LIFELONG WEALTH ADVISORS, INC.
CIK 0002051717 · ARDEN HILLS, MN · Quarter end: 2026-06-30 · Filed on: 2026-07-16 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$425.6M
2026 Q2
Positions
99
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.9%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
19.4%
GSLC
GOLDMAN SACHS ETF TR
18.1%
JBND
J P MORGAN EXCHANGE TRADED F
8.8%
FMDE
FIDELITY COVINGTON TRUST
7.0%
AVUV
AMERICAN CENTY ETF TR
6.4%
DYNF
BLACKROCK ETF TRUST
2.6%
IYW
ISHARES TR
2.6%
HELO
J P MORGAN EXCHANGE TRADED F
2.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.