Lifelong Wealth Advisors, Inc. has recently filed its 13F-HR report with the SEC, revealing a total portfolio value of approximately $431.96 million as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions in various sectors.
The company, based in Arden Hills, Minnesota, is categorized under the financial services sector. Through its recent filing, Lifelong Wealth Advisors demonstrates its commitment to managing substantial assets and adapting to market trends.
Background
Lifelong Wealth Advisors, Inc. is a financial advisory firm incorporated in Minnesota, with a focus on wealth management. The firm operates under the Central Index Key (CIK) 0002051717. Its recent filings include a series of 13F-HR forms, with the latest submitted on October 19, 2026, detailing its investment holdings as of the end of the third quarter.
What the Filing Says
The filing indicates that Lifelong Wealth Advisors holds a diverse range of investments, with a total of 104 different positions. Key holdings include:
- Apple Inc. (value: $2,669,553)
- Amazon.com Inc. (value: $544,642)
- Alphabet Inc. (value: $1,138,237)
Overall, the firm has reported a total value of $431,958,007 in its investment portfolio, showcasing a strategic focus on technology and healthcare sectors.
Impact
This filing may impact various stakeholders, including clients, investors, and competitors within the wealth management industry. Clients can gain insights into the firm's investment strategies, while competitors may analyze Lifelong Wealth Advisors' holdings to benchmark their own performance.
What's Next
Details were not available in the SEC filing regarding future actions or additional filings. The firm’s ongoing investment strategies will likely continue to evolve in response to market conditions.
Source: SEC Accession Number 0001725547-26-000366