Filed: 7/16/2026ACC: 0001725547-26-000233
📋 What this filing means
LIFELONG WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $425.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$425.62M
Total AUM (reported)
5.37M
Total Shares
Allocation by class
ST STR P500ETF$82.64M19.4%
ACTIVEBETA US LG$77.19M18.1%
ACTIVE BOND ETF$37.40M8.8%
ENH MID COR ETF$29.89M7.0%
US SML CP VALU$27.27M6.4%
COM$21.23M5.0%
ISHARES US EQUIT$11.01M2.6%
Portfolio Concentration
Top 3$197.24M46.3%
4–10$108.66M25.5%
11–25$69.69M16.4%
Rest$50.04M11.8%
Top 3 weight
46.3%
Top 10 weight
71.9%
Voting Authority Distribution
Total shares with voting rights: 5.37M
Sole
Full voting authority
5.37M
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)
Sole97
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings97
Rows:
SPDR SERIES TRUST
SOLEShares940.42K
TypeSH
Market value$82.64M
19.42%
Sole
940.42K
Shared
0.00
None
0.00
GOLDMAN SACHS ETF TR
SOLEShares544.03K
TypeSH
Market value$77.19M
18.14%
Sole
544.03K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares699.07K
TypeSH
Market value$37.40M
8.79%
Sole
699.07K
Shared
0.00
None
0.00
FIDELITY COVINGTON TRUST
SOLEShares736.67K
TypeSH
Market value$29.89M
7.02%
Sole
736.67K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares218.59K
TypeSH
Market value$27.27M
6.41%
Sole
218.59K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares161.92K
TypeSH
Market value$11.01M
2.59%
Sole
161.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares43.55K
TypeSH
Market value$10.99M
2.58%
Sole
43.55K
Shared
0.00
None
0.00
J P MORGAN EXCHANGE TRADED F
SOLEShares149.78K
TypeSH
Market value$10.12M
2.38%
Sole
149.77K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares71.63K
TypeSH
Market value$9.85M
2.31%
Sole
71.63K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares41.94K
TypeSH
Market value$9.52M
2.24%
Sole
41.94K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares100.89K
TypeSH
Market value$7.62M
1.79%
Sole
100.89K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares182.36K
TypeSH
Market value$6.67M
1.57%
Sole
182.36K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares135.30K
TypeSH
Market value$6.24M
1.47%
Sole
135.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares80.26K
TypeSH
Market value$6.11M
1.44%
Sole
80.26K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares110.31K
TypeSH
Market value$5.82M
1.37%
Sole
110.31K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares34.41K
TypeSH
Market value$5.04M
1.18%
Sole
34.41K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.46K
TypeSH
Market value$4.83M
1.14%
Sole
6.46K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares197.43K
TypeSH
Market value$4.57M
1.07%
Sole
197.43K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares26.69K
TypeSH
Market value$4.31M
1.01%
Sole
26.69K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares21.24K
TypeSH
Market value$3.48M
0.82%
Sole
21.24K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares64.95K
TypeSH
Market value$3.27M
0.77%
Sole
64.95K
Shared
0.00
None
0.00
BLACKROCK ETF TRUST
SOLEShares71.68K
TypeSH
Market value$3.09M
0.73%
Sole
71.68K
Shared
0.00
None
0.00
GLOBAL X FDS
SOLEShares50.70K
TypeSH
Market value$3.03M
0.71%
Sole
50.70K
Shared
0.00
None
0.00
AMERICAN CENTY ETF TR
SOLEShares30.58K
TypeSH
Market value$2.95M
0.69%
Sole
30.58K
Shared
0.00
None
0.00
BONDBLOXX ETF TRUST
SOLEShares58.35K
TypeSH
Market value$2.66M
0.62%
Sole
58.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | ST STR P500ETF | 940.42K | SH | $82.64M 19.42% | 940.42K | 0.00 | 0.00 |
GOLDMAN SACHS ETF TRSOLE | ACTIVEBETA US LG | 544.03K | SH | $77.19M 18.14% | 544.03K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | ACTIVE BOND ETF | 699.07K | SH | $37.40M 8.79% | 699.07K | 0.00 | 0.00 |
FIDELITY COVINGTON TRUSTSOLE | ENH MID COR ETF | 736.67K | SH | $29.89M 7.02% | 736.67K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 218.59K | SH | $27.27M 6.41% | 218.59K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 161.92K | SH | $11.01M 2.59% | 161.92K | 0.00 | 0.00 |
ISHARES TRSOLE | U.S. TECH ETF | 43.55K | SH | $10.99M 2.58% | 43.55K | 0.00 | 0.00 |
J P MORGAN EXCHANGE TRADED FSOLE | HEDG EQU LAD ETF | 149.78K | SH | $10.12M 2.38% | 149.77K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 71.63K | SH | $9.85M 2.31% | 71.63K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 41.94K | SH | $9.52M 2.24% | 41.94K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 100.89K | SH | $7.62M 1.79% | 100.89K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA IN CTRY ETF | 182.36K | SH | $6.67M 1.57% | 182.36K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE UNIVRSL USD | 135.30K | SH | $6.24M 1.47% | 135.30K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI ACWI EX US | 80.26K | SH | $6.11M 1.44% | 80.26K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA I IN TE ETF | 110.31K | SH | $5.82M 1.37% | 110.31K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 34.41K | SH | $5.04M 1.18% | 34.41K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 6.46K | SH | $4.83M 1.14% | 6.46K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 197.43K | SH | $4.57M 1.07% | 197.43K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 MOMNTM | 26.69K | SH | $4.31M 1.01% | 26.69K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 21.24K | SH | $3.48M 0.82% | 21.24K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA LA CORE ETF | 64.95K | SH | $3.27M 0.77% | 64.95K | 0.00 | 0.00 |
BLACKROCK ETF TRUSTSOLE | ISHA US THEM ETF | 71.68K | SH | $3.09M 0.73% | 71.68K | 0.00 | 0.00 |
GLOBAL X FDSSOLE | DEFENSE TECH ETF | 50.70K | SH | $3.03M 0.71% | 50.70K | 0.00 | 0.00 |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 30.58K | SH | $2.95M 0.69% | 30.58K | 0.00 | 0.00 |
BONDBLOXX ETF TRUSTSOLE | BLOOMBERG TEN YR | 58.35K | SH | $2.66M 0.62% | 58.35K | 0.00 | 0.00 |
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