LIFELONG WEALTH ADVISORS, INC.
•CIK: 2051717•Filing: Q4 2025
**LIFELONG WEALTH ADVISORS, INC.** manages $377M across a diversified portfolio of 89 positions. The strategy exhibits significant conviction in technology and growth sectors, highlighted by the top holdings in GSLC ($71.6M) and SPYM ($63.8M). Notable allocations include substantial exposure to fixed income via JBND ($35.2M) and sector-specific plays like FMDE ($27.2M). This concentrated approach suggests a focus on capturing outsized returns within established, high-conviction market themes.
Total AUM
$375.9M
+ $1.4M in options
QoQ Performance
+11.9%
Positions
50
+ 1 option
Top 10 Concentration
70.7%
Latest Filing
Q4 2025
Top Holdings Allocation
GSLC
SPYM
JBND
FMDE
AVUV
GSLC19.0%
SPYM16.9%
JBND9.3%
FMDE7.2%
AVUV6.1%
IYW2.7%
HELO2.5%
IAU*2.4%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.4%
Technology3.7%
ETF1.2%
Healthcare0.6%
Industrial0.4%
Financial0.4%
Consumer0.3%
Energy0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW10 new positions
↑44 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024