Lifelong Wealth Advisors, Inc. has filed its Form 13F-HR, disclosing equity securities held at the close of the third quarter of 2026. The filing lists 104 total positions held by the firm.
The largest holding disclosed in the portfolio is BlackRock ETF Trust iShares Core S&P 500 ETF, for which the firm holds 11,329,192 shares. Other significant positions include BlackRock ETF Trust iShares International Treasury Bond ETF (7,051,982 shares) and BlackRock ETF Trust iShares Core S&P 500 Growth ETF (10,783,040 shares). The firm also holds substantial positions in BlackRock ETF Trust iShares Core MSCI EAFE ETF (4,638,61 shares) and BlackRock ETF Trust iShares Core S&P 500 ETF (5,163,361 shares).
Among individual equities, the firm holds 2,669,553 shares of Apple Inc., 2,308,348 shares of Microsoft Corporation, and 1,316,839 shares of NVIDIA Corporation. Other notable individual stock positions include Oracle Corporation (4,725,180 shares), Taiwan Semiconductor Manufacturing Company Sponsored ADS (549,709 shares), and Johnson & Johnson (360,576 shares).
The filing indicates that all positions are held in a 'SOLE' capacity, meaning the firm holds the securities in its own name without shared voting or dispositive rights.
