LIFELONG WEALTH ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
Arden Hills, MN
Holdings as of
9/30/2026
Date filed
10/19/2026
Form type
13F-HR
Num holdings
104
Total value ($000)
$431,958
Net value change ($000)
+6,335 (1.5%)
New positions
6
Sold out positions
1
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 2,047 2.5%
GSLC 1,084 1.4%
GBIL 1,063 96.6%
IVW 932 9.5%
ACWX 694 11.4%
MSFT 665 40.5%
EXXONMOBIL HOLDINGS CORP 598 NEW
IAU 544 7.1%
AAPL 459 20.8%
GRAL 407 NEW
Top Reduces (Value $000, Stocks/ETFs)
AVUV -1,741 -6.4%
XOM -496 -100.0%
MBB -488 -19.3%
FMDE -403 -1.3%
BAI -396 -6.8%
ORCL -317 -6.3%
LLY -221 -15.5%
SPMO -220 -5.1%
XTEN -210 -7.9%
EFV -181 -25.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 948 (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