Lifelong Wealth Advisors, Inc.
CIK 2051717 · Holdings on Jun 30, 2026 · First reported Jul 16, 2026
Top ten holdings
Q2 2026- SPYM19.47%
- GSLC18.19%
- JBND8.81%
- FMDE7.04%
- AVUV6.43%
- DYNF2.59%
- IYW2.59%
- HELO2.38%
- IVW2.32%
- IVE2.24%
Share classes counted separately72.06%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight increased · +3.12 pp16.35% → 19.47%Shares +139.89K (+17.47%)
- JBNDWeight decreased · -0.79 pp9.60% → 8.81%Shares +29.78K (+4.45%)
- IUSBWeight increased · +0.54 pp0.93% → 1.47%Shares +59.61K (+78.76%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFST STR P500ETF View history and evidence | $82.64M | 19.47% | 940.42K shares | 16.35% → 19.47%+3.12 pp +139.89K (+17.47%) | Added | ↗▾ |
| 02 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $77.19M | 18.19% | 544.03K shares | 18.31% → 18.19%-0.12 pp -4.20K (-0.77%) | Reduced | ↗▾ |
| 03 | JBNDJPMORGAN ACTIVE BOND ETFACTIVE BOND ETF View history and evidence | $37.40M | 8.81% | 699.07K shares | 9.60% → 8.81%-0.79 pp +29.78K (+4.45%) | Added | ↗▾ |
| 04 | FMDEFIDELITY ENHANCED MID CAP COENH MID COR ETF View history and evidence | $29.89M | 7.04% | 736.67K shares | 7.31% → 7.04%-0.27 pp -24.89K (-3.27%) | Reduced | ↗▾ |
| 05 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $27.27M | 6.43% | 218.59K shares | 6.62% → 6.43%-0.19 pp -5.94K (-2.65%) | Reduced | ↗▾ |
| 06 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $11.01M | 2.59% | 161.92K shares | 2.64% → 2.59%-0.05 pp -7.82K (-4.60%) | Reduced | ↗▾ |
| 07 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $10.99M | 2.59% | 43.55K shares | 2.47% → 2.59%+0.12 pp -7.46K (-14.63%) | Reduced | ↗▾ |
| 08 | HELOJPMORGAN HEDGED EQUITY ETFHEDG EQU LAD ETF View history and evidence | $10.12M | 2.38% | 149.78K shares | 2.52% → 2.38%-0.14 pp +2.03K (+1.37%) | Added | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $9.85M | 2.32% | 71.63K shares | 2.06% → 2.32%+0.26 pp +3.49K (+5.12%) | Added | ↗▾ |
| 10 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $9.52M | 2.24% | 41.94K shares | 2.49% → 2.24%-0.25 pp -2.33K (-5.26%) | Reduced | ↗▾ |
Options overlay 2
$1.23M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
LLYELI LILLY & CO View history and evidence | Put | 700 | $839.60K | 0 (0.00%) | ▾ |
STXSEAGATE TECHNOLOGY HOLDINGSORD SHS View history and evidence | Put | 400 | $386.00K | -2.00K (-83.33%) | ▾ |
2 / 2 options · preview only
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IAGG ISHARES INTL AGGREGATE BOND | Non-derivative | -33,902 | -$1.70M | SEC filing ↗ | SEC filing ↗ |
| EMB ISHARES JP MORGAN USD EMERGI | Non-derivative | -5,311 | -$498.86K | SEC filing ↗ | SEC filing ↗ |
| ICVT ISHARES CONVERTIBLE BOND ETF | Non-derivative | -2,692 | -$274.02K | SEC filing ↗ | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2051717 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 425622985
}Research all 99 reported holdings.
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