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LIFELONG WEALTH ADVISORS, INC.
hedge fundUpdated 17 days agoManaged by Lifelong Wealth Advisors, Inc. • Latest filing Q3 2026
Portfolio value
$432M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
99.8%
Weight of largest holdings
Annualized return
28.4%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $336.3M |
| Q4 2025 | $377.3M |
| Q1 2026 | $376.3M |
| Q2 2026 | $425.6M |
| Q3 2026 | $432M |
Top holdings
104 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $84.7M | 943.5K | 19.61% | Added(+0.3%) | |
| 2 | $78.3M | 539.7K | 18.12% | Trimmed(-0.8%) | |
| 3 | ? N/A J P MORGAN EXCHANGE TRADED F | $36.6M | 715.3K | 8.47% | Added(+2.3%) |
| 4 | $29.5M | 730.3K | 6.83% | Trimmed(-0.9%) | |
| 5 | ? N/A AMERICAN CENTY ETF TR | $25.5M | 216.8K | 5.91% | Trimmed(-0.8%) |
| 6 | $11.3M | 163.6K | 2.62% | Added(+1.0%) | |
| 7 | $11.2M | 42.2K | 2.59% | Trimmed(-3.0%) | |
| 8 | $10.8M | 75.8K | 2.50% | Added(+5.8%) | |
| 9 | ? N/A J P MORGAN EXCHANGE TRADED F | $10.5M | 151.2K | 2.42% | Added(+0.9%) |
| 10 | $9.6M | 42.3K | 2.23% | Added(+0.8%) | |
| 11 | $8.2M | 104.5K | 1.89% | Added(+3.6%) | |
| 12 | $7.1M | 194.0K | 1.63% | Added(+6.4%) | |
| 13 | $6.8M | 89.9K | 1.57% | Added(+12.1%) | |
| 14 | $6.6M | 150.4K | 1.54% | Added(+11.2%) | |
| 15 | $5.4M | 114.9K | 1.25% | Added(+4.1%) | |
| 16 | $5.2M | 6.7K | 1.20% | Added(+4.4%) | |
| 17 | $4.7M | 34.4K | 1.09% | Added(+0.0%) | |
| 18 | $4.6M | 208.2K | 1.07% | Added(+5.5%) | |
| 19 | $4.1M | 27.0K | 0.95% | Added(+1.1%) | |
| 20 | $3.5M | 72.2K | 0.82% | Added(+11.1%) |