account_balance
Investment manager · 13F filer · SEC CIK 2051717
Lifelong Wealth Advisors, Inc.
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Reported value$431Mas of Sep 30, 2026
Positions102 5 new, 0 sold out
Top 10 weight71.5%SPYM alone is 20%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
19.6%
GSLCGoldman Sachs ETF Tr
18.2%
JBNDJ P Morgan Exchange Traded F
8.5%Added +2%
FMDEFidelity Covington Trust
6.8%
AVUVAmerican Centy ETF Tr
5.9%
DYNFBlackRock ETF Trust
2.6%
IYWiShares Tr
2.6%Trimmed −3%
IVWiShares Tr
2.5%Added +6%
HELOJ P Morgan Exchange Traded F
2.4%
IVEiShares Tr
2.2%
IAUiShares Gold Trust
1.9%+4%
COROBlackRock ETF Trust
1.6%+6%
SPYMSPDR Series Trust
19.6%
GSLCGoldman Sachs ETF Tr
18.2%
JBNDJ P Morgan Exchange Traded F
8.5%Added +2%
FMDEFidelity Covington Trust
6.8%
AVUVAmerican Centy ETF Tr
5.9%
DYNF
IYW2.6%
IVW2.5%
HELO
IVE
IAU1.9%CORO
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 19.6% Held
GSLC Goldman Sachs ETF Tr 18.2% Held
JBND J P Morgan Exchange Traded F 8.5% Added +2%
FMDE Fidelity Covington Trust 6.8% Held
AVUV American Centy ETF Tr 5.9% Held
DYNF BlackRock ETF Trust 2.6% Held
IYW iShares Tr 2.6% Trimmed −3%
IVW iShares Tr 2.5% Added +6%
HELO J P Morgan Exchange Traded F 2.4% Held
IVE iShares Tr 2.2% Held
IAU iShares Gold Trust 1.9% Added +4%CORO BlackRock ETF Trust 1.6% Added +6%
What changed
Biggest moves since Jun 30, 2026
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