Lifelong Wealth Advisors, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Lifelong Wealth Advisors, Inc. reported 67 stock positions worth $213.2 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 27.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 27.0%) and iShares Ustechnology ETF (IYW, 6.3%). Compared with Q4 2024, it opened 4 new positions, sold out of 3, added to 37 and reduced 23. The biggest buy was a new position in Invesco S&P 500 Top 50 ETF (XLG) and the biggest sale Tesla (TSLA, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $213.2M (Q1 2025)
- SEC Filing
- 0001725547-25-001450 ↗ filed Apr 23, 2025
Holdings Value
Holdings 67 stocks · $213.2M
| GSLC Goldman Activebeta US LC ETF | 27.48% | 532,300 | $58.6M | Reduce -0.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 26.97% | 874,455 | $57.5M | Reduce -0.7% |
| IYW iShares Ustechnology ETF | 6.28% | 95,423 | $13.4M | Reduce -0.0% |
| QUAL iShares MSCI USA Quality Fac | 3.05% | 38,111 | $6.5M | Add +9.2% |
| IVW iShares S&P 500 Growth ETF | 2.68% | 61,675 | $5.7M | Add +1.6% |
| ORCL Oracle Corp. | 2.62% | 39,962 | $5.6M | Add +0.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.42% | 106,043 | $5.2M | Add +4.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.01% | 93,052 | $4.3M | Reduce -0.3% |
| IVE iShares S&P 500 Value ETF | 1.85% | 20,682 | $3.9M | Add +41.4% |
| EFV iShares MSCI Eafe Value ETF | 1.84% | 66,689 | $3.9M | Reduce -14.9% |
| IFRA iShares US Infrastructure | 1.68% | 79,415 | $3.6M | Reduce -12.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.65% | 152,264 | $3.5M | Add +3.4% |
| IVV iShares Core S&P 500 ETF | 1.45% | 5,495 | $3.1M | Reduce -0.5% |
| ESGU iShares ESG Aware MSCI USA | 1.16% | 20,252 | $2.5M | Add +5.0% |
| EFG iShares MSCI Eafe Growth ETF | 1.16% | 24,686 | $2.5M | Reduce -43.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.94% | 36,344 | $2.0M | Reduce -0.0% |
| IEMG iShares Core MSCI Emerging | 0.83% | 32,637 | $1.8M | Add +71.3% |
| MBB iShares MBS ETF | 0.81% | 18,489 | $1.7M | Reduce -10.9% |
| IWP iShares Russell Mid-Cap Grow | 0.71% | 12,911 | $1.5M | Reduce -4.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.69% | 15,883 | $1.5M | Add +7.8% |
| ACWI iShares MSCI Acwi ETF | 0.68% | 12,429 | $1.4M | No change |
| AAPL Apple Inc. | 0.67% | 6,474 | $1.4M | Add +0.5% |
| XLG Invesco S&P 500 Top 50 ETF | 0.66% | 30,751 | $1.4M | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.58% | 23,623 | $1.2M | Add +4.7% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.50% | 20,811 | $1.1M | Reduce -11.3% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.46% | 21,035 | $980K | New |
| MSFT Microsoft Corp. | 0.45% | 2,556 | $960K | Add +0.5% |
| GLDM SPDR Gold Minishares Trust | 0.43% | 14,958 | $926K | Add +79.7% |
| LLY Eli Lilly & Co. | 0.43% | 1,110 | $917K | Add +0.9% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.41% | 24,107 | $875K | New |
| MMM 3M Co. | 0.34% | 4,882 | $717K | Add +0.1% |
| LCTU iShares U.S. Carbon Transiti | 0.33% | 11,503 | $697K | Add +20.8% |
| GBIL Goldman Sachs Access Treasur | 0.31% | 6,502 | $651K | Reduce -35.9% |
| XEL Xcel Energy Inc. | 0.30% | 9,109 | $645K | Add +22.8% |
| USXF iShares ESG Advance MSCI USA | 0.27% | 12,178 | $568K | Add +30.4% |
| EAGG iShares ESG Aware US Aggrega | 0.26% | 11,585 | $550K | Add +44.1% |
| FTEC Fidelity MSCI Info Tech Indx | 0.25% | 3,255 | $525K | Reduce -0.8% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.24% | 5,092 | $521K | Add +17.7% |
| TGT Target Corp. | 0.23% | 4,778 | $499K | Add +20.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 856 | $456K | Add +1.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.21% | 19,172 | $442K | Add +4.2% |
| NUBD Nuveen ESG US Aggregate Bond | 0.19% | 18,525 | $411K | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.18% | 3,529 | $382K | Add +3.7% |
| TSLA Tesla Inc. | 0.18% | 1,444 | $374K | Reduce -71.6% |
| ARKF ARK Blockchain & Fintech Inn | 0.17% | 10,839 | $361K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.16% | 4,628 | $350K | Add +1.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.16% | 9,472 | $331K | Add +15.0% |
| PG The Procter & Gamble Co. | 0.15% | 1,929 | $329K | Add +0.8% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 2,931 | $307K | Reduce -14.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.14% | 3,851 | $301K | Reduce -11.1% |
| UNH Unitedhealth Group Inc. | 0.14% | 569 | $298K | Reduce -9.3% |
| ABBV Abbvie Inc. | 0.14% | 1,421 | $298K | Add +2.5% |
| GOVT iShares US Treasury Bond ETF | 0.14% | 12,912 | $297K | Add +6.6% |
| EMB iShares JP Morgan Usd Emergi | 0.14% | 3,255 | $295K | Add +25.1% |
| ICSH iShares Ultra Short Duration | 0.13% | 5,353 | $271K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.13% | 493 | $270K | Add +0.6% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.12% | 6,378 | $258K | Reduce -8.1% |
| AMZN Amazon.com Inc. | 0.12% | 1,346 | $256K | Add +3.4% |
| OTTR Otter Tail Corp. | 0.12% | 3,174 | $255K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.12% | 2,137 | $254K | Add +8.4% |
| WFC Wells Fargo & Co. | 0.12% | 3,526 | $253K | New |
| DMXF iShares ESG Advanc MSCI Eafe | 0.11% | 3,591 | $242K | Reduce -13.0% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,426 | $221K | Add +3.7% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.10% | 6,717 | $214K | Reduce -8.8% |
| STX Seagate Technology Holdings | 0.10% | 2,491 | $212K | No change |
| GOOG Alphabet Inc. Class C | 0.09% | 1,290 | $202K | Add +0.8% |
| ITOT iShares Core S&P Total U.S. | 0.09% | 1,644 | $201K | Add +1.7% |
Options reported separately and not counted above: SEAGATE TECHNOLOGY HLDNGS PL puts ($204K).
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -71.6% | 0.18% | −0.75 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -43.1% | 1.16% | −0.73 |
| IYW iShares Ustechnology ETF | Reduce -0.0% | 6.28% | −0.55 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.38 |
| GSLC Goldman Activebeta US LC ETF | Reduce -0.7% | 27.48% | −0.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.7% | 26.97% | −0.25 |
| IFRA iShares US Infrastructure | Reduce -12.3% | 1.68% | −0.20 |
| GBIL Goldman Sachs Access Treasur | Reduce -35.9% | 0.31% | −0.15 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.10 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.09 |
| IWP iShares Russell Mid-Cap Grow | Reduce -4.9% | 0.71% | −0.06 |
| MBB iShares MBS ETF | Reduce -10.9% | 0.81% | −0.04 |
| JMST JPM Ultra-Short Muni Income | Reduce -11.3% | 0.50% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.7% | 0.14% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -0.8% | 0.25% | −0.03 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -11.1% | 0.14% | −0.03 |
| IVV iShares Core S&P 500 ETF | Reduce -0.5% | 1.45% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -13.0% | 0.11% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -14.9% | 1.84% | −0.00 |
| UNH Unitedhealth Group Inc. | Reduce -9.3% | 0.14% | −0.00 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -8.1% | 0.12% | −0.00 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -8.8% | 0.10% | +0.00 |
| ICSH iShares Ultra Short Duration | Reduce -0.5% | 0.13% | +0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -1.5% | 0.19% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.0% | 0.94% | +0.03 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -0.3% | 2.01% | +0.11 |
Portfolio Buys Q4 2024 → Q1 2025
| XLG Invesco S&P 500 Top 50 ETF | New | 0.66% | +0.66 |
| IVE iShares S&P 500 Value ETF | Add +41.4% | 1.85% | +0.59 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.46% | +0.46 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.41% | +0.41 |
| IEMG iShares Core MSCI Emerging | Add +71.3% | 0.83% | +0.38 |
| QUAL iShares MSCI USA Quality Fac | Add +9.2% | 3.05% | +0.26 |
| GLDM SPDR Gold Minishares Trust | Add +79.7% | 0.43% | +0.24 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.4% | 1.65% | +0.15 |
| WFC Wells Fargo & Co. | New | 0.12% | +0.12 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.9% | 2.42% | +0.10 |
| EAGG iShares ESG Aware US Aggrega | Add +44.1% | 0.26% | +0.09 |
| XEL Xcel Energy Inc. | Add +22.8% | 0.30% | +0.08 |
| SPMO Invesco S&P 500 Momentum ETF | Add +7.8% | 0.69% | +0.06 |
| USXF iShares ESG Advance MSCI USA | Add +30.4% | 0.27% | +0.06 |
| MMM 3M Co. | Add +0.1% | 0.34% | +0.05 |
| LCTU iShares U.S. Carbon Transiti | Add +20.8% | 0.33% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +4.7% | 0.58% | +0.05 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.43% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.1% | 0.21% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +5.0% | 1.16% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +25.1% | 0.14% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +15.0% | 0.16% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +17.7% | 0.24% | +0.03 |
| ABBV Abbvie Inc. | Add +2.5% | 0.14% | +0.03 |
| XOM Exxon Mobil Corp. | Add +8.4% | 0.12% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.4% | 0.16% | +0.02 |
| SUSC iShares ESG Aware Usd Corpor | Add +4.2% | 0.21% | +0.02 |
| OTTR Otter Tail Corp. | Add +0.3% | 0.12% | +0.01 |
| GOVT iShares US Treasury Bond ETF | Add +6.6% | 0.14% | +0.01 |
| MA Mastercard Inc. Class A | Add +0.6% | 0.13% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.8% | 0.15% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +1.7% | 0.09% | +0.00 |
| TGT Target Corp. | Add +20.4% | 0.23% | −0.01 |
| AMZN Amazon.com Inc. | Add +3.4% | 0.12% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +3.7% | 0.10% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +0.8% | 0.09% | −0.02 |
| NVDA Nvidia Corp. | Add +3.7% | 0.18% | −0.03 |
| MSFT Microsoft Corp. | Add +0.5% | 0.45% | −0.03 |
| AAPL Apple Inc. | Add +0.5% | 0.67% | −0.05 |
| IVW iShares S&P 500 Growth ETF | Add +1.6% | 2.68% | −0.09 |
| ORCL Oracle Corp. | Add +0.0% | 2.62% | −0.37 |
Options Activity Q4 2024 → Q1 2025
| SEAGATE TECHNOLOGY HLDNGS PL | put | New | 2,400 | $204K |
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 |