Holdings
Lifelong Wealth Advisors, Inc.
As of Sep 30, 2026, Lifelong Wealth Advisors, Inc. reported 98 positions worth US$430M. Largest: State Street SPDR Portfolio S&P 500 ETF, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF and JPMorgan Active Bond ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 944K | US$84.7M | new | Sep 30, 2026 |
| Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 540K | US$78.3M | new | Sep 30, 2026 |
| JPMorgan Active Bond ETF | 715K | US$36.6M | new | Sep 30, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 730K | US$29.5M | new | Sep 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 217K | US$25.5M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 164K | US$11.3M | new | Sep 30, 2026 |
| iShares U.S. Technology ETF | 42,224 | US$11.2M | new | Sep 30, 2026 |
| iShares S&P 500 Growth ETF | 75,798 | US$10.8M | new | Sep 30, 2026 |
| JPMorgan Hedged Equity Laddered Overlay ETF | 151K | US$10.5M | new | Sep 30, 2026 |
| iShares S&P 500 Value ETF | 42,269 | US$9.65M | new | Sep 30, 2026 |