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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Lifelong Wealth Advisors, Inc.

Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001725547-25-004186

Total Value
$336.3M
Positions
85
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (85)

#IssuerTicker / CUSIPSharesValue% of Filing
1GOLDMAN SACHS ETF TRNVGLF544,802$71.0M21.10%
2SPDR SERIES TRUST78464A854795,560$62.3M18.53%
3J P MORGAN EXCHANGE TRADED F46654Q716637,907$34.5M10.27%
4AMERICAN CENTY ETF TR025072877228,579$22.8M6.76%
5ISHARES TR46428772163,716$12.5M3.71%
6J P MORGAN EXCHANGE TRADED F46654Q724150,381$9.8M2.91%
7ORACLE CORPORCL-PD34,394$9.7M2.88%
8ISHARES TR46432F33946,910$9.1M2.71%
9ISHARES GOLD TRIAU112,466$8.2M2.43%
10ISHARES TR464288877116,084$7.9M2.34%
11BLACKROCK ETF TRUSTBLK121,447$7.2M2.14%
12ISHARES TR46428730957,678$7.0M2.07%
13ISHARES TR46428740825,503$5.3M1.57%
14ISHARES INC46434G10376,507$5.0M1.50%
15ISHARES TR46434V61383,934$3.9M1.17%
16ISHARES TR4642872005,746$3.8M1.14%
17SCHWAB STRATEGIC TR808524839160,378$3.8M1.12%
18INVESCO EXCHANGE TRADED FD TIVZ59,016$3.4M1.01%
19BLACKROCK ETF TRUSTBLK81,714$3.1M0.92%
20ISHARES TR46428888526,894$3.1M0.91%
21ISHARES TR46435G42520,442$3.0M0.88%
22BONDBLOXX ETF TRUST09789C81252,501$2.4M0.73%
23INVESCO EXCH TRADED FD TR IIIVZ17,411$2.1M0.63%
24ISHARES TR46428858819,682$1.9M0.56%
25APPLE INCAAPL6,887$1.8M0.52%
26ISHARES TR46428825712,332$1.7M0.51%
27ISHARES TR46428748111,737$1.7M0.50%
28MICROSOFT CORPMSFT3,027$1.6M0.47%
29BLACKROCK ETF TRUSTBLK43,404$1.5M0.44%
30BLACKROCK ETF TRUST IIBLK26,004$1.4M0.41%
31ISHARES TR46435G67221,427$1.1M0.33%
32NVIDIA CORPORATIONNVDA5,285$986,0750.29%
33WORLD GOLD TRGLDW12,647$966,8630.29%
34ELI LILLY & COLLY1,164$888,1320.26%
35BLACKROCK ETF TRUSTBLK11,634$844,3810.25%
363M COMMM4,742$735,8720.22%
37XCEL ENERGY INCXELLL9,120$735,5280.22%
38FIDELITY COVINGTON TRUST3160928083,256$723,4340.22%
39J P MORGAN EXCHANGE TRADED F46641Q65413,623$695,3180.21%
40TESLA INCTSLA1,511$671,9720.20%
41ISHARES TR4642885704,969$625,8460.19%
42ARK ETF TR00214Q70810,839$615,6550.18%
43SEAGATE TECHNOLOGY HLDNGS PLSE2,500$590,1500.18%
44ISHARES TR46435U54911,858$569,5400.17%
45ORACLE CORPORCL-PD2,400$566,5440.17%
46ISHARES TR46435G19322,676$534,2470.16%
47ISHARES TR46436E7678,759$501,9780.15%
48ISHARES TR4642884144,350$463,2320.14%
49BERKSHIRE HATHAWAY INC DELBRK-A897$450,9580.13%
50NUSHARES ETF TRNU19,098$428,8460.13%
51TARGET CORPTGT4,759$426,8820.13%
52ALPHABET INCGOOG1,695$412,0550.12%
53ISHARES TR46432F8424,628$404,0710.12%
54ISHARES INC46434G8639,179$398,5520.12%
55EXXON MOBIL CORPXOM3,499$394,5220.12%
56ABBVIE INCABBV1,683$389,6820.12%
57AMAZON COM INCAMZN1,699$373,0490.11%
58NUSHARES ETF TRNU3,616$359,6110.11%
59ISHARES TR4642882813,680$350,2990.10%
60ISHARES TR4642878042,894$343,9030.10%
61TAIWAN SEMICONDUCTOR MFG LTD8740391001,194$333,4720.10%
62ALPHABET INCGOOG1,290$314,1800.09%
63PROCTER AND GAMBLE CO7427181092,028$311,6020.09%
64GOLDMAN SACHS ETF TRNVGLF3,045$305,1900.09%
65WELLS FARGO CO NEW9497461013,630$304,2400.09%
66MASTERCARD INCORPORATEDMA518$294,6440.09%
67ISHARES TR46429B26712,563$290,4570.09%
68CATERPILLAR INCCAT604$288,2490.09%
69NUSHARES ETF TRNU6,378$279,5290.08%
70ISHARES TR46434V8785,353$271,6650.08%
71ISHARES TR46436E7593,583$271,3760.08%
72META PLATFORMS INCMETA361$265,1110.08%
73JPMORGAN CHASE & CO.VYLD838$264,4600.08%
74HONEYWELL INTL INC4385161061,255$264,1780.08%
75OTTER TAIL CORPOTTR3,164$259,3530.08%
76BROADCOM INCAVGO762$251,3910.07%
77NUSHARES ETF TRNU6,570$247,1630.07%
78JOHNSON & JOHNSONJNJ1,252$232,1460.07%
79UNITEDHEALTH GROUP INCUNH669$231,0060.07%
80HOME DEPOT INCHD561$227,3120.07%
81LOCKHEED MARTIN CORPLMT449$224,1450.07%
82SPDR S&P 500 ETF TRSPY332$221,1720.07%
83ISHARES TR46435U7133,919$207,0020.06%
84ISHARES TR46436E6194,709$206,8190.06%
85ABBOTT LABSABLZF1,525$204,2590.06%