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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 7 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP Consumer Cyclical 1,017.0 $275K 0.07% -38.0 -3.6% $270.31 -3.8%
122 LMT LOCKHEED MARTIN CORP Industrials 531.0 $271K 0.07% -18.0 -3.3% $509.46 +11.1%
123 DFEB FIRST TR EXCHNG TRADED FD VI 5,350.0 $270K 0.07% $50.49 +2.0%
124 ACN ACCENTURE PLC IRELAND Technology 2,018.0 $251K 0.07% NEW $124.44 +50.6%
125 PEP PEPSICO INC Consumer Defensive 1,824.0 $247K 0.07% -91.0 -4.8% $135.40 +3.2%
126 GFEB FIRST TR EXCHNG TRADED FD VI 5,595.0 $246K 0.07% NEW $44.03 +2.0%
127 ORCL ORACLE CORP Technology 1,595.0 $234K 0.06% +64.0 +4.2% $146.55 +3.7%
128 BERKSHIRE HATHAWAY INC DEL 455.0 $228K 0.06% NEW $500.39
129 INNOVATOR ETFS TRUST 7,209.0 $203K 0.06% -519.0 -6.7% $28.21
Page 7 of 7  ·  129 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%