Lifelong Wealth Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Lifelong Wealth Advisors, Inc. reported 66 stock positions worth $222.5 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 27.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 27.2%) and iShares Ustechnology ETF (IYW, 6.8%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $222.5M (Q4 2024)
- SEC Filing
- 0001221073-25-000033 ↗ filed Feb 13, 2025
Holdings Value
Holdings 66 stocks · $222.5M
| GSLC Goldman Activebeta US LC ETF | 27.76% | 536,095 | $61.8M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 27.22% | 880,614 | $60.5M | — |
| IYW iShares Ustechnology ETF | 6.83% | 95,440 | $15.2M | — |
| ORCL Oracle Corp. | 2.99% | 39,954 | $6.7M | — |
| QUAL iShares MSCI USA Quality Fac | 2.79% | 34,899 | $6.2M | — |
| IVW iShares S&P 500 Growth ETF | 2.77% | 60,701 | $6.2M | — |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.33% | 101,074 | $5.2M | — |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.90% | 93,365 | $4.2M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.89% | 43,351 | $4.2M | — |
| IFRA iShares US Infrastructure | 1.88% | 90,541 | $4.2M | — |
| EFV iShares MSCI Eafe Value ETF | 1.85% | 78,339 | $4.1M | — |
| SCHZ Schwab US Aggregate Bond ETF | 1.50% | 147,284 | $3.3M | — |
| IVV iShares Core S&P 500 ETF | 1.46% | 5,523 | $3.3M | — |
| IVE iShares S&P 500 Value ETF | 1.26% | 14,632 | $2.8M | — |
| ESGU iShares ESG Aware MSCI USA | 1.12% | 19,285 | $2.5M | — |
| TSLA Tesla Inc. | 0.92% | 5,085 | $2.1M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.91% | 36,349 | $2.0M | — |
| MBB iShares MBS ETF | 0.86% | 20,756 | $1.9M | — |
| IWP iShares Russell Mid-Cap Grow | 0.77% | 13,573 | $1.7M | — |
| AAPL Apple Inc. | 0.73% | 6,441 | $1.6M | — |
| ACWI iShares MSCI Acwi ETF | 0.66% | 12,429 | $1.5M | — |
| SPMO Invesco S&P 500 Momentum ETF | 0.63% | 14,733 | $1.4M | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.53% | 23,465 | $1.2M | — |
| BINC iShares Flex I A ETF-Usd Inc. | 0.53% | 22,566 | $1.2M | — |
| MSFT Microsoft Corp. | 0.48% | 2,543 | $1.1M | — |
| GBIL Goldman Sachs Access Treasur | 0.46% | 10,145 | $1.0M | — |
| IEMG iShares Core MSCI Emerging | 0.45% | 19,057 | $995K | — |
| LLY Eli Lilly & Co. | 0.38% | 1,100 | $849K | — |
| TLT iShares 20+ Year Treasury BD | 0.38% | 9,707 | $848K | — |
| MMM 3M Co. | 0.28% | 4,876 | $630K | — |
| LCTU iShares U.S. Carbon Transiti | 0.27% | 9,525 | $610K | — |
| FTEC Fidelity MSCI Info Tech Indx | 0.27% | 3,283 | $607K | — |
| TGT Target Corp. | 0.24% | 3,967 | $536K | — |
| XEL Xcel Energy Inc. | 0.23% | 7,421 | $501K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 4,325 | $477K | — |
| USXF iShares ESG Advance MSCI USA | 0.21% | 9,339 | $464K | — |
| NVDA Nvidia Corp. | 0.21% | 3,403 | $457K | — |
| GLDM SPDR Gold Minishares Trust | 0.19% | 8,322 | $433K | — |
| SUSC iShares ESG Aware Usd Corpor | 0.19% | 18,402 | $418K | — |
| NUBD Nuveen ESG US Aggregate Bond | 0.18% | 18,807 | $410K | — |
| ARKF ARK Blockchain & Fintech Inn | 0.18% | 10,839 | $402K | — |
| IJR iShares Core S&P Small-Cap E | 0.18% | 3,436 | $396K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 847 | $384K | — |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 8,041 | $373K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.17% | 4,334 | $372K | — |
| PG The Procter & Gamble Co. | 0.14% | 1,914 | $321K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 4,565 | $321K | — |
| UNH Unitedhealth Group Inc. | 0.14% | 627 | $317K | — |
| AMZN Amazon.com Inc. | 0.13% | 1,302 | $288K | — |
| GOVT iShares US Treasury Bond ETF | 0.13% | 12,109 | $278K | — |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 8,238 | $275K | — |
| NULV Nuveen ESG Large-Cap Val ETF | 0.12% | 6,942 | $273K | — |
| ICSH iShares Ultra Short Duration | 0.12% | 5,380 | $271K | — |
| DMXF iShares ESG Advanc MSCI Eafe | 0.12% | 4,127 | $267K | — |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,375 | $260K | — |
| MA Mastercard Inc. Class A | 0.12% | 490 | $258K | — |
| ABBV Abbvie Inc. | 0.11% | 1,386 | $246K | — |
| GOOG Alphabet Inc. Class C | 0.11% | 1,280 | $244K | — |
| OTTR Otter Tail Corp. | 0.10% | 3,164 | $234K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,179 | $233K | — |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 2,602 | $232K | — |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.10% | 7,362 | $221K | — |
| STX Seagate Technology Holdings | 0.10% | 2,491 | $215K | — |
| XOM Exxon Mobil Corp. | 0.10% | 1,971 | $212K | — |
| CAT Caterpillar Inc. | 0.09% | 579 | $210K | — |
| ITOT iShares Core S&P Total U.S. | 0.09% | 1,617 | $208K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |