Holders — by stockHoldings — by fund
Lifelong Wealth Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002051717
$425.6M
disclosed book value
97
positions
19.4%
largest position share
Positions, as of 2026-06-30
top 99 of 97 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPYMSPDR SERIES TRUST | 940,424 | $82.6M | 19.4% |
| 2 | GSLCGOLDMAN SACHS ETF TR | 544,027 | $77.2M | 18.1% |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 699,070 | $37.4M | 8.8% |
| 4 | FMDEFIDELITY COVINGTON TRUST | 736,675 | $29.9M | 7% |
| 5 | AVUVAMERICAN CENTY ETF TR | 218,595 | $27.3M | 6.4% |
| 6 | DYNFBLACKROCK ETF TRUST | 161,919 | $11.0M | 2.6% |
| 7 | IYWISHARES TR | 43,554 | $11.0M | 2.6% |
| 8 | HELOJ P MORGAN EXCHANGE TRADED F | 149,775 | $10.1M | 2.4% |
| 9 | IVWISHARES TR | 71,625 | $9.9M | 2.3% |
| 10 | IVEISHARES TR | 41,936 | $9.5M | 2.2% |
| 11 | IAUISHARES GOLD TR | 100,889 | $7.6M | 1.8% |
| 12 | COROBLACKROCK ETF TRUST | 182,363 | $6.7M | 1.6% |
| 13 | IUSBISHARES TR | 135,297 | $6.2M | 1.5% |
| 14 | ACWXISHARES TR | 80,259 | $6.1M | 1.4% |
| 15 | BAIBLACKROCK ETF TRUST | 110,311 | $5.8M | 1.4% |
| 16 | ORCLORACLE CORP | 34,407 | $5.0M | 1.2% |
| 17 | IVVISHARES TR | 6,456 | $4.8M | 1.1% |
| 18 | SCHZSCHWAB STRATEGIC TR | 197,429 | $4.6M | 1.1% |
| 19 | SPMOINVESCO EXCH TRADED FD TR II | 26,693 | $4.3M | 1% |
| 20 | ESGUISHARES TR | 21,241 | $3.5M | 0.8% |
| 21 | BLCRBLACKROCK ETF TRUST | 64,955 | $3.3M | 0.8% |
| 22 | THROBLACKROCK ETF TRUST | 71,680 | $3.1M | 0.7% |
| 23 | SHLDGLOBAL X FDS | 50,697 | $3.0M | 0.7% |
| 24 | AVEMAMERICAN CENTY ETF TR | 30,584 | $3.0M | 0.7% |
| 25 | XTENBONDBLOXX ETF TRUST | 58,350 | $2.7M | 0.6% |
| 26 | GOVTISHARES TR | 110,733 | $2.5M | 0.6% |
| 27 | MBBISHARES TR | 26,681 | $2.5M | 0.6% |
| 28 | AAPLAPPLE INC | 7,641 | $2.2M | 0.5% |
| 29 | ACWIISHARES TR | 12,332 | $1.9M | 0.5% |
| 30 | QUALISHARES TR | 8,464 | $1.9M | 0.4% |
| 31 | IALTBLACKROCK ETF TRUST | 63,606 | $1.8M | 0.4% |
| 32 | MSFTMICROSOFT CORP | 4,405 | $1.6M | 0.4% |
| 33 | GGOVBLACKROCK ETF TRUST II | 28,848 | $1.5M | 0.3% |
| 34 | LLYELI LILLY & CO | 1,189 | $1.4M | 0.3% |
| 35 | IWPISHARES TR | 8,535 | $1.2M | 0.3% |
| 36 | LCTUBLACKROCK ETF TRUST | 14,367 | $1.2M | 0.3% |
| 37 | NVDANVIDIA CORPORATION | 5,568 | $1.1M | 0.3% |
| 38 | GBILGOLDMAN SACHS ETF TR | 10,987 | $1.1M | 0.3% |
| 39 | EAGGISHARES TR | 19,670 | $932,555 | 0.2% |
| 40 | FTECFIDELITY COVINGTON TRUST | 3,103 | $886,277 | 0.2% |
| 41 | DSIISHARES TR | 6,222 | $885,951 | 0.2% |
| 42 | LLYELI LILLY & COPUT | 700 | $839,601 | 0.2% |
| 43 | UNHUNITEDHEALTH GROUP INC | 1,975 | $820,869 | 0.2% |
| 44 | GLDMWORLD GOLD TR | 9,241 | $733,920 | 0.2% |
| 45 | EFVISHARES TR | 9,269 | $709,504 | 0.2% |
| 46 | SUSCISHARES TR | 29,664 | $686,763 | 0.2% |
| 47 | GOOGLALPHABET INC | 1,901 | $679,360 | 0.2% |
| 48 | MMM3M CO | 4,109 | $665,229 | 0.2% |
| 49 | TSLATESLA INC | 1,578 | $663,707 | 0.2% |
| 50 | MUBISHARES TR | 5,839 | $628,393 | 0.1% |
| 51 | USXFISHARES TR | 9,004 | $625,328 | 0.1% |
| 52 | IEMGISHARES INC | 7,479 | $619,560 | 0.1% |
| 53 | CATCATERPILLAR INC | 579 | $616,990 | 0.1% |
| 54 | ESGEISHARES INC | 10,892 | $595,683 | 0.1% |
| 55 | XELXCEL ENERGY INC | 7,167 | $575,510 | 0.1% |
| 56 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 1,194 | $570,219 | 0.1% |
| 57 | BINCBLACKROCK ETF TRUST II | 10,368 | $542,661 | 0.1% |
| 58 | INTCINTEL CORP | 3,813 | $532,409 | 0.1% |
| 59 | TGTTARGET CORP | 4,059 | $530,146 | 0.1% |
| 60 | STXSEAGATE TECHNOLOGY HLDNGS PL | 549 | $529,785 | 0.1% |
| 61 | AMZNAMAZON COM INC | 2,101 | $500,752 | 0.1% |
| 62 | XOMEXXON MOBIL CORP | 3,625 | $495,622 | 0.1% |
| 63 | GOOGALPHABET INC | 1,332 | $470,636 | 0.1% |
| 64 | BRK/BBERKSHIRE HATHAWAY INC DEL | 928 | $464,362 | 0.1% |
| 65 | IEFAISHARES TR | 4,679 | $451,898 | 0.1% |
| 66 | ABBVABBVIE INC | 1,719 | $432,569 | 0.1% |
| 67 | ARKFARK ETF TR | 10,839 | $427,707 | 0.1% |
| 68 | JMSTJ P MORGAN EXCHANGE TRADED F | 8,072 | $411,672 | 0.1% |
| 69 | SUSBISHARES TR | 16,162 | $403,888 | 0.1% |
| 70 | EFGISHARES TR | 3,214 | $399,912 | 0.1% |
| 71 | XLGINVESCO EXCHANGE TRADED FD T | 6,511 | $398,669 | 0.1% |
| 72 | STXSEAGATE TECHNOLOGY HLDNGS PLPUT | 400 | $386,000 | 0.1% |
| 73 | NUBDNUSHARES ETF TR | 17,438 | $385,990 | 0.1% |
| 74 | EVUSISHARES TR | 10,827 | $380,136 | 0.1% |
| 75 | SYSBISHARES TR | 4,094 | $363,205 | 0.1% |
| 76 | IJRISHARES TR | 2,415 | $358,169 | 0.1% |
| 77 | AOAISHARES TR | 3,650 | $356,240 | 0.1% |
| 78 | JNJJOHNSON & JOHNSON | 1,343 | $341,082 | 0.1% |
| 79 | NULGNUSHARES ETF TR | 2,886 | $337,835 | 0.1% |
| 80 | AVGOBROADCOM INC | 883 | $333,553 | 0.1% |
| 81 | GLWCORNING INC | 1,295 | $330,782 | 0.1% |
| 82 | WFCWELLS FARGO & CO | 3,664 | $302,767 | 0.1% |
| 83 | NUDMNUSHARES ETF TR | 7,552 | $302,231 | 0.1% |
| 84 | PGPROCTER & GAMBLE CO | 2,017 | $295,773 | 0.1% |
| 85 | DMXFISHARES TR | 3,480 | $294,408 | 0.1% |
| 86 | NULVNUSHARES ETF TR | 5,854 | $292,641 | 0.1% |
| 87 | VTIVANGUARD INDEX FDS | 788 | $291,727 | 0.1% |
| 88 | JPMJPMORGAN CHASE & CO | 890 | $291,261 | 0.1% |
| 89 | OTTROTTER TAIL CORP | 3,164 | $284,697 | 0.1% |
| 90 | MAMASTERCARD INCORPORATED | 528 | $271,181 | 0.1% |
| 91 | ICSHISHARES TR | 5,333 | $269,743 | 0.1% |
| 92 | LMTLOCKHEED MARTIN CORP | 503 | $256,258 | 0.1% |
| 93 | SPYSTATE STR SPDR S&P 500 ETF T | 332 | $247,928 | 0.1% |
| 94 | MRVLMARVELL TECHNOLOGY INC | 821 | $244,568 | 0.1% |
| 95 | QQQINVESCO QQQ TR | 323 | $237,723 | 0.1% |
| 96 | METAMETA PLATFORMS INC | 398 | $224,189 | 0.1% |
| 97 | MUMICRON TECHNOLOGY INC | 192 | $221,624 | 0.1% |
| 98 | ABTABBOTT LABORATORIES | 2,434 | $220,861 | 0.1% |
| 99 | VOOVANGUARD INDEX FDS | 315 | $216,345 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.