Lifelong Wealth Advisors, Inc.

13F filer · CIK 2051717 · Arden Hills, MN

Summary

Lifelong Wealth Advisors, Inc. reported $425.62M across 99 positions in its 13F for 2026 Q2, filed Jul 16, 2026. The largest holdings are SPYM (19.4%), GSLC (18.1%), JBND (8.8%). Versus 2026 Q1, leaving options aside, it opened 13 new positions, added to 41, trimmed 35 and sold out of 4.

Reported value$425.62M

Positions99incl. options

Report period2026 Q2

FiledJul 16, 2026

New positions13

Added41

Trimmed35

Sold out4

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

SPYMSPDR SERIES TRUSTAdd

Weight 19.4%Value $82.64MPrice $90.08Shares 940K +17.47%Since Jun 30 +2.50%

GSLCGOLDMAN SACHS ETF TRTrim

Weight 18.1%Value $77.19MPrice $145.77Shares 544K -0.77%Since Jun 30 +2.73%

JBNDJ P MORGAN EXCHANGE TRADED FAdd

Weight 8.8%Value $37.40MPrice $51.22Shares 699K +4.45%Since Jun 30 -4.26%

FMDEFIDELITY COVINGTON TRUSTTrim

Weight 7.0%Value $29.89MPrice $40.56Shares 737K -3.27%Since Jun 30 -0.05%

AVUVAMERICAN CENTY ETF TRTrim

Weight 6.4%Value $27.27MPrice $118.78Shares 219K -2.65%Since Jun 30 -4.79%

DYNFBLACKROCK ETF TRUSTTrim

Weight 2.6%Value $11.01MPrice $69.41Shares 162K -4.60%Since Jun 30 +2.06%

IYWISHARES TRTrim

Weight 2.6%Value $10.99MPrice $263.57Shares 44K -14.63%Since Jun 30 +4.50%

HELOJ P MORGAN EXCHANGE TRADED FAdd

Weight 2.4%Value $10.12MPrice $69.32Shares 150K +1.37%Since Jun 30 +2.57%

IVWISHARES TRAdd

Weight 2.3%Value $9.85MPrice $142.21Shares 72K +5.12%Since Jun 30 +3.40%

IVEISHARES TRTrim

Weight 2.2%Value $9.52MPrice $230.46Shares 42K -5.26%Since Jun 30 +1.50%

IAUISHARES GOLD TRAdd

Weight 1.8%Value $7.62MPrice $77.50Shares 101K +11.22%Since Jun 30 +2.64%

BLACKROCK ETF TRUSTNo ticker matchNew

Weight 1.6%Value $6.67MShares 182K

IUSBISHARES TRAdd

Weight 1.5%Value $6.24MPrice $44.17Shares 135K +78.76%Since Jun 30 -4.29%

ACWXISHARES TRNew

Weight 1.4%Value $6.11MPrice $76.18Shares 80KSince Jun 30 +0.09%

BAIBLACKROCK ETF TRUSTTrim

Weight 1.4%Value $5.82MPrice $47.11Shares 110K -5.10%Since Jun 30 -10.64%

ORCLORACLE CORPAdd

Weight 1.2%Value $5.04MPrice $132.60Shares 34K +0.09%Since Jun 30 -9.52%

IVVISHARES TRAdd

Weight 1.1%Value $4.83MPrice $768.93Shares 6,456 +0.45%Since Jun 30 +2.68%

SCHZSCHWAB STRATEGIC TRAdd

Weight 1.1%Value $4.57MPrice $22.13Shares 197K +6.57%Since Jun 30 -4.32%

SPMOINVESCO EXCH TRADED FD TR IITrim

Weight 1.0%Value $4.31MPrice $151.18Shares 27K -18.01%Since Jun 30 -6.41%

ESGUISHARES TRAdd

Weight 0.8%Value $3.48MPrice $167.38Shares 21K +0.92%Since Jun 30 +2.27%

BLCRBLACKROCK ETF TRUSTNew

Weight 0.8%Value $3.27MPrice $49.07Shares 65KSince Jun 30 -2.58%

THROBLACKROCK ETF TRUSTTrim

Weight 0.7%Value $3.09MPrice $44.14Shares 72K -29.52%Since Jun 30 +2.39%

SHLDGLOBAL X FDSAdd

Weight 0.7%Value $3.03MPrice $60.82Shares 51K +83.20%Since Jun 30 +1.86%

AVEMAMERICAN CENTY ETF TRTrim

Weight 0.7%Value $2.95MPrice $94.80Shares 31K -23.19%Since Jun 30 -1.75%

XTENBONDBLOXX ETF TRUSTTrim

Weight 0.6%Value $2.66MPrice $42.58Shares 58K -17.37%Since Jun 30 -6.59%

Stock	Weight	Value	Price	Shares	Since Jun 30	Shares change	Action
SPYMSPDR SERIES TRUST	19.4%	$82.64M	$90.08	940K	+2.50%	+17.47%	Add
GSLCGOLDMAN SACHS ETF TR	18.1%	$77.19M	$145.77	544K	+2.73%	-0.77%	Trim
JBNDJ P MORGAN EXCHANGE TRADED F	8.8%	$37.40M	$51.22	699K	-4.26%	+4.45%	Add
FMDEFIDELITY COVINGTON TRUST	7.0%	$29.89M	$40.56	737K	-0.05%	-3.27%	Trim
AVUVAMERICAN CENTY ETF TR	6.4%	$27.27M	$118.78	219K	-4.79%	-2.65%	Trim
DYNFBLACKROCK ETF TRUST	2.6%	$11.01M	$69.41	162K	+2.06%	-4.60%	Trim
IYWISHARES TR	2.6%	$10.99M	$263.57	44K	+4.50%	-14.63%	Trim
HELOJ P MORGAN EXCHANGE TRADED F	2.4%	$10.12M	$69.32	150K	+2.57%	+1.37%	Add
IVWISHARES TR	2.3%	$9.85M	$142.21	72K	+3.40%	+5.12%	Add
IVEISHARES TR	2.2%	$9.52M	$230.46	42K	+1.50%	-5.26%	Trim
IAUISHARES GOLD TR	1.8%	$7.62M	$77.50	101K	+2.64%	+11.22%	Add
BLACKROCK ETF TRUSTNo ticker match	1.6%	$6.67M	—	182K	—	—	New
IUSBISHARES TR	1.5%	$6.24M	$44.17	135K	-4.29%	+78.76%	Add
ACWXISHARES TR	1.4%	$6.11M	$76.18	80K	+0.09%	—	New
BAIBLACKROCK ETF TRUST	1.4%	$5.82M	$47.11	110K	-10.64%	-5.10%	Trim
ORCLORACLE CORP	1.2%	$5.04M	$132.60	34K	-9.52%	+0.09%	Add
IVVISHARES TR	1.1%	$4.83M	$768.93	6,456	+2.68%	+0.45%	Add
SCHZSCHWAB STRATEGIC TR	1.1%	$4.57M	$22.13	197K	-4.32%	+6.57%	Add
SPMOINVESCO EXCH TRADED FD TR II	1.0%	$4.31M	$151.18	27K	-6.41%	-18.01%	Trim
ESGUISHARES TR	0.8%	$3.48M	$167.38	21K	+2.27%	+0.92%	Add
BLCRBLACKROCK ETF TRUST	0.8%	$3.27M	$49.07	65K	-2.58%	—	New
THROBLACKROCK ETF TRUST	0.7%	$3.09M	$44.14	72K	+2.39%	-29.52%	Trim
SHLDGLOBAL X FDS	0.7%	$3.03M	$60.82	51K	+1.86%	+83.20%	Add
AVEMAMERICAN CENTY ETF TR	0.7%	$2.95M	$94.80	31K	-1.75%	-23.19%	Trim
XTENBONDBLOXX ETF TRUST	0.6%	$2.66M	$42.58	58K	-6.59%	-17.37%	Trim

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

SPYMSPDR SERIES TRUST≈ $12.29MAdd

BLACKROCK ETF TRUSTNo ticker match≈ $6.67MNew

ACWXISHARES TR≈ $6.11MNew

BLCRBLACKROCK ETF TRUST≈ $3.27MNew

IUSBISHARES TR≈ $2.75MAdd

Largest sells in 2026 Q2

XLGINVESCO EXCHANGE TRADED FD T≈ $7.22MTrim

EFVISHARES TR≈ $5.85MTrim

IEMGISHARES INC≈ $4.96MTrim

QUALISHARES TR≈ $3.61MTrim

IAGGISHARES TR≈ $1.70MSold

Options

Notional value, listed apart from stocks

LLYELI LILLY & COPUT$839.6KHold

STXSEAGATE TECHNOLOGY HLDNGS PLPUT$386.0KTrim

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR