LIFELONG WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 425,623
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/16/2026 | 99 | 425,623 | 13F-HR | LIFELONG WEALTH ADVISORS, INC. |
| Q1 2026 | 4/16/2026 | 90 | 376,302 | 13F-HR | LIFELONG WEALTH ADVISORS, INC. |
| Q4 2025 | 1/12/2026 | 89 | 377,324 | 13F-HR | LIFELONG WEALTH ADVISORS, INC. |
| Q3 2025 | 10/21/2025 | 85 | 336,339 | 13F-HR | LIFELONG WEALTH ADVISORS, INC. |
| Q2 2025 | 7/9/2025 | 79 | 301,423 | 13F-HR | LIFELONG WEALTH ADVISORS, INC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.226 K
(0.3% of total reported value)
· QoQ Δ:
-358
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 24.49 K | 5.8% | 0 | 24.01 K | -24.01 K |
| ETFs | 362.5 K | 85.4% | 72.28 K | 0 | 72.28 K |
| Debt | 37.4 K | 8.8% | 1.412 K | 0 | 1.412 K |
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Fund Snapshot
Q2 2026
Latest filed
7/16/2026
Total value ($000)
425,623
Holdings
99
QoQ value change ($000)
49,321
(13.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.