Lifelong Wealth Advisors, Inc.
Annual return
—
SPY
—
Alpha
—
Invested
$752.6M
Holdings
88
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GSLC
GOLDMAN SACHS ETF TR
Q4 2025: Exited (was 544.8k shares)
18.3%
02
$SPYM
SPDR SERIES TRUST
Q4 2025: Exited (was 795.6k shares)
16.3%
03
$JBND
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 637.9k shares)
9.6%
04
$FMDE
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
7.3%
05
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 228.6k shares)
6.6%
06
$DYNF
BLACKROCK ETF TRUST
Q1 2026: New position (11.7k shares)
2.6%
07
$HELO
J P MORGAN EXCHANGE TRADED F
Q4 2025: Exited (was 150.4k shares)
2.5%
08
$IVE
ISHARES TR
Q4 2025: Exited (was 25.5k shares)
2.5%
09
$IYW
ISHARES TR
Q4 2025: Exited (was 63.7k shares)
2.5%
10
$IAU
ISHARES GOLD TR
Q1 2026: Sold 2.7% (88.0k → 85.6k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 15:09 UTC.