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☆LIFELONG WEALTH ADVISORS, INC.

CIK 0002051717 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.662
AUM ($M)
424
Positions
97
Turnover
0.11
Top-10 wt
72%
Herfindahl
0.093
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 101 positions · portfolio value $424M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆SPYM funds › SPDR SERIES TRUST ADD — 19.5% +3.1% 82.6 940,424 +139,890 5 —
☆GSLC funds › GOLDMAN SACHS ETF TR TRIM — 18.2% -0.1% 77.2 544,027 -4,201 5 —
☆JBND funds › J P MORGAN EXCHANGE TRADED F ADD — 8.8% -0.8% 37.4 699,070 +29,780 5 —
☆FMDE funds › FIDELITY COVINGTON TRUST TRIM — 7.0% -0.3% 29.9 736,675 -24,893 3 —
☆AVUV funds › AMERICAN CENTY ETF TR TRIM — 6.4% -0.2% 27.3 218,595 -5,941 5 —
☆DYNF funds › BLACKROCK ETF TRUST TRIM — 2.6% -0.0% 11.0 161,919 -7,815 5 —
☆IYW funds › ISHARES TR TRIM — 2.6% +0.1% 11.0 43,554 -7,464 5 —
☆HELO funds › J P MORGAN EXCHANGE TRADED F ADD — 2.4% -0.1% 10.1 149,775 +2,028 5 —
☆IVW funds › ISHARES TR ADD — 2.3% +0.3% 9.9 71,625 +3,486 5 —
☆IVE funds › ISHARES TR TRIM — 2.2% -0.3% 9.5 41,936 -2,329 5 —
☆IAU funds › ISHARES GOLD TR ADD — 1.8% -0.3% 7.6 100,889 +10,180 5 —
☆CORO funds › BLACKROCK ETF TRUST NEW — 1.6% +1.6% 6.7 182,363 +182,363 1 —
☆IUSB funds › ISHARES TR ADD — 1.5% +0.5% 6.2 135,297 +59,610 5 —
☆ACWX funds › ISHARES TR NEW — 1.4% +1.4% 6.1 80,259 +80,259 1 —
☆BAI funds › BLACKROCK ETF TRUST TRIM — 1.4% +0.3% 5.8 110,311 -5,926 5 —
☆ORCL funds › ORACLE CORP ADD — 1.2% -0.2% 5.0 34,407 +31 5 —
☆IVV funds › ISHARES TR ADD — 1.1% +0.0% 4.8 6,456 +29 5 —
☆SCHZ funds › SCHWAB STRATEGIC TR ADD — 1.1% -0.1% 4.6 197,429 +12,177 5 —
☆SPMO funds › INVESCO EXCH TRADED FD TR II TRIM — 1.0% +0.0% 4.3 26,693 -5,863 5 —
☆ESGU funds › ISHARES TR ADD — 0.8% +0.0% 3.5 21,241 +194 5 —
☆BLCR funds › BLACKROCK ETF TRUST NEW — 0.8% +0.8% 3.3 64,955 +64,955 1 —
☆THRO funds › BLACKROCK ETF TRUST TRIM — 0.7% -0.3% 3.1 71,680 -30,027 5 —
☆SHLD funds › GLOBAL X FDS ADD — 0.7% +0.2% 3.0 50,697 +23,024 3 —
☆AVEM funds › AMERICAN CENTY ETF TR TRIM — 0.7% -0.2% 3.0 30,584 -9,233 3 —
☆XTEN funds › BONDBLOXX ETF TRUST TRIM — 0.6% -0.2% 2.7 58,350 -12,266 5 —
☆GOVT funds › ISHARES TR ADD — 0.6% +0.5% 2.5 110,733 +91,039 5 —
☆MBB funds › ISHARES TR ADD — 0.6% -0.0% 2.5 26,681 +1,987 5 —
☆AAPL funds › APPLE INC ADD — 0.5% +0.0% 2.2 7,641 +201 5 —
☆ACWI funds › ISHARES TR HOLD — 0.5% +0.0% 1.9 12,332 +0 5 —
☆QUAL funds › ISHARES TR TRIM — 0.4% -1.0% 1.9 8,464 -18,804 5 —
☆IALT funds › BLACKROCK ETF TRUST NEW — 0.4% +0.4% 1.8 63,606 +63,606 1 —
☆MSFT funds › MICROSOFT CORP ADD — 0.4% -0.0% 1.6 4,405 +414 5 —
☆GGOV funds › BLACKROCK ETF TRUST II NEW — 0.3% +0.3% 1.5 28,848 +28,848 1 —
☆LLY funds › ELI LILLY & CO ADD — 0.3% +0.0% 1.4 1,189 +15 5 —
☆IWP funds › ISHARES TR TRIM — 0.3% -0.0% 1.2 8,535 -762 5 —
☆LCTU funds › BLACKROCK ETF TRUST TRIM — 0.3% -0.0% 1.2 14,367 -517 5 —
☆NVDA funds › NVIDIA CORPORATION ADD — 0.3% +0.0% 1.1 5,568 +4 5 —
☆GBIL funds › GOLDMAN SACHS ETF TR ADD — 0.3% +0.1% 1.1 10,987 +5,094 2 —
☆EAGG funds › ISHARES TR ADD — 0.2% +0.0% 0.9 19,670 +2,741 5 —
☆FTEC funds › FIDELITY COVINGTON TRUST TRIM — 0.2% +0.0% 0.9 3,103 -20 5 —
☆DSI funds › ISHARES TR ADD — 0.2% +0.0% 0.9 6,222 +121 5 —
☆UNH funds › UNITEDHEALTH GROUP INC ADD — 0.2% +0.1% 0.8 1,975 +526 5 —
☆GLDM funds › WORLD GOLD TR TRIM — 0.2% -0.3% 0.7 9,241 -9,193 5 —
☆EFV funds › ISHARES TR TRIM — 0.2% -1.6% 0.7 9,269 -78,646 5 —
☆SUSC funds › ISHARES TR TRIM — 0.2% -0.1% 0.7 29,664 -8,052 5 —
☆GOOGL funds › ALPHABET INC ADD — 0.2% +0.0% 0.7 1,901 +162 5 —
☆MMM funds › 3M CO ADD — 0.2% +0.0% 0.7 4,109 +135 5 —
☆TSLA funds › TESLA INC ADD — 0.2% +0.0% 0.7 1,578 +48 5 —
☆MUB funds › ISHARES TR TRIM — 0.1% -0.0% 0.6 5,839 -13 5 —
☆USXF funds › ISHARES TR ADD — 0.1% +0.0% 0.6 9,004 +688 5 —
☆IEMG funds › ISHARES INC TRIM — 0.1% -1.3% 0.6 7,479 -71,106 5 —
☆CAT funds › CATERPILLAR INC TRIM — 0.1% +0.0% 0.6 579 -56 5 —
☆ESGE funds › ISHARES INC TRIM — 0.1% -0.0% 0.6 10,892 -1,687 5 —
☆XEL funds › XCEL ENERGY INC TRIM — 0.1% -0.0% 0.6 7,167 -361 5 —
☆TSM funds › TAIWAN SEMICONDUCTOR MANUFAC HOLD — 0.1% +0.0% 0.6 1,194 +0 5 —
☆BINC funds › BLACKROCK ETF TRUST II TRIM — 0.1% -0.4% 0.5 10,368 -24,694 5 —
☆INTC funds › INTEL CORP NEW — 0.1% +0.1% 0.5 3,813 +3,813 1 —
☆TGT funds › TARGET CORP ADD — 0.1% -0.0% 0.5 4,059 +7 5 —
☆STX funds › SEAGATE TECHNOLOGY HLDNGS PL TRIM — 0.1% -0.1% 0.5 549 -1,951 5 —
☆AMZN funds › AMAZON COM INC ADD — 0.1% +0.0% 0.5 2,101 +410 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP ADD — 0.1% -0.0% 0.5 3,625 +49 5 —
☆GOOG funds › ALPHABET INC HOLD — 0.1% +0.0% 0.5 1,332 +0 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL ADD — 0.1% -0.0% 0.5 928 +26 5 —
☆IEFA funds › ISHARES TR ADD — 0.1% -0.0% 0.5 4,679 +51 5 —
☆ABBV funds › ABBVIE INC ADD — 0.1% +0.0% 0.4 1,719 +27 5 —
☆ARKF funds › ARK ETF TR HOLD — 0.1% -0.0% 0.4 10,839 +0 5 —
☆JMST funds › J P MORGAN EXCHANGE TRADED F TRIM — 0.1% -0.1% 0.4 8,072 -5,151 5 —
☆SUSB funds › ISHARES TR NEW — 0.1% +0.1% 0.4 16,162 +16,162 1 —
☆EFG funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,214 -361 5 —
☆XLG funds › INVESCO EXCHANGE TRADED FD T TRIM — 0.1% -1.9% 0.4 6,511 -132,292 5 —
☆NUBD funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 0.4 17,438 -842 5 —
☆EVUS funds › ISHARES TR ADD — 0.1% +0.0% 0.4 10,827 +625 3 —
☆SYSB funds › ISHARES TR ADD — 0.1% -0.0% 0.4 4,094 +277 3 —
☆IJR funds › ISHARES TR TRIM — 0.1% +0.0% 0.4 2,415 -7 5 —
☆AOA funds › ISHARES TR TRIM — 0.1% -0.0% 0.4 3,650 -1 2 —
☆JNJ funds › JOHNSON & JOHNSON ADD — 0.1% -0.0% 0.3 1,343 +71 4 —
☆NULG funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 0.3 2,886 -623 5 —
☆AVGO funds › BROADCOM INC ADD — 0.1% +0.0% 0.3 883 +61 5 —
☆GLW funds › CORNING INC NEW — 0.1% +0.1% 0.3 1,295 +1,295 1 —
☆WFC funds › WELLS FARGO & CO ADD — 0.1% -0.0% 0.3 3,664 +17 5 —
☆NUDM funds › NUSHARES ETF TR ADD — 0.1% +0.0% 0.3 7,552 +1,364 5 —
☆PG funds › PROCTER & GAMBLE CO TRIM — 0.1% -0.0% 0.3 2,017 -25 5 —
☆DMXF funds › ISHARES TR NEW — 0.1% +0.1% 0.3 3,480 +3,480 1 —
☆NULV funds › NUSHARES ETF TR TRIM — 0.1% -0.0% 0.3 5,854 -524 5 —
☆VTI funds › VANGUARD INDEX FDS HOLD — 0.1% +0.0% 0.3 788 +0 3 —
☆JPM funds › JPMORGAN CHASE & CO ADD — 0.1% +0.0% 0.3 890 +32 5 —
☆OTTR funds › OTTER TAIL CORP HOLD — 0.1% -0.0% 0.3 3,164 +0 5 —
☆MA funds › MASTERCARD INCORPORATED ADD — 0.1% -0.0% 0.3 528 +8 5 —
☆ICSH funds › ISHARES TR HOLD — 0.1% -0.0% 0.3 5,333 +0 5 —
☆LMT funds › LOCKHEED MARTIN CORP ADD — 0.1% -0.0% 0.3 503 +57 4 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T HOLD — 0.1% +0.0% 0.2 332 +0 5 —
☆MRVL funds › MARVELL TECHNOLOGY INC NEW — 0.1% +0.1% 0.2 821 +821 1 —
☆QQQ funds › INVESCO QQQ TR NEW — 0.1% +0.1% 0.2 323 +323 1 —
☆META funds › META PLATFORMS INC ADD — 0.1% -0.0% 0.2 398 +34 5 —
☆MU funds › MICRON TECHNOLOGY INC NEW — 0.1% +0.1% 0.2 192 +192 1 —
☆ABT funds › ABBOTT LABORATORIES TRIM — 0.1% -0.0% 0.2 2,434 -19 2 —
☆VOO funds › VANGUARD INDEX FDS NEW — 0.1% +0.1% 0.2 315 +315 1 —
☆IAGG funds › ISHARES TR EXIT — 0.0% -0.5% 0.0 0 -33,902 0 —
☆EMB funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -5,311 0 —
☆VZ funds › VERIZON COMMUNICATIONS INC EXIT — 0.0% -0.1% 0.0 0 -4,393 0 —
☆ICVT funds › ISHARES TR EXIT — 0.0% -0.1% 0.0 0 -2,692 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 424 97 0.11 72% 0.093 0.661 — in
2026Q1 375 88 0.03 70% 0.085 0.768 — in
2025Q4 376 88 0.12 71% 0.089 0.563 — in
2025Q3 336 84 0.02 74% 0.102 0.768 — in
2025Q2 301 78 0.26 74% 0.106 0.329 — entered
2025Q1 213 67 0.00 77% 0.158 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status