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.

Portfolio value $301 Billion
ETFs: $234 Billion
Technology: $13 Billion
Healthcare: $1.38 Billion
Financial Services: $1.26 Billion
Industrials: $964 Million
Utilities: $865 Million
Consumer Cyclical: $852 Million
Consumer Defensive: $799 Million
Other: $1.03 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $301 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 14 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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