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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
(+13%)
Cap. Flow
+$4.52M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
71.87%
Holding
103
New
13
Increased
41
Reduced
36
Closed
4
Avg Time Held Equity + Options
4.4
quarters
Top 10 Avg Time Held Equity + Options
3.6
quarters
Top 20 Avg Time Held Equity + Options
3.7
quarters
Avg Time Held Equity only
4.4
quarters
Top 10 Avg Time Held Equity only
3.6
quarters
Top 20 Avg Time Held Equity only
3.7
quarters
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 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$5.97M |
| 4 |
BlackRock Large Cap Core ETF
BLCR
|
+$3.12M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.75M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Top 50 ETF
XLG
|
+$8.08M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.09M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.67M |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.94M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
101
iShares Core International Aggregate Bond Fund
IAGG
$12.5B
| – | – |
-33,902
| Closed | -$1.7M | – |
|
102
iShares Convertible Bond ETF
ICVT
$8.22B
| – | – |
-2,692
| Closed | -$274K | – |
|
103
Verizon
VZ
$190B
| – | – |
-4,393
| Closed | -$221K | – |
|
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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.