Sponsored

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

Currently, LIFELONG WEALTH ADVISORS, INC. holds 88 types of securities in its portfolio with a total value $374.7M. In the most recent quarter, they have increased their positions in DYNF (+26.6K shares, valued at $1.5M), JBND (+18.8K shares, valued at $1.0M), GSLC (+7.7K shares, valued at $957.5K); decreased their positions in N/A (-19.4K shares, valued at $1.7M), IWP (-2.2K shares, valued at $286.3K), SPY (-320 shares, valued at $208.1K); initiated new positions in GBIL (+5.9K shares, valued at $590.5K), AOA (+3.7K shares, valued at $323.1K), ABT (+2.5K shares, valued at $251.8K).

1M P&L

+15.3M+3.93%

3M P&L

+23.1M+6.06%

HY P&L

+36.2M+9.83%

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/A346.3M

95.1%

2Software - Infrastructure6.5M

1.8%

3Consumer Electronics1.9M

0.5%

Top Industries by Stock Count

1N/A57 stocks

69.5%

2Drug Manufacturers - General3 stocks

3.7%

3Banks - Diversified2 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC GOLDMAN SACHS ETF TR548.2K shares1.42%2026-03-312026-04-16

SPYM SPDR SERIES TRUST800.5K shares0.58%2026-03-312026-04-16

JBND J P MORGAN EXCHANGE TRADED F669.3K shares2.89%2026-03-312026-04-16

FMDE FIDELITY COVINGTON TRUST761.6K shares1.83%2026-03-312026-04-16

AVUV AMERICAN CENTY ETF TR224.5K shares-0.82%2026-03-312026-04-16

DYNF BLACKROCK ETF TRUST169.7K shares18.55%2026-03-312026-04-16

HELO J P MORGAN EXCHANGE TRADED F147.7K shares3.51%2026-03-312026-04-16

IVE ISHARES TR44.3K shares10.64%2026-03-312026-04-16

Sponsored

IYW ISHARES TR51.0K shares-1.71%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR90.7K shares-17.58%2026-03-312026-04-16

IVW ISHARES TR68.1K shares9.60%2026-03-312026-04-16

XLG INVESCO EXCHANGE TRADED FD T138.8K shares11.82%2026-03-312026-04-16

EFV ISHARES TR87.9K shares-1.17%2026-03-312026-04-16

IEMG ISHARES INC78.6K shares2.84%2026-03-312026-04-16

QUAL ISHARES TR27.3K shares5.59%2026-03-312026-04-16

ORCL ORACLE CORP34.4K shares-0.01%2026-03-312026-04-16

Sponsored

SCHZ SCHWAB STRATEGIC TR185.3K shares3.26%2026-03-312026-04-16

IVV ISHARES TR6.4K shares10.83%2026-03-312026-04-16

BAI BLACKROCK ETF TRUST116.2K shares11.55%2026-03-312026-04-16

THRO BLACKROCK ETF TRUST101.7K shares11.45%2026-03-312026-04-16

SPMO INVESCO EXCH TRADED FD TR II32.6K shares12.22%2026-03-312026-04-16

IUSB ISHARES TR75.7K shares4.46%2026-03-312026-04-16

XTEN BONDBLOXX ETF TRUST70.6K shares6.66%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR39.8K shares9.42%2026-03-312026-04-16

Sponsored

ESGU ISHARES TR21.0K shares-0.08%2026-03-312026-04-16

MBB ISHARES TR24.7K shares8.45%2026-03-312026-04-16

SHLD GLOBAL X FDS27.7K shares8.81%2026-03-312026-04-16

AAPL APPLE INC7.4K shares6.79%2026-03-312026-04-16

BINC BLACKROCK ETF TRUST II35.1K shares7.81%2026-03-312026-04-16

GLDM WORLD GOLD TR18.4K shares-5.92%2026-03-312026-04-16

ACWI ISHARES TR12.3K shares0.00%2026-03-312026-04-16

IAGG ISHARES TR33.9K shares8.85%2026-03-312026-04-16

Sponsored

MSFT MICROSOFT CORP4.0K shares19.67%2026-03-312026-04-16

IWP ISHARES TR9.3K shares-19.38%2026-03-312026-04-16

LLY ELI LILLY & CO1.2K shares0.43%2026-03-312026-04-16

LCTU BLACKROCK ETF TRUST14.9K shares1.37%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.5K shares0.00%2026-03-312026-04-16

NVDA NVIDIA CORPORATION5.6K shares3.63%2026-03-312026-04-16

SUSC ISHARES TR37.7K shares0.47%2026-03-312026-04-16

EAGG ISHARES TR16.9K shares-0.32%2026-03-312026-04-16

Sponsored

DSI ISHARES TR6.1K shares-0.64%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F13.2K shares0.00%2026-03-312026-04-16

FTEC FIDELITY COVINGTON TRUST3.1K shares0.00%2026-03-312026-04-16

MUB ISHARES TR5.9K shares33.33%2026-03-312026-04-16

XOM EXXON MOBIL CORP3.6K shares1.48%2026-03-312026-04-16

XEL XCEL ENERGY INC7.5K shares-1.27%2026-03-312026-04-16

GBIL GOLDMAN SACHS ETF TR5.9K sharesnew addition2026-03-312026-04-16

MMM 3M CO4.0K shares-0.03%2026-03-312026-04-16

Sponsored

ESGE ISHARES INC12.6K shares0.92%2026-03-312026-04-16

TSLA TESLA INC1.5K shares0.13%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.7K shares0.64%2026-03-312026-04-16

EMB ISHARES TR5.3K shares2.31%2026-03-312026-04-16

TGT TARGET CORP4.1K shares0.52%2026-03-312026-04-16

USXF ISHARES TR8.3K shares-0.40%2026-03-312026-04-16

GOVT ISHARES TR19.7K shares11.81%2026-03-312026-04-16

CAT CATERPILLAR INC635 shares0.16%2026-03-312026-04-16

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL902 shares-0.44%2026-03-312026-04-16

IEFA ISHARES TR4.6K shares0.00%2026-03-312026-04-16

ARKF ARK ETF TR10.8K shares0.00%2026-03-312026-04-16

NUBD NUSHARES ETF TR18.3K shares-4.28%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares0.00%2026-03-312026-04-16

EFG ISHARES TR3.6K shares8.40%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.4K shares113.40%2026-03-312026-04-16

ALPHABET INC ALPHABET INC1.3K shares3.26%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC1.7K shares0.00%2026-03-312026-04-16

AMZN AMAZON COM INC1.7K shares-2.82%2026-03-312026-04-16

SYSB ISHARES TR3.8K shares6.95%2026-03-312026-04-16

EVUS ISHARES TR10.2K shares0.78%2026-03-312026-04-16

AOA ISHARES TR3.7K sharesnew addition2026-03-312026-04-16

NULG NUSHARES ETF TR3.5K shares0.00%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON1.3K shares1.11%2026-03-312026-04-16

IJR ISHARES TR2.4K shares-5.65%2026-03-312026-04-16

Sponsored

PG PROCTER & GAMBLE CO2.0K shares4.66%2026-03-312026-04-16

WFC WELLS FARGO & CO3.6K shares0.05%2026-03-312026-04-16

NULV NUSHARES ETF TR6.4K shares0.00%2026-03-312026-04-16

OTTR OTTER TAIL CORP3.2K shares0.00%2026-03-312026-04-16

ICVT ISHARES TR2.7K shares15.09%2026-03-312026-04-16

ICSH ISHARES TR5.3K shares-0.37%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP446 shares0.22%2026-03-312026-04-16

MA MASTERCARD INCORPORATED520 shares0.58%2026-03-312026-04-16

Sponsored

BROADCOM INC BROADCOM INC822 shares6.75%2026-03-312026-04-16

VTI VANGUARD INDEX FDS788 shares31.11%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO858 shares1.30%2026-03-312026-04-16

ABT ABBOTT LABORATORIES2.5K sharesnew addition2026-03-312026-04-16

NUDM NUSHARES ETF TR6.2K shares-5.81%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T332 shares-49.08%2026-03-312026-04-16

META META PLATFORMS INC364 shares0.00%2026-03-312026-04-16

Sponsored

GSLC

GOLDMAN SACHS ETF TR

1.42%

Shares548.2K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

0.58%

Shares800.5K

Event2026-03-31

Filed2026-04-16

JBND

J P MORGAN EXCHANGE TRADED F

2.89%

Shares669.3K

Event2026-03-31

Filed2026-04-16

FMDE

FIDELITY COVINGTON TRUST

1.83%

Shares761.6K

Event2026-03-31

Filed2026-04-16

AVUV

AMERICAN CENTY ETF TR

-0.82%

Shares224.5K

Event2026-03-31

Filed2026-04-16

DYNF

BLACKROCK ETF TRUST

18.55%

Shares169.7K

Event2026-03-31

Filed2026-04-16

HELO

J P MORGAN EXCHANGE TRADED F

3.51%

Shares147.7K

Event2026-03-31

Filed2026-04-16

IVE

ISHARES TR

10.64%

Shares44.3K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

-1.71%

Shares51.0K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-17.58%

Shares90.7K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

9.60%

Shares68.1K

Event2026-03-31

Filed2026-04-16

XLG

INVESCO EXCHANGE TRADED FD T

11.82%

Shares138.8K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

-1.17%

Shares87.9K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

2.84%

Shares78.6K

Event2026-03-31

Filed2026-04-16

QUAL

ISHARES TR

5.59%

Shares27.3K

Event2026-03-31

Filed2026-04-16

ORCL

ORACLE CORP

-0.01%

Shares34.4K

Event2026-03-31

Filed2026-04-16

SCHZ

SCHWAB STRATEGIC TR

3.26%

Shares185.3K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

10.83%

Shares6.4K

Event2026-03-31

Filed2026-04-16

BAI

BLACKROCK ETF TRUST

11.55%

Shares116.2K

Event2026-03-31

Filed2026-04-16

THRO

BLACKROCK ETF TRUST

11.45%

Shares101.7K

Event2026-03-31

Filed2026-04-16

SPMO

INVESCO EXCH TRADED FD TR II

12.22%

Shares32.6K

Event2026-03-31

Filed2026-04-16

IUSB

ISHARES TR

4.46%

Shares75.7K

Event2026-03-31

Filed2026-04-16

XTEN

BONDBLOXX ETF TRUST

6.66%

Shares70.6K

Event2026-03-31

Filed2026-04-16

AVEM

AMERICAN CENTY ETF TR

9.42%

Shares39.8K

Event2026-03-31

Filed2026-04-16

ESGU

ISHARES TR

-0.08%

Shares21.0K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

8.45%

Shares24.7K

Event2026-03-31

Filed2026-04-16

SHLD

GLOBAL X FDS

8.81%

Shares27.7K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

6.79%

Shares7.4K

Event2026-03-31

Filed2026-04-16

BINC

BLACKROCK ETF TRUST II

7.81%

Shares35.1K

Event2026-03-31

Filed2026-04-16

GLDM

WORLD GOLD TR

-5.92%

Shares18.4K

Event2026-03-31

Filed2026-04-16

ACWI

ISHARES TR

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-16

IAGG

ISHARES TR

8.85%

Shares33.9K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

19.67%

Shares4.0K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

-19.38%

Shares9.3K

Event2026-03-31

Filed2026-04-16

LLY

ELI LILLY & CO

0.43%

Shares1.2K

Event2026-03-31

Filed2026-04-16

LCTU

BLACKROCK ETF TRUST

1.37%

Shares14.9K

Event2026-03-31

Filed2026-04-16

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

3.63%

Shares5.6K

Event2026-03-31

Filed2026-04-16

SUSC

ISHARES TR

0.47%

Shares37.7K

Event2026-03-31

Filed2026-04-16

EAGG

ISHARES TR

-0.32%

Shares16.9K

Event2026-03-31

Filed2026-04-16

DSI

ISHARES TR

-0.64%

Shares6.1K

Event2026-03-31

Filed2026-04-16

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares13.2K

Event2026-03-31

Filed2026-04-16

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

33.33%

Shares5.9K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

1.48%

Shares3.6K

Event2026-03-31

Filed2026-04-16

XEL

XCEL ENERGY INC

-1.27%

Shares7.5K

Event2026-03-31

Filed2026-04-16

GBIL

GOLDMAN SACHS ETF TR

New

Shares5.9K

Event2026-03-31

Filed2026-04-16

MMM

3M CO

-0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-16

ESGE

ISHARES INC

0.92%

Shares12.6K

Event2026-03-31

Filed2026-04-16

TSLA

TESLA INC

0.13%

Shares1.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

0.64%

Shares1.7K

Event2026-03-31

Filed2026-04-16

EMB

ISHARES TR

2.31%

Shares5.3K

Event2026-03-31

Filed2026-04-16

TGT

TARGET CORP

0.52%

Shares4.1K

Event2026-03-31

Filed2026-04-16

USXF

ISHARES TR

-0.40%

Shares8.3K

Event2026-03-31

Filed2026-04-16

GOVT

ISHARES TR

11.81%

Shares19.7K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

0.16%

Shares635

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-0.44%

Shares902

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-16

ARKF

ARK ETF TR

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-16

NUBD

NUSHARES ETF TR

-4.28%

Shares18.3K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-16

EFG

ISHARES TR

8.40%

Shares3.6K

Event2026-03-31

Filed2026-04-16

UNH

UNITEDHEALTH GROUP INC

113.40%

Shares1.4K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

3.26%

Shares1.3K

Event2026-03-31

Filed2026-04-16

ABBV

ABBVIE INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-2.82%

Shares1.7K

Event2026-03-31

Filed2026-04-16

SYSB

ISHARES TR

6.95%

Shares3.8K

Event2026-03-31

Filed2026-04-16

EVUS

ISHARES TR

0.78%

Shares10.2K

Event2026-03-31

Filed2026-04-16

AOA

ISHARES TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-16

NULG

NUSHARES ETF TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

1.11%

Shares1.3K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-5.65%

Shares2.4K

Event2026-03-31

Filed2026-04-16

PROCTER & GAMBLE CO

4.66%

Shares2.0K

Event2026-03-31

Filed2026-04-16

WFC

WELLS FARGO & CO

0.05%

Shares3.6K

Event2026-03-31

Filed2026-04-16

NULV

NUSHARES ETF TR

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-16

OTTR

OTTER TAIL CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-16

ICVT

ISHARES TR

15.09%

Shares2.7K

Event2026-03-31

Filed2026-04-16

ICSH

ISHARES TR

-0.37%

Shares5.3K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

0.22%

Shares446

Event2026-03-31

Filed2026-04-16

MASTERCARD INCORPORATED

0.58%

Shares520

Event2026-03-31

Filed2026-04-16

BROADCOM INC

6.75%

Shares822

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

31.11%

Shares788

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

1.30%

Shares858

Event2026-03-31

Filed2026-04-16

ABT

ABBOTT LABORATORIES

New

Shares2.5K

Event2026-03-31

Filed2026-04-16

NUDM

NUSHARES ETF TR

-5.81%

Shares6.2K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

-49.08%

Shares332

Event2026-03-31

Filed2026-04-16