Lifelong Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Bond ETF
JBND
|
+$30M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$19.1M |
| 3 |
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
|
+$8.2M |
| 4 |
iShares Gold Trust
IAU
|
+$6.79M |
| 5 |
THRO
iShares U.S. Thematic Rotation Active ETF
THRO
|
+$2.55M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.83M |
| 2 |
iShares US Technology ETF
IYW
|
+$4.66M |
| 3 |
iShares US Infrastructure ETF
IFRA
|
+$3.44M |
| 4 |
iShares MSCI Emerging Markets ex China ETF
EMXC
|
+$2M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$875K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 93.32% |
| 2 | Technology | 4.3% |
| 3 | Healthcare | 0.46% |
| 4 | Financials | 0.42% |
| 5 | Industrials | 0.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Alphabet (Google) Class C
GOOG
$4.19T
| $229K | 0.08% |
1,290
| – | – |
|
77
Broadcom
AVGO
$1.75T
| $209K | 0.07% |
+760
| New | +$165K |
|
78
State Street SPDR S&P 500 ETF Trust
SPY
$825B
| $205K | 0.07% |
+332
| New | +$190K |
|
79
UnitedHealth
UNH
$353B
| $205K | 0.07% |
657
+88
| +15% | +$33.6K |
|
|
80
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
| – | – |
-36,344
| Closed | -$2M |
|
|
81
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.51B
| – | – |
-24,107
| Closed | -$875K |
|
82
iShares Core S&P Total US Stock Market ETF
ITOT
$97.4B
| – | – |
-1,644
| Closed | -$201K |
|
Similar funds
Lifelong Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Lifelong Wealth Advisors held 82 positions worth $301M, up 41% from $213M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Lifelong Wealth Advisors deployed $61.8M of net new capital in Q2 2025, opening 14 new positions and adding to 40 existing holdings. Its largest new stake was JPMorgan Active Bond ETF: 566,067 shares worth $30.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 93% of assets, up from 93% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street SPDR Portfolio S&P 500 ETF, an estimated $5.83M trimmed.
- Lifelong Wealth Advisors's largest Q2 2025 buy was JPMorgan Active Bond ETF: 566,067 shares worth $30.3M.
- Lifelong Wealth Advisors added most to iShares MSCI EAFE Value ETF in Q2 2025, an estimated $2.54M increase.
- Lifelong Wealth Advisors's biggest Q2 2025 reduction was State Street SPDR Portfolio S&P 500 ETF, cutting an estimated $5.83M.
- Lifelong Wealth Advisors fully exited iShares MSCI Emerging Markets ex China ETF in Q2 2025, selling an estimated $2M.
- Lifelong Wealth Advisors's ten largest holdings make up 74% of its $301M portfolio in Q2 2025.
- Lifelong Wealth Advisors opened 14 new positions and closed 3 in Q2 2025.
- Lifelong Wealth Advisors's portfolio value rose 41% quarter-over-quarter to $301M.
Based on Lifelong Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.