Lifelong Wealth Advisors, Inc. Portfolio Holdings

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.