Lifelong Wealth Advisors, Inc. reported 38 positions worth $33.88M for the quarter ended Sep 30, 2026, up 6.0% on the prior quarter. It opened 3 new positions, added to 29, trimmed 4 and exited 0. Its largest holding is Ishares Gold Trust at 24.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| GRAL GRAIL, Inc. | +2,904 | – | $406.91K | 1.2% |
| IAU Ishares Gold Trust | +3,622 | +3.6% | $282.88K | 24.09% |
| VZ Verizon Communications Inc | +4,482 | – | $205.59K | 0.607% |
| TMO Thermo Fisher Scientific Inc. | +303 | – | $204.54K | 0.604% |
| AAPL Apple Inc. | +375 | +4.9% | $124.89K | 7.88% |
| MSFT Microsoft Corp | +96 | +2.2% | $49.23K | 6.81% |
| NVDA Nvidia Corp | +198 | +3.6% | $45.22K | 3.89% |
| AVGO Broadcom Inc. | +86 | +9.7% | $30.20K | 1% |
| GOOGL Alphabet Inc. | +87 | +4.6% | $29.93K | 2.02% |
| META Meta Platforms, Inc. | +31 | +7.8% | $22.48K | 0.918% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | IAU Ishares Gold Trust | Others | 104.5K | $8.16M | 24.09% | +3,622 | +3.6% | Added | 0.01% |
| 2 | ORCL Oracle Corp | Technology | 34.4K | $4.73M | 13.95% | +8 | +0.0% | Added | 0% |
| 3 | AAPL Apple Inc. | Technology | 8,016 | $2.67M | 7.88% | +375 | +4.9% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 4,501 | $2.31M | 6.81% | +96 | +2.2% | Added | 0% |
| 5 | NVDA Nvidia Corp | Technology | 5,766 | $1.32M | 3.89% | +198 | +3.6% | Added | 0% |
| 6 | LLY ELI LILLY & Co | Healthcare | 1,041 | $1.20M | 3.56% | -148 | -12.4% | Reduced | 0% |
| 7 | GLDM World Gold Trust | Others | 9,479 | $778.98K | 2.3% | +238 | +2.6% | Added | 0% |
| 8 | UNH Unitedhealth Group Inc | Healthcare | 1,974 | $724.62K | 2.14% | -1 | -0.1% | Reduced | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 1,988 | $684.03K | 2.02% | +87 | +4.6% | Added | 0% |
| 10 | MMM 3M Co | Industrials | 4,118 | $675.94K | 1.99% | +9 | +0.2% | Added | 0% |
| 11 | TGT Target Corp | Consumer Discretionary | 4,065 | $636.95K | 1.88% | +6 | +0.1% | Added | 0% |
| 12 | XOM ExxonMobil Holdings Corp | Energy | 3,676 | $598.28K | 1.77% | +51 | +1.4% | Added | 0% |
| 13 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 1,205 | $549.71K | 1.62% | +11 | +0.9% | Added | 0% |
| 14 | AMZN Amazon Com Inc | Consumer Discretionary | 2,186 | $544.64K | 1.61% | +85 | +4.0% | Added | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 1,506 | $534.34K | 1.58% | -72 | -4.6% | Reduced | 0% |
Tip. Select a row to see that position’s full history at Lifelong Wealth Advisors.
As of its Q3 2026 13F filing, Lifelong Wealth Advisors, Inc.’s five largest positions were Ishares Gold Trust (IAU) at 24.1%, Oracle Corp (ORCL) at 13.9%, Apple Inc. (AAPL) at 7.9%, Microsoft Corp (MSFT) at 6.8%, Nvidia Corp (NVDA) at 3.9% of the reported portfolio.
Lifelong Wealth Advisors, Inc. reported a 13F portfolio worth $33.88M across 38 positions for Q3 2026. That is up 6.0% from the previous quarter.
Its largest purchases by value were GRAIL, Inc. ($406.91K), Ishares Gold Trust ($282.88K), Verizon Communications Inc ($205.59K). It opened 3 new positions.
Its largest sales by value were ELI LILLY & Co ($171.25K), Tesla, Inc. ($25.55K), PROCTER & GAMBLE Co ($8.72K). It exited 0 positions entirely.
From the Form 13F-HR reports Lifelong Wealth Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.