Lifelong Wealth Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 16, 2026), Lifelong Wealth Advisors, Inc. reported 88 stock positions worth $374.7 million. Its top holding was Goldman Activebeta US LC ETF (GSLC) at 18.3% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 16.4%) and JPMorgan Active Bond ETF (JBND, 9.6%). Compared with Q4 2025, it opened 4 new positions, sold out of 4, added to 52 and reduced 20. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +19%) and the biggest sale Oracle (ORCL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Arden Hills, MN
- CIK
- 0002051717
- Portfolio Value
- $374.7M (Q1 2026)
- SEC Filing
- 0001725547-26-000133 ↗ filed Apr 16, 2026
Holdings Value
Holdings 88 stocks · $374.7M
| GSLC Goldman Activebeta US LC ETF | 18.31% | 548,228 | $68.6M | Add +1.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 16.35% | 800,534 | $61.3M | Add +0.6% |
| JBND JPMorgan Active Bond ETF | 9.60% | 669,290 | $36.0M | Add +2.9% |
| FMDE Fidelity Enhanced Mid Cap Co. | 7.31% | 761,568 | $27.4M | Add +1.8% |
| AVUV Avantis US Small Cap Value | 6.62% | 224,536 | $24.8M | Reduce -0.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 2.64% | 169,734 | $9.9M | Add +18.6% |
| HELO JPMorgan Hedged Equity ETF | 2.52% | 147,747 | $9.4M | Add +3.5% |
| IVE iShares S&P 500 Value ETF | 2.49% | 44,265 | $9.3M | Add +10.6% |
| IYW iShares Ustechnology ETF | 2.47% | 51,018 | $9.3M | Reduce -1.7% |
| IAU iShares Gold Trust | 2.13% | 90,709 | $8.0M | Reduce -17.6% |
| IVW iShares S&P 500 Growth ETF | 2.06% | 68,139 | $7.7M | Add +9.6% |
| XLG Invesco S&P 500 Top 50 ETF | 2.02% | 138,803 | $7.6M | Add +11.8% |
| EFV iShares MSCI Eafe Value ETF | 1.74% | 87,915 | $6.5M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 1.46% | 78,585 | $5.5M | Add +2.8% |
| QUAL iShares MSCI USA Quality Fac | 1.40% | 27,268 | $5.2M | Add +5.6% |
| ORCL Oracle Corp. | 1.35% | 34,376 | $5.1M | Reduce -0.0% |
| SCHZ Schwab US Aggregate Bond ETF | 1.15% | 185,252 | $4.3M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 1.12% | 6,427 | $4.2M | Add +10.8% |
| BAI Ishrs AI in and Tech Act ETF | 1.02% | 116,237 | $3.8M | Add +11.6% |
| THRO iShares U.S. Thematic Rotati | 0.98% | 101,707 | $3.7M | Add +11.4% |
| SPMO Invesco S&P 500 Momentum ETF | 0.97% | 32,556 | $3.6M | Add +12.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.93% | 75,687 | $3.5M | Add +4.5% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.86% | 70,616 | $3.2M | Add +6.7% |
| AVEM Avantis Emerging Markets Eq | 0.86% | 39,817 | $3.2M | Add +9.4% |
| ESGU iShares ESG Aware MSCI USA | 0.79% | 21,047 | $3.0M | Reduce -0.1% |
| MBB iShares MBS ETF | 0.63% | 24,694 | $2.3M | Add +8.4% |
| SHLD Global X Defense Tech ETF | 0.52% | 27,673 | $2.0M | Add +8.8% |
| AAPL Apple Inc. | 0.50% | 7,440 | $1.9M | Add +6.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.49% | 35,062 | $1.8M | Add +7.8% |
| GLDM SPDR Gold Minishares Trust | 0.46% | 18,434 | $1.7M | Reduce -5.9% |
| ACWI iShares MSCI Acwi ETF | 0.46% | 12,332 | $1.7M | No change |
| IAGG iShares Intl Aggregate Bond | 0.45% | 33,902 | $1.7M | Add +8.8% |
| MSFT Microsoft Corp. | 0.39% | 3,991 | $1.5M | Add +19.7% |
| IWP iShares Russell Mid-Cap Grow | 0.32% | 9,297 | $1.2M | Reduce -19.4% |
| LLY Eli Lilly & Co. | 0.29% | 1,174 | $1.1M | Add +0.4% |
| LCTU iShares U.S. Carbon Transiti | 0.28% | 14,884 | $1.0M | Add +1.4% |
| STX Seagate Technology Holdings | 0.26% | 2,500 | $979K | No change |
| NVDA Nvidia Corp. | 0.26% | 5,564 | $970K | Add +3.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.23% | 37,716 | $873K | Add +0.5% |
| EAGG iShares ESG Aware US Aggrega | 0.21% | 16,929 | $805K | Reduce -0.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.20% | 6,101 | $739K | Reduce -0.6% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.18% | 13,223 | $674K | No change |
| FTEC Fidelity MSCI Info Tech Indx | 0.17% | 3,123 | $650K | No change |
| MUB iShares National Muni Bond E | 0.17% | 5,852 | $621K | Add +33.3% |
| XOM Exxon Mobil Corp. | 0.16% | 3,576 | $607K | Add +1.5% |
| XEL Xcel Energy Inc. | 0.16% | 7,528 | $598K | Reduce -1.3% |
| GBIL Goldman Sachs Access Treasur | 0.16% | 5,893 | $590K | New |
| MMM 3M Co. | 0.15% | 3,974 | $577K | Reduce -0.0% |
| ESGE iShares Inc. iShares ESG Awar | 0.15% | 12,579 | $572K | Add +0.9% |
| TSLA Tesla Inc. | 0.15% | 1,530 | $569K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.13% | 1,739 | $500K | Add +0.6% |
| EMB iShares JP Morgan Usd Emergi | 0.13% | 5,311 | $499K | Add +2.3% |
| TGT Target Corp. | 0.13% | 4,052 | $491K | Add +0.5% |
| USXF iShares ESG Advance MSCI USA | 0.12% | 8,316 | $459K | Reduce -0.4% |
| GOVT iShares US Treasury Bond ETF | 0.12% | 19,694 | $451K | Add +11.8% |
| CAT Caterpillar Inc. | 0.12% | 635 | $450K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.12% | 902 | $432K | Reduce -0.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.11% | 4,628 | $419K | No change |
| ARKF ARK Blockchain & Fintech Inn | 0.11% | 10,839 | $412K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.11% | 18,280 | $406K | Reduce -4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.11% | 1,194 | $404K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.11% | 3,575 | $398K | Add +8.4% |
| UNH Unitedhealth Group Inc. | 0.10% | 1,449 | $392K | Add +113.4% |
| GOOG Alphabet Inc. Class C | 0.10% | 1,332 | $382K | Add +3.3% |
| ABBV Abbvie Inc. | 0.10% | 1,692 | $368K | No change |
| AMZN Amazon.com Inc. | 0.09% | 1,691 | $352K | Reduce -2.8% |
| SYSB iShares Systematic Bond ETF | 0.09% | 3,817 | $340K | Add +7.0% |
| EVUS iShares ESG Aw MSCI US Value | 0.09% | 10,202 | $325K | Add +0.8% |
| AOA iShares Core 80/20 Aggressiv | 0.09% | 3,651 | $323K | New |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.09% | 3,509 | $319K | No change |
| JNJ Johnson & Johnson | 0.08% | 1,272 | $311K | Add +1.1% |
| IJR iShares Core S&P Small-Cap E | 0.08% | 2,422 | $301K | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.08% | 2,042 | $295K | Add +4.7% |
| WFC Wells Fargo & Co. | 0.08% | 3,647 | $290K | Add +0.1% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.08% | 6,378 | $290K | No change |
| OTTR Otter Tail Corp. | 0.07% | 3,164 | $278K | No change |
| ICVT iShares Convertible Bond ETF | 0.07% | 2,692 | $274K | Add +15.1% |
| ICSH iShares Ultra Short Duration | 0.07% | 5,333 | $270K | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.07% | 446 | $270K | Add +0.2% |
| MA Mastercard Inc. Class A | 0.07% | 520 | $260K | Add +0.6% |
| AVGO Broadcom Inc. | 0.07% | 822 | $254K | Add +6.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.07% | 788 | $253K | Add +31.1% |
| JPM JPMorgan Chase & Co. | 0.07% | 858 | $252K | Add +1.3% |
| ABT Abbott Laboratories | 0.07% | 2,453 | $252K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.06% | 6,188 | $223K | Reduce -5.8% |
| VZ Verizon Communications Inc. | 0.06% | 4,393 | $221K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.06% | 332 | $216K | Reduce -49.1% |
| META Meta Platforms Inc. Class A | 0.06% | 364 | $208K | No change |
Options reported separately and not counted above: STX puts ($940K), LLY puts ($644K).
Portfolio Sells Q4 2025 → Q1 2026
| ORCL Oracle Corp. | Reduce -0.0% | 1.35% | −0.43 |
| IYW iShares Ustechnology ETF | Reduce -1.7% | 2.47% | −0.29 |
| IAU iShares Gold Trust | Reduce -17.6% | 2.13% | −0.24 |
| IWP iShares Russell Mid-Cap Grow | Reduce -19.4% | 0.32% | −0.10 |
| GRAL Grail Inc. | Sold out | 0.00% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -49.1% | 0.06% | −0.06 |
| IWF iShares Russell 1000 Growth | Sold out | 0.00% | −0.06 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.06 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.05 |
| ESGU iShares ESG Aware MSCI USA | Reduce -0.1% | 0.79% | −0.04 |
| MMM 3M Co. | Reduce -0.0% | 0.15% | −0.02 |
| DSI iShares ESG MSCI KLD 400 ETF | Reduce -0.6% | 0.20% | −0.01 |
| AMZN Amazon.com Inc. | Reduce -2.8% | 0.09% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.4% | 0.12% | −0.01 |
| USXF iShares ESG Advance MSCI USA | Reduce -0.4% | 0.12% | −0.01 |
| NUBD Nuveen ESG US Aggregate Bond | Reduce -4.3% | 0.11% | −0.01 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -5.8% | 0.06% | −0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.7% | 0.08% | −0.00 |
| EAGG iShares ESG Aware US Aggrega | Reduce -0.3% | 0.21% | −0.00 |
| ICSH iShares Ultra Short Duration | Reduce -0.4% | 0.07% | 0.00 |
| XEL Xcel Energy Inc. | Reduce -1.3% | 0.16% | +0.01 |
| GLDM SPDR Gold Minishares Trust | Reduce -5.9% | 0.46% | +0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.2% | 1.74% | +0.05 |
| AVUV Avantis US Small Cap Value | Reduce -0.8% | 6.62% | +0.48 |
Portfolio Buys Q4 2025 → Q1 2026
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +18.6% | 2.64% | +0.32 |
| JBND JPMorgan Active Bond ETF | Add +2.9% | 9.60% | +0.25 |
| IVE iShares S&P 500 Value ETF | Add +10.6% | 2.49% | +0.24 |
| GBIL Goldman Sachs Access Treasur | New | 0.16% | +0.16 |
| AVEM Avantis Emerging Markets Eq | Add +9.4% | 0.86% | +0.11 |
| BAI Ishrs AI in and Tech Act ETF | Add +11.6% | 1.02% | +0.10 |
| IEMG iShares Core MSCI Emerging | Add +2.8% | 1.46% | +0.10 |
| AOA iShares Core 80/20 Aggressiv | New | 0.09% | +0.09 |
| SHLD Global X Defense Tech ETF | Add +8.8% | 0.52% | +0.08 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +1.8% | 7.31% | +0.07 |
| ABT Abbott Laboratories | New | 0.07% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +10.8% | 1.12% | +0.06 |
| XLG Invesco S&P 500 Top 50 ETF | Add +11.8% | 2.02% | +0.06 |
| VZ Verizon Communications Inc. | New | 0.06% | +0.06 |
| SPMO Invesco S&P 500 Momentum ETF | Add +12.2% | 0.97% | +0.05 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +6.7% | 0.86% | +0.05 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.16% | +0.05 |
| MBB iShares MBS ETF | Add +8.4% | 0.63% | +0.05 |
| THRO iShares U.S. Thematic Rotati | Add +11.4% | 0.98% | +0.05 |
| UNH Unitedhealth Group Inc. | Add +113.4% | 0.10% | +0.04 |
| MUB iShares National Muni Bond E | Add +33.3% | 0.17% | +0.04 |
| IAGG iShares Intl Aggregate Bond | Add +8.8% | 0.45% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.5% | 0.93% | +0.04 |
| SCHZ Schwab US Aggregate Bond ETF | Add +3.3% | 1.15% | +0.03 |
| QUAL iShares MSCI USA Quality Fac | Add +5.6% | 1.40% | +0.03 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +7.8% | 0.49% | +0.03 |
| TGT Target Corp. | Add +0.5% | 0.13% | +0.03 |
| CAT Caterpillar Inc. | Add +0.2% | 0.12% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +9.6% | 2.06% | +0.02 |
| LMT Lockheed Martin Corp. | Add +0.2% | 0.07% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +31.1% | 0.07% | +0.01 |
| JNJ Johnson & Johnson | Add +1.1% | 0.08% | +0.01 |
| GOVT iShares US Treasury Bond ETF | Add +11.8% | 0.12% | +0.01 |
| ICVT iShares Convertible Bond ETF | Add +15.1% | 0.07% | +0.01 |
| EFG iShares MSCI Eafe Growth ETF | Add +8.4% | 0.11% | +0.01 |
| ESGE iShares Inc. iShares ESG Awar | Add +0.9% | 0.15% | +0.01 |
| SYSB iShares Systematic Bond ETF | Add +7.0% | 0.09% | +0.01 |
| PG The Procter & Gamble Co. | Add +4.7% | 0.08% | +0.00 |
| EVUS iShares ESG Aw MSCI US Value | Add +0.8% | 0.09% | +0.00 |
| EMB iShares JP Morgan Usd Emergi | Add +2.3% | 0.13% | +0.00 |
| AAPL Apple Inc. | Add +6.8% | 0.50% | 0.00 |
| SUSC iShares ESG Aware Usd Corpor | Add +0.5% | 0.23% | −0.00 |
| HELO JPMorgan Hedged Equity ETF | Add +3.5% | 2.52% | −0.00 |
| AVGO Broadcom Inc. | Add +6.8% | 0.07% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 0.07% | −0.01 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.10% | −0.01 |
| NVDA Nvidia Corp. | Add +3.6% | 0.26% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.6% | 0.07% | −0.01 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.13% | −0.01 |
| LCTU iShares U.S. Carbon Transiti | Add +1.4% | 0.28% | −0.01 |
Options Activity Q4 2025 → Q1 2026
| ORACLE CORP | put | Sold out | 3,100 | $1.4Mbefore exit |
| STX Seagate Technology Holdings | put | New | 2,400 | $940K |
| LLY Eli Lilly & Co. | put | New | 700 | $644K |
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 |