Director & CCO

0001725547-25-003381.txt : 20250709 0001725547-25-003381.hdr.sgml : 20250709 20250709154654 ACCESSION NUMBER: 0001725547-25-003381 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250709 DATE AS OF CHANGE: 20250709 EFFECTIVENESS DATE: 20250709 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LIFELONG WEALTH ADVISORS, INC. CENTRAL INDEX KEY: 0002051717 ORGANIZATION NAME: EIN: 472263969 STATE OF INCORPORATION: MN FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-25101 FILM NUMBER: 251113513 BUSINESS ADDRESS: STREET 1: 1150 COUNTY ROAD E WEST CITY: ARDEN HILLS STATE: MN ZIP: 55112 BUSINESS PHONE: 651-444-6500 MAIL ADDRESS: STREET 1: 1150 COUNTY ROAD E WEST CITY: ARDEN HILLS STATE: MN ZIP: 55112 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0002051717 XXXXXXXX 06-30-2025 06-30-2025 false Lifelong Wealth Advisors, Inc.

1150 County Road E West Arden Hills MN 55112

13F HOLDINGS REPORT 028-25101 000331847 801-130930 N Robert M. Bonine Director & CCO 651-444-6500 Robert M. Bonine Arden Hills MN 07-09-2025 0 79 301423118 false INFORMATION TABLE 2 Form13fInfoTable.xml SEAGATE TECHNOLOGY HLDNGS PL PUT G7997R953 346392 2400 SH Put SOLE 2400 0 0 JPMORGAN CHASE & CO. COM 46625H100 242737 837 SH SOLE 837 0 0 ISHARES TR NATIONAL MUN ETF 464288414 360874 3454 SH SOLE 3454 0 0 ORACLE CORP COM 68389X105 8486998 38819 SH SOLE 38819 0 0 TARGET CORP COM 87612E106 486345 4930 SH SOLE 4930 0 0 3M CO COM 88579Y101 729211 4790 SH SOLE 4789 0 0 CATERPILLAR INC COM 149123101 234370 604 SH SOLE 603 0 0 ALPHABET INC CAP STK CL C 02079K107 228833 1290 SH SOLE 1290 0 0 SPDR SERIES TRUST PORTFOLIO S&P500 78464A854 57267092 787826 SH SOLE 787826 0 0 ISHARES TR ULTRA SHORT DUR 46434V878 271451 5353 SH SOLE 5353 0 0 ISHARES TR CORE TOTAL USD 46434V613 3763658 81412 SH SOLE 81411 0 0 ISHARES TR JPMORGAN USD EMG 464288281 319909 3454 SH SOLE 3454 0 0 EXXON MOBIL CORP COM 30231G102 235768 2187 SH SOLE 2187 0 0 UNITEDHEALTH GROUP INC COM 91324P102 204964 657 SH SOLE 657 0 0 ISHARES TR MSCI ACWI ETF 464288257 1590268 12366 SH SOLE 12366 0 0 APPLE INC COM 037833100 1419436 6918 SH SOLE 6918 0 0 GOLDMAN SACHS ETF TR ACTIVEBETA US LG 381430503 65756169 541738 SH SOLE 541738 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 205126 332 SH SOLE 332 0 0 MASTERCARD INCORPORATED CL A 57636Q104 292209 520 SH SOLE 520 0 0 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 332358 3319 SH SOLE 3318 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 339723 3616 SH SOLE 3616 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 267334 6378 SH SOLE 6378 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 2747021 20303 SH SOLE 20303 0 0 XCEL ENERGY INC COM 98389B100 620800 9116 SH SOLE 9116 0 0 NUSHARES ETF TR NUVEEN ESG INTL 67092P805 238386 6717 SH SOLE 6717 0 0 ISHARES TR ESG AWRE USD ETF 46435G193 525230 22610 SH SOLE 22610 0 0 INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM 46138E339 1892195 16824 SH SOLE 16824 0 0 NUSHARES ETF TR NUVEEN ESG US 67092P870 425121 19098 SH SOLE 19098 0 0 ISHARES GOLD TR ISHARES NEW 464285204 6830665 109536 SH SOLE 109536 0 0 ISHARES TR CORE INTL AGGR 46435G672 1019194 19949 SH SOLE 19949 0 0 ISHARES TR CORE S&P SCP ETF 464287804 316133 2893 SH SOLE 2892 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 437679 901 SH SOLE 901 0 0 AMAZON COM INC COM 023135106 373402 1702 SH SOLE 1702 0 0 ALPHABET INC CAP STK CL A 02079K305 296948 1685 SH SOLE 1685 0 0 ISHARES TR US INFRASTRUC 46435U713 271775 5525 SH SOLE 5525 0 0 MICROSOFT CORP COM 594918104 1396865 2808 SH SOLE 2808 0 0 WORLD GOLD TR SPDR GLD MINIS 98149E303 782964 11950 SH SOLE 11950 0 0 TESLA INC COM 88160R101 479031 1508 SH SOLE 1508 0 0 ISHARES TR ESG AWR US AGRGT 46435U549 553556 11644 SH SOLE 11644 0 0 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 726374 14265 SH SOLE 14265 0 0 SEAGATE TECHNOLOGY HLDNGS PL ORD SHS G7997R103 360825 2500 SH SOLE 2500 0 0 ARK ETF TR FINTECH INNOVA 00214Q708 544551 10839 SH SOLE 10839 0 0 BLACKROCK ETF TRUST ISHARES US EQUIT 09290C103 6176472 113413 SH SOLE 113413 0 0 ISHARES TR EAFE GRWTH ETF 464288885 2935198 26207 SH SOLE 26207 0 0 ELI LILLY & CO COM 532457108 911271 1169 SH SOLE 1169 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 20180337 221519 SH SOLE 221518 0 0 ISHARES TR RUS MD CP GR ETF 464287481 1643497 11851 SH SOLE 11851 0 0 ISHARES TR ESG EAFE ETF 46436E759 266644 3582 SH SOLE 3582 0 0 ISHARES TR ESG MSCI USA ETF 46436E767 474854 8805 SH SOLE 8805 0 0 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 3515157 151255 SH SOLE 151254 0 0 ISHARES TR EAFE VALUE ETF 464288877 6869014 108208 SH SOLE 108207 0 0 ISHARES TR ESG MSCI KLD 400 464288570 592648 5102 SH SOLE 5102 0 0 BLACKROCK ETF TRUST US CARBON TRANS 09290C509 778673 11575 SH SOLE 11575 0 0 OTTER TAIL CORP COM 689648103 243913 3164 SH SOLE 3164 0 0 ISHARES TR US TREAS BD ETF 46429B267 304025 13230 SH SOLE 13230 0 0 META PLATFORMS INC CL A 30303M102 265712 360 SH SOLE 360 0 0 INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 46137V233 2706178 51942 SH SOLE 51942 0 0 PROCTER AND GAMBLE CO COM 742718109 312745 1963 SH SOLE 1963 0 0 BROADCOM INC COM 11135F101 209494 760 SH SOLE 760 0 0 BLACKROCK ETF TRUST ISHARES US THEMA 09290C806 2752896 77372 SH SOLE 77372 0 0 ISHARES TR CORE MSCI EAFE 46432F842 386345 4628 SH SOLE 4628 0 0 NVIDIA CORPORATION COM 67066G104 824708 5220 SH SOLE 5220 0 0 ABBVIE INC COM 00287Y109 268221 1445 SH SOLE 1445 0 0 ISHARES INC CORE MSCI EMKT 46434G103 4339395 72287 SH SOLE 72287 0 0 BLACKROCK ETF TRUST II ISHARES FLEXIBLE 092528603 1271859 24070 SH SOLE 24070 0 0 BONDBLOXX ETF TRUST BLOOMBERG TEN YR 09789C812 2274026 49264 SH SOLE 49264 0 0 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 269976 1192 SH SOLE 1192 0 0 ISHARES INC ESG AWR MSCI EM 46434G863 372076 9499 SH SOLE 9499 0 0 J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 46654Q724 8507563 135947 SH SOLE 135947 0 0 J P MORGAN EXCHANGE TRADED F ACTIVE BOND ETF 46654Q716 30335531 566067 SH SOLE 566067 0 0 ISHARES TR MSCI USA QLT FCT 46432F339 7807925 42708 SH SOLE 42708 0 0 ISHARES TR U.S. TECH ETF 464287721 11212247 64710 SH SOLE 64709 0 0 FIDELITY COVINGTON TRUST MSCI INFO TECH I 316092808 642117 3256 SH SOLE 3255 0 0 ISHARES TR S&P 500 VAL ETF 464287408 4452449 22784 SH SOLE 22784 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 6392516 58061 SH SOLE 58061 0 0 ISHARES TR CORE S&P500 ETF 464287200 3521124 5671 SH SOLE 5671 0 0 BLACKROCK ETF TRUST ISHARES A I INNO 09290C780 1143441 39634 SH SOLE 39634 0 0 WELLS FARGO CO NEW COM 949746101 290810 3630 SH SOLE 3629 0 0 ISHARES TR MBS ETF 464288588 1752121 18661 SH SOLE 18661 0 0