Lifelong Wealth Advisors, Inc.
Lifelong Wealth Advisors, Inc. reported 99 holdings worth US$426M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 16, 2026
Lifelong Wealth Advisors, Inc. reported 99 holdings worth US$426M as of Jun 30, 2026. Largest: Oracle Corporation, Apple Inc and Microsoft Corp. Filed Jul 16, 2026 (Form 13F).
- Holdings
- 99
- Value as reported
- US$426M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Oracle Corporation | 34,407 | US$5.04M | 1.2% |
| Apple Inc | 7,641 | US$2.21M | 0.52% |
| Microsoft Corp. | 4,405 | US$1.64M | 0.39% |
| Eli Lilly And Company | 1,189 | US$1.43M | 0.34% |
| Alphabet Inc (google) Class C | 3,218 | US$1.15M | 0.27% |
| Nvidia Corporation | 5,568 | US$1.11M | 0.26% |
| Unitedhealth Group Incorporated | 1,975 | US$821K | 0.19% |
| 3m Company | 4,109 | US$665K | 0.16% |
| Tesla, Inc. | 1,578 | US$664K | 0.16% |
| Caterpillar, Inc. | 579 | US$617K | 0.14% |
| Xcel Energy Inc. | 7,167 | US$576K | 0.14% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,194 | US$570K | 0.13% |
| Intel Corporation | 3,813 | US$532K | 0.13% |
| Target Corporation | 4,059 | US$530K | 0.12% |
| Amazon.com, Inc. | 2,101 | US$501K | 0.12% |
| Exxon Mobil Corporation | 3,625 | US$496K | 0.12% |
| Berkshire Hathaway Inc. | 928 | US$464K | 0.11% |
| Abbvie Inc. | 1,719 | US$433K | 0.10% |
| Johnson & Johnson | 1,343 | US$341K | 0.08% |
| Broadcom Inc. | 883 | US$334K | 0.08% |
| Corning Incorporated | 1,295 | US$331K | 0.08% |
| Wells Fargo & Company | 3,664 | US$303K | 0.07% |
| Procter & Gamble Company (the) | 2,017 | US$296K | 0.07% |
| Jp Morgan Chase & Co. | 890 | US$291K | 0.07% |
| Otter Tail Corporation | 3,164 | US$285K | 0.07% |
| Mastercard Incorporated | 528 | US$271K | 0.06% |
| Lockheed Martin Corporation | 503 | US$256K | 0.06% |
| Marvell Technology, Inc. | 821 | US$245K | 0.06% |
| Meta Platforms, Inc. | 398 | US$224K | 0.05% |
| Micron Technology, Inc. | 192 | US$222K | 0.05% |
| Abbott Laboratories | 2,434 | US$221K | 0.05% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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