LIFELONG WEALTH ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
6/30/2026
Date filed
7/16/2026
Form type
13F-HR
Num holdings
99
Total value ($000)
$425,623
Net value change ($000)
+49,321 (13.1%)
New positions
13
Sold out positions
4
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPYM 21,371 34.9%
GSLC 8,592 12.5%
CORO 6,674 NEW
ACWX 6,108 NEW
BLCR 3,272 NEW
IUSB 2,748 78.6%
FMDE 2,508 9.2%
AVUV 2,467 9.9%
IVW 2,144 27.8%
GOVT 2,072 459.4%
Top Reduces (Value $000, Stocks/ETFs)
XLG -7,173 -94.7%
EFV -5,826 -89.1%
IEMG -4,861 -88.7%
QUAL -3,373 -64.5%
IAGG -1,696 -100.0%
BINC -1,278 -70.2%
GLDM -975 -57.1%
THRO -594 -16.1%
XTEN -578 -17.9%
EMB -499 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,226 (0.3% 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