Lifelong Wealth Advisors, Inc.
CIK 2051717 · Holdings on Mar 31, 2025 · First reported Apr 23, 2025
Top ten holdings
Q1 2025- GSLC27.48%
- SPYM26.97%
- IYW6.28%
- QUAL3.05%
- IVW2.68%
- ORCL2.62%
- DYNF2.42%
- IUSB2.01%
- IVE1.85%
- EFV1.84%
Share classes counted separately77.20%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- EFGWeight decreased · -0.73 pp1.89% → 1.16%Shares -18.66K (-43.06%)
- IVEWeight increased · +0.59 pp1.26% → 1.85%Shares +6.05K (+41.35%)
- IYWWeight decreased · -0.55 pp6.83% → 6.28%Shares -17 (-0.02%)
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 29
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | GSLCGOLDMAN ACTIVEBETA US LC ETFACTIVEBETA US LG View history and evidence | $58.60M | 27.48% | 532.30K shares | 27.76% → 27.48%-0.28 pp -3.79K (-0.71%) | Reduced | ↗▾ |
| 02 | SPYMSTE STR SPDR PT S&P 500 ETFPORTFOLIO S&P500 View history and evidence | $57.50M | 26.97% | 874.46K shares | 27.22% → 26.97%-0.25 pp -6.16K (-0.70%) | Reduced | ↗▾ |
| 03 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $13.40M | 6.28% | 95.42K shares | 6.83% → 6.28%-0.55 pp -17 (-0.02%) | Reduced | ↗▾ |
| 04 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $6.51M | 3.05% | 38.11K shares | 2.79% → 3.05%+0.26 pp +3.21K (+9.20%) | Added | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $5.73M | 2.68% | 61.67K shares | 2.77% → 2.68%-0.09 pp +974 (+1.60%) | Added | ↗▾ |
| 06 | ORCLORACLE CORP View history and evidence | $5.59M | 2.62% | 39.96K shares | 2.99% → 2.62%-0.37 pp +8 (+0.02%) | Added | ↗▾ |
| 07 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $5.17M | 2.42% | 106.04K shares | 2.33% → 2.42%+0.09 pp +4.97K (+4.92%) | Added | ↗▾ |
| 08 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $4.29M | 2.01% | 93.05K shares | 1.90% → 2.01%+0.11 pp -313 (-0.34%) | Reduced | ↗▾ |
| 09 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $3.94M | 1.85% | 20.68K shares | 1.26% → 1.85%+0.59 pp +6.05K (+41.35%) | Added | ↗▾ |
| 10 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $3.93M | 1.84% | 66.69K shares | 1.85% → 1.84%-0.01 pp -11.65K (-14.87%) | Reduced | ↗▾ |
Options overlay 1
$203.88K 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 | |
|---|---|---|---|---|---|
STXSEAGATE TECHNOLOGY HOLDINGSPUT View history and evidence | Put | 2.40K | $203.88K | +2.40K | ▾ |
1 / 1 options · preview only
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -9,707 | -$847.74K | SEC filing ↗ | SEC filing ↗ |
| TSM TAIWAN SEMICONDUCTOR-SP ADR | Non-derivative | -1,179 | -$232.84K | SEC filing ↗ | SEC filing ↗ |
| CAT CATERPILLAR INC | Non-derivative | -579 | -$209.99K | SEC filing ↗ | SEC filing ↗ |
3 / 3 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 2025-03-31
Data loaded 2026-09-23 · First reported 2025-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 213441120
}Research all 68 reported holdings.
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