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LIFELONG WEALTH ADVISORS, INC.
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $431,958,007
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $84,691,276
- GOLDMAN SACHS ETF TR · ACTIVEBETA US LG · 381430503 · shares: $78,276,381
- J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $36,566,061
- FIDELITY COVINGTON TRUST · ENH MID COR ETF · 31609A503 · shares: $29,490,726
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $25,530,866
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $11,329,192
- ISHARES TR · U.S. TECH ETF · 464287721 · shares: $11,185,147
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $10,783,040
- J P MORGAN EXCHANGE TRADED F · HEDG EQU LAD ETF · 46654Q724 · shares: $10,456,655
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $9,649,229
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SPDR SERIES TRUST | ST STR P500ETF | 78464A854 | — | 943,530 shares | $84,691,276 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | — | 539,688 shares | $78,276,381 |
| J P MORGAN EXCHANGE TRADED F | ACTIVE BOND ETF | 46654Q716 | — | 715,299 shares | $36,566,061 |
| FIDELITY COVINGTON TRUST | ENH MID COR ETF | 31609A503 | — | 730,330 shares | $29,490,726 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | — | 216,786 shares | $25,530,866 |
| BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | — | 163,575 shares | $11,329,192 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 42,224 shares | $11,185,147 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 75,798 shares | $10,783,040 |
| J P MORGAN EXCHANGE TRADED F | HEDG EQU LAD ETF | 46654Q724 | — | 151,173 shares | $10,456,655 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 42,269 shares | $9,649,229 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 104,511 shares | $8,162,309 |
| BLACKROCK ETF TRUST | ISHA IN CTRY ETF | 09290C764 | — | 194,002 shares | $7,051,982 |
| ISHARES TR | MSCI ACWI EX US | 464288240 | — | 89,948 shares | $6,801,833 |
| ISHARES TR | CORE UNIVRSL USD | 46434V613 | — | 150,425 shares | $6,632,251 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 114,858 shares | $5,420,149 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 6,742 shares | $5,163,361 |
| ORACLE CORP | COM | 68389X105 | — | 34,415 shares | $4,725,180 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 208,215 shares | $4,601,561 |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | 46138E339 | — | 26,994 shares | $4,091,762 |
| BLACKROCK ETF TRUST | ISHA LA CORE ETF | 09290C855 | — | 72,151 shares | $3,532,502 |
| ISHARES TR | ESG AWR MSCI USA | 46435G425 | — | 21,014 shares | $3,505,088 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 | — | 54,302 shares | $3,262,471 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 73,060 shares | $3,213,185 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | — | 31,351 shares | $2,947,658 |
| APPLE INC | COM | 037833100 | — | 8,016 shares | $2,669,553 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 120,780 shares | $2,641,460 |
| BONDBLOXX ETF TRUST | BLOOMBERG TEN YR | 09789C812 | — | 57,799 shares | $2,449,519 |
| MICROSOFT CORP | COM | 594918104 | — | 4,501 shares | $2,308,348 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 | — | 21,605 shares | $2,162,846 |
| BLACKROCK ETF TRUST | ISHA SYST AL ETF | 09290C665 | — | 68,497 shares | $2,045,328 |
| ISHARES TR | MBS ETF | 464288588 | — | 22,698 shares | $2,034,168 |
| ISHARES TR | MSCI ACWI ETF | 464288257 | — | 12,332 shares | $1,957,890 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 | — | 7,938 shares | $1,764,141 |
| BLACKROCK ETF TRUST II | ISHA GLO USD ETF | 092528835 | — | 31,366 shares | $1,571,437 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 5,766 shares | $1,316,839 |
| ELI LILLY & CO | COM | 532457108 | — | 1,041 shares | $1,204,520 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 8,486 shares | $1,168,352 |
| BLACKROCK ETF TRUST | ISHA US AWAR ETF | 09290C509 | — | 14,084 shares | $1,150,240 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 | — | 3,101 shares | $930,438 |
| ISHARES TR | ESG AWR US AGRGT | 46435U549 | — | 20,259 shares | $916,720 |
| ISHARES TR | ESG MSCI KLD ETF | 464288570 | — | 5,678 shares | $830,010 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 9,479 shares | $778,984 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 1,974 shares | $724,616 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 6,907 shares | $698,298 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,988 shares | $684,031 |
| 3M CO | COM | 88579Y101 | — | 4,118 shares | $675,942 |
| ISHARES TR | ESG AWRE USD ETF | 46435G193 | — | 29,655 shares | $650,779 |
| TARGET CORP | COM | 87612E106 | — | 4,065 shares | $636,945 |
| ISHARES TR | ESG MSCI USA ETF | 46436E767 | — | 8,975 shares | $610,839 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 3,676 shares | $598,283 |
| ISHARES INC | ESG AWR MSCI EM | 46434G863 | — | 10,890 shares | $589,802 |
| ELI LILLY & CO | COM | 532457108 | PUT | 500 shares | $578,540 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 1,205 shares | $549,709 |
| AMAZON COM INC | COM | 023135106 | — | 2,186 shares | $544,642 |
| TESLA INC | COM | 88160R101 | — | 1,506 shares | $534,344 |
| ISHARES TR | EAFE VALUE ETF | 464288877 | — | 6,690 shares | $529,407 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 6,502 shares | $527,702 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 552 shares | $509,132 |
| XCEL ENERGY INC | COM | 98389B100 | — | 7,170 shares | $505,342 |
| ARK ETF TR | BLOC FIN INN ETF | 00214Q708 | — | 10,839 shares | $493,500 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 947 shares | $471,559 |
| BLACKROCK ETF TRUST II | ISHA FLEX IN ETF | 092528603 | — | 9,267 shares | $470,671 |
| CATERPILLAR INC | COM | 149123101 | — | 579 shares | $469,762 |
| INTEL CORP | COM | 458140100 | — | 3,863 shares | $464,448 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 4,788 shares | $463,861 |
| ABBVIE INC | COM | 00287Y109 | — | 1,755 shares | $459,090 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1,333 shares | $454,206 |
| GRAIL INC | COM | 384747101 | — | 2,904 shares | $406,908 |
| ISHARES TR | ESG AWRE 1 5 YR | 46435G243 | — | 16,242 shares | $396,792 |
| ISHARES TR | ESG AWR MSCI USA | 46436E221 | — | 10,827 shares | $392,587 |
| NUSHARES ETF TR | NUVEEN ESG US | 67092P870 | — | 18,202 shares | $385,336 |
| ISHARES TR | SYSTEMATIC BD ET | 46435U796 | — | 4,403 shares | $371,085 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | PUT | 400 shares | $368,936 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 1,362 shares | $360,576 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 951 shares | $356,034 |
| ISHARES TR | EAFE GRWTH ETF | 464288885 | — | 2,965 shares | $355,321 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 3,650 shares | $355,036 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 | — | 6,891 shares | $348,396 |
| BROADCOM INC | COM | 11135F101 | — | 969 shares | $340,303 |
| ISHARES TR | CORE S&P SCP ETF | 464287804 | — | 2,447 shares | $332,890 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 434 shares | $331,193 |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | — | 2,886 shares | $328,109 |
| META PLATFORMS INC | CL A | 30303M102 | — | 429 shares | $311,102 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 939 shares | $310,626 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 543 shares | $299,448 |
| ISHARES TR | ESG EAFE ETF | 46436E759 | — | 3,525 shares | $298,391 |
| WELLS FARGO & CO | COM | 949746101 | — | 3,686 shares | $295,039 |
| NUSHARES ETF TR | NUVEEN ESG INTL | 67092P805 | — | 7,422 shares | $294,728 |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 67092P300 | — | 5,571 shares | $293,313 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 1,957 shares | $284,313 |
| OTTER TAIL CORP | COM | 689648103 | — | 3,164 shares | $278,559 |
| ISHARES TR | ULTRA SHORT DUR | 46434V878 | — | 5,218 shares | $262,987 |
| BLACKROCK ETF TRUST II | ISHAR BACKE ETF | 092528793 | — | 5,504 shares | $258,193 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 506 shares | $257,681 |
| INVESCO EXCHANGE TRADED FD T | S&P 500 TOP 50 | 46137V233 | — | 3,999 shares | $254,376 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 341 shares | $252,387 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,481 shares | $245,197 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 859 shares | $226,956 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 315 shares | $220,771 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 194 shares | $206,631 |