Lifelong Wealth Advisors, Inc. Portfolio Holdings

Lifelong Wealth Advisors, Inc.

  • $377 Billion
  • Q4 2025

Lifelong Wealth Advisors, Inc. has filed its 13F form on January 12, 2026 for Q4 2025 where it was disclosed a total value porftolio of $377 Billion distributed in 89 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 $71.6B, Spdr Portfolio S&P 500 ETF (Ma with a value of $63.8B, J P Morgan Exchange Traded F with a value of $35.2B, Fidelity Covington Trust with a value of $27.2B, and American Centy ETF Tr Avantis with a value of $23.1B.

Examining the 13F form we can see an increase of $41B in the current position value, from $336B to 377B.

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 $377 Billion
ETFs: $268 Billion
Technology: $12.5 Billion
Healthcare: $2.13 Billion
Industrials: $1.43 Billion
Financial Services: $1.36 Billion
Communication Services: $1.19 Billion
Consumer Cyclical: $1.09 Billion
Utilities: $819 Million
Other: $1.1 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$593B
$6.7 Billion 1.78% of portfolio
34,381
Q4 2025 Reduced 0.04%
$4.3T
$1.89 Billion 0.5% of portfolio
6,967
Q4 2025 Added 1.16%
$3.78T
$1.61 Billion 0.43% of portfolio
3,335
Q4 2025 Added 10.18%
$971B
$1.26 Billion 0.33% of portfolio
1,169
Q4 2025 Added 0.43%
$465B
$1 Billion 0.27% of portfolio
5,369
Q4 2025 Added 1.59%
$1.29T
$687 Million 0.18% of portfolio
1,528
Q4 2025 Added 1.13%
$1.65T
$541 Million 0.14% of portfolio
1,728
Q4 2025 Added 1.95%
$662B
$455 Million 0.12% of portfolio
906
Q4 2025 Added 1.0%
$490B
$424 Million 0.11% of portfolio
3,524
Q4 2025 Added 0.71%
$1.74T
$405 Million 0.11% of portfolio
1,290
Q1 2025 Added 0.78%
$2.39T
$402 Million 0.11% of portfolio
1,740
Q4 2025 Added 2.41%
$1.46T
$363 Million 0.1% of portfolio
1,194
Q3 2025 Added 0.17%
$414B
$387 Million 0.1% of portfolio
1,692
Q4 2025 Added 0.53%
$291B
$363 Million 0.1% of portfolio
634
Q4 2025 Added 4.97%
$317B
$340 Million 0.09% of portfolio
3,645
Q4 2025 Added 0.41%
$512B
$295 Million 0.08% of portfolio
517
Q4 2025 Reduced 0.19%
$881B
$273 Million 0.07% of portfolio
847
Q4 2025 Added 1.07%
$522B
$260 Million 0.07% of portfolio
1,258
Q4 2025 Added 0.48%
$300B
$224 Million 0.06% of portfolio
679
Q4 2025 Added 1.49%
$1.37T
$240 Million 0.06% of portfolio
364
Q4 2025 Added 0.83%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $377 Billion
  • Prior Value $336 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 12, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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