Lifelong Wealth Advisors, Inc.
Net buyer this quarter
$426M
39
+$308K
6.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $7.62M | 1.79% | 0.01% | +11.2% | Q2 2025 |
 ORCL | $5.04M | 1.18% | 0.00% | +0.1% | Q4 2024 |
| THRO | $3.09M | 0.73% | 0.91% | -29.5% | Q2 2025 |
 SHLD | $3.03M | 0.71% | 0.05% | +83.2% | Q4 2025 |
 AAPL | $2.21M | 0.52% | 0.00% | +2.7% | Q4 2024 |
 MSFT | $1.64M | 0.39% | 0.00% | +10.4% | Q4 2024 |
 LLY | $1.43M | 0.34% | 0.00% | +1.3% | Q4 2024 |
 NVDA | $1.11M | 0.26% | 0.00% | +0.1% | Q4 2024 |
 UNH | $821K | 0.19% | 0.00% | +36.3% | Q4 2024 |
 GLDM | $734K | 0.17% | 0.00% | -49.9% | Q4 2024 |
 GOOGL | $679K | 0.16% | 0.00% | +9.3% | Q4 2024 |
 MMM | $665K | 0.16% | 0.00% | +3.4% | Q4 2024 |
 TSLA | $664K | 0.16% | 0.00% | +3.1% | Q4 2024 |
 CAT | $617K | 0.14% | 0.00% | -8.8% | Q4 2024 |
 XEL | $576K | 0.14% | 0.00% | -4.8% | Q4 2024 |
 TSM | $570K | 0.13% | 0.00% | Not reported | Q4 2024 |
 INTC | $532K | 0.13% | 0.00% | New | Q2 2026 |
 TGT | $530K | 0.12% | 0.00% | +0.2% | Q4 2024 |
 STX | $530K | 0.12% | 0.00% | -78.0% | Q4 2024 |
 AMZN | $501K | 0.12% | 0.00% | +24.3% | Q4 2024 |
 XOM | $496K | 0.12% | 0.00% | +1.4% | Q4 2024 |
| GOOG | $471K | 0.11% | Not reported | Not reported | Q4 2024 |
 BRK.B | $464K | 0.11% | Not reported | +2.9% | Q4 2024 |
 ABBV | $433K | 0.10% | 0.00% | +1.6% | Q4 2024 |
 JNJ | $341K | 0.08% | 0.00% | +5.6% | Q3 2025 |
 AVGO | $334K | 0.08% | 0.00% | +7.4% | Q2 2025 |
 GLW | $331K | 0.08% | 0.00% | New | Q2 2026 |
 WFC | $303K | 0.07% | 0.00% | +0.5% | Q1 2025 |
 PG | $296K | 0.07% | 0.00% | -1.2% | Q4 2024 |
 JPM | $291K | 0.07% | 0.00% | +3.7% | Q2 2025 |
 OTTR | $285K | 0.07% | 0.01% | Not reported | Q4 2024 |
 MA | $271K | 0.06% | 0.00% | +1.5% | Q4 2024 |
 LMT | $256K | 0.06% | 0.00% | +12.8% | Q3 2025 |
| SPY | $248K | 0.06% | Not reported | Not reported | Q2 2025 |
 MRVL | $245K | 0.06% | 0.00% | New | Q2 2026 |
 QQQ | $238K | 0.06% | Not reported | Not reported | Q4 2025 |
 META | $224K | 0.05% | Not reported | +9.3% | Q2 2025 |
 MU | $222K | 0.05% | 0.00% | New | Q2 2026 |
 ABT | $221K | 0.05% | 0.00% | -0.8% | Q3 2025 |
| Q1 2026 | |||||
| IAU | $8M | 2.13% | 0.01% | -17.6% | Q2 2025 |
| ORCL | $5.06M | 1.34% | 0.00% | 0.0% | Q4 2024 |
| THRO | $3.68M | 0.98% | 1.29% | +11.5% | Q2 2025 |
| SHLD | $1.96M | 0.52% | 0.03% | +8.8% | Q4 2025 |
| AAPL | $1.89M | 0.50% | 0.00% | +6.8% | Q4 2024 |
| GLDM | $1.71M | 0.45% | 0.01% | -5.9% | Q4 2024 |
| MSFT | $1.48M | 0.39% | 0.00% | +19.7% | Q4 2024 |
| LLY | $1.08M | 0.29% | 0.00% | +0.4% | Q4 2024 |
| STX | $979K | 0.26% | 0.00% | Not reported | Q4 2024 |
| NVDA | $970K | 0.26% | 0.00% | +3.6% | Q4 2024 |
| XOM | $607K | 0.16% | 0.00% | +1.5% | Q4 2024 |
| XEL | $598K | 0.16% | 0.00% | -1.3% | Q4 2024 |
| MMM | $577K | 0.15% | 0.00% | 0.0% | Q4 2024 |
| TSLA | $569K | 0.15% | 0.00% | +0.1% | Q4 2024 |
| GOOGL | $500K | 0.13% | 0.00% | +0.6% | Q4 2024 |
| TGT | $491K | 0.13% | 0.00% | +0.5% | Q4 2024 |
| CAT | $450K | 0.12% | 0.00% | +0.2% | Q4 2024 |
| BRK.B | $432K | 0.11% | Not reported | -0.4% | Q4 2024 |
| TSM | $404K | 0.11% | 0.00% | Not reported | Q4 2024 |
| UNH | $392K | 0.10% | 0.00% | +113.4% | Q4 2024 |
| GOOG | $382K | 0.10% | Not reported | +3.3% | Q4 2024 |
| ABBV | $368K | 0.10% | 0.00% | Not reported | Q4 2024 |
| AMZN | $352K | 0.09% | 0.00% | -2.8% | Q4 2024 |
| JNJ | $311K | 0.08% | 0.00% | +1.1% | Q3 2025 |
| PG | $295K | 0.08% | 0.00% | +4.7% | Q4 2024 |
| WFC | $290K | 0.08% | 0.00% | +0.1% | Q1 2025 |
| OTTR | $278K | 0.07% | 0.01% | Not reported | Q4 2024 |
| LMT | $270K | 0.07% | 0.00% | +0.2% | Q3 2025 |
| MA | $260K | 0.07% | 0.00% | +0.6% | Q4 2024 |
| AVGO | $254K | 0.07% | 0.00% | +6.8% | Q2 2025 |
| JPM | $252K | 0.07% | 0.00% | +1.3% | Q2 2025 |
| ABT | $252K | 0.07% | 0.00% | Not reported | Q3 2025 |
 VZ | $221K | 0.06% | 0.00% | New | Q1 2026 |
| SPY | $216K | 0.06% | Not reported | -49.1% | Q2 2025 |
| META | $208K | 0.06% | Not reported | Not reported | Q2 2025 |
| Q4 2025 | |||||
| IAU | $8.93M | 2.37% | 0.01% | -2.1% | Q2 2025 |
| ORCL | $6.7M | 1.78% | 0.00% | 0.0% | Q4 2024 |
| THRO | $3.52M | 0.93% | 1.16% | +11.7% | Q2 2025 |
| AAPL | $1.89M | 0.50% | 0.00% | +1.2% | Q4 2024 |
| GLDM | $1.67M | 0.44% | 0.01% | +54.9% | Q4 2024 |
| SHLD | $1.65M | 0.44% | 0.02% | New | Q4 2025 |
| MSFT | $1.61M | 0.43% | 0.00% | +10.2% | Q4 2024 |
| LLY | $1.26M | 0.33% | 0.00% | +0.4% | Q4 2024 |
| NVDA | $1M | 0.27% | 0.00% | +1.6% | Q4 2024 |
| STX | $688K | 0.18% | 0.00% | Not reported | Q4 2024 |
| TSLA | $687K | 0.18% | 0.00% | +1.1% | Q4 2024 |
| MMM | $636K | 0.17% | 0.00% | -16.2% | Q4 2024 |
| XEL | $563K | 0.15% | 0.00% | -16.4% | Q4 2024 |
| GOOGL | $541K | 0.14% | 0.00% | +2.0% | Q4 2024 |
| BRK.B | $455K | 0.12% | Not reported | +1.0% | Q4 2024 |
| SPY | $445K | 0.12% | Not reported | +96.4% | Q2 2025 |
| XOM | $424K | 0.11% | 0.00% | +0.7% | Q4 2024 |
| GOOG | $405K | 0.11% | Not reported | Not reported | Q4 2024 |
| AMZN | $402K | 0.11% | 0.00% | +2.4% | Q4 2024 |
| TGT | $394K | 0.10% | 0.00% | -15.3% | Q4 2024 |
| ABBV | $387K | 0.10% | 0.00% | +0.5% | Q4 2024 |
| CAT | $363K | 0.10% | 0.00% | +5.0% | Q4 2024 |
| TSM | $363K | 0.10% | 0.00% | Not reported | Q4 2024 |
| WFC | $340K | 0.09% | 0.00% | +0.4% | Q1 2025 |
| MA | $295K | 0.08% | 0.00% | -0.2% | Q4 2024 |
| PG | $280K | 0.07% | 0.00% | -3.8% | Q4 2024 |
| JPM | $273K | 0.07% | 0.00% | +1.1% | Q2 2025 |
| AVGO | $266K | 0.07% | 0.00% | +1.1% | Q2 2025 |
| JNJ | $260K | 0.07% | 0.00% | +0.5% | Q3 2025 |
| OTTR | $256K | 0.07% | 0.01% | Not reported | Q4 2024 |
| META | $240K | 0.06% | Not reported | +0.8% | Q2 2025 |
 GRAL | $239K | 0.06% | 0.01% | New | Q4 2025 |
| UNH | $224K | 0.06% | 0.00% | +1.5% | Q4 2024 |
| LMT | $215K | 0.06% | 0.00% | -0.9% | Q3 2025 |
 HON | $215K | 0.06% | 0.00% | -12.1% | Q3 2025 |
| QQQ | $202K | 0.05% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| ORCL | $9.67M | 2.88% | 0.00% | -11.4% | Q4 2024 |
| IAU | $8.18M | 2.43% | 0.01% | +2.7% | Q2 2025 |
| THRO | $3.09M | 0.92% | 1.03% | +5.6% | Q2 2025 |
| AAPL | $1.75M | 0.52% | 0.00% | -0.5% | Q4 2024 |
| MSFT | $1.57M | 0.47% | 0.00% | +7.8% | Q4 2024 |
| NVDA | $986K | 0.29% | 0.00% | +1.3% | Q4 2024 |
| GLDM | $967K | 0.29% | 0.01% | +5.8% | Q4 2024 |
| LLY | $888K | 0.26% | 0.00% | -0.4% | Q4 2024 |
| MMM | $736K | 0.22% | 0.00% | -1.0% | Q4 2024 |
| XEL | $736K | 0.22% | 0.00% | 0.0% | Q4 2024 |
| TSLA | $672K | 0.20% | 0.00% | +0.2% | Q4 2024 |
| STX | $590K | 0.18% | 0.00% | Not reported | Q4 2024 |
| BRK.B | $451K | 0.13% | Not reported | -0.4% | Q4 2024 |
| TGT | $427K | 0.13% | 0.00% | -3.5% | Q4 2024 |
| GOOGL | $412K | 0.12% | 0.00% | +0.6% | Q4 2024 |
| XOM | $395K | 0.12% | 0.00% | +60.0% | Q4 2024 |
| ABBV | $390K | 0.12% | 0.00% | +16.5% | Q4 2024 |
| AMZN | $373K | 0.11% | 0.00% | -0.2% | Q4 2024 |
| TSM | $333K | 0.10% | 0.00% | +0.2% | Q4 2024 |
| GOOG | $314K | 0.09% | Not reported | Not reported | Q4 2024 |
| PG | $312K | 0.09% | 0.00% | +3.3% | Q4 2024 |
| WFC | $304K | 0.09% | 0.00% | Not reported | Q1 2025 |
| MA | $295K | 0.09% | 0.00% | -0.4% | Q4 2024 |
| CAT | $288K | 0.09% | 0.00% | Not reported | Q4 2024 |
| META | $265K | 0.08% | Not reported | +0.3% | Q2 2025 |
| JPM | $264K | 0.08% | 0.00% | +0.1% | Q2 2025 |
| HON | $264K | 0.08% | 0.00% | New | Q3 2025 |
| OTTR | $259K | 0.08% | 0.01% | Not reported | Q4 2024 |
| AVGO | $251K | 0.07% | 0.00% | +0.3% | Q2 2025 |
| JNJ | $232K | 0.07% | 0.00% | New | Q3 2025 |
| UNH | $231K | 0.07% | 0.00% | +1.8% | Q4 2024 |
 HD | $227K | 0.07% | 0.00% | New | Q3 2025 |
| LMT | $224K | 0.07% | 0.00% | New | Q3 2025 |
| SPY | $221K | 0.07% | Not reported | Not reported | Q2 2025 |
| ABT | $204K | 0.06% | 0.00% | New | Q3 2025 |