LIFELONG WEALTH ADVISORS, INC.

RIA/Wealth

LIFELONG WEALTH ADVISORS, INC. is a RIA/Wealth based in Arden Hills, MN led by Dori Lynn Petroff, reporting $615.1M in AUM as of Q3 2025 with 89% ETF concentration, 74% concentrated in top 10 holdings, and 21% allocation to GSLC.

COODori Lynn Petroff

Portfolio Value: $334.3M
Positions: 83
Top Holding: GSLC at 21.23%
Last Reported: Q3 2025

Address1150 County Road E West, Arden Hills, MN, 55112, United States

Top Holdings

Largest long holdings in LIFELONG WEALTH ADVISORS, INC.'s portfolio (74.1% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Goldman Sachs ActiveBeta U.S. Large Cap Equity GSLC	ETF ETF	$71.0M	21.23%	+$399.2K Bought	— 544.8K shares	Q4 2024 Held for 11 months
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$62.3M	18.64%	+$605.9K Bought	— 795.6K shares	Q4 2024 Held for 11 months
3 JBND JPMorgan Active Bond JBND	ETF ETF	$34.5M	10.34%	+$3.9M Bought	— 637.9K shares	Q2 2025 Held for 5 months
4 Avantis U.S. Small Cap Value AVUV	ETF ETF	$22.8M	6.81%	+$702.7K Bought	— 228.6K shares	Q2 2025 Held for 5 months
5 iShares U.S. Technology IYW	ETF ETF	$12.5M	3.73%	-$194.7K Sold	— 63.7K shares	Q4 2024 Held for 11 months
6 JPMorgan Hedged Equity Laddered Overlay HELO	ETF ETF	$9.8M	2.92%	+$938.2K Bought	— 150.4K shares	Q2 2025 Held for 5 months
7 Oracle ORCL	Software - Infrastructure Technology	$9.7M	2.89%	-$1.2M Sold	0.00% 34.4K shares	Q4 2024 Held for 11 months
8 iShares MSCI USA Quality Factor QUAL	ETF ETF	$9.1M	2.73%	+$817.3K Bought	— 46.9K shares	Q4 2024 Held for 11 months
9 IAU iShares Gold Trust IAU	Unknown Unknown	$8.2M	2.45%	+$213.2K Bought	— 112.5K shares	Q2 2025 Held for 5 months
10 EFV iShares MSCI EAFE Value EFV	ETF ETF	$7.9M	2.36%	+$534.2K Bought	— 116.1K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LIFELONG WEALTH ADVISORS, INC.'s latest filing

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Market Value

$334.3M

Prior: $299.9M

Q/Q Change

+11.45%

+$34.4M

Net Flows % of MV

+3.33%

Turnover Ratio

2.18%

New Purchases

6 stocks

$1.4M

Added To

44 stocks

+$11.5M

Sold Out Of

0 stocks

Reduced Holdings

20 stocks

-$1.7M

Increased Positions

Position	Shares Δ	Change
1 Honeywell International HON	New	0 → 1.3K +$264.2K
2 Johnson & Johnson JNJ	New	0 → 1.3K +$232.1K
3 Home Depot HD	New	0 → 561.0 +$227.3K
4 Lockheed Martin LMT	New	0 → 449.0 +$224.1K
5 EUSB iShares ESG Advanced Total USD Bond Market EUSB	New	0 → 4.7K +$206.8K

Decreased Positions

Position	Shares Δ	Change
1 IFRA iShares U.S. Infrastructure IFRA	-29.07%	5.5K → 3.9K −$84.8K
2 Oracle ORCL	-11.4%	38.8K → 34.4K −$1.2M
3 Goldman Sachs Access Treasury 0-1 Year ETF GBIL	-8.26%	3.3K → 3.0K −$27.5K
4 iShares U.S. Treasury Bond GOVT	-5.04%	13.2K → 12.6K −$15.4K
5 JPMorgan Ultra-Short Municipal Income JMST	-4.5%	14.3K → 13.6K −$32.8K

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Analytics

Portfolio insights and performance metrics for LIFELONG WEALTH ADVISORS, INC.

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Sector Allocation

ETF

89.10%

Technology

4.50%

Healthcare

0.60%

Industrials

0.50%

Financial Services

0.40%

Consumer Cyclical

0.40%

Utilities

0.30%

Communication Services

0.30%

Consumer Defensive

0.20%

Energy

0.10%

Market Cap Distribution

Mega Cap (> $200B)

6.21%

Large Cap ($10B - $200B)

0.89%

Mid Cap ($2B - $10B)

0.08%

N/A (ETF or Unknown)

92.82%

Portfolio Concentration

Top 10 Holdings %

74.1%

Top 20 Holdings %

87.72%

Top 50 Holdings %

97.13%

Top 100 Holdings %

100.0%