13F Filings History of LIFELONG WEALTH ADVISORS, INC.

Latest 13F report
Q4 2025 - 12 Jan 2026
Value $
$375,910,998
Signature - Title
Robert M. Bonine - Director & CCO
Location
Arden Hills, MN
Summary
This page shows a list of all the recent 13F filings made by LIFELONG WEALTH ADVISORS, INC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LIFELONG WEALTH ADVISORS, INC. reported 88 stock holdings with total value $375,910,998 as of Q4 2025. Top holdings included GSLC, SPYM, JBND, FMDE, and AVUV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 88 $375,910,998 +$51,474,944 -$15,121,182 +$36,353,762 GSLC, SPYM, JBND, FMDE, AVUV 13F-HR 12 Jan 2026, 10:42
Q3 2025 84 $335,772,290 +$12,989,814 -$1,743,938 +$11,245,876 GSLC, SPLG, JBND, AVUV, IYW 13F-HR 21 Oct 2025, 15:00
Q2 2025 78 $301,076,726 +$84,118,081 -$20,768,100 +$63,349,981 GSLC, SPLG, JBND, AVUV, IYW 13F-HR 09 Jul 2025, 15:46
Q1 2025 67 $213,237,240 +$8,036,636 -$7,147,255 +$889,381 GSLC, SPLG, IYW, QUAL, IVW 13F-HR 23 Apr 2025, 16:34
Q4 2024 66 $222,468,279 $0 $0 $0 GSLC, SPLG, IYW, ORCL, QUAL 13F-HR 13 Feb 2025, 17:18