Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc. reported 102 US-listed holdings worth $431.0 million in its 13F for the quarter ended 30 September 2026, filed 19 October 2026. Its largest: SPDR Ser Trust (19.6%), Goldman Sachs ActiveBeta US LgC (18.2%) and J P Morgan Exchange Traded F (8.5%). Against the quarter before, it opened 6 positions, added to 57, trimmed 24 and sold out of 1.
Reported holdings$431.0M+1.6% on Q2 2026
Positions102+5 on Q2 2026
The largest ten71.5%of its reported holdings
Latest 13FQ3 2026filed 19 October 2026
Added toTrimmed
The 14 largest of its 102 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +26.6% over the 7 quarters to 30 September 2026, against +30.1% for the S&P 500.
Its reported holdingsThe S&P 500
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Opened 6Added 57Held 15Trimmed 24Sold out 1
Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held
Opened 6
- ExxonMobil Holdings Corp. XOM$598,283
- Grail, Inc. GRAL$406,908
- BlackRock ETF Trust II MBBA$258,193
- Verizon Communications Inc. VZ$205,589
- Thermo Fisher Scientific Inc. TMO$204,540
- iShares Trust INTF$200,452
Added to 57
- Goldman Sachs ETF Trust GBIL+10,618 shares · +97%
- J P Morgan Exchange Traded F JBND+16,229 shares · +2%
- iShares Trust ACWX+9,689 shares · +12%
- iShares Core Total USD Bond Market ETF IUSB+15,128 shares · +11%
- iShares S&P Growth Index FD IVW+4,173 shares · +6%
- BlackRock ETF Trust CORO+11,639 shares · +6%
- BlackRock ETF Trust BLCR+7,196 shares · +11%
- iShares Gold Trust IAU+3,622 shares · +4%
and 49 more in the table below
Trimmed 24
- Goldman Sachs ActiveBeta US LgC GSLC-4,339 shares · -1%
- iShares Trust MBB-3,983 shares · -15%
- iShares Trust IYW-1,330 shares · -3%
- Fidelity Covington Trust FMDE-6,345 shares · -1%
- American Centy ETF Trust AVUV-1,809 shares · -1%
- iShares Trust EFV-2,579 shares · -28%
- Eli Lilly & Co. LLY-148 shares · -12%
- Invesco Exchange Traded FD T XLG-2,512 shares · -39%
and 16 more in the table below
Sold out of 1
- ExxonMobil Holdings Corp. XOM$495,622 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| SPDR Ser Trust SPYM | 943.5K | $84.7 million | 19.65% | +3.1K |
| Goldman Sachs ActiveBeta US LgC GSLC | 539.7K | $78.3 million | 18.16% | -4.3K |
| J P Morgan Exchange Traded F JBND | 715.3K | $36.6 million | 8.48% | +16.2K |
| Fidelity Covington Trust FMDE | 730.3K | $29.5 million | 6.84% | -6.3K |
| American Centy ETF Trust AVUV | 216.8K | $25.5 million | 5.92% | -1.8K |
| BlackRock ETF Trust DYNF | 163.6K | $11.3 million | 2.63% | +1.7K |
| iShares Trust IYW | 42.2K | $11.2 million | 2.60% | -1.3K |
| iShares S&P Growth Index FD IVW | 75.8K | $10.8 million | 2.50% | +4.2K |
| J P Morgan Exchange Traded F HELO | 151.2K | $10.5 million | 2.43% | +1.4K |
| iShares S&P 500 Value ETF IVE | 42.3K | $9.6 million | 2.24% | +333 |
| iShares Gold Trust IAU | 104.5K | $8.2 million | 1.89% | +3.6K |
| BlackRock ETF Trust CORO | 194.0K | $7.1 million | 1.64% | +11.6K |
| iShares Trust ACWX | 89.9K | $6.8 million | 1.58% | +9.7K |
| iShares Core Total USD Bond Market ETF IUSB | 150.4K | $6.6 million | 1.54% | +15.1K |
| iShares A.i. Innovation and Tech Active ETF BAI | 114.9K | $5.4 million | 1.26% | +4.5K |
| iShares Core S&P 500 ETF IVV | 6.7K | $5.2 million | 1.20% | +286 |
| Oracle Corp. ORCL | 34.4K | $4.7 million | 1.10% | +8 |
| Schwab Strategic Trust SCHZ | 208.2K | $4.6 million | 1.07% | +10.8K |
| Invesco Exch Traded FD Trust II SPMO | 27.0K | $4.1 million | 0.95% | +301 |
| BlackRock ETF Trust BLCR | 72.2K | $3.5 million | 0.82% | +7.2K |
| iShares Trust ESGU | 21.0K | $3.5 million | 0.81% | -227 |
| Global X FDS SHLD | 54.3K | $3.3 million | 0.76% | +3.6K |
| BlackRock ETF Trust THRO | 73.1K | $3.2 million | 0.75% | +1.4K |
| American Century ETF Trust AVEM | 31.4K | $2.9 million | 0.68% | +767 |
| Apple Inc. AAPL | 8.0K | $2.7 million | 0.62% | +375 |
| iShares Trust GOVT | 120.8K | $2.6 million | 0.61% | +10.0K |
| Bondbloxx ETF Trust XTEN | 57.8K | $2.4 million | 0.57% | -551 |
| Microsoft Corp. MSFT | 4.5K | $2.3 million | 0.54% | +96 |
| Goldman Sachs ETF Trust GBIL | 21.6K | $2.2 million | 0.50% | +10.6K |
| BlackRock ETF Trust IALT | 68.5K | $2.0 million | 0.47% | +4.9K |
| iShares Trust MBB | 22.7K | $2.0 million | 0.47% | -4.0K |
| iShares Trust ACWI | 12.3K | $2.0 million | 0.45% | no change |
| iShares Edge MSCI USA Quality F QUAL | 7.9K | $1.8 million | 0.41% | -526 |
| BlackRock ETF Trust II GGOV | 31.4K | $1.6 million | 0.36% | +2.5K |
| NVIDIA Corp. NVDA | 5.8K | $1.3 million | 0.31% | +198 |
| Eli Lilly & Co. LLY | 1.0K | $1.2 million | 0.28% | -148 |
| iShares Russell Mid-Cap Growth ETF IWP | 8.5K | $1.2 million | 0.27% | -49 |
| BlackRock ETF Trust LCTU | 14.1K | $1.2 million | 0.27% | -283 |
| Fidelity Covington Trust FTEC | 3.1K | $930,438 | 0.22% | -2 |
| iShares Trust EAGG | 20.3K | $916,720 | 0.21% | +589 |
| iShares Trust DSI | 5.7K | $830,010 | 0.19% | -544 |
| SPDR Gold MiniShares GLDM | 9.5K | $778,984 | 0.18% | +238 |
| UnitedHealth Group Inc. UNH | 2.0K | $724,616 | 0.17% | -1 |
| iShares Trust MUB | 6.9K | $698,298 | 0.16% | +1.1K |
| Alphabet Inc. GOOGL | 2.0K | $684,031 | 0.16% | +87 |
| 3M Co. MMM | 4.1K | $675,942 | 0.16% | +9 |
| iShares Trust SUSC | 29.7K | $650,779 | 0.15% | -9 |
| Target Corp. TGT | 4.1K | $636,945 | 0.15% | +6 |
| iShares Trust USXF | 9.0K | $610,839 | 0.14% | -29 |
| ExxonMobil Holdings Corp. XOM | 3.7K | $598,283 | 0.14% | new |
| iShares Inc. ESGE | 10.9K | $589,802 | 0.14% | -2 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 1.2K | $549,709 | 0.13% | +11 |
| Amazon.com Inc. AMZN | 2.2K | $544,642 | 0.13% | +85 |
| Tesla, Inc. TSLA | 1.5K | $534,344 | 0.12% | -72 |
| iShares Trust EFV | 6.7K | $529,407 | 0.12% | -2.6K |
| iShares Core MSCI Emerging Mark IEMG | 6.5K | $527,702 | 0.12% | -977 |
| Seagate Technology Holdings plc STX | 552 | $509,132 | 0.12% | +3 |
| Xcel Energy Inc. XEL | 7.2K | $505,342 | 0.12% | +3 |
| ARK ETF Trust ARKF | 10.8K | $493,500 | 0.11% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 947 | $471,559 | 0.11% | +19 |
| BlackRock ETF Trust II BINC | 9.3K | $470,671 | 0.11% | -1.1K |
| Caterpillar Inc. CAT | 579 | $469,762 | 0.11% | no change |
| Intel Corp. INTC | 3.9K | $464,448 | 0.11% | +50 |
| iShares Core MSCI Eafe ETF IEFA | 4.8K | $463,861 | 0.11% | +109 |
| AbbVie Inc. ABBV | 1.8K | $459,090 | 0.11% | +36 |
| Alphabet Inc. GOOG | 1.3K | $454,206 | 0.11% | +1 |
| Grail, Inc. GRAL | 2.9K | $406,908 | 0.09% | new |
| iShares Trust SUSB | 16.2K | $396,792 | 0.09% | +80 |
| iShares Trust EVUS | 10.8K | $392,587 | 0.09% | no change |
| Nushares ETF Trust NUBD | 18.2K | $385,336 | 0.09% | +764 |
| iShares U.s. Fixed Income Balanced Risk Systematic ETF SYSB | 4.4K | $371,085 | 0.09% | +309 |
| Johnson & Johnson JNJ | 1.4K | $360,576 | 0.08% | +19 |
| VG Totl STK Vprs VTI | 951 | $356,034 | 0.08% | +163 |
| iShares Trust EFG | 3.0K | $355,321 | 0.08% | -249 |
| iShares Trust AOA | 3.6K | $355,036 | 0.08% | no change |
| J P Morgan Exchange Traded F JMST | 6.9K | $348,396 | 0.08% | -1.2K |
| Broadcom Inc. AVGO | 969 | $340,303 | 0.08% | +86 |
| iShares Core S&P Small-Cap ETF IJR | 2.4K | $332,890 | 0.08% | +32 |
| SPDR S&P 500 SPY | 434 | $331,193 | 0.08% | +102 |
| Nushares ETF Trust NULG | 2.9K | $328,109 | 0.08% | no change |
| Meta Platforms, Inc. META | 429 | $311,102 | 0.07% | +31 |
| JPMorgan Chase & Co. JPM | 939 | $310,626 | 0.07% | +49 |
| Mastercard Inc. MA | 543 | $299,448 | 0.07% | +15 |
| iShares Trust DMXF | 3.5K | $298,391 | 0.07% | +45 |
| Wells Fargo & Company WFC | 3.7K | $295,039 | 0.07% | +22 |
| Nuveen Esg International Developed Markets Equity ETF NUDM | 7.4K | $294,728 | 0.07% | -130 |
| Nushares ETF Trust NULV | 5.6K | $293,313 | 0.07% | -283 |
| Procter & Gamble Co. PG | 2.0K | $284,313 | 0.07% | -60 |
| Otter Tail Corp. OTTR | 3.2K | $278,559 | 0.06% | no change |
| iShares Trust ICSH | 5.2K | $262,987 | 0.06% | -115 |
| BlackRock ETF Trust II MBBA | 5.5K | $258,193 | 0.06% | new |
| Lockheed Martin Corp. LMT | 506 | $257,681 | 0.06% | +3 |
| Invesco Exchange Traded FD T XLG | 4.0K | $254,376 | 0.06% | -2.5K |
| Invesco QQQ Trust QQQ | 341 | $252,387 | 0.06% | +18 |
| Abbott Laboratories ABT | 2.5K | $245,197 | 0.06% | +47 |
| Marvell Technology, Inc. MRVL | 859 | $226,956 | 0.05% | +38 |
| Vanguard S&P 500 VOO | 315 | $220,771 | 0.05% | no change |
| Micron Technology Inc. MU | 194 | $206,631 | 0.05% | +2 |
| Verizon Communications Inc. VZ | 4.5K | $205,589 | 0.05% | new |
| Thermo Fisher Scientific Inc. TMO | 303 | $204,540 | 0.05% | new |
| Corning Inc. GLW | 1.3K | $201,118 | 0.05% | +13 |
| iShares Trust INTF | 4.8K | $200,452 | 0.05% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
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Change is shares against its 13F for the quarter before; the 1 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Eli Lilly & Co. LLY | Puts | 500 | $578,540 |
| Seagate Technology Holdings plc STX | Puts | 400 | $368,936 |
2 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.