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Portfolio (Quarterly) Guide ↗

Lifeworks Advisors, LLC

· CIK 0001882132
13F Portfolio $779M AUM 297 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 115 Added 129 Reduced 56 Exited
Page 3 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,558.0 $3.6M 0.46% +4K +26.4% $203.18 +7.5%
42 IWM ISHARES TR 13,406.0 $3.3M 0.43% +2K +19.5% $247.99 +19.2%
43 EEM ISHARES TR 51,803.0 $2.9M 0.38% +12K +30.4% $56.79 +24.7%
44 EWJ ISHARES INC 31,367.0 $2.6M 0.34% +8K +34.5% $84.44 +14.0%
45 GOOGL ALPHABET INC Communication Services 8,950.0 $2.6M 0.33% +3K +62.5% $287.57 +28.0%
46 FUTY FIDELITY COVINGTON TRUST 40,667.0 $2.4M 0.31% +3K +7.3% $59.07 -2.7%
47 FDIS FIDELITY COVINGTON TRUST 24,266.0 $2.3M 0.29% +4K +21.0% $93.26 +9.5%
48 FNCL FIDELITY COVINGTON TRUST 29,023.0 $2.0M 0.26% +3K +9.9% $70.20 +8.3%
49 XOM EXXON MOBIL CORP Energy 11,196.0 $1.9M 0.24% +224.0 +2.0% $169.66 -18.8%
50 VOO VANGUARD INDEX FDS 3,150.0 $1.9M 0.24% +48.0 +1.6% $597.63 +15.1%
51 TSLA TESLA INC Consumer Cyclical 4,947.0 $1.8M 0.24% +906.0 +22.4% $371.74 +7.7%
52 AMAT APPLIED MATLS INC Technology 4,986.0 $1.7M 0.22% +790.0 +18.8% $341.81 +80.5%
53 NFLX NETFLIX INC. Communication Services 15,834.0 $1.5M 0.20% +5K +50.1% $96.15 -19.5%
54 IVW ISHARES TR 12,036.0 $1.4M 0.17% +322.0 +2.8% $113.11 +22.0%
55 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,022.0 $1.3M 0.17% +99.0 +3.4% $446.52 +1.1%
56 SPTM SPDR SERIES TRUST 16,382.0 $1.3M 0.17% +2K +10.3% $79.06 +15.0%
57 AXP AMERICAN EXPRESS CO Financial Services 3,600.0 $1.1M 0.14% +1K +39.5% $302.44 +11.8%
58 JPM JPMORGAN CHASE & CO Financial Services 3,690.0 $1.1M 0.14% +29.0 +0.8% $294.17 +10.6%
59 UBER UBER TECHNOLOGIES INC Technology 14,621.0 $1.1M 0.14% +1K +8.6% $71.93 -0.4%
60 PEP PEPSICO INC Consumer Defensive 6,390.0 $992K 0.13% +490.0 +8.3% $155.30 -8.5%
Page 3 of 6  ·  115 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
Technology 31.0%
Financial Services 18.4%
Industrials 15.4%
Healthcare 13.7%
Consumer Defensive 7.9%
Consumer Cyclical 4.3%
Utilities 3.6%
Basic Materials 2.5%
Communication Services 2.2%
Energy 0.9%