Lifelong Wealth Advisors, Inc.
Filing Date
Global Rank
#7,391
/ 8,517
▲ 276
Top Industry
Software - Infrastructure
27.4%
3Y Alpha vs SPY
+4.1%
Period ended 46 days ago
Filed Jul 16, 2026 · 30d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+35.0%
SPY
+27.3%
Annualised alpha
+4.7%
Max drawdown
−23.6%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 99% of reported value on average across 7 quarters. Past performance does not predict future results.
Portfolio Concentration
36 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
22.9%
+1.2 pts
Top 5
56.6%
+0.2 pts
Top 10
69.4%
−5.4 pts
HHI
948
Diversified+20
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 39.6% | $13,159,534 |
| Unclassified | 26.6% | $8,837,832 |
| Healthcare | 12.3% | $4,081,103 |
| Industrials | 5.5% | $1,822,819 |
| Financial Services | 4.0% | $1,329,656 |
| Consumer Cyclical | 3.5% | $1,164,458 |
| Communication Services | 2.7% | $903,549 |
| Consumer Defensive | 2.5% | $825,917 |
| Utilities | 1.7% | $575,510 |
| Energy | 1.5% | $495,610 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
21 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | +10,180 | 100,889 | $7,618,128 | |
| UNH | Unitedhealth Group Inc | +526 | 1,975 | $820,869 | |
| MSFT | Microsoft Corp | +414 | 4,405 | $1,643,153 | |
| AMZN | Amazon Com Inc | +410 | 2,101 | $500,752 | |
| AAPL | Apple Inc. | +201 | 7,641 | $2,210,999 | |
| MMM | 3M Co | +135 | 4,109 | $665,288 | |
| JNJ | Johnson & Johnson | +71 | 1,343 | $341,081 | |
| AVGO | Broadcom Inc. | +61 | 883 | $333,553 | |
| LMT | Lockheed Martin Corp | +57 | 503 | $256,258 | |
| XOM | ExxonMobil Holdings Corp | +49 | 3,625 | $495,610 | |
| TSLA | Tesla, Inc. | +48 | 1,578 | $663,706 | |
| META | Meta Platforms, Inc. | +34 | 398 | $224,189 | |
| JPM | Jpmorgan Chase & Co | +32 | 890 | $291,323 | |
| ORCL | Oracle Corp | +31 | 34,407 | $5,042,345 | |
| ABBV | AbbVie Inc. | +27 | 1,719 | $432,569 | |
| BRK-B | Berkshire Hathaway Inc | +26 | 928 | $464,361 | |
| WFC | Wells Fargo & Company/Mn | +17 | 3,664 | $302,792 | |
| LLY | ELI LILLY & Co | +15 | 1,889 | $2,265,723 | |
| MA | Mastercard Inc | +8 | 528 | $271,180 | |
| TGT | Target Corp | +7 | 4,059 | $530,145 | |
| NVDA | Nvidia Corp | +4 | 5,568 | $1,114,101 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GLDM | World Gold Trust | −9,193 | 9,241 | $733,920 | |
| STX | Seagate Technology Holdings plc | −3,951 | 949 | $915,785 | |
| GOOGL | Alphabet Inc. | −1,170 | 1,901 | $679,360 | |
| XEL | Xcel Energy Inc | −361 | 7,167 | $575,510 | |
| CAT | Caterpillar Inc | −56 | 579 | $616,577 | |
| PG | PROCTER & GAMBLE Co | −25 | 2,017 | $295,772 | |
| ABT | Abbott Laboratories | −19 | 2,434 | $220,861 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
Sold Out
Positions the filer fully exited
4 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BAI | iShares A.I. Innovation and Tech Active ETF | 116,237 | $3,830,009 | |
| GBIL | Goldman Sachs Access Treasury 0-1 Year ETF | 5,893 | $590,419 | |
| AOA | iShares Core 80/20 Aggressive Allocation ETF | 3,651 | $323,076 | |
| VZ | Verizon Communications Inc | 4,393 | $220,528 | |
| No positions match the current search. | ||||
36 tracked positions ·
$33,195,988 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
Added | 100,889 | $7,618,128 | 22.95% | |
| ORCL |
Oracle Corp
Technology
|
Added | 34,407 | $5,042,345 | 15.19% | |
| LLY |
ELI LILLY & Co
PUT
+ SHARES
Healthcare
|
Added | 1,889 | $2,265,723 | 6.83% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,641 | $2,210,999 | 6.66% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 4,405 | $1,643,153 | 4.95% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,568 | $1,114,101 | 3.36% | |
| STX |
Seagate Technology Holdings plc
PUT
+ SHARES
Technology
|
Reduced | 949 | $915,785 | 2.76% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,975 | $820,869 | 2.47% | |
| GLDM |
World Gold Trust
|
Reduced | 9,241 | $733,920 | 2.21% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,901 | $679,360 | 2.05% | |
| MMM |
3M Co
Industrials
|
Added | 4,109 | $665,288 | 2.00% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,578 | $663,706 | 2.00% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 579 | $616,577 | 1.86% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 7,167 | $575,510 | 1.73% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,194 | $570,218 | 1.72% | |
| INTC |
Intel Corp
Technology
|
NEW | 3,813 | $532,409 | 1.60% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 4,059 | $530,145 | 1.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 2,101 | $500,752 | 1.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 3,625 | $495,610 | 1.49% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 928 | $464,361 | 1.40% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 1,719 | $432,569 | 1.30% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,343 | $341,081 | 1.03% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 883 | $333,553 | 1.00% | |
| GLW |
Corning Inc /Ny
Technology
|
NEW | 1,295 | $330,781 | 1.00% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,664 | $302,792 | 0.91% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 2,017 | $295,772 | 0.89% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 890 | $291,323 | 0.88% | |
| OTTR |
Otter Tail Corp
Industrials
|
Held | 3,164 | $284,696 | 0.86% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 528 | $271,180 | 0.82% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 503 | $256,258 | 0.77% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 332 | $247,927 | 0.75% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
NEW | 821 | $244,567 | 0.74% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
NEW | 323 | $237,857 | 0.72% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 398 | $224,189 | 0.68% | |
| MU |
Micron Technology Inc
Technology
|
NEW | 192 | $221,623 | 0.67% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 2,434 | $220,861 | 0.67% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.