LIFELONG WEALTH ADVISORS, INC. - Portfolio Stock Holdings
LIFELONG WEALTH ADVISORS, INC. disclosed 101 stock positions in a recent SEC 13F filing. $424,396,995 of stock holdings were filed, with the largest holdings including SPYM, GSLC, and JBND. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $710,413,652 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$424,396,995Top Stock Holdings By Sector
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Portfolio Stock Holdings - LIFELONG WEALTH ADVISORS, INC.
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Portfolio Options Holdings - LIFELONG WEALTH ADVISORS, INC.
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