LIFELONG WEALTH ADVISORS, INC. logo

LIFELONG WEALTH ADVISORS, INC. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for LIFELONG WEALTH ADVISORS, INC. with $334.3M in long positions as of Q3 2025, 89% allocated to ETF, and 74% concentrated in top 10 positions.

Portfolio Value
$334.3M
Top 10 Concentration
74%
Top Sector
ETF (89%)
US Exposure
100%
Market Cap Focus
N/A
Countries
3

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 89.10%ETFTechnology: 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%
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%

Industry Breakdown

23 industries across all sectors

ETF: 89.06%ETFSoftware - Infrastructure: 3.36%Consumer Electronics: 0.52%Semiconductors: 0.47%Drug Manufacturers - General: 0.45%Conglomerates: 0.30%17 more: 2.17%
ETF
ETF
89.06%
Software - Infrastructure
Technology
3.36%
Consumer Electronics
Technology
0.52%
Semiconductors
Technology
0.47%
Drug Manufacturers - General
Healthcare
0.45%
Conglomerates
Industrials
0.30%
Internet Content & Information
Communication Services
0.30%
Regulated Electric
Utilities
0.22%
Auto - Manufacturers
Consumer Cyclical
0.20%
Computer Hardware
Technology
0.18%
Banks - Diversified
Financial Services
0.17%
Insurance - Diversified
Financial Services
0.13%

Filter by Sector

Select a sector to filter industries

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%N/A (ETF or Unknown)
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%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
99.72%
International
0.276%
Countries
3
Largest Int'l Market
Ireland - 0.18%
United States of America
99.72% ($333.4M)
81 holdings
Ireland
0.18% ($590.2K)
1 holdings
Taiwan
0.10% ($333.5K)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
2.2 quarters
Avg. Top 20
2.5 quarters
Avg. All Positions
2.5 quarters
Median Holding Period
3 quarters
Persistence Rate
-
Persistent Holdings Weight
-
Persistent Positions
0
Longest Held
Taiwan Semiconductor Manufacturing Company Ltd. logo
Taiwan Semiconductor Manufacturing Company Ltd.TSM - 3 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.07%
Avg. Position Weight
1.20%
Largest Position
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC - 21.23%
Largest Ownership Stake
Otter Tail Corp logo
Otter Tail CorpOTTR - 0.01%
Avg. Ownership Stake
0.000%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2024)

Avg. New Position
1.44%
Avg. Ownership Stake
0.001%
Largest Position
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF logo
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETFGSLC - 27.76% (Q4 2024)
Largest Ownership Stake
Otter Tail Corp logo
Otter Tail CorpOTTR - 0.01% (Q1 2025)

Portfolio Turnover

Current Quarter

Turnover Ratio
2.2%
Value Traded
$7.30M
Positions Added
6
Positions Exited
0

Historical (Since Q4 2024)

Avg. Turnover Ratio
18.1%
Avg. Positions Added
22
Avg. Positions Exited
2
Highest Turnover
50.0%
Q4 2024
Lowest Turnover
2.2%
Q3 2025

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