LIFELONG WEALTH ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
85
Total value ($000)
$336,339
Net value change ($000)
+34,916 (11.6%)
New positions
6
Sold out positions
0
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/9/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GSLC 5,221 7.9%
SPYM 5,057 8.8%
AVUV 2,570 12.7%
IAU 1,353 19.8%
QUAL 1,316 16.9%
IYW 1,267 11.3%
HELO 1,267 14.9%
ORCL 1,186 14.0%
DYNF 1,014 16.4%
EFV 1,005 14.6%
Top Reduces (Value $000, Stocks/ETFs)
IFRA -65 -23.9%
TGT -59 -12.1%
JMST -31 -4.3%
GBIL -27 -8.1%
LLY -23 -2.5%
GOVT -14 -4.6%
PG -1 -0.3%
META -1 -0.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 567 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type