§ 13F · FUND PROFILE
Lifelong Wealth Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $336M (13F)Positions · 85Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | 548K | $69M | 18.2% | +1% |
| 2 | SPYM | SPDR SERIES TRUST | 801K | $61M | 16.3% | +1% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 669K | $36M | 9.6% | +3% |
| 4 | FMDE | FIDELITY COVINGTON TRUST | 762K | $27M | 7.3% | +2% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 225K | $25M | 6.6% | −1% |
| 6 | DYNF | BLACKROCK ETF TRUST | 170K | $10M | 2.6% | +19% |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | 148K | $9M | 2.5% | +4% |
| 8 | IVE | ISHARES TR | 44K | $9M | 2.5% | +11% |
| 9 | IYW | ISHARES TR | 51K | $9M | 2.5% | −2% |
| 10 | IAU | ISHARES GOLD TR | 91K | $8M | 2.1% | −18% |
§ 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 $336 million in assets. The fund runs a portfolio of 85 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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