LIFELONG WEALTH ADVISORS, INC.
All 13F Filings
- Location
- Arden Hills, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 376,302
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| 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):
1.584 K
(0.4% of total reported value)
· QoQ Δ:
+171
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.5 K | 12.9% | 0 | 211.9 K | -211.9 K |
| ETFs | 290.2 K | 77.5% | 213.8 K | 0 | 213.8 K |
| Debt | 35.99 K | 9.6% | 814 | 0 | 814 |
| Other | 0 | 0.0% | 0 | 3.872 K | -3.872 K |
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Fund Snapshot
Q1 2026
Latest filed
4/16/2026
Total value ($000)
376,302
Holdings
90
QoQ value change ($000)
-1,022
(-0.3%)
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.