DOSSIER · 13F-HR · Q2 2026

LIFELONG WEALTH ADVISORS, INC.

$426M in tracked AUM across 99 positions as of Q2 2026.

LW
CIK 0002051717 · last filed Jun 30, 2026
Total AUM
$426M
as of Q2 2026
Holdings
99
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of SEC 13F Filing: LIFELONG WEALTH ADVISORS, INC.
1. Portfolio Overview

Lifelong Wealth Advisors, Inc. has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 122.5% from approximately $169.56M to $377.32M quarter-over-quarter. This dramatic increase suggests substantial capital inflows or a consolidation of reporting entities. The portfolio consists of 89 holdings, reflecting a diversified appr...

2. Key Holdings

The portfolio is heavily concentrated in its top positions, with the top three holdings comprising approximately 45.2% of the total assets.

  • GSLC (Goldman Sachs ETF Trust): This is the dominant position, valued at $71.56M and accounting for 18.96% of the portfolio. It was a new addition this quarter, indicating a shift toward using Goldman Sachs' active or semi-active ETF strategies as a core holding.
  • SPYM (SPDR Series Trust): The second-largest holding at $63.85M (16.92%), SPYM is an ETF that typically focuses on large-cap U.S. equities or specific momentum strategies. Its status as a top-tier holding reinforces a focus on large-cap growth or market exposure.
  • JPMorgan ETF Trust: The third position, valued at $35.17M (9.32%), further underscores the preference for major financial institution ETF products for core allocation.
  • Factor ETFs: The fourth and fifth positions, FMDE (Fidelity Covington Trust) and AVUV (American Century ETF Trust), represent significant allocations to factor investing. FMDE ($27.21M) and AVUV ($23.09M) suggest a strategic tilt toward value and small/mid-cap premiums, respectively.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYM
SPDR SERIES TRUST
$83M940K19.4%
02
GSLC
GOLDMAN SACHS ETF TR
$77M544K18.1%
03
JBND
J P MORGAN EXCHANGE TRADED F
$37M699K8.8%
04
FMDE
FIDELITY COVINGTON TRUST
$30M737K7.0%
05
AVUV
AMERICAN CENTY ETF TR
$27M219K6.4%
06
DYNF
BLACKROCK ETF TRUST
$11M162K2.6%
07
IYW
ISHARES TR
$11M44K2.6%
08
HELO
J P MORGAN EXCHANGE TRADED F
$10M150K2.4%
09
IVW
ISHARES TR
$10M72K2.3%
10
IVE
ISHARES TR
$10M42K2.2%

Filing history

2026Q2Jun 30
$426M 13.1%
99 positionsView →
2026Q1Mar 31
$376M 0.3%
90 positionsView →
2025Q4Dec 31
$377M 12.2%
89 positionsView →
2025Q3Sep 30
$336M 11.6%
85 positionsView →
2025Q2Jun 30
$301M 41.2%
79 positionsLocked
2025Q1Mar 31
$213M 4.1%
68 positionsLocked
2024Q4Dec 31
$222M
66 positionsLocked