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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $372M AUM 134 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 75 Added 33 Reduced 17 Exited
Page 1 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 81,416.0 $60.8M 16.34% +19K +30.2% $746.77 +3.3%
2 AVDE AMERICAN CENTY ETF TR 236,820.0 $21.1M 5.68% +150K +174.3% $89.20 +5.7%
3 QQQ INVESCO QQQ TR Financial Services 19,866.0 $14.6M 3.93% +18K +863.0% $736.40 -2.1%
4 SPDW SPDR INDEX SHS FDS 252,199.0 $12.7M 3.42% +6K +2.3% $50.39 +3.3%
5 QQH NORTHERN LTS FD TR III 115,143.0 $9.9M 2.65% +13K +12.5% $85.60 -1.1%
6 FSCC FEDERATED HERMES ETF TRUST 245,392.0 $9.2M 2.46% +28K +12.7% $37.33 -3.5%
7 LGH NORTHERN LTS FD TR III 133,414.0 $8.5M 2.29% +16K +13.6% $63.76 +4.3%
8 RSP INVESCO EXCHANGE TRADED FD T 38,908.0 $8.3M 2.23% +195.0 +0.5% $212.77 +4.1%
9 IWM ISHARES TR 21,366.0 $6.4M 1.73% +5K +31.8% $300.45 -0.2%
10 GPIX GOLDMAN SACHS ETF TR 107,780.0 $6.0M 1.61% +64K +144.8% $55.57 +1.5%
11 AVEM AMERICAN CENTY ETF TR 57,235.0 $5.5M 1.48% +934.0 +1.7% $96.49 -1.3%
12 EFAA INVESCO ACTIVELY MANAGED EXC 91,302.0 $5.1M 1.37% +11K +13.2% $55.76 +2.1%
13 AAPL APPLE INC Technology 14,539.0 $4.2M 1.13% +235.0 +1.6% $289.36 +8.7%
14 NVDA NVIDIA CORPORATION Technology 20,063.0 $4.0M 1.08% +175.0 +0.9% $200.09 +13.9%
15 GLD SPDR GOLD TR Financial Services 9,300.0 $3.4M 0.92% +1K +16.0% $368.38 +14.7%
16 QDPL PACER FDS TR 69,389.0 $3.1M 0.84% +5K +7.6% $45.07 +3.6%
17 AMZN AMAZON COM INC Consumer Cyclical 12,627.0 $3.0M 0.81% +269.0 +2.2% $238.34 +7.5%
18 MEDP MEDPACE HLDGS INC Healthcare 5,434.0 $2.9M 0.77% +416.0 +8.3% $529.59 +15.5%
19 JEPQ J P MORGAN EXCHANGE TRADED F 45,867.0 $2.8M 0.76% +5K +12.7% $61.46 -1.9%
20 SPEM SPDR INDEX SHS FDS 53,758.0 $2.8M 0.75% +3K +5.4% $51.78 +2.1%
Page 1 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 48.2%
Technology 22.2%
Healthcare 5.8%
Industrials 5.5%
Energy 4.9%
Consumer Cyclical 4.1%
Communication Services 4.1%
Consumer Defensive 2.1%
Utilities 1.4%
Basic Materials 1.0%