§ 13F · FUND PROFILE
Lifelong Wealth Advisors, Inc..
AUM · $426M (13F)Positions · 99Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 940K | $83M | 19.4% | +17% |
| 2 | GSLC | GOLDMAN SACHS ETF TR | 544K | $77M | 18.1% | −1% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | 699K | $37M | 8.8% | +4% |
| 4 | FMDE | FIDELITY COVINGTON TRUST | 737K | $30M | 7.0% | −3% |
| 5 | AVUV | AMERICAN CENTY ETF TR | 219K | $27M | 6.4% | −3% |
| 6 | DYNF | BLACKROCK ETF TRUST | 162K | $11M | 2.6% | −5% |
| 7 | IYW | ISHARES TR | 44K | $11M | 2.6% | −15% |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | 150K | $10M | 2.4% | +1% |
| 9 | IVW | ISHARES TR | 72K | $10M | 2.3% | +5% |
| 10 | IVE | ISHARES TR | 42K | $10M | 2.2% | −5% |
§ 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 $426 million in assets. The fund runs a portfolio of 99 positions.
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