Data as of Q4 2025 (Dec 31, 2025)
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Showing Q2 2025 data
Good Life Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Good Life Advisors, LLC

โ€ขCIK: 1696260โ€ขFiling: Q2 2025

**Good Life Advisors, LLC** manages $1.6B across a diversified portfolio of 501 positions. The fund exhibits a significant allocation to covered call and income-generating strategies, evidenced by top holdings such as SPYM ($119.9M) and SPAB ($72.8M). Further concentration is visible in sector-specific ETFs, including SPYV ($67.2M) and SPYG ($46.3M). The portfolio maintains substantial exposure to mega-cap technology names, notably NVDA ($59.0M) and AAPL ($32.5M).

Total AUM
$1.6B
+ $209.4K in options
QoQ Performance
+12.7%
Positions
304
+ 1 option
Top 10 Concentration
36.5%
Latest Filing
Q2 2025

Top Holdings Allocation

SPYM
SPYM7.5%
SPAB4.5%
SPYV4.2%
NVDA3.7%
SPYG2.9%
SPMD2.8%
IVV2.1%
AAPL2.0%

๐Ÿ“ˆ Biggest Buys

SPYM
SPDR SERIES TRUST
+9.9%
7.5% of portfolio
QGRO
AMERICAN CENTY ETF TR
+2584.0%
0.5% of portfolio
USMV
ISHARES TR
+833.8%
0.4% of portfolio
SDVY
FIRST TR EXCHANGE-TRADED FD
+20.5%
1.6% of portfolio
COIN
COINBASE GLOBAL INC
NEW
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

SPYV
SPDR SERIES TRUST
-3.3%
4.2% of portfolio
IJR
ISHARES TR
-32.6%
0.3% of portfolio
UPS
UNITED PARCEL SERVICE INC
-45.0%
0.1% of portfolio
KBWB
INVESCO EXCH TRADED FD TR II
-32.1%
0.2% of portfolio
CGGR
CAPITAL GROUP GROWTH ETF
-17.9%
0.4% of portfolio

Sector Breakdown

Other75.9%
Technology10.2%
ETF4.0%
Consumer3.4%
Financial1.9%
Healthcare1.6%
Communication1.1%
Industrial0.7%

๐Ÿšช Exited Positionssold since Q1 2025

DFAT
DIMENSIONAL ETF TRUST
SOLD
$6.1M
QUAL
ISHARES TR
SOLD
$4.9M
BMY
BRISTOL-MYERS SQUIBB CO
SOLD
$4.7M
KCE
SPDR SER TR
SOLD
$3.8M
COWZ
PACER FDS TR
SOLD
$2.4M
+295 more exited positions

Changes from Q1 2025

NEW6 new positions
โ†‘125 increased
โ†“69 decreased

Historical Filings

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023