Portfolio (Quarterly) Guide ↗

Lifelong Wealth Advisors, Inc.

· CIK 0002051717

13F Portfolio $376M AUM 90 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 New 46 Added 13 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	— PUT	ORACLE CORP	—	3,100	$1.4M	0.38%	SOLD
2	GRAL	GRAIL INC	Healthcare	2,796	$239K	0.06%	SOLD
3	IWF	ISHARES TR	—	463	$219K	0.06%	SOLD
4	HON	HONEYWELL INTL INC	Industrials	1,103	$215K	0.06%	SOLD
5	QQQ	INVESCO QQQ TR	Financial Services	329	$202K	0.05%	SOLD

Sector Allocation

Technology 36.8%

Financial Services 35.8%

Healthcare 8.0%

Communication Services 4.4%

Industrials 4.3%

Consumer Cyclical 3.1%

Utilities 2.9%

Consumer Defensive 2.6%

Energy 2.0%