Sponsored

The Analysis of LIFELONG WEALTH ADVISORS, INC.'s Holdings & P&L

Currently, LIFELONG WEALTH ADVISORS, INC. holds 97 types of securities in its portfolio with a total value $424.4M. In the most recent quarter, they have increased their positions in N/A (+139.9K shares, valued at $12.3M), CORO (+182.4K shares, valued at $6.7M), ACWX (+80.3K shares, valued at $6.1M); decreased their positions in XLG (-132.3K shares, valued at $8.1M), EFV (-78.6K shares, valued at $6.0M), IEMG (-71.1K shares, valued at $5.9M); initiated new positions in CORO (+182.4K shares, valued at $6.7M), ACWX (+80.3K shares, valued at $6.1M), BLCR (+65.0K shares, valued at $3.3M).

1M P&L

+1.1M+0.36%

3M P&L

+11.8M+3.83%

HY P&L

+30.1M+10.41%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A307.9M

95.5%

2Semiconductors2.7M

0.8%

3Consumer Electronics2.2M

0.7%

Top Industries by Stock Count

1N/A55 stocks

70.5%

2Semiconductors5 stocks

6.4%

3Internet Content & Information2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDR SERIES TRUST SPDR SERIES TRUST940.4K shares17.47%2026-06-302026-07-16

GSLC GOLDMAN SACHS ETF TR544.0K shares-0.77%2026-06-302026-07-16

JBND J P MORGAN EXCHANGE TRADED F699.1K shares4.45%2026-06-302026-07-16

FMDE FIDELITY COVINGTON TRUST736.7K shares-3.27%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR218.6K shares-2.65%2026-06-302026-07-16

DYNF BLACKROCK ETF TRUST161.9K shares-4.60%2026-06-302026-07-16

IYW ISHARES TR43.6K shares-14.63%2026-06-302026-07-16

HELO J P MORGAN EXCHANGE TRADED F149.8K shares1.37%2026-06-302026-07-16

Sponsored

IVW ISHARES TR71.6K shares5.12%2026-06-302026-07-16

IVE ISHARES TR41.9K shares-5.26%2026-06-302026-07-16

IAU ISHARES GOLD TR100.9K shares11.22%2026-06-302026-07-16

CORO BLACKROCK ETF TRUST182.4K sharesnew addition2026-06-302026-07-16

IUSB ISHARES TR135.3K shares78.76%2026-06-302026-07-16

ACWX ISHARES TR80.3K sharesnew addition2026-06-302026-07-16

BAI BLACKROCK ETF TRUST110.3K shares-5.10%2026-06-302026-07-16

ORACLE CORP ORACLE CORP34.4K shares0.09%2026-06-302026-07-16

Sponsored

ISHARES TR ISHARES TR6.5K shares0.45%2026-06-302026-07-16

SCHZ SCHWAB STRATEGIC TR197.4K shares6.57%2026-06-302026-07-16

SPMO INVESCO EXCH TRADED FD TR II26.7K shares-18.01%2026-06-302026-07-16

ESGU ISHARES TR21.2K shares0.92%2026-06-302026-07-16

BLCR BLACKROCK ETF TRUST65.0K sharesnew addition2026-06-302026-07-16

THRO BLACKROCK ETF TRUST71.7K shares-29.52%2026-06-302026-07-16

SHLD GLOBAL X FDS50.7K shares83.20%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR30.6K shares-23.19%2026-06-302026-07-16

Sponsored

XTEN BONDBLOXX ETF TRUST58.4K shares-17.37%2026-06-302026-07-16

GOVT ISHARES TR110.7K shares462.27%2026-06-302026-07-16

MBB ISHARES TR26.7K shares8.05%2026-06-302026-07-16

AAPL APPLE INC7.6K shares2.70%2026-06-302026-07-16

ACWI ISHARES TR12.3K shares0.00%2026-06-302026-07-16

QUAL ISHARES TR8.5K shares-68.96%2026-06-302026-07-16

BLACKROCK ETF TRUST BLACKROCK ETF TRUST63.6K sharesnew addition2026-06-302026-07-16

MSFT MICROSOFT CORP4.4K shares10.37%2026-06-302026-07-16

Sponsored

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II28.8K sharesnew addition2026-06-302026-07-16

LLY ELI LILLY & CO1.2K shares1.28%2026-06-302026-07-16

IWP ISHARES TR8.5K shares-8.20%2026-06-302026-07-16

LCTU BLACKROCK ETF TRUST14.4K shares-3.47%2026-06-302026-07-16

NVDA NVIDIA CORPORATION5.6K shares0.07%2026-06-302026-07-16

GBIL GOLDMAN SACHS ETF TR11.0K shares86.44%2026-06-302026-07-16

EAGG ISHARES TR19.7K shares16.19%2026-06-302026-07-16

FTEC FIDELITY COVINGTON TRUST3.1K shares-0.64%2026-06-302026-07-16

Sponsored

DSI ISHARES TR6.2K shares1.98%2026-06-302026-07-16

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC2.0K shares36.30%2026-06-302026-07-16

WORLD GOLD TR WORLD GOLD TR9.2K shares-49.87%2026-06-302026-07-16

EFV ISHARES TR9.3K shares-89.46%2026-06-302026-07-16

SUSC ISHARES TR29.7K shares-21.35%2026-06-302026-07-16

GOOGL ALPHABET INC1.9K shares9.32%2026-06-302026-07-16

3M CO 3M CO4.1K shares3.40%2026-06-302026-07-16

TSLA TESLA INC1.6K shares3.14%2026-06-302026-07-16

Sponsored

MUB ISHARES TR5.8K shares-0.22%2026-06-302026-07-16

USXF ISHARES TR9.0K shares8.27%2026-06-302026-07-16

IEMG ISHARES INC7.5K shares-90.48%2026-06-302026-07-16

CAT CATERPILLAR INC579 shares-8.82%2026-06-302026-07-16

ESGE ISHARES INC10.9K shares-13.41%2026-06-302026-07-16

XEL XCEL ENERGY INC7.2K shares-4.80%2026-06-302026-07-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares0.00%2026-06-302026-07-16

BINC BLACKROCK ETF TRUST II10.4K shares-70.43%2026-06-302026-07-16

Sponsored

INTC INTEL CORP3.8K sharesnew addition2026-06-302026-07-16

TGT TARGET CORP4.1K shares0.17%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL549 shares-78.04%2026-06-302026-07-16

AMZN AMAZON COM INC2.1K shares24.25%2026-06-302026-07-16

EXXON MOBIL CORP EXXON MOBIL CORP3.6K shares1.37%2026-06-302026-07-16

GOOG ALPHABET INC1.3K shares0.00%2026-06-302026-07-16

BRK.B BERKSHIRE HATHAWAY INC DEL928 shares2.88%2026-06-302026-07-16

ISHARES TR ISHARES TR4.7K shares1.10%2026-06-302026-07-16

Sponsored

ABBVIE INC ABBVIE INC1.7K shares1.60%2026-06-302026-07-16

ARK ETF TR ARK ETF TR10.8K shares0.00%2026-06-302026-07-16

JMST J P MORGAN EXCHANGE TRADED F8.1K shares-38.95%2026-06-302026-07-16

SUSB ISHARES TR16.2K sharesnew addition2026-06-302026-07-16

EFG ISHARES TR3.2K shares-10.10%2026-06-302026-07-16

XLG INVESCO EXCHANGE TRADED FD T6.5K shares-95.31%2026-06-302026-07-16

NUBD NUSHARES ETF TR17.4K shares-4.61%2026-06-302026-07-16

EVUS ISHARES TR10.8K shares6.13%2026-06-302026-07-16

Sponsored

SYSB ISHARES TR4.1K shares7.26%2026-06-302026-07-16

IJR ISHARES TR2.4K shares-0.29%2026-06-302026-07-16

AOA ISHARES TR3.6K shares-0.03%2026-06-302026-07-16

JNJ JOHNSON & JOHNSON1.3K shares5.58%2026-06-302026-07-16

NULG NUSHARES ETF TR2.9K shares-17.75%2026-06-302026-07-16

BROADCOM INC BROADCOM INC883 shares7.42%2026-06-302026-07-16

GLW CORNING INC1.3K sharesnew addition2026-06-302026-07-16

WFC WELLS FARGO & CO3.7K shares0.47%2026-06-302026-07-16

Sponsored

NUDM NUSHARES ETF TR7.6K shares22.04%2026-06-302026-07-16

PG PROCTER & GAMBLE CO2.0K shares-1.22%2026-06-302026-07-16

DMXF ISHARES TR3.5K sharesnew addition2026-06-302026-07-16

NULV NUSHARES ETF TR5.9K shares-8.22%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS788 shares0.00%2026-06-302026-07-16

JPMORGAN CHASE & CO JPMORGAN CHASE & CO890 shares3.73%2026-06-302026-07-16

OTTR OTTER TAIL CORP3.2K shares0.00%2026-06-302026-07-16

MASTERCARD INCORPORATED MASTERCARD INCORPORATED528 shares1.54%2026-06-302026-07-16

Sponsored

ICSH ISHARES TR5.3K shares0.00%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP503 shares12.78%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T332 shares0.00%2026-06-302026-07-16

MRVL MARVELL TECHNOLOGY INC821 sharesnew addition2026-06-302026-07-16

QQQ INVESCO QQQ TR323 sharesnew addition2026-06-302026-07-16

META PLATFORMS INC META PLATFORMS INC398 shares9.34%2026-06-302026-07-16

MU MICRON TECHNOLOGY INC192 sharesnew addition2026-06-302026-07-16

ABT ABBOTT LABORATORIES2.4K shares-0.77%2026-06-302026-07-16

Sponsored

VOO VANGUARD INDEX FDS315 sharesnew addition2026-06-302026-07-16

SPDR SERIES TRUST

17.47%

Shares940.4K

Event2026-06-30

Filed2026-07-16

GSLC

GOLDMAN SACHS ETF TR

-0.77%

Shares544.0K

Event2026-06-30

Filed2026-07-16

JBND

J P MORGAN EXCHANGE TRADED F

4.45%

Shares699.1K

Event2026-06-30

Filed2026-07-16

FMDE

FIDELITY COVINGTON TRUST

-3.27%

Shares736.7K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

-2.65%

Shares218.6K

Event2026-06-30

Filed2026-07-16

DYNF

BLACKROCK ETF TRUST

-4.60%

Shares161.9K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

-14.63%

Shares43.6K

Event2026-06-30

Filed2026-07-16

HELO

J P MORGAN EXCHANGE TRADED F

1.37%

Shares149.8K

Event2026-06-30

Filed2026-07-16

IVW

ISHARES TR

5.12%

Shares71.6K

Event2026-06-30

Filed2026-07-16

IVE

ISHARES TR

-5.26%

Shares41.9K

Event2026-06-30

Filed2026-07-16

IAU

ISHARES GOLD TR

11.22%

Shares100.9K

Event2026-06-30

Filed2026-07-16

CORO

BLACKROCK ETF TRUST

New

Shares182.4K

Event2026-06-30

Filed2026-07-16

IUSB

ISHARES TR

78.76%

Shares135.3K

Event2026-06-30

Filed2026-07-16

ACWX

ISHARES TR

New

Shares80.3K

Event2026-06-30

Filed2026-07-16

BAI

BLACKROCK ETF TRUST

-5.10%

Shares110.3K

Event2026-06-30

Filed2026-07-16

ORACLE CORP

0.09%

Shares34.4K

Event2026-06-30

Filed2026-07-16

ISHARES TR

0.45%

Shares6.5K

Event2026-06-30

Filed2026-07-16

SCHZ

SCHWAB STRATEGIC TR

6.57%

Shares197.4K

Event2026-06-30

Filed2026-07-16

SPMO

INVESCO EXCH TRADED FD TR II

-18.01%

Shares26.7K

Event2026-06-30

Filed2026-07-16

ESGU

ISHARES TR

0.92%

Shares21.2K

Event2026-06-30

Filed2026-07-16

BLCR

BLACKROCK ETF TRUST

New

Shares65.0K

Event2026-06-30

Filed2026-07-16

THRO

BLACKROCK ETF TRUST

-29.52%

Shares71.7K

Event2026-06-30

Filed2026-07-16

SHLD

GLOBAL X FDS

83.20%

Shares50.7K

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

-23.19%

Shares30.6K

Event2026-06-30

Filed2026-07-16

XTEN

BONDBLOXX ETF TRUST

-17.37%

Shares58.4K

Event2026-06-30

Filed2026-07-16

GOVT

ISHARES TR

462.27%

Shares110.7K

Event2026-06-30

Filed2026-07-16

MBB

ISHARES TR

8.05%

Shares26.7K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

2.70%

Shares7.6K

Event2026-06-30

Filed2026-07-16

ACWI

ISHARES TR

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-16

QUAL

ISHARES TR

-68.96%

Shares8.5K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST

New

Shares63.6K

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

10.37%

Shares4.4K

Event2026-06-30

Filed2026-07-16

BLACKROCK ETF TRUST II

New

Shares28.8K

Event2026-06-30

Filed2026-07-16

LLY

ELI LILLY & CO

1.28%

Shares1.2K

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

-8.20%

Shares8.5K

Event2026-06-30

Filed2026-07-16

LCTU

BLACKROCK ETF TRUST

-3.47%

Shares14.4K

Event2026-06-30

Filed2026-07-16

NVDA

NVIDIA CORPORATION

0.07%

Shares5.6K

Event2026-06-30

Filed2026-07-16

GBIL

GOLDMAN SACHS ETF TR

86.44%

Shares11.0K

Event2026-06-30

Filed2026-07-16

EAGG

ISHARES TR

16.19%

Shares19.7K

Event2026-06-30

Filed2026-07-16

FTEC

FIDELITY COVINGTON TRUST

-0.64%

Shares3.1K

Event2026-06-30

Filed2026-07-16

DSI

ISHARES TR

1.98%

Shares6.2K

Event2026-06-30

Filed2026-07-16

UNITEDHEALTH GROUP INC

36.30%

Shares2.0K

Event2026-06-30

Filed2026-07-16

WORLD GOLD TR

-49.87%

Shares9.2K

Event2026-06-30

Filed2026-07-16

EFV

ISHARES TR

-89.46%

Shares9.3K

Event2026-06-30

Filed2026-07-16

SUSC

ISHARES TR

-21.35%

Shares29.7K

Event2026-06-30

Filed2026-07-16

GOOGL

ALPHABET INC

9.32%

Shares1.9K

Event2026-06-30

Filed2026-07-16

3M CO

3.40%

Shares4.1K

Event2026-06-30

Filed2026-07-16

TSLA

TESLA INC

3.14%

Shares1.6K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

-0.22%

Shares5.8K

Event2026-06-30

Filed2026-07-16

USXF

ISHARES TR

8.27%

Shares9.0K

Event2026-06-30

Filed2026-07-16

IEMG

ISHARES INC

-90.48%

Shares7.5K

Event2026-06-30

Filed2026-07-16

CAT

CATERPILLAR INC

-8.82%

Shares579

Event2026-06-30

Filed2026-07-16

ESGE

ISHARES INC

-13.41%

Shares10.9K

Event2026-06-30

Filed2026-07-16

XEL

XCEL ENERGY INC

-4.80%

Shares7.2K

Event2026-06-30

Filed2026-07-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-16

BINC

BLACKROCK ETF TRUST II

-70.43%

Shares10.4K

Event2026-06-30

Filed2026-07-16

INTC

INTEL CORP

New

Shares3.8K

Event2026-06-30

Filed2026-07-16

TGT

TARGET CORP

0.17%

Shares4.1K

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL

-78.04%

Shares549

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

24.25%

Shares2.1K

Event2026-06-30

Filed2026-07-16

EXXON MOBIL CORP

1.37%

Shares3.6K

Event2026-06-30

Filed2026-07-16

GOOG

ALPHABET INC

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-16

BRK.B

BERKSHIRE HATHAWAY INC DEL

2.88%

Shares928

Event2026-06-30

Filed2026-07-16

ISHARES TR

1.10%

Shares4.7K

Event2026-06-30

Filed2026-07-16

ABBVIE INC

1.60%

Shares1.7K

Event2026-06-30

Filed2026-07-16

ARK ETF TR

0.00%

Shares10.8K

Event2026-06-30

Filed2026-07-16

JMST

J P MORGAN EXCHANGE TRADED F

-38.95%

Shares8.1K

Event2026-06-30

Filed2026-07-16

SUSB

ISHARES TR

New

Shares16.2K

Event2026-06-30

Filed2026-07-16

EFG

ISHARES TR

-10.10%

Shares3.2K

Event2026-06-30

Filed2026-07-16

XLG

INVESCO EXCHANGE TRADED FD T

-95.31%

Shares6.5K

Event2026-06-30

Filed2026-07-16

NUBD

NUSHARES ETF TR

-4.61%

Shares17.4K

Event2026-06-30

Filed2026-07-16

EVUS

ISHARES TR

6.13%

Shares10.8K

Event2026-06-30

Filed2026-07-16

SYSB

ISHARES TR

7.26%

Shares4.1K

Event2026-06-30

Filed2026-07-16

IJR

ISHARES TR

-0.29%

Shares2.4K

Event2026-06-30

Filed2026-07-16

AOA

ISHARES TR

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-16

JNJ

JOHNSON & JOHNSON

5.58%

Shares1.3K

Event2026-06-30

Filed2026-07-16

NULG

NUSHARES ETF TR

-17.75%

Shares2.9K

Event2026-06-30

Filed2026-07-16

BROADCOM INC

7.42%

Shares883

Event2026-06-30

Filed2026-07-16

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-16

WFC

WELLS FARGO & CO

0.47%

Shares3.7K

Event2026-06-30

Filed2026-07-16

NUDM

NUSHARES ETF TR

22.04%

Shares7.6K

Event2026-06-30

Filed2026-07-16

PROCTER & GAMBLE CO

-1.22%

Shares2.0K

Event2026-06-30

Filed2026-07-16

DMXF

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-16

NULV

NUSHARES ETF TR

-8.22%

Shares5.9K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares788

Event2026-06-30

Filed2026-07-16

JPMORGAN CHASE & CO

3.73%

Shares890

Event2026-06-30

Filed2026-07-16

OTTR

OTTER TAIL CORP

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-16

MASTERCARD INCORPORATED

1.54%

Shares528

Event2026-06-30

Filed2026-07-16

ICSH

ISHARES TR

0.00%

Shares5.3K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

12.78%

Shares503

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

0.00%

Shares332

Event2026-06-30

Filed2026-07-16

MRVL

MARVELL TECHNOLOGY INC

New

Shares821

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

New

Shares323

Event2026-06-30

Filed2026-07-16

META PLATFORMS INC

9.34%

Shares398

Event2026-06-30

Filed2026-07-16

MICRON TECHNOLOGY INC

New

Shares192

Event2026-06-30

Filed2026-07-16

ABT

ABBOTT LABORATORIES

-0.77%

Shares2.4K

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

New

Shares315

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

LLY Put PutELI LILLY & CO700 shares0.00%2026-06-302026-07-16

SEAGATE TECHNOLOGY HLDNGS PL Put PutSEAGATE TECHNOLOGY HLDNGS PL400 shares-83.33%2026-06-302026-07-16

LLY Put

ELI LILLY & CO

0.00%

Shares700

Event2026-06-30

Filed2026-07-16

SEAGATE TECHNOLOGY HLDNGS PL Put

SEAGATE TECHNOLOGY HLDNGS PL

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Event2026-06-30

Filed2026-07-16