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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 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RTX RTX CORPORATION Industrials 1,848.0 $351K 0.09% -98.0 -5.0% $189.73 +11.8%
22 LPLA LPL FINL HLDGS INC Financial Services 1,224.0 $345K 0.09% -16.0 -1.3% $281.70 +28.2%
23 TW TRADEWEB MKTS INC Financial Services 3,353.0 $334K 0.09% -202.0 -5.7% $99.67 +8.5%
24 ITOT ISHARES TR 2,015.0 $331K 0.09% -2K -48.8% $164.27 +2.9%
25 ADSK AUTODESK INC Technology 1,693.0 $329K 0.09% -56.0 -3.2% $194.42 +39.2%
26 ANGLOGOLD ASHANTI PLC 3,863.0 $312K 0.08% -134.0 -3.4% $80.89
27 NEE NEXTERA ENERGY INC Utilities 3,514.0 $308K 0.08% -149.0 -4.1% $87.77 -4.9%
28 HCMT DIREXION SHARES ETF TRUST 6,968.0 $292K 0.08% -448.0 -6.0% $41.94 -0.2%
29 BUFR FIRST TR EXCHNG TRADED FD VI 7,853.0 $287K 0.08% -318.0 -3.9% $36.53 +2.6%
30 MCD MCDONALDS CORP Consumer Cyclical 1,017.0 $275K 0.07% -38.0 -3.6% $270.31 -3.8%
31 LMT LOCKHEED MARTIN CORP Industrials 531.0 $271K 0.07% -18.0 -3.3% $509.46 +11.1%
32 PEP PEPSICO INC Consumer Defensive 1,824.0 $247K 0.07% -91.0 -4.8% $135.40 +3.2%
33 INNOVATOR ETFS TRUST 7,209.0 $203K 0.06% -519.0 -6.7% $28.21
Page 2 of 2  ·  33 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%