Lifelong Wealth Advisors
Lifelong Wealth Advisors reported 102 stocks worth $431M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (19.6%), GSLC (18.2%) and JBND (8.5%). Compared with Q2 2026, the fund opened new positions in XOM, GRAL and MBBA, added to SPYM, JBND and DYNF, trimmed GSLC, FMDE and AVUV and sold out of XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $84.7M | 19.6% | 944K | +3,106 (+0%) | 8 of 8 | |
| 2 |  GSLC Goldman Sachs | $78.3M | 18.2% | 540K | −4,339 (−1%) | 8 of 8 | |
| 3 |  JBND J P Morgan Exchange Traded F | $36.6M | 8.5% | 715K | +16K (+2%) | 6 of 8 | |
| 4 |  FMDE Fidelity Enhanced Mid Cap ETF | $29.5M | 6.8% | 730K | −6,345 (−1%) | 4 of 8 | |
| 5 |  AVUV American Centy ETF TR | $25.5M | 5.9% | 217K | −1,809 (−1%) | 6 of 8 | |
| 6 |  DYNF Blackrock ETF Trust | $11.3M | 2.6% | 164K | +1,656 (+1%) | 8 of 8 | |
| 7 |  IYW Ishares US Technology | $11.2M | 2.6% | 42K | −1,330 (−3%) | 8 of 8 | |
| 8 |  IVW Ishares TR | $10.8M | 2.5% | 76K | +4,173 (+6%) | 8 of 8 | |
| 9 |  HELO J P Morgan Exchange Traded F | $10.5M | 2.4% | 151K | +1,398 (+1%) | 6 of 8 | |
| 10 |  IVE Ishares TR | $9.6M | 2.2% | 42K | +333 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $496K | 3,625 |
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 19, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lifelong Wealth Advisors 13F FAQ
What does Lifelong Wealth Advisors own?
Lifelong Wealth Advisors reported 102 stocks worth $431M in its 13F filing for Q3 2026, filed Oct 19, 2026. Its largest holdings are SPYM (19.6%), GSLC (18.2%) and JBND (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lifelong Wealth Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 6 new positions, 57 added to, 24 trimmed and 1 sold out. New positions include XOM, GRAL and MBBA. It sold all of XOM.
When will Lifelong Wealth Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Lifelong Wealth Advisors's portfolio worth?
The Q3 2026 filing reports $431M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.