LIFELONG WEALTH ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$376,302
Net value change ($000)
-1,022 (-0.3%)
New positions
4
Sold out positions
4
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
AVUV 1,717 7.4%
DYNF 1,168 13.4%
IVE 863 10.2%
GBIL 590 NEW
AVEM 405 14.4%
BAI 360 10.4%
IEMG 344 6.7%
AOA 323 NEW
SHLD 312 18.9%
STX 291 42.3%
Top Reduces (Value $000, Stocks/ETFs)
GSLC -2,956 -4.1%
SPYM -2,574 -4.0%
ORCL -1,644 -24.5%
IYW -1,108 -10.7%
IAU -936 -10.5%
IWP -388 -24.6%
GRAL -239 -100.0%
SPY -229 -51.5%
IWF -219 -100.0%
HON -215 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,584 (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