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Lifelong Wealth Advisors - Q1 2026 13F Filings

LI

Lifelong Wealth Advisors, Inc.

CIK: 0002051717
Address: Minnesota Arden Hills 1150 County Road E West
$376.3 M
Portfolio Value
90
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 10/19/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. XTEN Bondbloxx Bbg 10Y Us Tsy Etf
+$3.24 M
2. DYNF Ishares Us Equity Factor Rotation Active Etf
+$1.55 M
3. JBND Jpmorgan Active Bond Etf
+$1.01 M
4. GSLC Tr Activebeta Us Large Cap Equity Etf
+$957,495.1
5. IVE Ishares S&P 500 Value Etf
+$899,076.72

Top Sells

Q1 2026
1. IAU Ishares Gold Trust
−$1.71 M
2. IWP Ishares Russell Mid-Cap Growth Etf
−$286,348.29
3. GRAL Grail
−$239,310
4. IWF Ishares Russell 1000 Growth Etf
−$219,138
5. HON Honeywell International
−$215,184

Asset Allocation

Stocks/ETFs
+0.56%
$374.72 M 99.58%
Options
+12.09%
$1.58 M 0.42%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifelong Wealth Advisors Q1 2026 Filing Summary

Lifelong Wealth Advisors, Inc. filed its 13F report for Q1 2026 on April 16, 2026. The portfolio totaled 376.3 M reflecting a -0.27% change from the prior quarter, spanning 90 assets. The top 10 holdings comprised 70.4% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 6 new positions and 4 complete exits.

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Status

Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Lifelong Wealth Advisors’s Q1 2026 Filing

Lifelong Wealth Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/16/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Lifelong Wealth Advisors reported a managed portfolio value of 376.3 M, consisting of 90 individual positions.

This page displays the raw filing documents. To see which stocks Lifelong Wealth Advisors bought or sold during Q1 2026, please visit Lifelong Wealth Advisors's Portfolio Analysis page.