LIFELONG WEALTH ADVISORS, INC.

Q4 2025 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$377,324
Net value change ($000)
+40,985 (12.2%)
New positions
10
Sold out positions
6
Turnover %
10.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
FMDE 27,209 NEW
XLG 3,964 116.8%
IVE 3,217 61.1%
AVEM 2,803 NEW
BAI 1,987 134.0%
SHLD 1,648 NEW
SPYM 1,523 2.4%
DYNF 1,517 21.1%
SPMO 1,354 64.2%
IAU 749 9.2%
Top Reduces (Value $000, Stocks/ETFs)
QUAL -3,995 -43.8%
ORCL -2,972 -30.7%
EFG -2,687 -87.7%
IYW -2,115 -16.9%
EFV -1,522 -19.3%
IUSB -549 -14.0%
GBIL -305 -100.0%
HELO -293 -3.0%
DMXF -271 -100.0%
HD -227 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,413 (0.4% 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