Lifelong Wealth Advisors, Inc. Portfolio Holdings
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
Lifelong Wealth Advisors, Inc. has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $301 Billion distributed in 79 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $65.8B, Spdr Portfolio S&P 500 ETF (Ma with a value of $57.3B, J P Morgan Exchange Traded F with a value of $30.3B, American Centy ETF Tr Avantis with a value of $20.2B, and Ishares Dj Us Tech ETF with a value of $11.2B.
Examining the 13F form we can see an increase of $88B in the current position value, from $213B to 301B.
Lifelong Wealth Advisors, Inc. is based out at Arden Hills, MN
Below you can find more details about Lifelong Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|