Lifelong Wealth Advisors, Inc.
- SEC CIK
- 0002051717
- Latest filing
- Jul 16, 2026
The latest 13F from Lifelong Wealth Advisors, Inc. covers Q2 2026 (filed Jul 16, 2026): 97 long positions worth $424.4M. The top 10 holdings make up 72.1% of the portfolio, and the largest is State Street SPDR Portfolio S&P 500 ETF at 19.5%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 13
- Est. +$21.8M
- Added
- 41
- Est. +$23.6M
- Reduced
- 35
- Est. −$38.3M
- Sold out
- 4
- Est. −$2.69M
Top 5 holdings
Share of this quarter's portfolio value
- State Street SPDR Portfolio S&P 500 ETF78464A85419.5%$82.6M
- Goldman Sachs ETF Tr38143050318.2%$77.2M
- J P Morgan Exchange Traded F46654Q7168.8%$37.4M
- Fidelity Covington Trust31609A5037.0%$29.9M
- American Centy ETF Tr0250728776.4%$27.3M
Share of portfolio
Top 5 holdings and the other 92 positions, by share of portfolio value
- State Street SPDR Portfolio S&P 500 ETF19.5%
- Goldman Sachs ETF Tr18.2%
- J P Morgan Exchange Traded F8.8%
- Fidelity Covington Trust7.0%
- American Centy ETF Tr6.4%
- Other 92 positions40.1%
Biggest buys
New and added positions, by estimated amount bought
- State Street SPDR Portfolio S&P 500 ETF78464A854+$12.3MAdded
- BlackRock ETF Trust09290C764+$6.67MNew
- iShares MSCI Acwi Ex U.S. ETF464288240+$6.11MNew
- BlackRock ETF Trust09290C855+$3.27MNew
- iShares Tr46434V613+$2.75MAdded
Largest weight increases
New and added positions, by percentage points of the portfolio gained
- State Street SPDR Portfolio S&P 500 ETF78464A854+3.12 pp16.4% → 19.5%
- BlackRock ETF Trust09290C764+1.57 pp0.0% → 1.6%
- iShares MSCI Acwi Ex U.S. ETF464288240+1.44 pp0.0% → 1.4%
- BlackRock ETF Trust09290C855+0.77 pp0.0% → 0.8%
- iShares Tr46434V613+0.54 pp0.9% → 1.5%
Biggest sells
Reduced and sold-out positions, by estimated amount sold
- Invesco Exchange Traded FD T46137V233−$8.10MReduced
- iShares Tr464288877−$6.02MReduced
- iShares Core MSCI Emerging Markets ETF46434G103−$5.89MReduced
- iShares MSCI USA Quality Factor ETF46432F339−$4.13MReduced
- STXSeagate Technology Holdings plc
Largest weight decreases
Reduced and sold-out positions, by percentage points of the portfolio lost
- Invesco Exchange Traded FD T46137V233−1.93 pp2.0% → 0.1%
- iShares Tr464288877−1.58 pp1.7% → 0.2%
- iShares Core MSCI Emerging Markets ETF46434G103−1.32 pp1.5% → 0.1%
- iShares MSCI USA Quality Factor ETF46432F339−0.96 pp1.4% → 0.4%
- iShares Tr46435G672−0.45 pp0.5% → 0.0%
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $424.4M
- +$49.7M (+13.3%) vs. prior quarter
- Positions
- 97
- +9 vs. prior quarter
- Top 10 concentration
- 72.1%
- Top 10 as share of value
- Turnover
- 10.3%
- Q2 2026, one quarter
- Average holding period
- 5.9 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.
13F filings by quarter
7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $424.4M (Q2 2026)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Jul 16, 2026 | 97 | $424.4M | State Street SPDR Portfolio S&P 500 ETFGoldman Sachs ETF TrJ P Morgan Exchange Traded F | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 16, 2026 | 88 | $374.7M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded F | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 12, 2026 | 88 | $375.9M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded F | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 21, 2025 | 84 | $335.8M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded F | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 9, 2025 | 78 | $301.1M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFJ P Morgan Exchange Traded F | vs. Q1 2025 | SEC |
| Q1 2025 | Apr 23, 2025 | 67 | $213.2M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFiShares Tr | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 13, 2025 | 66 | $222.5M | Goldman Sachs ETF TrState Street SPDR Portfolio S&P 500 ETFiShares Tr | – | SEC |