Lifelong Wealth Advisors, Inc. Top Holdings and 13F Report (2025) About Lifelong Wealth Advisors, Inc.Investment ActivityLifelong Wealth Advisors, Inc. has $222.47 million in total holdings as of December 31, 2024.Lifelong Wealth Advisors, Inc. owns shares of 66 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $61,755,596SPDR Portfolio S&P 500 ETF $60,548,076iShares U.S. Technology ETF $15,202,203Oracle $6,657,935iShares MSCI USA Quality Factor ETF $6,214,833 Sector AllocationMap of 500 Largest Holdings ofLifelong Wealth Advisors, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$61,755,596536,09527.8%ETFSPLGSPDR Portfolio S&P 500 ETF$60,548,076880,61427.2%ETFIYWiShares U.S. Technology ETF$15,202,20395,4406.8%ManufacturingORCLOracle$6,657,93539,9543.0%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$6,214,83334,8992.8%ETFIVWiShares S&P 500 Growth ETF$6,162,97260,7012.8%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$5,180,042101,0742.3%ETFIUSBiShares Core Total USD Bond Market ETF$4,220,09193,3651.9%ManufacturingEFGiShares MSCI EAFE Growth ETF$4,197,66043,3511.9%ETFIFRAiShares U.S. Infrastructure ETF$4,186,08690,5411.9%ETFEFViShares MSCI EAFE Value ETF$4,110,43478,3391.8%ETFSCHZSchwab U.S. Aggregate Bond ETF$3,343,357147,2841.5%ETFIVViShares Core S&P 500 ETF$3,251,2805,5231.5%ETFIVEiShares S&P 500 Value ETF$2,792,95614,6321.3%ETFESGUiShares ESG Aware MSCI USA ETF$2,484,22419,2851.1%ManufacturingTSLATesla$2,053,5275,0850.9%Auto/Tires/TrucksEMXCiShares MSCI Emerging Markets ex China ETF$2,015,55236,3490.9%ManufacturingMBBiShares MBS ETF$1,902,90320,7560.9%ETFIWPiShares Russell Mid-Cap Growth ETF$1,720,37813,5730.8%ETFAAPLApple$1,613,0226,4410.7%Computer and TechnologyACWIiShares MSCI ACWI ETF$1,460,40812,4290.7%ManufacturingSPMOInvesco S&P 500 Momentum ETF$1,399,78214,7330.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,189,88923,4650.5%ETFBINCiShares Flexible Income Active ETF$1,173,88322,5660.5%ETFMSFTMicrosoft$1,071,9432,5430.5%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,013,68910,1450.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$995,15919,0570.4%ETFLLYEli Lilly and Company$849,2001,1000.4%MedicalTLTiShares 20+ Year Treasury Bond ETF$847,7379,7070.4%ETFMMM3M$629,5054,8760.3%Multi-Sector ConglomeratesLCTUBlackRock U.S. Carbon Transition Readiness ETF$610,0769,5250.3%ETFFTECFidelity MSCI Information Technology Index ETF$606,9413,2830.3%ETFTGTTarget$536,2593,9670.2%Retail/WholesaleXELXcel Energy$501,0667,4210.2%UtilitiesDSIiShares MSCI KLD 400 Social ETF$476,8314,3250.2%ETFUSXFiShares ESG Advanced MSCI USA ETF$464,3359,3390.2%ManufacturingNVDANVIDIA$456,9893,4030.2%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$432,6618,3220.2%FinanceSUSCiShares ESG Aware USD Corporate Bond ETF$418,09318,4020.2%ManufacturingNUBDNuveen ESG U.S. Aggregate Bond ETF$409,61618,8070.2%ETFARKFARK Fintech Innovation ETF$401,58510,8390.2%ETFIJRiShares Core S&P Small-Cap ETF$395,8923,4360.2%ETFBRK.BBerkshire Hathaway$383,9288470.2%FinanceEAGGiShares ESG Aware U.S. Aggregate Bond ETF$373,4248,0410.2%ETFNULGNuveen ESG Large-Cap Growth ETF$372,0314,3340.2%ETFPGProcter & Gamble$320,8821,9140.1%Consumer StaplesIEFAiShares Core MSCI EAFE ETF$320,8284,5650.1%ETFUNHUnitedHealth Group$317,1746270.1%MedicalAMZNAmazon.com$287,8401,3020.1%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$278,26512,1090.1%ETFESGEiShares ESG Aware MSCI EM ETF$275,0678,2380.1%ManufacturingNULVNuveen ESG Large-Cap Value ETF$273,3076,9420.1%ETFICSHiShares Ultra Short-Term Bond Active ETF$271,3135,3800.1%ETFDMXFiShares ESG Advanced MSCI EAFE ETF$266,6874,1270.1%ManufacturingGOOGLAlphabet$260,2881,3750.1%Computer and TechnologyMAMastercard$258,0194900.1%Business ServicesABBVAbbVie$246,2921,3860.1%MedicalGOOGAlphabet$243,7631,2800.1%Computer and TechnologyOTTROtter Tail$233,6303,1640.1%UtilitiesTSMTaiwan Semiconductor Manufacturing$232,8411,1790.1%Computer and TechnologyEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$231,6822,6020.1%ETFNUDMNuShares ESG International Developed Markets Equity ETF$221,3027,3620.1%ETFSTXSeagate Technology$214,9982,4910.1%Computer and TechnologyXOMExxon Mobil$212,0201,9710.1%Oils/EnergyCATCaterpillar$209,9925790.1%Industrial ProductsITOTiShares Core S&P Total U.S. Stock Market ETF$208,0401,6170.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. 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