Lifelong Wealth Advisors, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Lifelong Wealth Advisors, Inc. reported 97 stock positions worth $424.4 million. Its top holding was Ste STR SPDR PT S&P 500 ETF (SPYM) at 19.5% of the portfolio, followed by Goldman Activebeta US LC ETF (GSLC, 18.2%) and JPMorgan Active Bond ETF (JBND, 8.8%). Compared with Q1 2026, it opened 13 new positions, sold out of 4, added to 41 and reduced 35. The biggest buy was Ste STR SPDR PT S&P 500 ETF (SPYM, shares +17%) and the biggest sale Invesco S&P 500 Top 50 ETF (XLG, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $424.4M (Q2 2026)
- SEC Filing
- 0001725547-26-000233 ↗ filed Jul 16, 2026
Holdings Value
Holdings 97 stocks · $424.4M
| SPYM Ste STR SPDR PT S&P 500 ETF | 19.47% | 940,424 | $82.6M | Add +17.5% |
| GSLC Goldman Activebeta US LC ETF | 18.19% | 544,027 | $77.2M | Reduce -0.8% |
| JBND JPMorgan Active Bond ETF | 8.81% | 699,070 | $37.4M | Add +4.5% |
| FMDE Fidelity Enhanced Mid Cap Co. | 7.04% | 736,675 | $29.9M | Reduce -3.3% |
| AVUV Avantis US Small Cap Value | 6.43% | 218,595 | $27.3M | Reduce -2.6% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.59% | 161,919 | $11.0M | Reduce -4.6% |
| IYW iShares Ustechnology ETF | 2.59% | 43,554 | $11.0M | Reduce -14.6% |
| HELO JPMorgan Hedged Equity ETF | 2.38% | 149,775 | $10.1M | Add +1.4% |
| IVW iShares S&P 500 Growth ETF | 2.32% | 71,625 | $9.9M | Add +5.1% |
| IVE iShares S&P 500 Value ETF | 2.24% | 41,936 | $9.5M | Reduce -5.3% |
| IAU iShares Gold Trust | 1.79% | 100,889 | $7.6M | Add +11.2% |
| CORO Ish Intl CTRY Rot Act ETF | 1.57% | 182,363 | $6.7M | New |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.47% | 135,297 | $6.2M | Add +78.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.44% | 80,259 | $6.1M | New |
| BAI Ishrs AI in and Tech Act ETF | 1.37% | 110,311 | $5.8M | Reduce -5.1% |
| ORCL Oracle Corp. | 1.19% | 34,407 | $5.0M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 1.14% | 6,456 | $4.8M | Add +0.5% |
| SCHZ Schwab US Aggregate Bond ETF | 1.08% | 197,429 | $4.6M | Add +6.6% |
| SPMO Invesco S&P 500 Momentum ETF | 1.02% | 26,693 | $4.3M | Reduce -18.0% |
| ESGU iShares ESG Aware MSCI USA | 0.82% | 21,241 | $3.5M | Add +0.9% |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.77% | 64,955 | $3.3M | New |
| THRO iShares U.S. Thematic Rotati | 0.73% | 71,680 | $3.1M | Reduce -29.5% |
| SHLD Global X Defense Tech ETF | 0.71% | 50,697 | $3.0M | Add +83.2% |
| AVEM Avantis Emerging Markets Eq | 0.70% | 30,584 | $3.0M | Reduce -23.2% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.63% | 58,350 | $2.7M | Reduce -17.4% |
| GOVT iShares US Treasury Bond ETF | 0.59% | 110,733 | $2.5M | Add +462.3% |
| MBB iShares MBS ETF | 0.59% | 26,681 | $2.5M | Add +8.1% |
| AAPL Apple Inc. | 0.52% | 7,641 | $2.2M | Add +2.7% |
| ACWI iShares MSCI Acwi ETF | 0.46% | 12,332 | $1.9M | No change |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 8,464 | $1.9M | Reduce -69.0% |
| IALT Ishrs SYS Alt Act ETF | 0.42% | 63,606 | $1.8M | New |
| MSFT Microsoft Corp. | 0.39% | 4,405 | $1.6M | Add +10.4% |
| GGOV iShares Global GB Usd Ha ETF | 0.34% | 28,848 | $1.5M | New |
| LLY Eli Lilly & Co. | 0.34% | 1,189 | $1.4M | Add +1.3% |
| IWP iShares Russell Mid-Cap Grow | 0.29% | 8,535 | $1.2M | Reduce -8.2% |
| LCTU iShares U.S. Carbon Transiti | 0.27% | 14,367 | $1.2M | Reduce -3.5% |
| NVDA Nvidia Corp. | 0.26% | 5,568 | $1.1M | Add +0.1% |
| GBIL Goldman Sachs Access Treasur | 0.26% | 10,987 | $1.1M | Add +86.4% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 19,670 | $933K | Add +16.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 3,103 | $886K | Reduce -0.6% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 6,222 | $886K | Add +2.0% |
| UNH Unitedhealth Group Inc. | 0.19% | 1,975 | $821K | Add +36.3% |
| GLDM SPDR Gold Minishares Trust | 0.17% | 9,241 | $734K | Reduce -49.9% |
| EFV iShares MSCI Eafe Value ETF | 0.17% | 9,269 | $710K | Reduce -89.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.16% | 29,664 | $687K | Reduce -21.4% |
| GOOGL Alphabet Inc. Class A | 0.16% | 1,901 | $679K | Add +9.3% |
| MMM 3M Co. | 0.16% | 4,109 | $665K | Add +3.4% |
| TSLA Tesla Inc. | 0.16% | 1,578 | $664K | Add +3.1% |
| MUB iShares National Muni Bond E | 0.15% | 5,839 | $628K | Reduce -0.2% |
| USXF iShares ESG Advance MSCI USA | 0.15% | 9,004 | $625K | Add +8.3% |
| IEMG iShares Core MSCI Emerging | 0.15% | 7,479 | $620K | Reduce -90.5% |
| CAT Caterpillar Inc. | 0.15% | 579 | $617K | Reduce -8.8% |
| ESGE iShares Inc. iShares ESG Awar | 0.14% | 10,892 | $596K | Reduce -13.4% |
| XEL Xcel Energy Inc. | 0.14% | 7,167 | $576K | Reduce -4.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,194 | $570K | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.13% | 10,368 | $543K | Reduce -70.4% |
| INTC Intel Corp. | 0.13% | 3,813 | $532K | New |
| TGT Target Corp. | 0.12% | 4,059 | $530K | Add +0.2% |
| STX Seagate Technology Holdings | 0.12% | 549 | $530K | Reduce -78.0% |
| AMZN Amazon.com Inc. | 0.12% | 2,101 | $501K | Add +24.3% |
| XOM Exxon Mobil Corp. | 0.12% | 3,625 | $496K | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,332 | $471K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 928 | $464K | Add +2.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,679 | $452K | Add +1.1% |
| ABBV Abbvie Inc. | 0.10% | 1,719 | $433K | Add +1.6% |
| ARKF ARK Blockchain & Fintech Inn | 0.10% | 10,839 | $428K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 8,072 | $412K | Reduce -39.0% |
| SUSB iShares ESG Aware 1-5 Year U | 0.10% | 16,162 | $404K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.09% | 3,214 | $400K | Reduce -10.1% |
| XLG Invesco S&P 500 Top 50 ETF | 0.09% | 6,511 | $399K | Reduce -95.3% |
| NUBD Nuveen ESG US Aggregate Bond | 0.09% | 17,438 | $386K | Reduce -4.6% |
| EVUS iShares ESG Aw MSCI US Value | 0.09% | 10,827 | $380K | Add +6.1% |
| SYSB iShares Systematic Bond ETF | 0.09% | 4,094 | $363K | Add +7.3% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,415 | $358K | Reduce -0.3% |
| AOA iShares Core 80/20 Aggressiv | 0.08% | 3,650 | $356K | Reduce -0.0% |
| JNJ Johnson & Johnson | 0.08% | 1,343 | $341K | Add +5.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.08% | 2,886 | $338K | Reduce -17.8% |
| AVGO Broadcom Inc. | 0.08% | 883 | $334K | Add +7.4% |
| GLW Corning Inc. | 0.08% | 1,295 | $331K | New |
| WFC Wells Fargo & Co. | 0.07% | 3,664 | $303K | Add +0.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.07% | 7,552 | $302K | Add +22.0% |
| PG The Procter & Gamble Co. | 0.07% | 2,017 | $296K | Reduce -1.2% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.07% | 3,480 | $294K | New |
| NULV Nuveen ESG Large-Cap Val ETF | 0.07% | 5,854 | $293K | Reduce -8.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 788 | $292K | No change |
| JPM JPMorgan Chase & Co. | 0.07% | 890 | $291K | Add +3.7% |
| OTTR Otter Tail Corp. | 0.07% | 3,164 | $285K | No change |
| MA Mastercard Inc. Class A | 0.06% | 528 | $271K | Add +1.5% |
| ICSH iShares Ultra Short Duration | 0.06% | 5,333 | $270K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 503 | $256K | Add +12.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 332 | $248K | No change |
| MRVL Marvell Technology Inc. | 0.06% | 821 | $245K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 323 | $238K | New |
| META Meta Platforms Inc. Class A | 0.05% | 398 | $224K | Add +9.3% |
| MU Micron Technology Inc. | 0.05% | 192 | $222K | New |
| ABT Abbott Laboratories | 0.05% | 2,434 | $221K | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.05% | 315 | $216K | New |
Options reported separately and not counted above: LLY puts ($840K), STX puts ($386K).
Portfolio Sells Q1 2026 → Q2 2026
| XLG Invesco S&P 500 Top 50 ETF | Reduce -95.3% | 0.09% | −1.93 |
| EFV iShares MSCI Eafe Value ETF | Reduce -89.5% | 0.17% | −1.58 |
| IEMG iShares Core MSCI Emerging | Reduce -90.5% | 0.15% | −1.32 |
| QUAL iShares MSCI USA Quality Fac | Reduce -69.0% | 0.44% | −0.96 |
| IAGG iShares Intl Aggregate Bond | Sold out | 0.00% | −0.45 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -70.4% | 0.13% | −0.36 |
| GLDM SPDR Gold Minishares Trust | Reduce -49.9% | 0.17% | −0.28 |
| FMDE Fidelity Enhanced Mid Cap Co. | Reduce -3.3% | 7.04% | −0.26 |
| THRO iShares U.S. Thematic Rotati | Reduce -29.5% | 0.73% | −0.26 |
| IVE iShares S&P 500 Value ETF | Reduce -5.3% | 2.24% | −0.25 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Reduce -17.4% | 0.63% | −0.24 |
| AVUV Avantis US Small Cap Value | Reduce -2.6% | 6.43% | −0.19 |
| AVEM Avantis Emerging Markets Eq | Reduce -23.2% | 0.70% | −0.16 |
| STX Seagate Technology Holdings | Reduce -78.0% | 0.12% | −0.14 |
| EMB iShares JP Morgan Usd Emergi | Sold out | 0.00% | −0.13 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.8% | 18.19% | −0.12 |
| JMST JPM Ultra-Short Muni Income | Reduce -39.0% | 0.10% | −0.08 |
| ICVT iShares Convertible Bond ETF | Sold out | 0.00% | −0.07 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -21.4% | 0.16% | −0.07 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -4.6% | 2.59% | −0.04 |
| XEL Xcel Energy Inc. | Reduce -4.8% | 0.14% | −0.02 |
| IWP iShares Russell Mid-Cap Grow | Reduce -8.2% | 0.29% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -0.2% | 0.15% | −0.02 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -4.6% | 0.09% | −0.02 |
| ABT Abbott Laboratories | Reduce -0.8% | 0.05% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -13.4% | 0.14% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -10.1% | 0.09% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.2% | 0.07% | −0.01 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -8.2% | 0.07% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Reduce -3.5% | 0.27% | −0.01 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -17.8% | 0.08% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.0% | 0.08% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 0.08% | +0.00 |
| CAT Caterpillar Inc. | Reduce -8.8% | 0.15% | +0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.6% | 0.21% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Reduce -18.0% | 1.02% | +0.04 |
| IYW iShares Ustechnology ETF | Reduce -14.6% | 2.59% | +0.12 |
| BAI Ishrs AI in and Tech Act ETF | Reduce -5.1% | 1.37% | +0.35 |
Portfolio Buys Q1 2026 → Q2 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +17.5% | 19.47% | +3.12 |
| CORO Ish Intl CTRY Rot Act ETF | New | 1.57% | +1.57 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 1.44% | +1.44 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.77% | +0.77 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +78.8% | 1.47% | +0.54 |
| GOVT iShares US Treasury Bond ETF | Add +462.3% | 0.59% | +0.47 |
| IALT Ishrs SYS Alt Act ETF | New | 0.42% | +0.42 |
| GGOV iShares Global GB Usd Ha ETF | New | 0.34% | +0.34 |
| IVW iShares S&P 500 Growth ETF | Add +5.1% | 2.32% | +0.26 |
| SHLD Global X Defense Tech ETF | Add +83.2% | 0.71% | +0.19 |
| INTC Intel Corp. | New | 0.13% | +0.13 |
| GBIL Goldman Sachs Access Treasur | Add +86.4% | 0.26% | +0.10 |
| SUSB iShares ESG Aware 1-5 Year U | New | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | Add +36.3% | 0.19% | +0.09 |
| GLW Corning Inc. | New | 0.08% | +0.08 |
| DMXF iShares ESG Advanc MSCI Eafe | New | 0.07% | +0.07 |
| MRVL Marvell Technology Inc. | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.06% | +0.06 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | New | 0.05% | +0.05 |
| LLY Eli Lilly & Co. | Add +1.3% | 0.34% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +9.3% | 0.16% | +0.03 |
| ESGU iShares ESG Aware MSCI USA | Add +0.9% | 0.82% | +0.02 |
| USXF iShares ESG Advance MSCI USA | Add +8.3% | 0.15% | +0.02 |
| AMZN Amazon.com Inc. | Add +24.3% | 0.12% | +0.02 |
| IVV iShares Core S&P 500 ETF | Add +0.5% | 1.14% | +0.02 |
| AAPL Apple Inc. | Add +2.7% | 0.52% | +0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Add +22.0% | 0.07% | +0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +2.0% | 0.21% | +0.01 |
| AVGO Broadcom Inc. | Add +7.4% | 0.08% | +0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +16.2% | 0.22% | +0.00 |
| TSLA Tesla Inc. | Add +3.1% | 0.16% | +0.00 |
| ABBV Abbvie Inc. | Add +1.6% | 0.10% | +0.00 |
| NVDA Nvidia Corp. | Add +0.1% | 0.26% | +0.00 |
| EVUS iShares ESG Aw MSCI US Value | Add +6.1% | 0.09% | +0.00 |
| MMM 3M Co. | Add +3.4% | 0.16% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +3.7% | 0.07% | +0.00 |
| JNJ Johnson & Johnson | Add +5.6% | 0.08% | −0.00 |
| META Meta Platforms Inc. Class A | Add +9.3% | 0.05% | −0.00 |
| SYSB iShares Systematic Bond ETF | Add +7.3% | 0.09% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.1% | 0.11% | −0.01 |
| MA Mastercard Inc. Class A | Add +1.5% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.9% | 0.11% | −0.01 |
| TGT Target Corp. | Add +0.2% | 0.12% | −0.01 |
| WFC Wells Fargo & Co. | Add +0.5% | 0.07% | −0.01 |
| MSFT Microsoft Corp. | Add +10.4% | 0.39% | −0.01 |
| LMT Lockheed Martin Corp. | Add +12.8% | 0.06% | −0.01 |
| MBB iShares MBS ETF | Add +8.1% | 0.59% | −0.03 |
| XOM Exxon Mobil Corp. | Add +1.4% | 0.12% | −0.05 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.6% | 1.08% | −0.07 |
Options Activity Q1 2026 → Q2 2026
| STX Seagate Technology Holdings | put | Reduce -83.3% | 400 | $386K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 97 | $424.4M | SPYM, GSLC, JBND, FMDE, AVUV |
| Q1 2026 | 88 | $374.7M | GSLC, SPYM, JBND, FMDE, AVUV |
| Q4 2025 | 88 | $375.9M | GSLC, SPYM, JBND, FMDE, AVUV |
| Q3 2025 | 84 | $335.8M | GSLC, SPYM, JBND, AVUV, IYW |
| Q2 2025 | 78 | $301.1M | GSLC, SPYM, JBND, AVUV, IYW |
| Q1 2025 | 67 | $213.2M | GSLC, SPYM, IYW, QUAL, IVW |
| Q4 2024 | 66 | $222.5M | GSLC, SPYM, IYW, ORCL, QUAL |