Lifelong Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$336M
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 84 stock holdings with total value $336M as of Q3 2025. Top holdings included GSLC, SPLG, JBND, AVUV, and IYW.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 84 $336M +$13M -$1.74M +$11.2M GSLC, SPLG, JBND, AVUV, IYW 13F-HR 10/21/2025, 03:00 PM
Q2 2025 78 $301M +$84.1M -$20.8M +$63.3M GSLC, SPLG, JBND, AVUV, IYW 13F-HR 7/9/2025, 03:46 PM
Q1 2025 67 $213M +$8.04M -$7.15M +$889K GSLC, SPLG, IYW, QUAL, IVW 13F-HR 4/23/2025, 04:34 PM
Q4 2024 66 $222M $0 $0 GSLC, SPLG, IYW, ORCL, QUAL 13F-HR 2/13/2025, 05:18 PM