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LWA

Lifelong Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 20.92%
This Fund
S&P 500
This Quarter Est. Return
+1.47%
1 Year Est. Return
+20.92%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$225M
Cap. Flow %
101.09%
Top 10 Hldgs %
78.36%
Holding
66
New
66
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
GSLC icon
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
+$62.3M
2
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$61M
3
IYW icon
iShares US Technology ETF
IYW
+$15.1M
4
ORCL icon
Oracle
ORCL
+$7.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$6.34M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Miscellaneous 92%
2 Technology 4.61%
3 Consumer Discretionary 1.05%
4 Healthcare 0.63%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GBIL icon
26
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.62B
$1.01M 0.46%
+10,145
New +$1.01M
IEMG icon
27
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$995K 0.45%
+19,057
New +$1.06M
LLY icon
28
Eli Lilly
LLY
$1.05T
$849K 0.38%
+1,100
New +$911K
TLT icon
29
iShares 20+ Year Treasury Bond ETF
TLT
$46.8B
$848K 0.38%
+9,707
New +$893K
MMM icon
30
3M
MMM
$89.9B
$630K 0.28%
+4,876
New +$640K
LCTU icon
31
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.25B
$610K 0.27%
+9,525
New +$613K
FTEC icon
32
Fidelity MSCI Information Technology Index ETF
FTEC
$21.1B
$607K 0.27%
+3,283
New +$600K
TGT icon
33
Target
TGT
$74.1B
$536K 0.24%
+3,967
New +$569K
XEL icon
34
Xcel Energy
XEL
$47.8B
$501K 0.23%
+7,421
New +$498K
DSI icon
35
iShares MSCI KLD 400 Social ETF
DSI
$5.53B
$477K 0.21%
+4,325
New +$483K
USXF icon
36
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$464K 0.21%
+9,339
New +$475K
NVDA icon
37
NVIDIA
NVDA
$5.25T
$457K 0.21%
+3,403
New +$469K
GLDM icon
38
SPDR Gold MiniShares Trust
GLDM
$31B
$433K 0.19%
+8,322
New +$439K
SUSC icon
39
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.3B
$418K 0.19%
+18,402
New +$426K
NUBD icon
40
Nuveen ESG US Aggregate Bond ETF
NUBD
$489M
$410K 0.18%
+18,807
New +$415K
ARKF icon
41
ARK Blockchain & Fintech Innovation ETF
ARKF
$816M
$402K 0.18%
+10,839
New +$384K
IJR icon
42
iShares Core S&P Small-Cap ETF
IJR
$110B
$396K 0.18%
+3,436
New +$411K
BRK.B icon
43
Berkshire Hathaway Class B
BRK.B
$1.08T
$384K 0.17%
+847
New +$391K
EAGG icon
44
iShares ESG Aware US Aggregate Bond ETF
EAGG
$5.01B
$373K 0.17%
+8,041
New +$380K
NULG icon
45
Nuveen ESG Large-Cap Growth ETF
NULG
$2.73B
$372K 0.17%
+4,334
New +$375K
PG icon
46
Procter & Gamble
PG
$334B
$321K 0.14%
+1,914
New +$326K
IEFA icon
47
iShares Core MSCI EAFE ETF
IEFA
$195B
$321K 0.14%
+4,565
New +$337K
UNH icon
48
UnitedHealth
UNH
$353B
$317K 0.14%
+627
New +$356K
AMZN icon
49
Amazon
AMZN
$2.87T
$288K 0.13%
+1,302
New +$266K
GOVT icon
50
iShares US Treasury Bond ETF
GOVT
$44.3B
$278K 0.13%
+12,109
New +$276K
1
2
3

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WMP
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RWM
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SIC
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PA
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RI
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Lifelong Wealth Advisors's Q4 2024 Portfolio in Review

Q4 2024 is the first quarter with a 13F filing on record for Lifelong Wealth Advisors, which disclosed 66 positions worth $222M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is Goldman Sachs ActiveBeta US Large Cap Equity ETF: 536,095 shares worth $61.8M.

By sector, the portfolio is most concentrated in Miscellaneous at 92% of assets, followed by Technology and Consumer Discretionary.

  • Lifelong Wealth Advisors's largest Q4 2024 buy was Goldman Sachs ActiveBeta US Large Cap Equity ETF: 536,095 shares worth $61.8M.
  • Lifelong Wealth Advisors's ten largest holdings make up 78% of its $222M portfolio in Q4 2024.
  • Lifelong Wealth Advisors disclosed 66 positions in Q4 2024, its first 13F filing on record.

Based on Lifelong Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.