LIFELONG WEALTH ADVISORS, INC.
Q3 2026 13F filing
Updated 17 days ago104 disclosed positions worth $432M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $84.7M | 943.5K | 19.61% | Added(+0.3%) |
| 2 | G GOLDMAN SACHS ETF TR | $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 | F FIDELITY COVINGTON TRUST | $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 | E BLACKROCK ETF TRUST | $11.3M | 163.6K | 2.62% | Added(+1.0%) |
| 7 | E ISHARES TR | $11.2M | 42.2K | 2.59% | Trimmed(-3.0%) |
| 8 | E ISHARES TR | $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 | E ISHARES TR | $9.6M | 42.3K | 2.23% | Added(+0.8%) |
| 11 | I ISHARES GOLD TR | $8.2M | 104.5K | 1.89% | Added(+3.6%) |
| 12 | E BLACKROCK ETF TRUST | $7.1M | 194.0K | 1.63% | Added(+6.4%) |
| 13 | E ISHARES TR | $6.8M | 89.9K | 1.57% | Added(+12.1%) |
| 14 | E ISHARES TR | $6.6M | 150.4K | 1.54% | Added(+11.2%) |
| 15 | E BLACKROCK ETF TRUST | $5.4M | 114.9K | 1.25% | Added(+4.1%) |
| 16 | E ISHARES TR | $5.2M | 6.7K | 1.20% | Added(+4.4%) |
| 17 | O ORACLE CORP | $4.7M | 34.4K | 1.09% | Added(+0.0%) |
| 18 | S SCHWAB STRATEGIC TR | $4.6M | 208.2K | 1.07% | Added(+5.5%) |
| 19 | I INVESCO EXCH TRADED FD TR II | $4.1M | 27.0K | 0.95% | Added(+1.1%) |
| 20 | E BLACKROCK ETF TRUST | $3.5M | 72.2K | 0.82% | Added(+11.1%) |
| 21 | E ISHARES TR | $3.5M | 21.0K | 0.81% | Trimmed(-1.1%) |
| 22 | G GLOBAL X FDS | $3.3M | 54.3K | 0.76% | Added(+7.1%) |
| 23 | E BLACKROCK ETF TRUST | $3.2M | 73.1K | 0.74% | Added(+1.9%) |
| 24 | ? N/A AMERICAN CENTY ETF TR | $2.9M | 31.4K | 0.68% | Added(+2.5%) |
| 25 | A APPLE INC | $2.7M | 8.0K | 0.62% | Added(+4.9%) |
| 26 | E ISHARES TR | $2.6M | 120.8K | 0.61% | Added(+9.1%) |
| 27 | ? N/A BONDBLOXX ETF TRUST | $2.4M | 57.8K | 0.57% | Trimmed(-0.9%) |
| 28 | M MICROSOFT CORP | $2.3M | 4.5K | 0.53% | Added(+2.2%) |
| 29 | G GOLDMAN SACHS ETF TR | $2.2M | 21.6K | 0.50% | Added(+96.6%) |
| 30 | E BLACKROCK ETF TRUST | $2M | 68.5K | 0.47% | Added(+7.7%) |
| 31 | E ISHARES TR | $2M | 22.7K | 0.47% | Trimmed(-14.9%) |
| 32 | B ISHARES TR | $2M | 12.3K | 0.45% | Unchanged |
| 33 | E ISHARES TR | $1.8M | 7.9K | 0.41% | Trimmed(-6.2%) |
| 34 | B BLACKROCK ETF TRUST II | $1.6M | 31.4K | 0.36% | Added(+8.7%) |
| 35 | N NVIDIA CORPORATION | $1.3M | 5.8K | 0.30% | Added(+3.6%) |
| 36 | L ELI LILLY & CO | $1.2M | 1.0K | 0.28% | Trimmed(-12.4%) |
| 37 | E ISHARES TR | $1.2M | 8.5K | 0.27% | Trimmed(-0.6%) |
| 38 | ? N/A BLACKROCK ETF TRUST | $1.2M | 14.1K | 0.27% | Trimmed(-2.0%) |
| 39 | F FIDELITY COVINGTON TRUST | $930K | 3.1K | 0.22% | Trimmed(-0.1%) |
| 40 | E ISHARES TR | $917K | 20.3K | 0.21% | Added(+3.0%) |
| 41 | E ISHARES TR | $830K | 5.7K | 0.19% | Trimmed(-8.7%) |
| 42 | G WORLD GOLD TR | $779K | 9.5K | 0.18% | Added(+2.6%) |
| 43 | U UNITEDHEALTH GROUP INC | $725K | 2.0K | 0.17% | Trimmed(-0.1%) |
| 44 | E ISHARES TR | $698K | 6.9K | 0.16% | Added(+18.3%) |
| 45 | G ALPHABET INC | $684K | 2.0K | 0.16% | Added(+4.6%) |
| 46 | M 3M CO | $676K | 4.1K | 0.16% | Added(+0.2%) |
| 47 | E ISHARES TR | $651K | 29.7K | 0.15% | Trimmed(-0.0%) |
| 48 | T TARGET CORP | $637K | 4.1K | 0.15% | Added(+0.1%) |
| 49 | E ISHARES TR | $611K | 9.0K | 0.14% | Trimmed(-0.3%) |
| 50 | X EXXONMOBIL HOLDINGS CORP | $598K | 3.7K | 0.14% | — |