LIFELONG WEALTH ADVISORS, INC. Q4 2025 Filing
Filed January 12, 2026
Portfolio Value
$377.3M
Holdings
89
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GSLCGOLDMAN SACHS ETF TR | 540,576 | $71.6M | 18.96% | |
| 2 | SPYMSPDR SERIES TRUST | 795,893 | $63.8M | 16.92% | |
| 3 | JBNDJ P MORGAN EXCHANGE TRADED F | 650,520 | $35.2M | 9.32% | |
| 4 | FMDEFIDELITY COVINGTON TRUST | 747,907 | $27.2M | 7.21% | |
| 5 | AVUVAMERICAN CENTY ETF TR | 226,400 | $23.1M | 6.12% | |
| 6 | IYWISHARES TR | 51,903 | $10.4M | 2.75% | |
| 7 | HELOJ P MORGAN EXCHANGE TRADED F | 142,732 | $9.5M | 2.51% | |
| 8 | IAU*ISHARES GOLD TR | 110,059 | $8.9M | 2.37% | |
| 9 | DYNFBLACKROCK ETF TRUST | 143,177 | $8.7M | 2.31% | |
| 10 | IVEISHARES TR | 40,007 | $8.5M | 2.25% | |
| 11 | IVWISHARES TR | 62,168 | $7.7M | 2.03% | |
| 12 | XLGINVESCO EXCHANGE TRADED FD T | 124,132 | $7.4M | 1.95% | |
| 13 | ORCLORACLE CORP | 34,381 | $6.7M | 1.78% | |
| 14 | EFVISHARES TR | 88,958 | $6.4M | 1.68% | |
| 15 | IEMGISHARES INC | 76,416 | $5.1M | 1.36% | |
| 16 | QUALISHARES TR | 25,825 | $5.1M | 1.36% | |
| 17 | SCHZSCHWAB STRATEGIC TR | 179,397 | $4.2M | 1.11% | |
| 18 | IVVISHARES TR | 5,799 | $4.0M | 1.05% | |
| 19 | THROBLACKROCK ETF TRUST | 91,256 | $3.5M | 0.93% | |
| 20 | BAIBLACKROCK ETF TRUST | 104,205 | $3.5M | 0.92% | |
| 21 | KLMNINVESCO EXCH TRADED FD TR II | 29,011 | $3.5M | 0.92% | |
| 22 | IUSBISHARES TR | 72,458 | $3.4M | 0.89% | |
| 23 | ESGUISHARES TR | 21,064 | $3.1M | 0.83% | |
| 24 | XTENBONDBLOXX ETF TRUST | 66,208 | $3.1M | 0.81% | |
| 25 | AVEMAMERICAN CENTY ETF TR | 36,389 | $2.8M | 0.74% | |
| 26 | MBBISHARES TR | 22,769 | $2.2M | 0.57% | |
| 27 | AAPLAPPLE INC | 6,967 | $1.9M | 0.50% | |
| 28 | ACWIISHARES TR | 12,332 | $1.7M | 0.46% | |
| 29 | BINCBLACKROCK ETF TRUST II | 32,521 | $1.7M | 0.45% | |
| 30 | GLDMWORLD GOLD TR | 19,595 | $1.7M | 0.44% | |
| 31 | SHLDGLOBAL X FDS | 25,433 | $1.6M | 0.44% | |
| 32 | MSFTMICROSOFT CORP | 3,335 | $1.6M | 0.43% | |
| 33 | IWPISHARES TR | 11,532 | $1.6M | 0.42% | |
| 34 | IAGGISHARES TR | 31,147 | $1.6M | 0.41% | |
| 35 | ORCLORACLE CORP | 3,100 | $1.4M | 0.37% | Put |
| 36 | LLYELI LILLY & CO | 1,169 | $1.3M | 0.33% | |
| 37 | LCTUBLACKROCK ETF TRUST | 14,683 | $1.1M | 0.29% | |
| 38 | NVDANVIDIA CORPORATION | 5,369 | $1.0M | 0.27% | |
| 39 | SUSCISHARES TR | 37,538 | $877K | 0.23% | |
| 40 | EAGGISHARES TR | 16,984 | $812K | 0.22% | |
| 41 | DSIISHARES TR | 6,140 | $791K | 0.21% | |
| 42 | FTECFIDELITY COVINGTON TRUST | 3,123 | $701K | 0.19% | |
| 43 | STXSEAGATE TECHNOLOGY HLDNGS PL | 2,500 | $688K | 0.18% | |
| 44 | TSLATESLA INC | 1,528 | $687K | 0.18% | |
| 45 | JMSTJ P MORGAN EXCHANGE TRADED F | 13,223 | $673K | 0.18% | |
| 46 | MMM3M CO | 3,975 | $636K | 0.17% | |
| 47 | XELXCEL ENERGY INC | 7,625 | $563K | 0.15% | |
| 48 | ESGEISHARES INC | 12,464 | $550K | 0.15% | |
| 49 | GOOGLALPHABET INC | 1,728 | $540K | 0.14% | |
| 50 | ARKFARK ETF TR | 10,839 | $516K | 0.14% | |
| 51 | EMBISHARES TR | 5,191 | $499K | 0.13% | |
| 52 | USXFISHARES TR | 8,349 | $480K | 0.13% | |
| 53 | MUBISHARES TR | 4,389 | $470K | 0.12% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 906 | $455K | 0.12% | |
| 55 | SPYSPDR S&P 500 ETF TR | 652 | $444K | 0.12% | |
| 56 | NUBDNUSHARES ETF TR | 19,098 | $426K | 0.11% | |
| 57 | XOMEXXON MOBIL CORP | 3,524 | $424K | 0.11% | |
| 58 | AQLTISHARES TR | 4,628 | $414K | 0.11% | |
| 59 | AQLTISHARES TR | 17,614 | $405K | 0.11% | |
| 60 | GOOGALPHABET INC | 1,290 | $404K | 0.11% | |
| 61 | AMZNAMAZON COM INC | 1,740 | $401K | 0.11% | |
| 62 | DYHTARGET CORP | 4,031 | $394K | 0.10% | |
| 63 | ABBVABBVIE INC | 1,692 | $386K | 0.10% | |
| 64 | EFGISHARES TR | 3,298 | $375K | 0.10% | |
| 65 | CATCATERPILLAR INC | 634 | $363K | 0.10% | |
| 66 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,194 | $362K | 0.10% | |
| 67 | NULGNUSHARES ETF TR | 3,509 | $343K | 0.09% | |
| 68 | WFCWELLS FARGO CO NEW | 3,645 | $339K | 0.09% | |
| 69 | EVUSISHARES TR | 10,123 | $324K | 0.09% | |
| 70 | SYSBISHARES TR | 3,569 | $320K | 0.08% | |
| 71 | IJRISHARES TR | 2,567 | $308K | 0.08% | |
| 72 | MAMASTERCARD INCORPORATED | 517 | $295K | 0.08% | |
| 73 | NULVNUSHARES ETF TR | 6,378 | $287K | 0.08% | |
| 74 | PGPROCTER AND GAMBLE CO | 1,951 | $279K | 0.07% | |
| 75 | JPMJPMORGAN CHASE & CO. | 847 | $272K | 0.07% | |
| 76 | ICSHISHARES TR | 5,353 | $270K | 0.07% | |
| 77 | AVGOBROADCOM INC | 770 | $266K | 0.07% | |
| 78 | JNJJOHNSON & JOHNSON | 1,258 | $260K | 0.07% | |
| 79 | OTTROTTER TAIL CORP | 3,164 | $255K | 0.07% | |
| 80 | METAMETA PLATFORMS INC | 364 | $240K | 0.06% | |
| 81 | GRALGRAIL INC | 2,796 | $239K | 0.06% | |
| 82 | NUDMNUSHARES ETF TR | 6,570 | $237K | 0.06% | |
| 83 | ICVTISHARES TR | 2,339 | $230K | 0.06% | |
| 84 | UNHUNITEDHEALTH GROUP INC | 679 | $224K | 0.06% | |
| 85 | IWFISHARES TR | 463 | $219K | 0.06% | |
| 86 | LMTLOCKHEED MARTIN CORP | 445 | $215K | 0.06% | |
| 87 | HONHONEYWELL INTL INC | 1,103 | $215K | 0.06% | |
| 88 | VTIVANGUARD INDEX FDS | 601 | $201K | 0.05% | |
| 89 | NDQINVESCO QQQ TR | 329 | $201K | 0.05% |