LIFELONG WEALTH ADVISORS, INC.
LIFELONG WEALTH ADVISORS, INC. reported 99 positions worth $425.6M as of June 30, 2026 (13F filed July 16, 2026). Largest holding: SPYM (19.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYM | SH | $82.6M | 19.42% | 940,424 | — | — | |
| ▸ 2 | GSLC | SH | $77.2M | 18.14% | 544,027 | — | — | |
| ▸ 3 | JBND | SH | $37.4M | 8.79% | 699,070 | — | — | |
| ▸ 4 | FMDE | SH | $29.9M | 7.02% | 736,675 | — | — | |
| ▸ 5 | AVUV | SH | $27.3M | 6.41% | 218,595 | — | — | |
| ▸ 6 | DYNF | SH | $11.0M | 2.59% | 161,919 | — | — | |
| ▸ 7 | IYW | SH | $11.0M | 2.58% | 43,554 | — | — | |
| ▸ 8 | HELO | SH | $10.1M | 2.38% | 149,775 | — | — | |
| ▸ 9 | IVW | SH | $9.9M | 2.31% | 71,625 | — | — | |
| ▸ 10 | IVE | SH | $9.5M | 2.24% | 41,936 | — | — |
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Frequently Asked Questions
What stocks does LIFELONG WEALTH ADVISORS, INC. hold as of Q2 2026?
LIFELONG WEALTH ADVISORS, INC. reported 99 positions worth $425.6M in its Q2 2026 13F filing. Largest positions: SPYM (19.4%), GSLC (18.1%), JBND (8.8%), FMDE (7.0%) and AVUV (6.4%).
What did LIFELONG WEALTH ADVISORS, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LIFELONG WEALTH ADVISORS, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.