Lifelong Wealth Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), Lifelong Wealth Advisors, Inc. reported 84 stock positions worth $335.8 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 21.1% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 18.6%) and JPMorgan Active Bond ETF (JBND, 10.3%). Compared with Q2 2025, it opened 6 new positions, added to 45 and reduced 20. The biggest buy was JPMorgan Active Bond ETF (JBND, shares +13%) and the biggest sale iShares S&P 500 Growth ETF (IVW, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $335.8M (Q3 2025)
- SEC Filing
- 0001725547-25-004186 ↗ filed Oct 21, 2025
Holdings Value
Holdings 84 stocks · $335.8M
| GSLC Goldman Activebeta US LC ETF | 21.14% | 544,802 | $71.0M | Add +0.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 18.56% | 795,560 | $62.3M | Add +1.0% |
| JBND JPMorgan Active Bond ETF | 10.29% | 637,907 | $34.5M | Add +12.7% |
| AVUV Avantis US Small Cap Value | 6.78% | 228,579 | $22.8M | Add +3.2% |
| IYW iShares Ustechnology ETF | 3.72% | 63,716 | $12.5M | Reduce -1.5% |
| HELO JPMorgan Hedged Equity ETF | 2.91% | 150,381 | $9.8M | Add +10.6% |
| ORCL Oracle Corp. | 2.88% | 34,394 | $9.7M | Reduce -11.4% |
| QUAL iShares MSCI USA Quality Fac | 2.72% | 46,910 | $9.1M | Add +9.8% |
| IAU iShares Gold Trust | 2.44% | 112,466 | $8.2M | Add +2.7% |
| EFV iShares MSCI Eafe Value ETF | 2.35% | 116,084 | $7.9M | Add +7.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.14% | 121,447 | $7.2M | Add +7.1% |
| IVW iShares S&P 500 Growth ETF | 2.07% | 57,678 | $7.0M | Reduce -0.7% |
| IVE iShares S&P 500 Value ETF | 1.57% | 25,503 | $5.3M | Add +11.9% |
| IEMG iShares Core MSCI Emerging | 1.50% | 76,507 | $5.0M | Add +5.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.17% | 83,934 | $3.9M | Add +3.1% |
| IVV iShares Core S&P 500 ETF | 1.15% | 5,746 | $3.8M | Add +1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.12% | 160,378 | $3.8M | Add +6.0% |
| XLG Invesco S&P 500 Top 50 ETF | 1.01% | 59,016 | $3.4M | Add +13.6% |
| THRO iShares U.S. Thematic Rotati | 0.92% | 81,714 | $3.1M | Add +5.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.91% | 26,894 | $3.1M | Add +2.6% |
| ESGU iShares ESG Aware MSCI USA | 0.89% | 20,442 | $3.0M | Add +0.7% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.73% | 52,501 | $2.4M | Add +6.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.63% | 17,411 | $2.1M | Add +3.5% |
| MBB iShares MBS ETF | 0.56% | 19,682 | $1.9M | Add +5.5% |
| AAPL Apple Inc. | 0.52% | 6,887 | $1.8M | Reduce -0.5% |
| ACWI iShares MSCI Acwi ETF | 0.51% | 12,332 | $1.7M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 0.50% | 11,737 | $1.7M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.47% | 3,027 | $1.6M | Add +7.8% |
| BAI Ishrs AI in and Tech Act ETF | 0.44% | 43,404 | $1.5M | Add +9.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.41% | 26,004 | $1.4M | Add +8.0% |
| IAGG iShares Intl Aggregate Bond | 0.33% | 21,427 | $1.1M | Add +7.4% |
| NVDA Nvidia Corp. | 0.29% | 5,285 | $986K | Add +1.3% |
| GLDM SPDR Gold Minishares Trust | 0.29% | 12,647 | $967K | Add +5.8% |
| LLY Eli Lilly & Co. | 0.26% | 1,164 | $888K | Reduce -0.4% |
| LCTU iShares U.S. Carbon Transiti | 0.25% | 11,634 | $844K | Add +0.5% |
| MMM 3M Co. | 0.22% | 4,742 | $736K | Reduce -1.0% |
| XEL Xcel Energy Inc. | 0.22% | 9,120 | $736K | Add +0.0% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 3,256 | $723K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 13,623 | $695K | Reduce -4.5% |
| TSLA Tesla Inc. | 0.20% | 1,511 | $672K | Add +0.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.19% | 4,969 | $626K | Reduce -2.6% |
| ARKF ARK Blockchain & Fintech Inn | 0.18% | 10,839 | $616K | No change |
| STX Seagate Technology Holdings | 0.18% | 2,500 | $590K | No change |
| EAGG iShares ESG Aware US Aggrega | 0.17% | 11,858 | $570K | Add +1.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.16% | 22,676 | $534K | Add +0.3% |
| USXF iShares ESG Advance MSCI USA | 0.15% | 8,759 | $502K | Reduce -0.5% |
| MUB iShares National Muni Bond E | 0.14% | 4,350 | $463K | Add +25.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.13% | 897 | $451K | Reduce -0.4% |
| NUBD Nuveen ESG US Aggregate Bond | 0.13% | 19,098 | $429K | No change |
| TGT Target Corp. | 0.13% | 4,759 | $427K | Reduce -3.5% |
| GOOGL Alphabet Inc. Class A | 0.12% | 1,695 | $412K | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 4,628 | $404K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.12% | 9,179 | $399K | Reduce -3.4% |
| XOM Exxon Mobil Corp. | 0.12% | 3,499 | $395K | Add +60.0% |
| ABBV Abbvie Inc. | 0.12% | 1,683 | $390K | Add +16.5% |
| AMZN Amazon.com Inc. | 0.11% | 1,699 | $373K | Reduce -0.2% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.11% | 3,616 | $360K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.10% | 3,680 | $350K | Add +6.5% |
| IJR iShares Core S&P Small-Cap E | 0.10% | 2,894 | $344K | Add +0.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,194 | $333K | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.09% | 1,290 | $314K | No change |
| PG The Procter & Gamble Co. | 0.09% | 2,028 | $312K | Add +3.3% |
| GBIL Goldman Sachs Access Treasur | 0.09% | 3,045 | $305K | Reduce -8.3% |
| WFC Wells Fargo & Co. | 0.09% | 3,630 | $304K | No change |
| MA Mastercard Inc. Class A | 0.09% | 518 | $295K | Reduce -0.4% |
| GOVT iShares US Treasury Bond ETF | 0.09% | 12,563 | $290K | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.09% | 604 | $288K | No change |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 6,378 | $280K | No change |
| ICSH iShares Ultra Short Duration | 0.08% | 5,353 | $272K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.08% | 3,583 | $271K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.08% | 361 | $265K | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.08% | 838 | $264K | Add +0.1% |
| HON Honeywell International Inc. | 0.08% | 1,255 | $264K | New |
| OTTR Otter Tail Corp. | 0.08% | 3,164 | $259K | No change |
| AVGO Broadcom Inc. | 0.07% | 762 | $251K | Add +0.3% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.07% | 6,570 | $247K | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.07% | 1,252 | $232K | New |
| UNH Unitedhealth Group Inc. | 0.07% | 669 | $231K | Add +1.8% |
| HD Home Depot Inc. | 0.07% | 561 | $227K | New |
| LMT Lockheed Martin Corp. | 0.07% | 449 | $224K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.07% | 332 | $221K | No change |
| IFRA iShares US Infrastructure | 0.06% | 3,919 | $207K | Reduce -29.1% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.06% | 4,709 | $207K | New |
| ABT Abbott Laboratories | 0.06% | 1,525 | $204K | New |
Options reported separately and not counted above: ORACLE CORP puts ($567K).
Portfolio Sells Q2 2025 → Q3 2025
| IVW iShares S&P 500 Growth ETF | Reduce -0.7% | 2.07% | −0.05 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.0% | 0.50% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.26% | −0.04 |
| TGT Target Corp. | Reduce -3.5% | 0.13% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -4.5% | 0.21% | −0.03 |
| IFRA iShares US Infrastructure | Reduce -29.1% | 0.06% | −0.03 |
| MMM 3M Co. | Reduce -1.0% | 0.22% | −0.02 |
| ACWI iShares MSCI Acwi ETF | Reduce -0.3% | 0.51% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -8.3% | 0.09% | −0.02 |
| GOVT iShares US Treasury Bond ETF | Reduce -5.0% | 0.09% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.11% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.13% | −0.01 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -2.6% | 0.19% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.09% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.5% | 0.15% | −0.01 |
| IYW iShares Ustechnology ETF | Reduce -1.5% | 3.72% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -2.2% | 0.07% | −0.01 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -3.4% | 0.12% | −0.00 |
| AAPL Apple Inc. | Reduce -0.5% | 0.52% | +0.05 |
| ORCL Oracle Corp. | Reduce -11.4% | 2.88% | +0.06 |
Portfolio Buys Q2 2025 → Q3 2025
| JBND JPMorgan Active Bond ETF | Add +12.7% | 10.29% | +0.21 |
| IAU iShares Gold Trust | Add +2.7% | 2.44% | +0.17 |
| QUAL iShares MSCI USA Quality Fac | Add +9.8% | 2.72% | +0.12 |
| XLG Invesco S&P 500 Top 50 ETF | Add +13.6% | 1.01% | +0.11 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +7.1% | 2.14% | +0.09 |
| IVE iShares S&P 500 Value ETF | Add +11.9% | 1.57% | +0.09 |
| HELO JPMorgan Hedged Equity ETF | Add +10.6% | 2.91% | +0.09 |
| HON Honeywell International Inc. | New | 0.08% | +0.08 |
| AVUV Avantis US Small Cap Value | Add +3.2% | 6.78% | +0.07 |
| JNJ Johnson & Johnson | New | 0.07% | +0.07 |
| HD Home Depot Inc. | New | 0.07% | +0.07 |
| LMT Lockheed Martin Corp. | New | 0.07% | +0.07 |
| EFV iShares MSCI Eafe Value ETF | Add +7.3% | 2.35% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | Add +9.5% | 0.44% | +0.06 |
| EUSB Ishr ESG Advn Universal BD-$ | New | 0.06% | +0.06 |
| ABT Abbott Laboratories | New | 0.06% | +0.06 |
| IEMG iShares Core MSCI Emerging | Add +5.8% | 1.50% | +0.06 |
| TSLA Tesla Inc. | Add +0.2% | 0.20% | +0.04 |
| XOM Exxon Mobil Corp. | Add +60.0% | 0.12% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Add +5.8% | 0.29% | +0.03 |
| ABBV Abbvie Inc. | Add +16.5% | 0.12% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.12% | +0.02 |
| NVDA Nvidia Corp. | Add +1.3% | 0.29% | +0.02 |
| MUB iShares National Muni Bond E | Add +25.9% | 0.14% | +0.02 |
| XEL Xcel Energy Inc. | Add +0.0% | 0.22% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.10% | +0.01 |
| THRO iShares U.S. Thematic Rotati | Add +5.6% | 0.92% | +0.01 |
| AVGO Broadcom Inc. | Add +0.3% | 0.07% | +0.01 |
| MSFT Microsoft Corp. | Add +7.8% | 0.47% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +1.8% | 0.07% | +0.00 |
| SPMO Invesco S&P 500 Momentum ETF | Add +3.5% | 0.63% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +6.5% | 0.10% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.08% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.0% | 0.10% | −0.00 |
| LCTU iShares U.S. Carbon Transiti | Add +0.5% | 0.25% | −0.01 |
| DMXF iShares ESG Advanc MSCI Eafe | Add +0.0% | 0.08% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.3% | 0.08% | −0.01 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +8.0% | 0.41% | −0.01 |
| PG The Procter & Gamble Co. | Add +3.3% | 0.09% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Add +7.4% | 0.33% | −0.01 |
| EAGG iShares ESG Aware US Aggrega | Add +1.8% | 0.17% | −0.01 |
| SUSC iShares ESG Aware Usd Corpor | Add +0.3% | 0.16% | −0.02 |
| IVV iShares Core S&P 500 ETF | Add +1.3% | 1.15% | −0.02 |
| MBB iShares MBS ETF | Add +5.5% | 0.56% | −0.02 |
| ESGU iShares ESG Aware MSCI USA | Add +0.7% | 0.89% | −0.03 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +6.6% | 0.73% | −0.03 |
| SCHZ Schwab US Aggregate Bond ETF | Add +6.0% | 1.12% | −0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +2.6% | 0.91% | −0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.1% | 1.17% | −0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1.0% | 18.56% | −0.46 |
Options Activity Q2 2025 → Q3 2025
| ORACLE CORP | put | New | 2,400 | $567K |
| SEAGATE TECHNOLOGY HLDNGS PL | put | Sold out | 2,400 | $346Kbefore exit |
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 |