Lifelong Wealth Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 12, 2026), Lifelong Wealth Advisors, Inc. reported 88 stock positions worth $375.9 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 19.0% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 17.0%) and JPMorgan Active Bond ETF (JBND, 9.4%). Compared with Q3 2025, it opened 10 new positions, sold out of 6, added to 43 and reduced 24. The biggest buy was a new position in Fidelity Enhanced Mid Cap (FMDE) and the biggest sale Goldman Activebeta US LC ETF (GSLC, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $375.9M (Q4 2025)
- SEC Filing
- 0001725547-26-000009 ↗ filed Jan 12, 2026
Holdings Value
Holdings 88 stocks · $375.9M
| GSLC Goldman Activebeta US LC ETF | 19.04% | 540,576 | $71.6M | Reduce -0.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 16.98% | 795,893 | $63.8M | Add +0.0% |
| JBND JPMorgan Active Bond ETF | 9.36% | 650,520 | $35.2M | Add +2.0% |
| FMDE Fidelity Enhanced Mid Cap Co. | 7.24% | 747,907 | $27.2M | New |
| AVUV Avantis US Small Cap Value | 6.14% | 226,400 | $23.1M | Reduce -0.9% |
| IYW iShares Ustechnology ETF | 2.76% | 51,903 | $10.4M | Reduce -18.5% |
| HELO JPMorgan Hedged Equity ETF | 2.52% | 142,732 | $9.5M | Reduce -5.1% |
| IAU iShares Gold Trust | 2.38% | 110,059 | $8.9M | Reduce -2.1% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.32% | 143,177 | $8.7M | Add +17.9% |
| IVE iShares S&P 500 Value ETF | 2.26% | 40,007 | $8.5M | Add +56.9% |
| IVW iShares S&P 500 Growth ETF | 2.04% | 62,168 | $7.7M | Add +7.8% |
| XLG Invesco S&P 500 Top 50 ETF | 1.96% | 124,132 | $7.4M | Add +110.3% |
| ORCL Oracle Corp. | 1.78% | 34,381 | $6.7M | Reduce -0.0% |
| EFV iShares MSCI Eafe Value ETF | 1.69% | 88,958 | $6.4M | Reduce -23.4% |
| IEMG iShares Core MSCI Emerging | 1.37% | 76,416 | $5.1M | Reduce -0.1% |
| QUAL iShares MSCI USA Quality Fac | 1.36% | 25,825 | $5.1M | Reduce -45.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.12% | 179,397 | $4.2M | Add +11.9% |
| IVV iShares Core S&P 500 ETF | 1.06% | 5,799 | $4.0M | Add +0.9% |
| THRO iShares U.S. Thematic Rotati | 0.94% | 91,256 | $3.5M | Add +11.7% |
| BAI Ishrs AI in and Tech Act ETF | 0.92% | 104,205 | $3.5M | Add +140.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.92% | 29,011 | $3.5M | Add +66.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.90% | 72,458 | $3.4M | Reduce -13.7% |
| ESGU iShares ESG Aware MSCI USA | 0.83% | 21,064 | $3.1M | Add +3.0% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.81% | 66,208 | $3.1M | Add +26.1% |
| AVEM Avantis Emerging Markets Eq | 0.75% | 36,389 | $2.8M | New |
| MBB iShares MBS ETF | 0.58% | 22,769 | $2.2M | Add +15.7% |
| AAPL Apple Inc. | 0.50% | 6,967 | $1.9M | Add +1.2% |
| ACWI iShares MSCI Acwi ETF | 0.46% | 12,332 | $1.7M | No change |
| BINC iShares Flex I A ETF-Usd Inc. | 0.46% | 32,521 | $1.7M | Add +25.1% |
| GLDM SPDR Gold Minishares Trust | 0.45% | 19,595 | $1.7M | Add +54.9% |
| SHLD Global X Defense Tech ETF | 0.44% | 25,433 | $1.6M | New |
| MSFT Microsoft Corp. | 0.43% | 3,335 | $1.6M | Add +10.2% |
| IWP iShares Russell Mid-Cap Grow | 0.42% | 11,532 | $1.6M | Reduce -1.8% |
| IAGG iShares Intl Aggregate Bond | 0.41% | 31,147 | $1.6M | Add +45.4% |
| LLY Eli Lilly & Co. | 0.33% | 1,169 | $1.3M | Add +0.4% |
| LCTU iShares U.S. Carbon Transiti | 0.29% | 14,683 | $1.1M | Add +26.2% |
| NVDA Nvidia Corp. | 0.27% | 5,369 | $1.0M | Add +1.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.23% | 37,538 | $878K | Add +65.5% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 16,984 | $813K | Add +43.2% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.21% | 6,140 | $791K | Add +23.6% |
| FTEC Fidelity MSCI Info Tech Indx | 0.19% | 3,123 | $702K | Reduce -4.1% |
| STX Seagate Technology Holdings | 0.18% | 2,500 | $688K | No change |
| TSLA Tesla Inc. | 0.18% | 1,528 | $687K | Add +1.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 13,223 | $674K | Reduce -2.9% |
| MMM 3M Co. | 0.17% | 3,975 | $636K | Reduce -16.2% |
| XEL Xcel Energy Inc. | 0.15% | 7,625 | $563K | Reduce -16.4% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 12,464 | $551K | Add +35.8% |
| GOOGL Alphabet Inc. Class A | 0.14% | 1,728 | $541K | Add +1.9% |
| ARKF ARK Blockchain & Fintech Inn | 0.14% | 10,839 | $516K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.13% | 5,191 | $500K | Add +41.1% |
| USXF iShares ESG Advance MSCI USA | 0.13% | 8,349 | $481K | Reduce -4.7% |
| MUB iShares National Muni Bond E | 0.13% | 4,389 | $470K | Add +0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 906 | $455K | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.12% | 652 | $445K | Add +96.4% |
| NUBD Nuveen ESG US Aggregate Bond | 0.11% | 19,098 | $427K | No change |
| XOM Exxon Mobil Corp. | 0.11% | 3,524 | $424K | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,628 | $414K | No change |
| GOVT iShares US Treasury Bond ETF | 0.11% | 17,614 | $406K | Add +40.2% |
| GOOG Alphabet Inc. Class C | 0.11% | 1,290 | $405K | No change |
| AMZN Amazon.com Inc. | 0.11% | 1,740 | $402K | Add +2.4% |
| TGT Target Corp. | 0.10% | 4,031 | $394K | Reduce -15.3% |
| ABBV Abbvie Inc. | 0.10% | 1,692 | $387K | Add +0.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.10% | 3,298 | $376K | Reduce -87.7% |
| CAT Caterpillar Inc. | 0.10% | 634 | $363K | Add +5.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.10% | 1,194 | $363K | No change |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.09% | 3,509 | $343K | Reduce -3.0% |
| WFC Wells Fargo & Co. | 0.09% | 3,645 | $340K | Add +0.4% |
| EVUS iShares ESG Aw MSCI US Value | 0.09% | 10,123 | $324K | New |
| SYSB iShares Systematic Bond ETF | 0.09% | 3,569 | $320K | New |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,567 | $309K | Reduce -11.3% |
| MA Mastercard Inc. Class A | 0.08% | 517 | $295K | Reduce -0.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 6,378 | $287K | No change |
| PG The Procter & Gamble Co. | 0.07% | 1,951 | $280K | Reduce -3.8% |
| JPM JPMorgan Chase & Co. | 0.07% | 847 | $273K | Add +1.1% |
| ICSH iShares Ultra Short Duration | 0.07% | 5,353 | $271K | No change |
| AVGO Broadcom Inc. | 0.07% | 770 | $266K | Add +1.1% |
| JNJ Johnson & Johnson | 0.07% | 1,258 | $260K | Add +0.5% |
| OTTR Otter Tail Corp. | 0.07% | 3,164 | $256K | No change |
| META Meta Platforms Inc. Class A | 0.06% | 364 | $240K | Add +0.8% |
| GRAL Grail Inc. | 0.06% | 2,796 | $239K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.06% | 6,570 | $238K | No change |
| ICVT iShares Convertible Bond ETF | 0.06% | 2,339 | $230K | New |
| UNH Unitedhealth Group Inc. | 0.06% | 679 | $224K | Add +1.5% |
| IWF iShares Russell 1000 Growth | 0.06% | 463 | $219K | New |
| LMT Lockheed Martin Corp. | 0.06% | 445 | $215K | Reduce -0.9% |
| HON Honeywell International Inc. | 0.06% | 1,103 | $215K | Reduce -12.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 329 | $202K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.05% | 601 | $202K | New |
Options reported separately and not counted above: ORACLE CORP puts ($1.4M).
Portfolio Sells Q3 2025 → Q4 2025
| GSLC Goldman Activebeta US LC ETF | Reduce -0.8% | 19.04% | −2.10 |
| QUAL iShares MSCI USA Quality Fac | Reduce -45.0% | 1.36% | −1.35 |
| ORCL Oracle Corp. | Reduce -0.0% | 1.78% | −1.10 |
| IYW iShares Ustechnology ETF | Reduce -18.5% | 2.76% | −0.96 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -87.7% | 0.10% | −0.81 |
| EFV iShares MSCI Eafe Value ETF | Reduce -23.4% | 1.69% | −0.66 |
| AVUV Avantis US Small Cap Value | Reduce -0.9% | 6.14% | −0.63 |
| HELO JPMorgan Hedged Equity ETF | Reduce -5.1% | 2.52% | −0.39 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.7% | 0.90% | −0.27 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 1.37% | −0.14 |
| GBIL Goldman Sachs Access Treasur | Sold out | 0.00% | −0.09 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -1.8% | 0.42% | −0.08 |
| XEL Xcel Energy Inc. | Reduce -16.4% | 0.15% | −0.07 |
| HD Home Depot Inc. | Sold out | 0.00% | −0.07 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.06 |
| EUSB Ishr ESG Advn Universal BD-$ | Sold out | 0.00% | −0.06 |
| IAU iShares Gold Trust | Reduce -2.1% | 2.38% | −0.06 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.06 |
| MMM 3M Co. | Reduce -16.2% | 0.17% | −0.05 |
| FTEC Fidelity MSCI Info Tech Indx | Reduce -4.1% | 0.19% | −0.03 |
| JMST JPM Ultra-Short Muni Income | Reduce -2.9% | 0.18% | −0.03 |
| TGT Target Corp. | Reduce -15.3% | 0.10% | −0.02 |
| USXF iShares ESG Advance MSCI USA | Reduce -4.7% | 0.13% | −0.02 |
| HON Honeywell International Inc. | Reduce -12.1% | 0.06% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.3% | 0.08% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.8% | 0.07% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -3.0% | 0.09% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -0.9% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.2% | 0.08% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| FMDE Fidelity Enhanced Mid Cap Co. | New | 7.24% | +7.24 |
| XLG Invesco S&P 500 Top 50 ETF | Add +110.3% | 1.96% | +0.95 |
| AVEM Avantis Emerging Markets Eq | New | 0.75% | +0.75 |
| IVE iShares S&P 500 Value ETF | Add +56.9% | 2.26% | +0.69 |
| BAI Ishrs AI in and Tech Act ETF | Add +140.1% | 0.92% | +0.48 |
| SHLD Global X Defense Tech ETF | New | 0.44% | +0.44 |
| SPMO Invesco S&P 500 Momentum ETF | Add +66.6% | 0.92% | +0.29 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +17.9% | 2.32% | +0.17 |
| GLDM SPDR Gold Minishares Trust | Add +54.9% | 0.45% | +0.16 |
| IAGG iShares Intl Aggregate Bond | Add +45.4% | 0.41% | +0.09 |
| EVUS iShares ESG Aw MSCI US Value | New | 0.09% | +0.09 |
| SYSB iShares Systematic Bond ETF | New | 0.09% | +0.09 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +26.1% | 0.81% | +0.09 |
| SUSC iShares ESG Aware Usd Corpor | Add +65.5% | 0.23% | +0.07 |
| LLY Eli Lilly & Co. | Add +0.4% | 0.33% | +0.07 |
| GRAL Grail Inc. | New | 0.06% | +0.06 |
| ICVT iShares Convertible Bond ETF | New | 0.06% | +0.06 |
| IWF iShares Russell 1000 Growth | New | 0.06% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.05% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +96.4% | 0.12% | +0.05 |
| EAGG iShares ESG Aware US Aggrega | Add +43.2% | 0.22% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +25.1% | 0.46% | +0.04 |
| LCTU iShares U.S. Carbon Transiti | Add +26.2% | 0.29% | +0.04 |
| EMB iShares JP Morgan Usd Emergi | Add +41.1% | 0.13% | +0.03 |
| ESGE iShares Inc. iShares ESG Awar | Add +35.8% | 0.15% | +0.03 |
| DSI iShares ESG MSCI KLD 400 ETF | Add +23.6% | 0.21% | +0.02 |
| GOVT iShares US Treasury Bond ETF | Add +40.2% | 0.11% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +1.9% | 0.14% | +0.02 |
| MBB iShares MBS ETF | Add +15.7% | 0.58% | +0.02 |
| THRO iShares U.S. Thematic Rotati | Add +11.7% | 0.94% | +0.01 |
| CAT Caterpillar Inc. | Add +5.0% | 0.10% | +0.01 |
| JNJ Johnson & Johnson | Add +0.5% | 0.07% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.4% | 0.09% | −0.00 |
| AVGO Broadcom Inc. | Add +1.1% | 0.07% | −0.00 |
| AMZN Amazon.com Inc. | Add +2.4% | 0.11% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.7% | 0.11% | −0.00 |
| SCHZ Schwab US Aggregate Bond ETF | Add +11.9% | 1.12% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +1.1% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +1.5% | 0.06% | −0.01 |
| MUB iShares National Muni Bond E | Add +0.9% | 0.13% | −0.01 |
| ABBV Abbvie Inc. | Add +0.5% | 0.10% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.12% | −0.01 |
| META Meta Platforms Inc. Class A | Add +0.8% | 0.06% | −0.01 |
| TSLA Tesla Inc. | Add +1.1% | 0.18% | −0.02 |
| AAPL Apple Inc. | Add +1.2% | 0.50% | −0.02 |
| NVDA Nvidia Corp. | Add +1.6% | 0.27% | −0.03 |
| IVW iShares S&P 500 Growth ETF | Add +7.8% | 2.04% | −0.04 |
| MSFT Microsoft Corp. | Add +10.2% | 0.43% | −0.04 |
| ESGU iShares ESG Aware MSCI USA | Add +3.0% | 0.83% | −0.05 |
Options Activity Q3 2025 → Q4 2025
| ORACLE CORP | put | Add +29.2% | 3,100 | $1.4M |
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 |