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LIFELONG WEALTH ADVISORS, INC.
Period ended Sep 30, 2026 · Latest filing Oct 19, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $431,958,007
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $84,691,276
- GOLDMAN SACHS ETF TR · ACTIVEBETA US LG · 381430503 · shares: $78,276,381
- J P MORGAN EXCHANGE TRADED F · ACTIVE BOND ETF · 46654Q716 · shares: $36,566,061
- FIDELITY COVINGTON TRUST · ENH MID COR ETF · 31609A503 · shares: $29,490,726
- AMERICAN CENTY ETF TR · US SML CP VALU · 025072877 · shares: $25,530,866
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $11,329,192
- ISHARES TR · U.S. TECH ETF · 464287721 · shares: $11,185,147
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $10,783,040
- J P MORGAN EXCHANGE TRADED F · HEDG EQU LAD ETF · 46654Q724 · shares: $10,456,655
- ISHARES TR · S&P 500 VAL ETF · 464287408 · shares: $9,649,229
Reported holdings
104 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,482 shares | $205,589 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 303 shares | $204,540 |
| CORNING INC | COM | 219350105 | — | 1,308 shares | $201,118 |
| ISHARES TR | INTL EQTY FACTOR | 46434V274 | — | 4,829 shares | $200,452 |