Lifelong Wealth Advisors, Inc.
Filing Date
Global Rank
#6,999
/ 8,232
▲ 199
Top Industry
Software - Infrastructure
30.2%
3Y Alpha vs SPY
+6.3%
Period ended 2 months ago
Filed Apr 16, 2026 · 58d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+32.3%
SPY
+23.4%
Annualised alpha
+6.3%
Max drawdown
−24.9%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.3%
−2.0 pts
Top 5
58.8%
−4.8 pts
Top 10
75.8%
−0.8 pts
HHI
1,097
Diversified−214
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.9% | $11,970,512 |
| Unclassified | 31.4% | $9,921,464 |
| Healthcare | 9.6% | $3,046,501 |
| Industrials | 5.0% | $1,574,277 |
| Financial Services | 3.9% | $1,234,787 |
| Communication Services | 2.9% | $928,849 |
| Consumer Cyclical | 2.9% | $920,961 |
| Consumer Defensive | 2.5% | $786,048 |
| Energy | 1.9% | $606,704 |
| Utilities | 1.9% | $598,024 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
18 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| STX | Seagate Technology Holdings plc | +2,400 | 4,900 | $1,919,624 | |
| UNH | Unitedhealth Group Inc | +770 | 1,449 | $392,084 | |
| LLY | ELI LILLY & Co | +705 | 1,874 | $1,723,648 | |
| MSFT | Microsoft Corp | +656 | 3,991 | $1,477,348 | |
| AAPL | Apple Inc. | +473 | 7,440 | $1,888,197 | |
| NVDA | Nvidia Corp | +195 | 5,564 | $970,361 | |
| PG | PROCTER & GAMBLE Co | +91 | 2,042 | $294,946 | |
| AVGO | Broadcom Inc. | +52 | 822 | $254,417 | |
| XOM | Exxon Mobil Corp | +52 | 3,576 | $606,704 | |
| TGT | Target Corp | +21 | 4,052 | $491,102 | |
| JNJ | Johnson & Johnson | +14 | 1,272 | $310,927 | |
| JPM | Jpmorgan Chase & Co | +11 | 858 | $252,389 | |
| GOOGL | Alphabet Inc. | +11 | 1,739 | $500,066 | |
| MA | Mastercard Inc | +3 | 520 | $259,823 | |
| TSLA | Tesla, Inc. | +2 | 1,530 | $568,777 | |
| WFC | Wells Fargo & Company/Mn | +2 | 3,647 | $290,337 | |
| LMT | Lockheed Martin Corp | +1 | 446 | $269,557 | |
| CAT | Caterpillar Inc | +1 | 635 | $449,872 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IAU | Ishares Gold Trust | −19,350 | 90,709 | $7,996,905 | |
| GLDM | World Gold Trust | −1,161 | 18,434 | $1,708,647 | |
| SPY | Spdr S&P 500 ETF Trust | −320 | 332 | $215,912 | |
| XEL | Xcel Energy Inc | −97 | 7,528 | $598,024 | |
| AMZN | Amazon Com Inc | −49 | 1,691 | $352,184 | |
| ORCL | Oracle Corp | −5 | 34,376 | $5,057,053 | |
| BRK-B | Berkshire Hathaway Inc | −4 | 902 | $432,238 | |
| MMM | 3M Co | −1 | 3,974 | $577,144 | |
| No positions match the current search. | |||||
32 positions ·
$31,588,127 total
· as of Mar 31, 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
|
Reduced | 90,709 | $7,996,905 | 25.32% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 34,376 | $5,057,053 | 16.01% | |
| STX |
Seagate Technology Holdings plc
Technology
|
Added | 4,900 | $1,919,624 | 6.08% | |
| AAPL |
Apple Inc.
Technology
|
Added | 7,440 | $1,888,197 | 5.98% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 1,874 | $1,723,648 | 5.46% | |
| GLDM |
World Gold Trust
|
Reduced | 18,434 | $1,708,647 | 5.41% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,991 | $1,477,348 | 4.68% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 5,564 | $970,361 | 3.07% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 3,576 | $606,704 | 1.92% | |
| XEL |
Xcel Energy Inc
Utilities
|
Reduced | 7,528 | $598,024 | 1.89% | |
| MMM |
3M Co
Industrials
|
Reduced | 3,974 | $577,144 | 1.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,530 | $568,777 | 1.80% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 1,739 | $500,066 | 1.58% | |
| TGT |
Target Corp
Consumer Defensive
|
Added | 4,052 | $491,102 | 1.55% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 635 | $449,872 | 1.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 902 | $432,238 | 1.37% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Held | 1,194 | $403,512 | 1.28% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Added | 1,449 | $392,084 | 1.24% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,692 | $367,993 | 1.16% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,691 | $352,184 | 1.11% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 1,272 | $310,927 | 0.98% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 2,042 | $294,946 | 0.93% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Added | 3,647 | $290,337 | 0.92% | |
| OTTR |
Otter Tail Corp
Industrials
|
Held | 3,164 | $277,704 | 0.88% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 446 | $269,557 | 0.85% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 520 | $259,823 | 0.82% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 822 | $254,417 | 0.81% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 858 | $252,389 | 0.80% | |
| ABT |
Abbott Laboratories
Healthcare
|
NEW | 2,453 | $251,849 | 0.80% | |
| VZ |
Verizon Communications Inc
Communication Services
|
NEW | 4,393 | $220,528 | 0.70% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 332 | $215,912 | 0.68% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 364 | $208,255 | 0.66% |