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Robert M. Bonine

Lifelong Wealth Advisors, Inc.

Assets Managed
$425.623M
Holdings
97
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
13.11%(2Q avg: 6.42%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifelong Wealth Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 97 positions.

Assets under management

The assets under management (AUM) of Lifelong Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 425.623M in assets, with a quarterly growth rate of 13.11% and a 2-quarter average growth rate of 6.42%. The portfolio is managed by Robert M. Bonine, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 17.48%
19.42%
$82.644M
940,424 shares@ $87.88 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -0.76%
18.14%
$77.192M
544,027 shares@ $141.89 avg price
JBND
Jpmorgan Active Bond Etf
Recent Activity
Increased 4.45%
8.79%
$37.4M
699,070 shares@ $53.5 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Decreased -3.26%
7.03%
$29.894M
736,675 shares@ $40.59 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Decreased -2.64%
6.41%
$27.272M
218,595 shares@ $124.77 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -4.6%
2.59%
$11.012M
161,919 shares@ $68.02 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -14.63%
2.59%
$10.986M
43,554 shares@ $252.24 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 1.38%
2.38%
$10.122M
149,775 shares@ $67.58 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 5.12%
2.32%
$9.851M
71,625 shares@ $137.54 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -5.26%
2.24%
$9.522M
41,936 shares@ $227.07 avg price

1-10 of 97