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 $425.6M across 97 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPLG ($82.6M, 19.42%), GSLC ($77.2M, 18.14%), JBND ($37.4M, 8.79%), FMDE ($29.9M, 7.02%), AVUV ($27.3M, 6.41%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $82.6M | 19.42% | 940,424 | Added |
| 2 | GSLC | GOLDMAN SACHS ETF TR | $77.2M | 18.14% | 544,027 | Trimmed |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | $37.4M | 8.79% | 699,070 | Added |
| 4 | FMDE | FIDELITY COVINGTON TRUST | $29.9M | 7.02% | 736,675 | Trimmed |
| 5 | AVUV | AMERICAN CENTY ETF TR | $27.3M | 6.41% | 218,595 | Trimmed |
| 6 | DYNF | BLACKROCK ETF TRUST | $11.0M | 2.59% | 161,919 | Trimmed |
| 7 | IYW | ISHARES TR | $11.0M | 2.58% | 43,554 | Trimmed |
| 8 | HELO | J P MORGAN EXCHANGE TRADED F | $10.1M | 2.38% | 149,775 | Added |
| 9 | IVW | ISHARES TR | $9.9M | 2.31% | 71,625 | Added |
| 10 | IVE | ISHARES TR | $9.5M | 2.24% | 41,936 | Trimmed |
| 11 | IAU | ISHARES GOLD TR | $7.6M | 1.79% | 100,889 | Added |
| 12 | CORO | BLACKROCK ETF TRUST | $6.7M | 1.57% | 182,363 | New |
| 13 | IUSB | ISHARES TR | $6.2M | 1.47% | 135,297 | Added |
| 14 | ACWX | ISHARES TR | $6.1M | 1.44% | 80,259 | New |
| 15 | BAI | BLACKROCK ETF TRUST | $5.8M | 1.37% | 110,311 | Trimmed |
| 16 | ORCL | ORACLE CORP | $5.0M | 1.18% | 34,407 | Added |
| 17 | IVV | ISHARES TR | $4.8M | 1.14% | 6,456 | Added |
| 18 | SCHZ | SCHWAB STRATEGIC TR | $4.6M | 1.07% | 197,429 | Added |
| 19 | SPMO | INVESCO EXCH TRADED FD TR II | $4.3M | 1.01% | 26,693 | Trimmed |
| 20 | ESGU | ISHARES TR | $3.5M | 0.82% | 21,241 | Added |
| 21 | BLCR | BLACKROCK ETF TRUST | $3.3M | 0.77% | 64,955 | New |
| 22 | THRO | BLACKROCK ETF TRUST | $3.1M | 0.73% | 71,680 | Trimmed |
| 23 | SHLD | GLOBAL X FDS | $3.0M | 0.71% | 50,697 | Added |
| 24 | AVEM | AMERICAN CENTY ETF TR | $3.0M | 0.69% | 30,584 | Trimmed |
| 25 | XTEN | BONDBLOXX ETF TRUST | $2.7M | 0.62% | 58,350 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30