Lifelong Wealth Advisors, Inc.: 13F holdings
CIK 20517172026Q2
| Positions | 97 |
|---|
| Reported value | $425.6m |
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| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 97 (+9 vs prior quarter) |
|---|
| Reported value | $425.6m (+13.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 940,424 | $82.6m | 19.4% |
| GSLC GOLDMAN SACHS ETF TR | 544,027 | $77.2m | 18.1% |
| JBND J P MORGAN EXCHANGE TRADED F | 699,070 | $37.4m | 8.8% |
| FMDE FIDELITY COVINGTON TRUST | 736,675 | $29.9m | 7.0% |
| AVUV AMERICAN CENTY ETF TR | 218,595 | $27.3m | 6.4% |
| DYNF BLACKROCK ETF TRUST | 161,919 | $11.0m | 2.6% |
| IYW ISHARES TR | 43,554 | $11.0m | 2.6% |
| HELO J P MORGAN EXCHANGE TRADED F | 149,775 | $10.1m | 2.4% |
| IWF ISHARES TR | 71,625 | $9.9m | 2.3% |
| IVE ISHARES TR | 41,936 | $9.5m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2051717")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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