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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
+13.21%
1 Year Est. Return
+20.92%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$426M
AUM Growth
+$49.3M
Cap. Flow
+$4.52M
Cap. Flow %
1.06%
Top 10 Hldgs %
71.87%
Holding
103
New
13
Increased
41
Reduced
36
Closed
4

Top Buys

Rank Stock Value
1
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$11.9M
2
CORO
iShares International Country Rotation Active ETF
CORO
+$6.44M
3
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$5.97M
4
BLCR icon
BlackRock Large Cap Core ETF
BLCR
+$3.12M
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$2.75M

Top Sells

Rank Stock Value
1
XLG icon
Invesco S&P 500 Top 50 ETF
XLG
+$8.08M
2
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$6.09M
3
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$5.67M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.94M
5
IYW icon
iShares US Technology ETF
IYW
+$1.71M

Sector Composition

Rank Sector Weight
1 Miscellaneous 94.45%
2 Technology 3%
3 Healthcare 0.76%
4 Industrials 0.43%
5 Communication Services 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USXF icon
51
iShares ESG Advanced MSCI USA ETF
USXF
$1.48B
$625K 0.15%
9,004
+688
+8% +$44.5K
IEMG icon
52
iShares Core MSCI Emerging Markets ETF
IEMG
$160B
$620K 0.15%
7,479
-71,106
-90% -$5.67M
CAT icon
53
Caterpillar
CAT
$368B
$617K 0.15%
579
-56
-9% -$49.2K
ESGE icon
54
iShares ESG Aware MSCI EM ETF
ESGE
$6.9B
$596K 0.14%
10,892
-1,687
-13% -$88.2K
XEL icon
55
Xcel Energy
XEL
$47.8B
$576K 0.14%
7,167
-361
-5% -$28.8K
TSM icon
56
TSMC
TSM
$2.17T
$570K 0.13%
1,194
– –
BINC icon
57
BlackRock Flexible Income ETF
BINC
$16.6B
$543K 0.13%
10,368
-24,694
-70% -$1.29M
INTC icon
58
Intel
INTC
$473B
$532K 0.13%
+3,813
New +$386K
TGT icon
59
Target
TGT
$74.1B
$530K 0.12%
4,059
+7
+0.2% +$889
STX icon
60
Seagate
STX
$188B
$530K 0.12%
549
-1,951
-78% -$1.49M
AMZN icon
61
Amazon
AMZN
$2.87T
$501K 0.12%
2,101
+410
+24% +$103K
XOM icon
62
ExxonMobil
XOM
$644B
$496K 0.12%
3,625
+49
+1% +$7.33K
GOOG icon
63
Alphabet (Google) Class C
GOOG
$4.19T
$471K 0.11%
1,332
– –
BRK.B icon
64
Berkshire Hathaway Class B
BRK.B
$1.08T
$464K 0.11%
928
+26
+3% +$12.5K
IEFA icon
65
iShares Core MSCI EAFE ETF
IEFA
$195B
$452K 0.11%
4,679
+51
+1% +$4.9K
ABBV icon
66
AbbVie
ABBV
$451B
$433K 0.1%
1,719
+27
+2% +$5.81K
ARKF icon
67
ARK Blockchain & Fintech Innovation ETF
ARKF
$816M
$428K 0.1%
10,839
– –
JMST icon
68
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.26B
$412K 0.1%
8,072
-5,151
-39% -$262K
SUSB icon
69
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
$1.31B
$404K 0.09%
+16,162
New +$404K
EFG icon
70
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$400K 0.09%
3,214
-361
-10% -$43.5K
XLG icon
71
Invesco S&P 500 Top 50 ETF
XLG
$11B
$399K 0.09%
6,511
-132,292
-95% -$8.08M
STX icon
72
PUT
Seagate
STX
$188B
$386K 0.09%
400
-2,000
-83% -$1.53M
NUBD icon
73
Nuveen ESG US Aggregate Bond ETF
NUBD
$489M
$386K 0.09%
17,438
-842
-5% -$18.6K
EVUS icon
74
iShares ESG Aware MSCI USA Value ETF
EVUS
$385M
$380K 0.09%
10,827
+625
+6% +$21.5K
SYSB
75
iShares Systematic Bond ETF
SYSB
$1.19B
$363K 0.09%
4,094
+277
+7% +$24.6K
1 2
3
4 5

Similar funds

GIL
Go Invest LLC West Jordan, Utah $426M AUM
WOCP
White Oak Capital Partners Singapore $425M AUM 7.08% 1-Year Est. Return
ACMC
AyurMaya Capital Management Company Portsmouth, New Hampshire $426M AUM 838% 1-Year Est. Return
WMP
Wealth Management Partners Tucson, Arizona $425M AUM 60.71% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return
SIC
Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $426M AUM
RI
Rinkey Investments San Diego, California $425M AUM 14.99% 1-Year Est. Return

Lifelong Wealth Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, Lifelong Wealth Advisors held 103 positions worth $426M, up 13% from $376M the previous quarter. Its ten largest holdings account for 72% of the portfolio.

Lifelong Wealth Advisors's Q2 2026 filing shows 13 new, 41 increased, 36 reduced and 4 closed positions. Its largest new stake was iShares International Country Rotation Active ETF: 182,363 shares worth $6.67M. The largest sale was Invesco S&P 500 Top 50 ETF, an estimated $8.08M.

By sector, the portfolio is most concentrated in Miscellaneous at 94% of assets, down from 95% a quarter earlier, followed by Technology and Healthcare.

  • Lifelong Wealth Advisors's largest Q2 2026 buy was iShares International Country Rotation Active ETF: 182,363 shares worth $6.67M.
  • Lifelong Wealth Advisors added most to State Street SPDR Portfolio S&P 500 ETF in Q2 2026, an estimated $11.9M increase.
  • Lifelong Wealth Advisors's biggest Q2 2026 reduction was Invesco S&P 500 Top 50 ETF, cutting an estimated $8.08M.
  • Lifelong Wealth Advisors fully exited iShares Core International Aggregate Bond Fund in Q2 2026, selling an estimated $1.7M.
  • Lifelong Wealth Advisors's ten largest holdings make up 72% of its $426M portfolio in Q2 2026.
  • Lifelong Wealth Advisors opened 13 new positions and closed 4 in Q2 2026.
  • Lifelong Wealth Advisors's portfolio value rose 13% quarter-over-quarter to $426M.

Based on Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.