Lifelong Wealth Advisors, Inc.
Long book
$374.7M
Q1 2026
Positions
88
Top-10 weight
70%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsLifelong Wealth Advisors, Inc. is a wealth-management firm allocating client money, running a $374.7M US long book across 88 positions.
The portfolio is concentrated: the top 10 names carry 70% of the portfolio. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: GOLDMAN ACTIVEBETA US LC ETF, STE STR SPDR PT S&P 500 ETF, JPMORGAN ACTIVE BOND ETF, FIDELITY ENHANCED MID CAP CO, AVANTIS US SMALL CAP VALUE.
Over the last 6 quarters its long book ran on average 0.2pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-4.4%
Q1 2025
+12.0%
Q2 2025
+8.1%
Q3 2025
+1.7%
Q4 2025
-2.6%
Q1 2026
+11.5%
Sector allocation
Technology 54%
Healthcare 13%
Financials 7%
Industrials 6%
Other 6%
Utilities 4%
Consumer discretionary 4%
Energy 3%
Long book by quarter
What does Lifelong Wealth own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| ORCL ORACLE CORP | Technology | 34.4K | $5.1M | 1.3% | 0.0% |
| AAPL APPLE INC | Technology | 7.4K | $1.9M | 0.5% | +6.8% |
| MSFT MICROSOFT CORP | Technology | 4.0K | $1.5M | 0.4% | +19.7% |
| LLY ELI LILLY & CO | Healthcare | 1.2K | $1.1M | 0.3% | +0.4% |
| STXN SEAGATE TECHNOLOGY HOLDINGS | — | 2.5K | $979K | 0.3% | Held |
| NVDA NVIDIA CORP | Technology | 5.6K | $970K | 0.3% | +3.6% |
| XOM EXXON MOBIL CORP | Energy | 3.6K | $607K | 0.2% | +1.5% |
| XEL XCEL ENERGY INC | Utilities | 7.5K | $598K | 0.2% | -1.3% |
| MMM 3M CO | Healthcare | 4.0K | $577K | 0.2% | 0.0% |
| TSLA TESLA INC | Industrials | 1.5K | $569K | 0.2% | +0.1% |
| GOOGL ALPHABET INC-CL A | Technology | 1.7K | $500K | 0.1% | +0.6% |
| TGT TARGET CORP | Consumer discretionary | 4.1K | $491K | 0.1% | +0.5% |
| CAT CATERPILLAR INC | Industrials | 635 | $450K | 0.1% | +0.2% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 902 | $432K | 0.1% | -0.4% |
| UNH UNITEDHEALTH GROUP INC | Financials | 1.4K | $392K | 0.1% | +113.4% |
| GOOG ALPHABET INC-CL C | Technology | 1.3K | $382K | 0.1% | +3.3% |
| ABBV ABBVIE INC | Healthcare | 1.7K | $368K | 0.1% | Held |
| AMZN AMAZON.COM INC | Consumer discretionary | 1.7K | $352K | 0.1% | -2.8% |
| JNJ JOHNSON & JOHNSON | Healthcare | 1.3K | $311K | 0.1% | +1.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 2.0K | $295K | 0.1% | +4.7% |
| WFC WELLS FARGO & CO | Financials | 3.6K | $290K | 0.1% | +0.1% |
| OTTR OTTER TAIL CORP | Utilities | 3.2K | $278K | 0.1% | Held |
| LMT LOCKHEED MARTIN CORP | Industrials | 446 | $270K | 0.1% | +0.2% |
| MA MASTERCARD INC - A | Services media | 520 | $260K | 0.1% | +0.6% |
| AVGO BROADCOM INC | Technology | 822 | $254K | 0.1% | +6.8% |
| JPM JPMORGAN CHASE & CO | Financials | 858 | $252K | 0.1% | +1.3% |
| ABT ABBOTT LABORATORIES | Healthcare | 2.5K | $252K | 0.1% | New |
| VZ VERIZON COMMUNICATIONS INC | Communications | 4.4K | $221K | 0.1% | New |
| META META PLATFORMS INC-CLASS A | Technology | 364 | $208K | 0.1% | Held |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 16, 2026 | 90 | $376.3M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 12, 2026 | 89 | $377.3M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 21, 2025 | 85 | $336.3M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 9, 2025 | 79 | $301.4M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 23, 2025 | 68 | $213.4M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 66 | $222.5M | canonical | SEC ↗ |