LIFELONG WEALTH ADVISORS, INC. - Portfolio overview

LIFELONG WEALTH ADVISORS, INC. has 94 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. GSLC - GOLDMAN SACHS ETF TR, 15.65%
2. SPLG - SPDR SERIES TRUST, 14.22%
3. SPYM - SPDR SERIES TRUST, 13.98%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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