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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 6 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DASH DOORDASH INC Communication Services 2,704.0 $406K 0.05% +235.0 +9.5% $150.16 +15.5%
102 UNP UNION PAC CORP Industrials 1,395.0 $339K 0.04% +36.0 +2.6% $242.68 +5.8%
103 PNW PINNACLE WEST CAP CORP Utilities 3,279.0 $330K 0.04% +29.0 +0.9% $100.75 +1.6%
104 ENB ENBRIDGE INC Energy 5,808.0 $314K 0.04% +53.0 +0.9% $54.14 +0.8%
105 SYY SYSCO CORP Consumer Defensive 4,327.0 $309K 0.04% +40.0 +0.9% $71.32 +10.3%
106 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,039.0 $306K 0.04% +64.0 +1.3% $60.65 -11.0%
107 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.04% +8.0 +13.3% $4211.37 -95.9%
108 PLTR PALANTIR TECHNOLOGIES INC Technology 1,851.0 $271K 0.04% +54.0 +3.0% $146.29 -12.2%
109 SPDN DIREXION SHARES ETF TRUST 24,469.0 $243K 0.03% +9K +55.2% $9.95 -12.3%
110 TROW PRICE T ROWE GROUP INC Financial Services 2,675.0 $241K 0.03% +45.0 +1.7% $90.13 +19.4%
111 GSK GSK PLC Healthcare 4,260.0 $235K 0.03% +60.0 +1.4% $55.19 -8.2%
112 SPTL SPDR SERIES TRUST 8,679.0 $228K 0.03% +728.0 +9.2% $26.30 -0.0%
113 BDX BECTON DICKINSON & CO Healthcare 1,301.0 $205K 0.03% +252.0 +24.0% $157.22 -8.4%
114 DNP DNP SELECT INCOME FD INC Financial Services 15,510.0 $160K 0.02% +296.0 +1.9% $10.30 +3.8%
115 LYG LLOYDS BANKING GROUP PLC Financial Services 24,866.0 $125K 0.02% +631.0 +2.6% $5.03 +10.1%
Page 6 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%