LIFELONG WEALTH ADVISORS, INC.

Est. AUM

$372.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$68.6M	548228	18.41%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$61.3M	800534	16.44%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ACTIVE BOND ETF	$36.0M	669290	9.66%	SOLE
4	FIDELITY COVINGTON TRUST	ENHANCED MID	$27.4M	761568	7.35%	SOLE
5	AMERICAN CENTY ETF TR	US SML CP VALU	$24.8M	224536	6.66%	SOLE
6	BLACKROCK ETF TRUST	ISHARES US EQUIT	$9.9M	169734	2.65%	SOLE
7	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$9.4M	147747	2.53%	SOLE
8	ISHARES TR	S&P 500 VAL ETF	$9.3M	44265	2.51%	SOLE
9	ISHARES TR	U.S. TECH ETF	$9.3M	51018	2.48%	SOLE
10	ISHARES GOLD TR	ISHARES NEW	$8.0M	90709	2.15%	SOLE
11	ISHARES TR	S&P 500 GRWT ETF	$7.7M	68139	2.07%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$7.6M	138803	2.03%	SOLE
13	ISHARES TR	EAFE VALUE ETF	$6.5M	87915	1.75%	SOLE
14	ISHARES INC	CORE MSCI EMKT	$5.5M	78585	1.47%	SOLE
15	ISHARES TR	MSCI USA QLT FCT	$5.2M	27268	1.40%	SOLE
16	ORACLE CORP	COM	$5.1M	34376	1.36%	SOLE
17	SCHWAB STRATEGIC TR	US AGGREGATE B	$4.3M	185252	1.15%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$4.2M	6427	1.13%	SOLE
19	BLACKROCK ETF TRUST	ISHARES A I INNO	$3.8M	116237	1.03%	SOLE
20	BLACKROCK ETF TRUST	ISHARES US THEMA	$3.7M	101707	0.99%	SOLE
21	ISHARES TR	CORE UNIVRSL USD	$3.5M	75687	0.94%	SOLE
22	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$3.2M	70616	0.87%	SOLE
23	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$3.2M	39817	0.86%	SOLE
24	ISHARES TR	ESG AWR MSCI USA	$3.0M	21047	0.80%	SOLE
25	ISHARES TR	MBS ETF	$2.3M	24694	0.63%	SOLE
26	GLOBAL X FDS	DEFENSE TECH ETF	$2.0M	27673	0.53%	SOLE
27	APPLE INC	COM	$1.9M	7440	0.51%	SOLE
28	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.8M	35062	0.49%	SOLE
29	WORLD GOLD TR	SPDR GLD MINIS	$1.7M	18434	0.46%	SOLE
30	ISHARES TR	MSCI ACWI ETF	$1.7M	12332	0.46%	SOLE
31	ISHARES TR	CORE INTL AGGR	$1.7M	33902	0.46%	SOLE
32	MICROSOFT CORP	COM	$1.5M	3991	0.40%	SOLE
33	ISHARES TR	RUS MD CP GR ETF	$1.2M	9297	0.32%	SOLE
34	ELI LILLY & CO	COM	$1.1M	1174	0.29%	SOLE
35	BLACKROCK ETF TRUST	ISHARES US CARBO	$1.0M	14884	0.28%	SOLE
36	SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$979K	2500	0.26%	SOLE
37	NVIDIA CORPORATION	COM	$970K	5564	0.26%	SOLE
38	SEAGATE TECHNOLOGY HLDNGS PLPUT	ORD SHS	$940K	2400	0.25%	SOLE
39	ISHARES TR	ESG AWRE USD ETF	$873K	37716	0.23%	SOLE
40	ISHARES TR	ESG AWR US AGRGT	$805K	16929	0.22%	SOLE
41	ISHARES TR	ESG MSCI KLD 400	$739K	6101	0.20%	SOLE
42	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$674K	13223	0.18%	SOLE
43	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$650K	3123	0.17%	SOLE
44	ELI LILLY & COPUT	COM	$644K	700	0.17%	SOLE
45	ISHARES TR	NATIONAL MUN ETF	$621K	5852	0.17%	SOLE
46	EXXON MOBIL CORP	COM	$607K	3576	0.16%	SOLE
47	XCEL ENERGY INC	COM	$598K	7528	0.16%	SOLE
48	GOLDMAN SACHS ETF TR	ACCES TREASURY	$590K	5893	0.16%	SOLE
49	3M CO	COM	$577K	3974	0.15%	SOLE
50	ISHARES INC	ESG AWR MSCI EM	$572K	12579	0.15%	SOLE

1–50 of 89

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.