Lifelong Wealth Advisors

Arden Hills, MNfiles as Lifelong Wealth Advisors, Inc.

$424m in 97 US stocks at the end of 30 June 2026. The top 10 are 72.1% of the money. It changed about 10.8% of the portfolio this quarter.

Value

$424m

Stocks

Top 10 share

72.1%

Turnover

10.8%

What changed this quarter

New

Bought for the first time this quarter.

Blackrock ETF TrustCORO
1.6% of the fund
Ishares TRACWX
1.4% of the fund
Blackrock ETF TrustBLCR
0.8% of the fund
Blackrock ETF TrustIALT
0.4% of the fund
Blackrock ETF Trust IIGGOV
0.3% of the fund
IntelINTC
0.1% of the fund
Ishares TRSUSB
<0.1% of the fund
CorningGLW
<0.1% of the fund
Ishares TRDMXF
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
Invesco QQQ TRQQQ
<0.1% of the fund
Micron TechnologyMU
<0.1% of the fund
Vanguard Index FDSVOO
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustSPYM
19.5% of the fund
+17%
J P Morgan Exchange Traded FJBND
8.8% of the fund
+4%
Ishares TRIVW
2.3% of the fund
+5%
Ishares Gold TRIAU
1.8% of the fund
+11%
Ishares TRIUSB
1.5% of the fund
+79%
Schwab Strategic TRSCHZ
1.1% of the fund
+7%
Global X FDSSHLD
0.7% of the fund
+83%
Ishares TRGOVT
0.6% of the fund
+462%
Ishares TRMBB
0.6% of the fund
+8%
AppleAAPL
0.5% of the fund
+3%
MicrosoftMSFT
0.4% of the fund
+10%
Goldman Sachs ETF TRGBIL
0.3% of the fund
+86%
Ishares TREAGG
0.2% of the fund
+16%
UnitedHealth GroupUNH
0.2% of the fund
+36%
AlphabetGOOGL
0.2% of the fund
+9%
3MMMM
0.2% of the fund
+3%
TeslaTSLA
0.2% of the fund
+3%
Ishares TRUSXF
0.1% of the fund
+8%
Amazon.comAMZN
0.1% of the fund
+24%
Berkshire HathawayBRK-B
0.1% of the fund
+3%
Ishares TREVUS
<0.1% of the fund
+6%
Ishares TRSYSB
<0.1% of the fund
+7%
Johnson & JohnsonJNJ
<0.1% of the fund
+6%
BroadcomAVGO
<0.1% of the fund
+7%
Nushares ETF TRNUDM
<0.1% of the fund
+22%

Cut

Sold some of their stake.

Fidelity Covington TrustFMDE
7.0% of the fund
-3%
American Centy ETF TRAVUV
6.4% of the fund
-3%
Blackrock ETF TrustDYNF
2.6% of the fund
-5%
Ishares TRIYW
2.6% of the fund
-15%
Ishares TRIVE
2.2% of the fund
-5%
Blackrock ETF TrustBAI
1.4% of the fund
-5%
Invesco Exch Traded FD TR IISPMO
1.0% of the fund
-18%
Blackrock ETF TrustTHRO
0.7% of the fund
-30%
American Centy ETF TRAVEM
0.7% of the fund
-23%
Bondbloxx ETF TrustXTEN
0.6% of the fund
-17%
Ishares TRQUAL
0.4% of the fund
-69%
Ishares TRIWP
0.3% of the fund
-8%
Blackrock ETF TrustLCTU
0.3% of the fund
-3%
World Gold TRGLDM
0.2% of the fund
-50%
Ishares TREFV
0.2% of the fund
-89%
Ishares TRSUSC
0.2% of the fund
-21%
IsharesIEMG
0.1% of the fund
-90%
CaterpillarCAT
0.1% of the fund
-9%
IsharesESGE
0.1% of the fund
-13%
Xcel EnergyXEL
0.1% of the fund
-5%
Blackrock ETF Trust IIBINC
0.1% of the fund
-70%
Seagate Technology HoldingsSTX
0.1% of the fund
-78%
J P Morgan Exchange Traded FJMST
<0.1% of the fund
-39%
Ishares TREFG
<0.1% of the fund
-10%
Invesco Exchange Traded FD TXLG
<0.1% of the fund
-95%

Sold out

Sold their entire stake.

Ishares TRIAGG
-100%
Ishares TREMB
-100%
Ishares TRICVT
-100%
Verizon CommunicationsVZ
-100%

Holdings

Spdr Series TrustSPYM
Share
19.5%
Value
$83m
Shares
940,424
+17%
Goldman Sachs ETF TRGSLC
Share
18.2%
Value
$77m
Shares
544,027
Held
J P Morgan Exchange Traded FJBND
Share
8.8%
Value
$37m
Shares
699,070
+4%
Fidelity Covington TrustFMDE
Share
7.0%
Value
$30m
Shares
736,675
-3%
American Centy ETF TRAVUV
Share
6.4%
Value
$27m
Shares
218,595
-3%
Blackrock ETF TrustDYNF
Share
2.6%
Value
$11m
Shares
161,919
-5%
Ishares TRIYW
Share
2.6%
Value
$11m
Shares
43,554
-15%
J P Morgan Exchange Traded FHELO
Share
2.4%
Value
$10m
Shares
149,775
Held
Ishares TRIVW
Share
2.3%
Value
$10m
Shares
71,625
+5%
Ishares TRIVE
Share
2.2%
Value
$10m
Shares
41,936
-5%
Ishares Gold TRIAU
Share
1.8%
Value
$8m
Shares
100,889
+11%
Blackrock ETF TrustCORO
Share
1.6%
Value
$7m
Shares
182,363
New
Ishares TRIUSB
Share
1.5%
Value
$6m
Shares
135,297
+79%
Ishares TRACWX
Share
1.4%
Value
$6m
Shares
80,259
New
Blackrock ETF TrustBAI
Share
1.4%
Value
$6m
Shares
110,311
-5%
OracleORCL
Share
1.2%
Value
$5m
Shares
34,407
Held
Ishares TRIVV
Share
1.1%
Value
$5m
Shares
6,456
Held
Schwab Strategic TRSCHZ
Share
1.1%
Value
$5m
Shares
197,429
+7%
Invesco Exch Traded FD TR IISPMO
Share
1.0%
Value
$4m
Shares
26,693
-18%
Ishares TRESGU
Share
0.8%
Value
$3m
Shares
21,241
Held
Blackrock ETF TrustBLCR
Share
0.8%
Value
$3m
Shares
64,955
New
Blackrock ETF TrustTHRO
Share
0.7%
Value
$3m
Shares
71,680
-30%
Global X FDSSHLD
Share
0.7%
Value
$3m
Shares
50,697
+83%
American Centy ETF TRAVEM
Share
0.7%
Value
$3m
Shares
30,584
-23%
Bondbloxx ETF TrustXTEN
Share
0.6%
Value
$3m
Shares
58,350
-17%
Ishares TRGOVT
Share
0.6%
Value
$3m
Shares
110,733
+462%
Ishares TRMBB
Share
0.6%
Value
$3m
Shares
26,681
+8%
AppleAAPL
Share
0.5%
Value
$2m
Shares
7,641
+3%
Ishares TRACWI
Share
0.5%
Value
$2m
Shares
12,332
Held
Ishares TRQUAL
Share
0.4%
Value
$2m
Shares
8,464
-69%
Blackrock ETF TrustIALT
Share
0.4%
Value
$2m
Shares
63,606
New
MicrosoftMSFT
Share
0.4%
Value
$2m
Shares
4,405
+10%
Blackrock ETF Trust IIGGOV
Share
0.3%
Value
$1m
Shares
28,848
New
Eli LillyLLY
Share
0.3%
Value
$1m
Shares
1,189
Held
Ishares TRIWP
Share
0.3%
Value
$1m
Shares
8,535
-8%
Blackrock ETF TrustLCTU
Share
0.3%
Value
$1m
Shares
14,367
-3%
NvidiaNVDA
Share
0.3%
Value
$1m
Shares
5,568
Held
Goldman Sachs ETF TRGBIL
Share
0.3%
Value
$1m
Shares
10,987
+86%
Ishares TREAGG
Share
0.2%
Value
$932,555
Shares
19,670
+16%
Fidelity Covington TrustFTEC
Share
0.2%
Value
$886,277
Shares
3,103
Held
Ishares TRDSI
Share
0.2%
Value
$885,951
Shares
6,222
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$820,869
Shares
1,975
+36%
World Gold TRGLDM
Share
0.2%
Value
$733,920
Shares
9,241
-50%
Ishares TREFV
Share
0.2%
Value
$709,504
Shares
9,269
-89%
Ishares TRSUSC
Share
0.2%
Value
$686,763
Shares
29,664
-21%
AlphabetGOOGL
Share
0.2%
Value
$679,360
Shares
1,901
+9%
3MMMM
Share
0.2%
Value
$665,229
Shares
4,109
+3%
TeslaTSLA
Share
0.2%
Value
$663,707
Shares
1,578
+3%
Ishares TRMUB
Share
0.1%
Value
$628,393
Shares
5,839
Held
Ishares TRUSXF
Share
0.1%
Value
$625,328
Shares
9,004
+8%
IsharesIEMG
Share
0.1%
Value
$619,560
Shares
7,479
-90%
CaterpillarCAT
Share
0.1%
Value
$616,990
Shares
579
-9%
IsharesESGE
Share
0.1%
Value
$595,683
Shares
10,892
-13%
Xcel EnergyXEL
Share
0.1%
Value
$575,510
Shares
7,167
-5%
Taiwan Semiconductor ManufacturingTSM
Share
0.1%
Value
$570,219
Shares
1,194
Held
Blackrock ETF Trust IIBINC
Share
0.1%
Value
$542,661
Shares
10,368
-70%
IntelINTC
Share
0.1%
Value
$532,409
Shares
3,813
New
TargetTGT
Share
0.1%
Value
$530,146
Shares
4,059
Held
Seagate Technology HoldingsSTX
Share
0.1%
Value
$529,785
Shares
549
-78%
Amazon.comAMZN
Share
0.1%
Value
$500,752
Shares
2,101
+24%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$495,622
Shares
3,625
Held
AlphabetGOOG
Share
0.1%
Value
$470,636
Shares
1,332
Held
Berkshire HathawayBRK-B
Share
0.1%
Value
$464,362
Shares
928
+3%
Ishares TRIEFA
Share
0.1%
Value
$451,898
Shares
4,679
Held
AbbVieABBV
Share
0.1%
Value
$432,569
Shares
1,719
Held
ARK ETF TRARKF
Share
0.1%
Value
$427,707
Shares
10,839
Held
J P Morgan Exchange Traded FJMST
Share
<0.1%
Value
$411,672
Shares
8,072
-39%
Ishares TRSUSB
Share
<0.1%
Value
$403,888
Shares
16,162
New
Ishares TREFG
Share
<0.1%
Value
$399,912
Shares
3,214
-10%
Invesco Exchange Traded FD TXLG
Share
<0.1%
Value
$398,669
Shares
6,511
-95%
Nushares ETF TRNUBD
Share
<0.1%
Value
$385,990
Shares
17,438
-5%
Ishares TREVUS
Share
<0.1%
Value
$380,136
Shares
10,827
+6%
Ishares TRSYSB
Share
<0.1%
Value
$363,205
Shares
4,094
+7%
Ishares TRIJR
Share
<0.1%
Value
$358,169
Shares
2,415
Held
Ishares TRAOA
Share
<0.1%
Value
$356,240
Shares
3,650
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$341,082
Shares
1,343
+6%
Nushares ETF TRNULG
Share
<0.1%
Value
$337,835
Shares
2,886
-18%
BroadcomAVGO
Share
<0.1%
Value
$333,553
Shares
883
+7%
CorningGLW
Share
<0.1%
Value
$330,782
Shares
1,295
New
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$302,767
Shares
3,664
Held
Nushares ETF TRNUDM
Share
<0.1%
Value
$302,231
Shares
7,552
+22%
Procter & GamblePG
Share
<0.1%
Value
$295,773
Shares
2,017
Held
Ishares TRDMXF
Share
<0.1%
Value
$294,408
Shares
3,480
New
Nushares ETF TRNULV
Share
<0.1%
Value
$292,641
Shares
5,854
-8%
Vanguard Index FDSVTI
Share
<0.1%
Value
$291,727
Shares
788
Held
JPMorgan ChaseJPM
Share
<0.1%
Value
$291,261
Shares
890
+4%
Otter TailOTTR
Share
<0.1%
Value
$284,697
Shares
3,164
Held
MastercardMA
Share
<0.1%
Value
$271,181
Shares
528
Held
Ishares TRICSH
Share
<0.1%
Value
$269,743
Shares
5,333
Held
Lockheed MartinLMT
Share
<0.1%
Value
$256,258
Shares
503
+13%
State STR Spdr S&P 500 ETF TSPY
Share
<0.1%
Value
$247,928
Shares
332
Held
Marvell TechnologyMRVL
Share
<0.1%
Value
$244,568
Shares
821
New
Invesco QQQ TRQQQ
Share
<0.1%
Value
$237,723
Shares
323
New
Meta PlatformsMETA
Share
<0.1%
Value
$224,189
Shares
398
+9%
Micron TechnologyMU
Share
<0.1%
Value
$221,624
Shares
192
New
Abbott LaboratoriesABT
Share
<0.1%
Value
$220,861
Shares
2,434
Held
Vanguard Index FDSVOO
Share
<0.1%
Value
$216,345
Shares
315
New

Company	Share of fund	Value	Shares	Change
Spdr Series TrustSPYM	19.5%	$83m	940,424	+17%
Goldman Sachs ETF TRGSLC	18.2%	$77m	544,027	Held
J P Morgan Exchange Traded FJBND	8.8%	$37m	699,070	+4%
Fidelity Covington TrustFMDE	7.0%	$30m	736,675	-3%
American Centy ETF TRAVUV	6.4%	$27m	218,595	-3%
Blackrock ETF TrustDYNF	2.6%	$11m	161,919	-5%
Ishares TRIYW	2.6%	$11m	43,554	-15%
J P Morgan Exchange Traded FHELO	2.4%	$10m	149,775	Held
Ishares TRIVW	2.3%	$10m	71,625	+5%
Ishares TRIVE	2.2%	$10m	41,936	-5%
Ishares Gold TRIAU	1.8%	$8m	100,889	+11%
Blackrock ETF TrustCORO	1.6%	$7m	182,363	New
Ishares TRIUSB	1.5%	$6m	135,297	+79%
Ishares TRACWX	1.4%	$6m	80,259	New
Blackrock ETF TrustBAI	1.4%	$6m	110,311	-5%
OracleORCL	1.2%	$5m	34,407	Held
Ishares TRIVV	1.1%	$5m	6,456	Held
Schwab Strategic TRSCHZ	1.1%	$5m	197,429	+7%
Invesco Exch Traded FD TR IISPMO	1.0%	$4m	26,693	-18%
Ishares TRESGU	0.8%	$3m	21,241	Held
Blackrock ETF TrustBLCR	0.8%	$3m	64,955	New
Blackrock ETF TrustTHRO	0.7%	$3m	71,680	-30%
Global X FDSSHLD	0.7%	$3m	50,697	+83%
American Centy ETF TRAVEM	0.7%	$3m	30,584	-23%
Bondbloxx ETF TrustXTEN	0.6%	$3m	58,350	-17%
Ishares TRGOVT	0.6%	$3m	110,733	+462%
Ishares TRMBB	0.6%	$3m	26,681	+8%
AppleAAPL	0.5%	$2m	7,641	+3%
Ishares TRACWI	0.5%	$2m	12,332	Held
Ishares TRQUAL	0.4%	$2m	8,464	-69%
Blackrock ETF TrustIALT	0.4%	$2m	63,606	New
MicrosoftMSFT	0.4%	$2m	4,405	+10%
Blackrock ETF Trust IIGGOV	0.3%	$1m	28,848	New
Eli LillyLLY	0.3%	$1m	1,189	Held
Ishares TRIWP	0.3%	$1m	8,535	-8%
Blackrock ETF TrustLCTU	0.3%	$1m	14,367	-3%
NvidiaNVDA	0.3%	$1m	5,568	Held
Goldman Sachs ETF TRGBIL	0.3%	$1m	10,987	+86%
Ishares TREAGG	0.2%	$932,555	19,670	+16%
Fidelity Covington TrustFTEC	0.2%	$886,277	3,103	Held
Ishares TRDSI	0.2%	$885,951	6,222	Held
UnitedHealth GroupUNH	0.2%	$820,869	1,975	+36%
World Gold TRGLDM	0.2%	$733,920	9,241	-50%
Ishares TREFV	0.2%	$709,504	9,269	-89%
Ishares TRSUSC	0.2%	$686,763	29,664	-21%
AlphabetGOOGL	0.2%	$679,360	1,901	+9%
3MMMM	0.2%	$665,229	4,109	+3%
TeslaTSLA	0.2%	$663,707	1,578	+3%
Ishares TRMUB	0.1%	$628,393	5,839	Held
Ishares TRUSXF	0.1%	$625,328	9,004	+8%
IsharesIEMG	0.1%	$619,560	7,479	-90%
CaterpillarCAT	0.1%	$616,990	579	-9%
IsharesESGE	0.1%	$595,683	10,892	-13%
Xcel EnergyXEL	0.1%	$575,510	7,167	-5%
Taiwan Semiconductor ManufacturingTSM	0.1%	$570,219	1,194	Held
Blackrock ETF Trust IIBINC	0.1%	$542,661	10,368	-70%
IntelINTC	0.1%	$532,409	3,813	New
TargetTGT	0.1%	$530,146	4,059	Held
Seagate Technology HoldingsSTX	0.1%	$529,785	549	-78%
Amazon.comAMZN	0.1%	$500,752	2,101	+24%
ExxonMobil HoldingsXOM	0.1%	$495,622	3,625	Held
AlphabetGOOG	0.1%	$470,636	1,332	Held
Berkshire HathawayBRK-B	0.1%	$464,362	928	+3%
Ishares TRIEFA	0.1%	$451,898	4,679	Held
AbbVieABBV	0.1%	$432,569	1,719	Held
ARK ETF TRARKF	0.1%	$427,707	10,839	Held
J P Morgan Exchange Traded FJMST	<0.1%	$411,672	8,072	-39%
Ishares TRSUSB	<0.1%	$403,888	16,162	New
Ishares TREFG	<0.1%	$399,912	3,214	-10%
Invesco Exchange Traded FD TXLG	<0.1%	$398,669	6,511	-95%
Nushares ETF TRNUBD	<0.1%	$385,990	17,438	-5%
Ishares TREVUS	<0.1%	$380,136	10,827	+6%
Ishares TRSYSB	<0.1%	$363,205	4,094	+7%
Ishares TRIJR	<0.1%	$358,169	2,415	Held
Ishares TRAOA	<0.1%	$356,240	3,650	Held
Johnson & JohnsonJNJ	<0.1%	$341,082	1,343	+6%
Nushares ETF TRNULG	<0.1%	$337,835	2,886	-18%
BroadcomAVGO	<0.1%	$333,553	883	+7%
CorningGLW	<0.1%	$330,782	1,295	New
Wells Fargo & CompanyWFC	<0.1%	$302,767	3,664	Held
Nushares ETF TRNUDM	<0.1%	$302,231	7,552	+22%
Procter & GamblePG	<0.1%	$295,773	2,017	Held
Ishares TRDMXF	<0.1%	$294,408	3,480	New
Nushares ETF TRNULV	<0.1%	$292,641	5,854	-8%
Vanguard Index FDSVTI	<0.1%	$291,727	788	Held
JPMorgan ChaseJPM	<0.1%	$291,261	890	+4%
Otter TailOTTR	<0.1%	$284,697	3,164	Held
MastercardMA	<0.1%	$271,181	528	Held
Ishares TRICSH	<0.1%	$269,743	5,333	Held
Lockheed MartinLMT	<0.1%	$256,258	503	+13%
State STR Spdr S&P 500 ETF TSPY	<0.1%	$247,928	332	Held
Marvell TechnologyMRVL	<0.1%	$244,568	821	New
Invesco QQQ TRQQQ	<0.1%	$237,723	323	New
Meta PlatformsMETA	<0.1%	$224,189	398	+9%
Micron TechnologyMU	<0.1%	$221,624	192	New
Abbott LaboratoriesABT	<0.1%	$220,861	2,434	Held
Vanguard Index FDSVOO	<0.1%	$216,345	315	New

Options (2)

Eli LillyLLY
Type
Put
Value
$839,601
Contracts
700
Seagate Technology HoldingsSTX
Type
Put
Value
$386,000
Contracts
400

Company	Type	Value	Contracts
Eli LillyLLY	Put	$839,601	700
Seagate Technology HoldingsSTX	Put	$386,000	400

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 41.0% since 30 June 2025.

Where the money is

Technology3.0%

Health care0.8%

Industrials0.4%

Media & telecom0.3%

Financial services0.3%

Retail & consumer0.3%

Utilities0.2%

Everyday goods0.2%

Energy0.1%

Other94.4%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.