StockDriftsStockDriftsTop 50 Lifelong Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 19.47% | 940.4K | $82.6M | +17.47%(+139.89K) | $70.26(+29.58%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 18.19% | 544.0K | $77.2M | -0.77%(-4.20K) | $114.35(+29.20%) | 2026-06-30 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 8.81% | 699.1K | $37.4M | +4.45%(+29.78K) | $53.56(-1.61%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 7.04% | 736.7K | $29.9M | -3.27%(-24.89K) | $36.26(+17.07%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.43% | 218.6K | $27.3M | -2.65%(-5.94K) | $89.30(+42.74%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.59% | 161.9K | $11.0M | -4.60%(-7.82K) | $53.37(+31.20%) | 2026-06-30 | |
| IYW | ISHARES TR | 2.59% | 43.6K | $11.0M | -14.63%(-7.46K) | $155.57(+62.18%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.38% | 149.8K | $10.1M | +1.37%(+2.03K) | $61.52(+13.49%) | 2026-06-30 | |
| IVW | ISHARES TR | 2.32% | 71.6K | $9.9M | +5.12%(+3.49K) | $102.91(+37.76%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.24% | 41.9K | $9.5M | -5.26%(-2.33K) | $200.60(+18.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +26.16% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.77% |
Lifelong Wealth Advisors INC reports $425.62M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (19.5%), GSLC (18.2%) and JBND (8.8%). The top 20 holdings account for 84.96% of reported assets. Its disclosed equity book has returned +26.16% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lifelong Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2051717). View Lifelong Wealth Advisors INC’s 13F filings on SEC