59% | 224.54K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 169.73K | SH | $9.88M 2.62% | 169.73K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDGED EQUITY LA | 147.75K | SH | $9.44M 2.51% | 147.75K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 44.27K | SH | $9.35M 2.48% | 44.27K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 51.02K | SH | $9.26M 2.46% | 51.02K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 90.71K | SH | $8.00M 2.13% | 90.71K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 68.14K | SH | $7.71M 2.05% | 68.14K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P 500 TOP 50 | 138.80K | SH | $7.57M 2.01% | 138.80K | 0.00 | 0.00 |
ISHARES TRSOLE | EAFE VALUE ETF | 87.92K | SH | $6.54M 1.74% | 87.91K | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 78.58K | SH | $5.48M 1.46% | 78.58K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA QLT FCT | 27.27K | SH | $5.23M 1.39% | 27.27K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 34.38K | SH | $5.06M 1.34% | 34.38K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 185.25K | SH | $4.30M 1.14% | 185.25K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 6.43K | SH | $4.20M 1.12% | 6.43K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES A I INNO | 116.24K | SH | $3.83M 1.02% | 116.24K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US THEMA | 101.71K | SH | $3.68M 0.98% | 101.71K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 32.56K | SH | $3.65M 0.97% | 32.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 75.69K | SH | $3.50M 0.93% | 75.69K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 70.62K | SH | $3.24M 0.86% | 70.62K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 39.82K | SH | $3.21M 0.85% | 39.82K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 21.05K | SH | $2.98M 0.79% | 21.05K | 0.00 | 0.00 |
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