Lifelong Wealth Advisors, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $336 Billion distributed in 85 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 $71B, Spdr Portfolio S&P 500 ETF (Ma with a value of $62.3B, J P Morgan Exchange Traded F with a value of $34.5B, American Centy ETF Tr Avantis with a value of $22.8B, and Ishares Dj Us Tech ETF with a value of $12.5B.

Examining the 13F form we can see an increase of $34.9B in the current position value, from $301B to 336B.

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 $336 Billion
ETFs: $258 Billion
Technology: $15.2 Billion
Healthcare: $1.95 Billion
Industrials: $1.51 Billion
Financial Services: $1.31 Billion
Consumer Cyclical: $1.27 Billion
Utilities: $995 Million
Communication Services: $991 Million
Other: $1.13 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 85
  • Current Value $336 Billion
  • Prior Value $301 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 45 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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