Lifelong Wealth Advisors, Inc.
CIK 2051717
13F filing for Q2 2026・No. 4,325
- Holdings
- US$425.62M
- Quarter change
- +US$49.32M
- Entries
- 99
- Net bought (estimate)
- +US$6.31M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 13
- Sold out 4
- Cut 34
- Added 42
- Corporate actions 0
- Unchanged 8
Largest holdings
97 stocks worth US$424.4M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P500ETF | Added | 940,424 | US$82.64M | 19.47% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Cut | 544,027 | US$77.19M | 18.19% |
| J P MORGAN EXCHANGE TRADED FACTIVE BOND ETF | Added | 699,070 | US$37.4M | 8.81% |
| FIDELITY COVINGTON TRUSTENH MID COR ETF | Cut | 736,675 | US$29.89M | 7.04% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 218,595 | US$27.27M | 6.43% |
| BLACKROCK ETF TRUSTISHARES US EQUIT | Cut | 161,919 | US$11.01M | 2.59% |
| ISHARES TRU.S. TECH ETF | Cut | 43,554 | US$10.99M | 2.59% |
| J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | Added | 149,775 | US$10.12M | 2.38% |
| ISHARES TRS&P 500 GRWT ETF | Added | 71,625 | US$9.85M | 2.32% |
| ISHARES TRS&P 500 VAL ETF | Cut | 41,936 | US$9.52M | 2.24% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 16, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.