DOSSIER · 13F-HR · Q1 2026
LIFELONG WEALTH ADVISORS, INC.
$376M in tracked AUM across 90 positions as of Q1 2026.
LW
CIK 0002051717 · last filed Mar 31, 2026
AI Analysis · Q1 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...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.