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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
GSLC icon
1
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.2B
$61.8M 27.76%
+536,095
New +$62.3M
SPYM
2
State Street SPDR Portfolio S&P 500 ETF
SPYM
$171B
$60.5M 27.22%
+880,614
New +$61M
IYW icon
3
iShares US Technology ETF
IYW
$25.3B
$15.2M 6.83%
+95,440
New +$15.1M
ORCL icon
4
Oracle
ORCL
$435B
$6.66M 2.99%
+39,954
New +$7.1M
QUAL icon
5
iShares MSCI USA Quality Factor ETF
QUAL
$47.8B
$6.21M 2.79%
+34,899
New +$6.34M
IVW icon
6
iShares S&P 500 Growth ETF
IVW
$76.8B
$6.16M 2.77%
+60,701
New +$6.06M
DYNF icon
7
BlackRock US Equity Factor Rotation ETF
DYNF
$41.2B
$5.18M 2.33%
+101,074
New +$5.2M
IUSB icon
8
iShares Core Universal USD Bond ETF
IUSB
$43.6B
$4.22M 1.9%
+93,365
New +$4.29M
EFG icon
9
iShares MSCI EAFE Growth ETF
EFG
$17.1B
$4.2M 1.89%
+43,351
New +$4.41M
IFRA icon
10
iShares US Infrastructure ETF
IFRA
$4.2B
$4.19M 1.88%
+90,541
New +$4.38M
EFV icon
11
iShares MSCI EAFE Value ETF
EFV
$31.6B
$4.11M 1.85%
+78,339
New +$4.29M
SCHZ icon
12
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$3.34M 1.5%
+147,284
New +$3.4M
IVV icon
13
iShares Core S&P 500 ETF
IVV
$898B
$3.25M 1.46%
+5,523
New +$3.27M
IVE icon
14
iShares S&P 500 Value ETF
IVE
$50.2B
$2.79M 1.26%
+14,632
New +$2.9M
ESGU icon
15
iShares ESG Aware MSCI USA ETF
ESGU
$18.3B
$2.48M 1.12%
+19,285
New +$2.5M
TSLA icon
16
Tesla
TSLA
$1.38T
$2.05M 0.92%
+5,085
New +$1.64M
EMXC icon
17
iShares MSCI Emerging Markets ex China ETF
EMXC
$24.9B
$2.02M 0.91%
+36,349
New +$2.13M
MBB icon
18
iShares MBS ETF
MBB
$39B
$1.9M 0.86%
+20,756
New +$1.93M
IWP icon
19
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$1.72M 0.77%
+13,573
New +$1.73M
AAPL icon
20
Apple
AAPL
$4.67T
$1.61M 0.73%
+6,441
New +$1.52M
ACWI icon
21
iShares MSCI ACWI ETF
ACWI
$33.3B
$1.46M 0.66%
+12,429
New +$1.49M
SPMO icon
22
Invesco S&P 500 Momentum ETF
SPMO
$21.8B
$1.4M 0.63%
+14,733
New +$1.4M
JMST icon
23
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.26B
$1.19M 0.53%
+23,465
New +$1.19M
BINC icon
24
BlackRock Flexible Income ETF
BINC
$16.6B
$1.17M 0.53%
+22,566
New +$1.19M
MSFT icon
25
Microsoft
MSFT
$3.81T
$1.07M 0.48%
+2,543
New +$1.08M
1
2 3

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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.