Long-term investor
Lifelong Wealth Advisors, Inc. @lifelongwealthadvisorsin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002051717).
Record
- Tracked since 2025-06-30 (446 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +17.9% · all +17.9%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 19.4% · long · since 2025-06-30
- 381430503 · 18.1% · long · since 2025-06-30
- 46654Q716 · 8.8% · long · since 2025-06-30
- 31609A503 · 7.0% · long · since 2025-12-31
- 025072877 · 6.4% · long · since 2025-06-30
- 09290C103 · 2.6% · long · since 2025-06-30
- 464287721 · 2.6% · long · since 2025-06-30
- 46654Q724 · 2.4% · long · since 2025-06-30
- 464287309 · 2.3% · long · since 2025-06-30
- 464287408 · 2.2% · long · since 2025-06-30
- IAU · 1.8% · long · since 2025-06-30
- 09290C764 · 1.6% · long · since 2026-06-30