§ 13F · FUND PROFILE
Lifelong Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $301.4T (13F)Positions · 79Turnover · — · Q4Filed · Jan 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 541K | $71.6T | 19.0% | −1% |
| 2 | SPYM | SPDR SERIES TRUST | 796K | $63.8T | 16.9% | ±0% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 651K | $35.2T | 9.3% | +2% |
| 4 | FMDE | FIDELITY COVINGTON TRUST | 748K | $27.2T | 7.2% | NEW |
| 5 | AVUV | AMERICAN CENTY ETF TR | 226K | $23.1T | 6.1% | −1% |
| 6 | IYW | ISHARES TR | 52K | $10.4T | 2.7% | −19% |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | 143K | $9.5T | 2.5% | −5% |
| 8 | IAU | ISHARES GOLD TR | 110K | $8.9T | 2.4% | −2% |
| 9 | DYNF | BLACKROCK ETF TRUST | 143K | $8.7T | 2.3% | +18% |
| 10 | IVE | ISHARES TR | 40K | $8.5T | 2.2% | +57% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFELONG SIGNAL
AC read
Lifelong Wealth Advisors, Inc. is a Other fund managing $301423.1 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed