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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 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PG PROCTER & GAMBLE CO Consumer Defensive 6,847.0 $989K 0.13% +155.0 +2.3% $144.45 +4.1%
62 BA BOEING CO Industrials 4,885.0 $972K 0.12% +3K +139.9% $199.02 +11.9%
63 INCY INCYTE CORP Healthcare 10,063.0 $947K 0.12% +2K +21.6% $94.12 +4.4%
64 IUSB ISHARES TR 20,211.0 $934K 0.12% +721.0 +3.7% $46.19 -0.2%
65 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 931.0 $928K 0.12% +7.0 +0.8% $996.33 -4.5%
66 EFG ISHARES TR 8,264.0 $920K 0.12% +5K +156.8% $111.37 +12.3%
67 SPTI SPDR SERIES TRUST 31,495.0 $903K 0.12% +2K +8.5% $28.66 -1.2%
68 APP APPLOVIN CORP Technology 2,085.0 $830K 0.11% +620.0 +42.3% $397.95 +18.0%
69 BERKSHIRE HATHAWAY INC DEL 1,693.0 $811K 0.10% +39.0 +2.4% $479.20
70 BND VANGUARD BD INDEX FDS 10,993.0 $810K 0.10% +967.0 +9.6% $73.64 -0.4%
71 EVEREST GROUP LTD 2,456.0 $803K 0.10% +82.0 +3.5% $326.80
72 XEL XCEL ENERGY INC Utilities 9,715.0 $772K 0.10% +5K +109.7% $79.44 -2.6%
73 VTI VANGUARD INDEX FDS 2,405.0 $771K 0.10% +405.0 +20.2% $320.79 +15.3%
74 MSTR STRATEGY INC Technology 5,921.0 $739K 0.10% +117.0 +2.0% $124.80 -9.8%
75 GE GE AEROSPACE Industrials 2,558.0 $726K 0.09% +198.0 +8.4% $283.75 +26.0%
76 EFA ISHARES TR 7,212.0 $701K 0.09% +2K +29.6% $97.13 +7.5%
77 CMCSA COMCAST CORP NEW Communication Services 23,339.0 $670K 0.09% +4K +19.2% $28.71 -21.9%
78 BAI BLACKROCK ETF TRUST 20,076.0 $662K 0.09% +2K +8.7% $32.95 +61.5%
79 MPC MARATHON PETE CORP Energy 2,696.0 $658K 0.08% +216.0 +8.7% $244.17 -0.5%
80 VLO VALERO ENERGY CORP Energy 2,495.0 $616K 0.08% +52.0 +2.1% $247.06 -4.4%
Page 4 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%