Lifelong Wealth Advisors, Inc.

Registered adviser

CIK

2051717

Location

Arden Hills, MN

Portfolio Value

Small $407,380,471

Diversification

Diversified

Filing Date

Global Rank

#4,267 / 8,815 ▲ 47 · as of Jun 2026

Top Industry

Software - Infrastructure 27.2%

3Y Alpha vs SPY

-1.9%

Period ended 24 days ago

Filed Oct 19, 2026 · 5d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 331847

Roster of Oct 1, 2026

Regulatory AUM

$710,413,652

Main clients

Individuals and high net worth (100% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$710,413,652	Individuals and high net worth (100%)
Apr 2025 to Mar 2026	$615,076,306	Individuals and high net worth (100%)
Jan 2025 to Mar 2025	$634,622,268	Individuals and high net worth (100%)
Sep 2024 to Dec 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.9% of the book (60%+)

Turnover

Low turnover

9.7% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 5.9 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 89.3%; sector active share 80.8% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

102 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

20.8%

+1.0 pts

Top 5

74.0%

+3.6 pts

Top 10

92.8%

+2.1 pts

HHI

1,324

Diversified+108

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.6%	$381,492,036	65
Technology	3.4%	$13,887,299	11
Healthcare	1.0%	$4,183,985	7
Industrials	0.4%	$1,681,654	4
Communication Services	0.4%	$1,654,928	4
Financial Services	0.3%	$1,376,719	5
Consumer Cyclical	0.3%	$1,078,984	2
Consumer Defensive	0.2%	$921,256	2
Energy	0.1%	$598,269	1
Utilities	0.1%	$505,341	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JBND	JPMorgan Active Bond ETF	+16,229	715,299	$36,566,084
IUSB	iShares Core Universal USD Bond ETF	+15,128	150,425	$6,632,238
CORO		+11,639	194,002	$7,051,972
SCHZ	Schwab U.S. Aggregate Bond ETF	+10,786	208,215	$4,601,551
GBIL	Goldman Sachs ETF Trust	+10,618	21,605	$2,162,876
GOVT	iShares U.S. Treasury Bond ETF	+10,047	120,780	$2,641,458
ACWX	iShares MSCI ACWI ex U.S. ETF	+9,689	89,948	$6,801,867
BLCR		+7,196	72,151	$3,532,512
IALT		+4,891	68,497	$2,045,320
BAI	BlackRock ETF Trust	+4,547	114,858	$5,420,149
IVW	iShares S&P 500 Growth ETF	+4,173	75,798	$10,783,023
IAU	Ishares Gold Trust	+3,622	104,511	$8,162,309
SHLD	Global X Defense Tech ETF	+3,605	54,302	$0
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+3,106	943,530	$84,691,252
GGOV		+2,518	31,366	$1,571,436
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+1,656	163,575	$11,329,204
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+1,398	151,173	$10,456,636
THRO		+1,380	73,060	$3,213,178
MUB	iShares National Muni Bond ETF	+1,068	6,907	$698,297
AVEM	Avantis Emerging Markets Equity ETF	+767	31,351	$2,947,621
NUBD	Nuveen ESG U.S. Aggregate Bond ETF	+764	18,202	$385,336
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	+589	20,259	$916,719
AAPL	Apple Inc.	+375	8,016	$2,669,488
IVE	iShares S&P 500 Value ETF	+333	42,269	$9,649,167
SYSB	iShares Systematic Bond ETF	+309	4,403	$371,084
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FMDE	Fidelity Enhanced Mid Cap Core ETF	−6,345	730,330	$29,490,725
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	−4,339	539,688	$78,276,347
MBB	iShares MBS ETF	−3,983	22,698	$2,034,194
EFV	iShares MSCI EAFE Value ETF	−2,579	6,690	$0
XLG	Victory Portfolios II	−2,512	3,999	$0
AVUV	Avantis U.S. Small Cap Value ETF	−1,809	216,786	$25,530,887
IYW	iShares, Inc.	−1,330	42,224	$0
JMST	JPMorgan Ultra-Short Municipal Income ETF	−1,181	6,891	$348,408
BINC		−1,101	9,267	$470,670
IEMG	iShares Trust	−977	6,502	$0
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	−551	57,799	$2,449,521
DSI	iShares ESG MSCI KLD 400 ETF	−544	5,678	$830,010
QUAL	iShares MSCI USA Quality Factor ETF	−526	7,938	$0
NULV	Nuveen ESG Large-Cap Value ETF	−283	5,571	$293,313
LCTU		−283	14,084	$1,150,240
EFG	iShares MSCI EAFE Growth ETF	−249	2,965	$0
ESGU	iShares ESG Aware MSCI USA ETF	−227	21,014	$3,505,135
LLY	ELI LILLY & Co	−148	1,041	$1,204,520
NUDM	Nuveen ESG International Developed Markets Equity ETF	−130	7,422	$294,727
ICSH	iShares Ultra Short Duration Bond Active ETF	−115	5,218	$262,987
TSLA	Tesla, Inc.	−72	1,506	$534,343
PG	PROCTER & GAMBLE Co	−60	1,957	$284,312
—		−49	8,486	$0
USXF	iShares ESG Advanced MSCI USA ETF	−29	8,975	$610,838
SUSC	iShares ESG Aware USD Corporate Bond ETF	−9	29,655	$650,778
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
GRAL	GRAIL, Inc.	2,904	$406,908
MBBA		5,504	$258,192
VZ	Verizon Communications Inc	4,482	$205,589
TMO	Thermo Fisher Scientific Inc.	303	$204,540
INTF	iShares International Equity Factor ETF	4,829	$200,451
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

102 tracked positions · $407,380,471 total · filing declares 104 positions · $431,958,007 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 102 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	943,530	+3,106	$84,691,252	+2.5%	20.79%
GSLC	Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF	Reduced	539,688	-4,339	$78,276,347	+1.4%	19.21%
JBND	JPMorgan Active Bond ETF	Added	715,299	+16,229	$36,566,084	−2.2%	8.98%
FMDE	Fidelity Enhanced Mid Cap Core ETF	Reduced	730,330	-6,345	$29,490,725	−1.3%	7.24%
AVUV	Avantis U.S. Small Cap Value ETF	Reduced	216,786	-1,809	$25,530,887	−6.4%	6.27%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	163,575	+1,656	$11,329,204	+2.9%	2.78%
IVW	iShares S&P 500 Growth ETF	Added	75,798	+4,173	$10,783,023	+9.5%	2.65%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	151,173	+1,398	$10,456,636	+3.3%	2.57%
IVE	iShares S&P 500 Value ETF	Added	42,269	+333	$9,649,167	+1.3%	2.37%
IAU	Ishares Gold Trust	Added	104,511	+3,622	$8,162,309	+7.1%	2.00%
CORO		Added	194,002	+11,639	$7,051,972	+5.7%	1.73%
ACWX	iShares MSCI ACWI ex U.S. ETF	Added	89,948	+9,689	$6,801,867	+11.4%	1.67%
IUSB	iShares Core Universal USD Bond ETF	Added	150,425	+15,128	$6,632,238	+6.2%	1.63%
BAI	BlackRock ETF Trust	Added	114,858	+4,547	$5,420,149	−6.8%	1.33%
IVV	iShares Core S&P 500 ETF	Added	6,742	+286	$5,163,360	+6.8%	1.27%
ORCL	Oracle Corp Technology	Added	34,415	+8	$4,725,179	−6.3%	1.16%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	208,215	+10,786	$4,601,551	+0.8%	1.13%
BLCR		Added	72,151	+7,196	$3,532,512	+8.0%	0.87%
ESGU	iShares ESG Aware MSCI USA ETF	Reduced	21,014	-227	$3,505,135	+0.8%	0.86%
THRO		Added	73,060	+1,380	$3,213,178	+4.0%	0.79%
AVEM	Avantis Emerging Markets Equity ETF	Added	31,351	+767	$2,947,621	−0.1%	0.72%
AAPL	Apple Inc. Technology	Added	8,016	+375	$2,669,488	+20.7%	0.66%
GOVT	iShares U.S. Treasury Bond ETF	Added	120,780	+10,047	$2,641,458	+4.7%	0.65%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Reduced	57,799	-551	$2,449,521	−7.9%	0.60%
MSFT	Microsoft Corp Technology	Added	4,501	+96	$2,308,562	+40.5%	0.57%
GBIL	Goldman Sachs ETF Trust	Added	21,605	+10,618	$2,162,876	+96.5%	0.53%
IALT		Added	68,497	+4,891	$2,045,320	+14.6%	0.50%
MBB	iShares MBS ETF	Reduced	22,698	-3,983	$2,034,194	−19.3%	0.50%
ACWI	iShares MSCI ACWI ETF	Held	12,332	0	$1,957,951	+1.1%	0.48%
LLY	ELI LILLY & Co PUT + SHARES Healthcare	Reduced	1,541	-348	$1,783,060	−21.3%	0.44%
GGOV		Added	31,366	+2,518	$1,571,436	+8.3%	0.39%
NVDA	Nvidia Corp Technology	Added	5,766	+198	$1,316,839	+18.2%	0.32%
LCTU		Reduced	14,084	-283	$1,150,240	−0.1%	0.28%
FTEC	Fidelity MSCI Information Technology Index ETF	Reduced	3,101	-2	$930,486	+5.0%	0.23%
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	Added	20,259	+589	$916,719	−1.7%	0.23%
STX	Seagate Technology Holdings plc PUT + SHARES Technology	Added	952	+3	$878,067	−4.1%	0.22%
DSI	iShares ESG MSCI KLD 400 ETF	Reduced	5,678	-544	$830,010	−6.3%	0.20%
GLDM	World Gold Trust	Added	9,479	+238	$778,984	+6.1%	0.19%
UNH	Unitedhealth Group Inc Healthcare	Reduced	1,974	-1	$724,615	−11.7%	0.18%
MUB	iShares National Muni Bond ETF	Added	6,907	+1,068	$698,297	+11.1%	0.17%
GOOGL	Alphabet Inc. Communication Services	Added	1,988	+87	$684,031	+0.7%	0.17%
MMM	3M Co Industrials	Added	4,118	+9	$675,969	+1.6%	0.17%
SUSC	iShares ESG Aware USD Corporate Bond ETF	Reduced	29,655	-9	$650,778	−5.2%	0.16%
TGT	Target Corp Consumer Defensive	Added	4,065	+6	$636,944	+20.1%	0.16%
USXF	iShares ESG Advanced MSCI USA ETF	Reduced	8,975	-29	$610,838	−2.3%	0.15%
XOM	ExxonMobil Holdings Corp Energy	Added	3,676	+51	$598,269	+20.7%	0.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	1,205	+11	$549,708	−3.6%	0.13%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,186	+85	$544,641	+8.8%	0.13%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,506	-72	$534,343	−19.5%	0.13%
XEL	Xcel Energy Inc Utilities	Added	7,170	+3	$505,341	−12.2%	0.12%

Showing the top 50 of 102 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.