Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Lifelong Wealth Advisors, Inc. (CIK 2051717) reported $376.3M across 86 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GSLC ($68.6M, 18.23%), SPLG ($61.3M, 16.28%), JBND ($36.0M, 9.56%), FMDE ($27.4M, 7.28%), AVUV ($24.8M, 6.59%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GSLC | GOLDMAN SACHS ETF TR | $68.6M | 18.23% | 548,228 | Added |
| 2 | SPLG | SPDR SERIES TRUST | $61.3M | 16.28% | 800,534 | Added |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $36.0M | 9.56% | 669,290 | Added |
| 4 | FMDE | FIDELITY COVINGTON TRUST | $27.4M | 7.28% | 761,568 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $24.8M | 6.59% | 224,536 | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $9.9M | 2.62% | 169,734 | Added |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | $9.4M | 2.51% | 147,747 | Added |
| 8 | IVE | ISHARES TR | $9.3M | 2.48% | 44,265 | Added |
| 9 | IYW | ISHARES TR | $9.3M | 2.46% | 51,018 | Trimmed |
| 10 | IAU | ISHARES GOLD TR | $8.0M | 2.13% | 90,709 | Trimmed |
| 11 | IVW | ISHARES TR | $7.7M | 2.05% | 68,139 | Added |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $7.6M | 2.01% | 138,803 | Added |
| 13 | EFV | ISHARES TR | $6.5M | 1.74% | 87,915 | Trimmed |
| 14 | IEMG | ISHARES INC | $5.5M | 1.46% | 78,585 | Added |
| 15 | QUAL | ISHARES TR | $5.2M | 1.39% | 27,268 | Added |
| 16 | ORCL | ORACLE CORP | $5.1M | 1.34% | 34,376 | Trimmed |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $4.3M | 1.14% | 185,252 | Added |
| 18 | IVV | ISHARES TR | $4.2M | 1.12% | 6,427 | Added |
| 19 | BAI | BLACKROCK ETF TRUST | $3.8M | 1.02% | 116,237 | Added |
| 20 | THRO | BLACKROCK ETF TRUST | $3.7M | 0.98% | 101,707 | Added |
| 21 | SPMO | INVESCO EXCH TRADED FD TR II | $3.6M | 0.97% | 32,556 | Added |
| 22 | IUSB | ISHARES TR | $3.5M | 0.93% | 75,687 | Added |
| 23 | XTEN | BONDBLOXX ETF TRUST | $3.2M | 0.86% | 70,616 | Added |
| 24 | AVEM | AMERICAN CENTY ETF TR | $3.2M | 0.85% | 39,817 | Added |
| 25 | ESGU | ISHARES TR | $3.0M | 0.79% | 21,047 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31