Lifelong Wealth Advisors, Inc.ETFConcentrated trader

CIK: 0002051717 | Arden Hills, MN

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q3 2026	13F-HR	104	$432.0M	2026-10-19	SEC ↗
Q2 2026	13F-HR	99	$425.6M	2026-07-16	SEC ↗
Q1 2026	13F-HR	90	$376.3M	2026-04-16	SEC ↗
Q4 2025	13F-HR	89	$377.3M	2026-01-12	SEC ↗
Q3 2025	13F-HR	85	$336.3M	2025-10-21	SEC ↗
Q2 2025	13F-HR	79	$301.4M	2025-07-09	SEC ↗
Q1 2025	13F-HR	68	$213.4M	2025-04-23	SEC ↗
Q4 2024	13F-HR	66	$222.5M	2025-02-13	SEC ↗