Lifelong Wealth Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), Lifelong Wealth Advisors, Inc. reported 78 stock positions worth $301.1 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 21.8% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 19.0%) and JPMorgan Active Bond ETF (JBND, 10.1%). Compared with Q1 2025, it opened 14 new positions, sold out of 3, added to 40 and reduced 18. The biggest buy was a new position in JPMorgan Active Bond ETF (JBND) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $301.1M (Q2 2025)
- SEC Filing
- 0001725547-25-003381 ↗ filed Jul 9, 2025
Holdings Value
Holdings 78 stocks · $301.1M
| GSLC Goldman Activebeta US LC ETF | 21.84% | 541,738 | $65.8M | Add +1.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 19.02% | 787,826 | $57.3M | Reduce -9.9% |
| JBND JPMorgan Active Bond ETF | 10.08% | 566,067 | $30.3M | New |
| AVUV Avantis US Small Cap Value | 6.70% | 221,519 | $20.2M | New |
| IYW iShares Ustechnology ETF | 3.72% | 64,710 | $11.2M | Reduce -32.2% |
| HELO JPMorgan Hedged Equity ETF | 2.83% | 135,947 | $8.5M | New |
| ORCL Oracle Corp. | 2.82% | 38,819 | $8.5M | Reduce -2.9% |
| QUAL iShares MSCI USA Quality Fac | 2.59% | 42,708 | $7.8M | Add +12.1% |
| EFV iShares MSCI Eafe Value ETF | 2.28% | 108,208 | $6.9M | Add +62.3% |
| IAU iShares Gold Trust | 2.27% | 109,536 | $6.8M | New |
| IVW iShares S&P 500 Growth ETF | 2.12% | 58,061 | $6.4M | Reduce -5.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.05% | 113,413 | $6.2M | Add +7.0% |
| IVE iShares S&P 500 Value ETF | 1.48% | 22,784 | $4.5M | Add +10.2% |
| IEMG iShares Core MSCI Emerging | 1.44% | 72,287 | $4.3M | Add +121.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.25% | 81,412 | $3.8M | Reduce -12.5% |
| IVV iShares Core S&P 500 ETF | 1.17% | 5,671 | $3.5M | Add +3.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.17% | 151,255 | $3.5M | Reduce -0.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.97% | 26,207 | $2.9M | Add +6.2% |
| THRO iShares U.S. Thematic Rotati | 0.91% | 77,372 | $2.8M | New |
| ESGU iShares ESG Aware MSCI USA | 0.91% | 20,303 | $2.7M | Add +0.3% |
| XLG Invesco S&P 500 Top 50 ETF | 0.90% | 51,942 | $2.7M | Add +68.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.76% | 49,264 | $2.3M | Add +134.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.63% | 16,824 | $1.9M | Add +5.9% |
| MBB iShares MBS ETF | 0.58% | 18,661 | $1.8M | Add +0.9% |
| IWP iShares Russell Mid-Cap Grow | 0.55% | 11,851 | $1.6M | Reduce -8.2% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 12,366 | $1.6M | Reduce -0.5% |
| AAPL Apple Inc. | 0.47% | 6,918 | $1.4M | Add +6.9% |
| MSFT Microsoft Corp. | 0.46% | 2,808 | $1.4M | Add +9.9% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.42% | 24,070 | $1.3M | Add +1.9% |
| BAI Ishrs AI in and Tech Act ETF | 0.38% | 39,634 | $1.1M | New |
| IAGG iShares Intl Aggregate Bond | 0.34% | 19,949 | $1.0M | New |
| LLY Eli Lilly & Co. | 0.30% | 1,169 | $911K | Add +5.3% |
| NVDA Nvidia Corp. | 0.27% | 5,220 | $825K | Add +47.9% |
| GLDM SPDR Gold Minishares Trust | 0.26% | 11,950 | $783K | Reduce -20.1% |
| LCTU iShares U.S. Carbon Transiti | 0.26% | 11,575 | $779K | Add +0.6% |
| MMM 3M Co. | 0.24% | 4,790 | $729K | Reduce -1.9% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.24% | 14,265 | $726K | Reduce -31.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 3,256 | $642K | Add +0.0% |
| XEL Xcel Energy Inc. | 0.21% | 9,116 | $621K | Add +0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 5,102 | $593K | Add +0.2% |
| EAGG iShares ESG Aware US Aggrega | 0.18% | 11,644 | $554K | Add +0.5% |
| ARKF ARK Blockchain & Fintech Inn | 0.18% | 10,839 | $545K | No change |
| SUSC iShares ESG Aware Usd Corpor | 0.17% | 22,610 | $525K | Add +17.9% |
| TGT Target Corp. | 0.16% | 4,930 | $486K | Add +3.2% |
| TSLA Tesla Inc. | 0.16% | 1,508 | $479K | Add +4.4% |
| USXF iShares ESG Advance MSCI USA | 0.16% | 8,805 | $475K | Reduce -27.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 901 | $438K | Add +5.3% |
| NUBD Nuveen ESG US Aggregate Bond | 0.14% | 19,098 | $425K | Add +3.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.13% | 4,628 | $386K | No change |
| AMZN Amazon.com Inc. | 0.12% | 1,702 | $373K | Add +26.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 9,499 | $372K | Add +0.3% |
| MUB iShares National Muni Bond E | 0.12% | 3,454 | $361K | New |
| STX Seagate Technology Holdings | 0.12% | 2,500 | $361K | Add +0.4% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 3,616 | $340K | Reduce -6.1% |
| GBIL Goldman Sachs Access Treasur | 0.11% | 3,319 | $332K | Reduce -49.0% |
| EMB iShares JP Morgan Usd Emergi | 0.11% | 3,454 | $320K | Add +6.1% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,893 | $316K | Reduce -1.3% |
| PG The Procter & Gamble Co. | 0.10% | 1,963 | $313K | Add +1.8% |
| GOVT iShares US Treasury Bond ETF | 0.10% | 13,230 | $304K | Add +2.5% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,685 | $297K | Add +18.2% |
| MA Mastercard Inc. Class A | 0.10% | 520 | $292K | Add +5.5% |
| WFC Wells Fargo & Co. | 0.10% | 3,630 | $291K | Add +3.0% |
| IFRA iShares US Infrastructure | 0.09% | 5,525 | $272K | Reduce -93.0% |
| ICSH iShares Ultra Short Duration | 0.09% | 5,353 | $271K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,192 | $270K | New |
| ABBV Abbvie Inc. | 0.09% | 1,445 | $268K | Add +1.7% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.09% | 6,378 | $267K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.09% | 3,582 | $267K | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 0.09% | 360 | $266K | New |
| OTTR Otter Tail Corp. | 0.08% | 3,164 | $244K | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 0.08% | 837 | $243K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.08% | 6,717 | $238K | No change |
| XOM Exxon Mobil Corp. | 0.08% | 2,187 | $236K | Add +2.3% |
| CAT Caterpillar Inc. | 0.08% | 604 | $234K | New |
| GOOG Alphabet Inc. Class C | 0.08% | 1,290 | $229K | No change |
| AVGO Broadcom Inc. | 0.07% | 760 | $209K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 332 | $205K | New |
| UNH Unitedhealth Group Inc. | 0.07% | 657 | $205K | Add +15.5% |
Options reported separately and not counted above: SEAGATE TECHNOLOGY HLDNGS PL puts ($346K).
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.9% | 19.02% | −7.95 |
| IYW iShares Ustechnology ETF | Reduce -32.2% | 3.72% | −2.56 |
| IFRA iShares US Infrastructure | Reduce -93.0% | 0.09% | −1.59 |
| EMXC iShares MSCI Emr MRK Ex Chna | Sold out | 0.00% | −0.94 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -12.5% | 1.25% | −0.76 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.9% | 2.12% | −0.56 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -0.7% | 1.17% | −0.49 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.41 |
| JMST JPM Ultra-Short Muni Income | Reduce -31.4% | 0.24% | −0.26 |
| GBIL Goldman Sachs Access Treasur | Reduce -49.0% | 0.11% | −0.20 |
| GLDM SPDR Gold Minishares Trust | Reduce -20.1% | 0.26% | −0.17 |
| IWP iShares Russell Mid-Cap Grow | Reduce -8.2% | 0.55% | −0.17 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.5% | 0.53% | −0.15 |
| USXF iShares ESG Advance MSCI USA | Reduce -27.7% | 0.16% | −0.11 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.09 |
| MMM 3M Co. | Reduce -1.9% | 0.24% | −0.09 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 0.10% | −0.04 |
| OTTR Otter Tail Corp. | Reduce -0.3% | 0.08% | −0.04 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -6.1% | 0.11% | −0.03 |
| DMXF iShares ESG Advanc MSCI Eafe | Reduce -0.3% | 0.09% | −0.02 |
| ORCL Oracle Corp. | Reduce -2.9% | 2.82% | +0.20 |
Portfolio Buys Q1 2025 → Q2 2025
| JBND JPMorgan Active Bond ETF | New | 10.08% | +10.08 |
| AVUV Avantis US Small Cap Value | New | 6.70% | +6.70 |
| HELO JPMorgan Hedged Equity ETF | New | 2.83% | +2.83 |
| IAU iShares Gold Trust | New | 2.27% | +2.27 |
| THRO iShares U.S. Thematic Rotati | New | 0.91% | +0.91 |
| IEMG iShares Core MSCI Emerging | Add +121.5% | 1.44% | +0.62 |
| EFV iShares MSCI Eafe Value ETF | Add +62.3% | 2.28% | +0.44 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.38% | +0.38 |
| IAGG iShares Intl Aggregate Bond | New | 0.34% | +0.34 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +134.2% | 0.76% | +0.30 |
| XLG Invesco S&P 500 Top 50 ETF | Add +68.9% | 0.90% | +0.24 |
| MUB iShares National Muni Bond E | New | 0.12% | +0.12 |
| NVDA Nvidia Corp. | Add +47.9% | 0.27% | +0.09 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.09% | +0.09 |
| META Meta Platforms Inc. Class A | New | 0.09% | +0.09 |
| JPM JPMorgan Chase & Co. | New | 0.08% | +0.08 |
| CAT Caterpillar Inc. | New | 0.08% | +0.08 |
| AVGO Broadcom Inc. | New | 0.07% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.07% | +0.07 |
| STX Seagate Technology Holdings | Add +0.4% | 0.12% | +0.02 |
| MSFT Microsoft Corp. | Add +9.9% | 0.46% | +0.01 |
| AMZN Amazon.com Inc. | Add +26.4% | 0.12% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +18.2% | 0.10% | −0.00 |
| TSLA Tesla Inc. | Add +4.4% | 0.16% | −0.02 |
| WFC Wells Fargo & Co. | Add +3.0% | 0.10% | −0.02 |
| MA Mastercard Inc. Class A | Add +5.5% | 0.10% | −0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.3% | 0.12% | −0.03 |
| EMB iShares JP Morgan Usd Emergi | Add +6.1% | 0.11% | −0.03 |
| FTEC Fidelity MSCI Info Tech Indx | Add +0.0% | 0.21% | −0.03 |
| SUSC iShares ESG Aware Usd Corpor | Add +17.9% | 0.17% | −0.03 |
| GOVT iShares US Treasury Bond ETF | Add +2.5% | 0.10% | −0.04 |
| XOM Exxon Mobil Corp. | Add +2.3% | 0.08% | −0.04 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +0.2% | 0.20% | −0.05 |
| PG The Procter & Gamble Co. | Add +1.8% | 0.10% | −0.05 |
| ABBV Abbvie Inc. | Add +1.7% | 0.09% | −0.05 |
| NUBD Nuveen ESG US Aggregate Bond | Add +3.1% | 0.14% | −0.05 |
| SPMO Invesco S&P 500 Momentum ETF | Add +5.9% | 0.63% | −0.06 |
| LCTU iShares U.S. Carbon Transiti | Add +0.6% | 0.26% | −0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +5.3% | 0.15% | −0.07 |
| UNH Unitedhealth Group Inc. | Add +15.5% | 0.07% | −0.07 |
| TGT Target Corp. | Add +3.2% | 0.16% | −0.07 |
| EAGG iShares ESG Aware US Aggrega | Add +0.5% | 0.18% | −0.07 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.21% | −0.10 |
| LLY Eli Lilly & Co. | Add +5.3% | 0.30% | −0.13 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +1.9% | 0.42% | −0.16 |
| EFG iShares MSCI Eafe Growth ETF | Add +6.2% | 0.97% | −0.18 |
| AAPL Apple Inc. | Add +6.9% | 0.47% | −0.20 |
| MBB iShares MBS ETF | Add +0.9% | 0.58% | −0.23 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.91% | −0.25 |
| IVV iShares Core S&P 500 ETF | Add +3.2% | 1.17% | −0.28 |
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 |