LIFELONG WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 377,324
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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):
1.413 K
(0.4% of total reported value)
· QoQ Δ:
+846
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 260.4 K | 69.3% | 33.12 K | 0 | 33.12 K |
| ETFs | 76.45 K | 20.3% | 7.003 K | 0 | 7.003 K |
| Debt | 35.17 K | 9.4% | 625 | 0 | 625 |
| Other | 3.872 K | 1.0% | 0 | 606 | -606 |
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Fund Snapshot
Q4 2025
Latest filed
1/12/2026
Total value ($000)
377,324
Holdings
89
QoQ value change ($000)
40,985
(12.2%)
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.