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Portfolio (Quarterly) Guide ↗

Lifestyle Asset Management, Inc.

· CIK 0001845675
13F Portfolio $306M AUM 134 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 23 New 72 Added 28 Reduced 27 Exited
Page 7 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MO ALTRIA GROUP INC Consumer Defensive 4,023.0 $265K 0.09% -548.0 -12.0% $65.99 +11.8%
122 HCMT DIREXION SHARES ETF TRUST 7,416.0 $261K 0.09% $35.19 +12.0%
123 T AT&T INC Communication Services 8,993.0 $261K 0.09% -2K -14.4% $28.99 -21.6%
124 DFEB FIRST TR EXCHNG TRADED FD VI 5,350.0 $253K 0.08% $47.37 +5.7%
125 GSEP FIRST TR EXCHNG TRADED FD VI 6,050.0 $231K 0.07% $38.11 +6.5%
126 QCOM QUALCOMM INC Technology 1,785.0 $230K 0.07% $128.78 +47.1%
127 ORCL ORACLE CORP Technology 1,531.0 $225K 0.07% +464.0 +43.5% $147.11 +1.1%
128 COP CONOCOPHILLIPS Energy 1,703.0 $225K 0.07% NEW $132.00 -19.7%
129 UNH UNITEDHEALTH GROUP INC Healthcare 815.0 $221K 0.07% +47.0 +6.1% $270.59 +58.1%
130 DVYE ISHARES INC 6,331.0 $218K 0.07% NEW $34.38 -6.1%
131 INNOVATOR ETFS TRUST 7,728.0 $213K 0.07% -2K -16.6% $27.59
132 TSLA TESLA INC Consumer Cyclical 561.0 $208K 0.07% +22.0 +4.1% $371.55 +2.2%
133 AGNC AGNC INVT CORP Real Estate 17,392.0 $174K 0.06% -674.0 -3.7% $10.03 +8.7%
134 PDI PIMCO DYNAMIC INCOME FD Financial Services 10,006.0 $171K 0.06% -2K -17.4% $17.11 -3.2%
Page 7 of 7  ·  134 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 39.6%
Technology 22.3%
Energy 8.7%
Healthcare 6.8%
Industrials 5.8%
Communication Services 5.4%
Consumer Cyclical 4.6%
Consumer Defensive 2.7%
Utilities 2.0%
Basic Materials 1.5%