Q3 2026 13F · SEC CIK 2051717

Lifelong Wealth Advisors, Inc.

Wealth managerFiled 2026-10-19 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $431.0M
Reported positions: 102
Holdings vs S&P 500, 3 yrs: —
Assets under management: $710.4M

Lifelong Wealth Advisors, Inc. is a wealth manager that reported 102 positions worth $431.0M in its Q3 2026 13F, filed 2026-10-19. Its largest holdings were Spdr Series Trust (SPLG, 19.6%), Goldman Sachs ETF Tr (GSLC, 18.2%), J P Morgan Exchange Traded F (JBND, 8.5%).

Lifelong Wealth Advisors, Inc. holdings largest 50 of 102 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lifelong Wealth Advisors, Inc. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	19.6%	19.5%	943,530	+0.3%	$84.7M
GSLCGoldman Sachs ETF Tr	18.2%	18.2%	539,688	-0.8%	$78.3M
JBNDJ P Morgan Exchange Traded F	8.5%	8.8%	715,299	+2.3%	$36.6M
FMDEFidelity Covington Trust	6.8%	7.0%	730,330	-0.9%	$29.5M
AVUVAmerican Centy ETF Tr	5.9%	6.4%	216,786	-0.8%	$25.5M
DYNFBlackrock ETF Trust	2.6%	2.6%	163,575	+1.0%	$11.3M
IYWIshares Tr	2.6%	2.6%	42,224	-3.1%	$11.2M
IVWIshares Tr	2.5%	2.3%	75,798	+5.8%	$10.8M
HELOJ P Morgan Exchange Traded F	2.4%	2.4%	151,173	+0.9%	$10.5M
IVEIshares Tr	2.2%	2.2%	42,269	+0.8%	$9.6M
IAUIshares Gold Tr	1.9%	1.8%	104,511	+3.6%	$8.2M
COROBlackrock ETF Trust	1.6%	1.6%	194,002	+6.4%	$7.1M
ACWXIshares Tr	1.6%	1.4%	89,948	+12.1%	$6.8M
IUSBIshares Tr	1.5%	1.5%	150,425	+11.2%	$6.6M
BAIBlackrock ETF Trust	1.3%	1.4%	114,858	+4.1%	$5.4M
IVVIshares Tr	1.2%	1.1%	6,742	+4.4%	$5.2M
ORCLOracle Corp	1.1%	1.2%	34,415	+0.0%	$4.7M
SCHZSchwab Strategic Tr	1.1%	1.1%	208,215	+5.5%	$4.6M
SPMOInvesco Exch Traded Fd Tr II	0.9%	1.0%	26,994	+1.1%	$4.1M
BLCRBlackrock ETF Trust	0.8%	0.8%	72,151	+11.1%	$3.5M
ESGUIshares Tr	0.8%	0.8%	21,014	-1.1%	$3.5M
SHLDGlobal X Defense Tech ETF	0.8%	0.7%	54,302	+7.1%	$3.3M
BTHMBlackrock ETF Trust	0.7%	0.7%	73,060	+1.9%	$3.2M
AVEMAmerican Centy ETF Tr	0.7%	0.7%	31,351	+2.5%	$2.9M
AAPLApple Inc	0.6%	0.5%	8,016	+4.9%	$2.7M
GOVTIshares Tr	0.6%	0.6%	120,780	+9.1%	$2.6M
XTENBondbloxx ETF Trust	0.6%	0.6%	57,799	-0.9%	$2.4M
MSFTMicrosoft Corp	0.5%	0.4%	4,501	+2.2%	$2.3M
GBILGoldman Sachs ETF Tr	0.5%	0.3%	21,605	+96.6%	$2.2M
IALTBlackrock ETF Trust	0.5%	0.4%	68,497	+7.7%	$2.0M
MBBIshares Tr	0.5%	0.6%	22,698	-14.9%	$2.0M
ACWIIshares Tr	0.5%	0.5%	12,332	+0.0%	$2.0M
QUALIshares Tr	0.4%	0.4%	7,938	-6.2%	$1.8M
GGOVBlackrock ETF Trust II	0.4%	0.3%	31,366	+8.7%	$1.6M
NVDANvidia Corporation	0.3%	0.3%	5,766	+3.6%	$1.3M
LLYEli Lilly & Co	0.3%	0.3%	1,041	-12.4%	$1.2M
IWPIshares Tr	0.3%	0.3%	8,486	-0.6%	$1.2M
LCTUBlackrock ETF Trust	0.3%	0.3%	14,084	-2.0%	$1.2M
FTECFidelity Covington Trust	0.2%	0.2%	3,101	-0.1%	$930K
EAGGIshares Tr	0.2%	0.2%	20,259	+3.0%	$917K
DSIIshares Tr	0.2%	0.2%	5,678	-8.7%	$830K
GLDMWorld Gold Tr	0.2%	0.2%	9,479	+2.6%	$779K
UNHUnitedhealth Group Inc	0.2%	0.2%	1,974	-0.1%	$725K
MUBIshares Tr	0.2%	0.1%	6,907	+18.3%	$698K
GOOGLAlphabet Inc	0.2%	0.2%	1,988	+4.6%	$684K
MMM3m Co	0.2%	0.2%	4,118	+0.2%	$676K
SUSCIshares Tr	0.2%	0.2%	29,655	-0.0%	$651K
TGTTarget Corp	0.1%	—	4,065	—	$637K
USXFIshares Tr	0.1%	0.1%	8,975	-0.3%	$611K
XOMExxonmobil Holdings Corp	0.1%	—	3,676	—	$598K

What Lifelong Wealth Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.1% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$431.0M	102
Q2 2026	$424.4M	97
Q1 2026	$374.7M	88
Q4 2025	$375.9M	88
Q3 2025	$335.8M	84
Q2 2025	$301.1M	78
Q1 2025	$213.2M	67
Q4 2024	$222.5M	66

Questions about Lifelong Wealth Advisors, Inc.'s portfolio

What stocks does Lifelong Wealth Advisors, Inc. own?

Lifelong Wealth Advisors, Inc.'s latest 13F, for Q3 2026 and filed Oct 19, 2026, lists 102 positions worth $431.0M. The largest are Spdr Series Trust (SPLG) at 19.6%, Goldman Sachs ETF Tr (GSLC) at 18.2%, J P Morgan Exchange Traded F (JBND) at 8.5%, Fidelity Covington Trust (FMDE) at 6.8% and American Centy ETF Tr (AVUV) at 5.9%.

What did Lifelong Wealth Advisors, Inc. buy last quarter?

In Q3 2026, Lifelong Wealth Advisors, Inc. added Goldman Sachs ETF Tr (GBIL) (+96.6% shares), Ishares Tr (MUB) (+18.3% shares) and Ishares Tr (ACWX) (+12.1% shares), compared with its Q2 2026 filing.

What did Lifelong Wealth Advisors, Inc. sell last quarter?

In Q3 2026, Lifelong Wealth Advisors, Inc. cut from its top 50 Ishares Tr (EFV), cut from its top 50 Tesla Inc (TSLA), Ishares Tr (MBB) (-14.9% shares), Eli Lilly & Co (LLY) (-12.4% shares) and Ishares Tr (DSI) (-8.7% shares), compared with its Q2 2026 filing.

When is Lifelong Wealth Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Lifelong Wealth Advisors, Inc.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Lifelong Wealth Advisors, Inc. manage?

Lifelong Wealth Advisors, Inc. reported $710.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $431.0M.