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Manager record

Lifelong Wealth Advisors, Inc.

Arden Hills, MN · CIK 2051717 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$431.96MReported 13F valueQ3 2026 · as filed
104Holdings listed
+1.5%vs prior quartervalue change includes market moves
6Quarters on record
Oct 19Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $301.4M$301.4MQ2 202579 holdingsQ3 2025: $336.3M$336.3MQ3 202585 holdingsQ4 2025: $377.3M$377.3MQ4 202589 holdingsQ1 2026: $376.3M$376.3MQ1 202690 holdingsQ2 2026: $425.6M$425.6MQ2 202699 holdingsQ3 2026: $432.0M$432.0MQ3 2026104 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 19 2026 13F-HR · period Q3 2026

$431.96M · 104 holdings listed · View original SEC filing ↗
Jul 16 2026 13F-HR · period Q2 2026

$425.62M · 99 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$376.30M · 90 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$377.32M · 89 holdings listed · View original SEC filing ↗
Oct 21 2025 13F-HR · period Q3 2025

$336.34M · 85 holdings listed · View original SEC filing ↗
Jul 09 2025 13F-HR · period Q2 2025

$301.42M · 79 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 19, 2026 · Change methodology