Lifelong Wealth Advisors, Inc. ETF holdings
Arden Hills, MN
Reported $400.8M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$400.8M
ETFs held
64
Change from prior quarter
+13.1%
With price moves
ETFs as a share of its 13F
94.4%
of $424.4M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $82.6M | 940,424 | +139,890 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $77.2M | 544,027 | −4,201 shares |
| JBND | Jpmorgan Active Bond ETF | $37.4M | 699,070 | +29,780 shares |
| FMDE | Fidelity Enhanced Mid Cap Core ETF | $29.9M | 736,675 | −24,893 shares |
| AVUV | Avantis US Small Cap Value ETF | $27.3M | 218,595 | −5,941 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $11.0M | 161,919 | −7,815 shares |
| IYW | iShares U.S. Technology ETF | $11.0M | 43,554 | −7,464 shares |
| HELO | JPMorgan Hedged Equity Laddered Overlay ETF | $10.1M | 149,775 | +2,028 shares |
| IVW | iShares S&P 500 Growth ETF | $9.9M | 71,625 | +3,486 shares |
| IVE | iShares S&P 500 Value ETF | $9.5M | 41,936 | −2,329 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002051717. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lifelong Wealth Advisors, Inc. own?
Lifelong Wealth Advisors, Inc. reported 64 ETF positions worth $400.8M in its Form 13F for June 30, 2026. The largest was SPYM, at $82.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.