Lifelong Wealth Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q1 2025
Location
Arden Hills, MN
CIK
0002051717
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2025 68 213,441 GSLC, SPLG, IYW, QUAL 13F-HR 4/23/2025 000172554725001450
Q4 2024 66 222,468 GSLC, SPLG, IYW, ORCL 13F-HR 2/13/2025 000122107325000033