# EDGAR Filing Document

**Accession Number:** 0002051717
**File Stem:** 0001725547-25-003381
**Filing Date:** 2025-7
**Character Count:** 11607
**Document Hash:** 5da3c265789d5ac85daaa158f96797f4
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001725547-25-003381.hdr.sgml**: 20250709

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Lifelong Wealth Advisors Inc.<br>**Address:** 1150 County Road E West<br>Arden Hills, MN 55112

**Form 13F File Number:** 028-25101

**CRD Number (if applicable):** 000331847

**SEC File Number (if applicable):** 801-130930

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Robert M. Bonine<br>**Title:** Director  CCO<br>**Phone:** 651-444-6500

**Signature, Place, and Date of Signing:**

Robert M. Bonine  Arden Hills, MN  07-09-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 79

**Form 13F Information Table Value Total:** $301423118

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 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 | 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 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 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 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 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 500 VAL ETF | 464287408 |  | 4452449 | 22784 | SH |  | SOLE |  | 22784 | 0 | 0 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 6392516 | 58061 | SH |  | SOLE |  | 58061 | 0 | 0 |
| ISHARES TR | CORE S 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 |

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