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Portfolio (Quarterly) Guide ↗

Lifeworks Advisors, LLC

· CIK 0001882132
13F Portfolio $772M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New
Page 11 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DASH DOORDASH INC Communication Services 2,469.0 $559K 0.07% NEW $226.44 -23.4%
202 ED CONSOLIDATED EDISON INC Utilities 5,494.0 $546K 0.07% NEW $99.32 +7.1%
203 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,920.0 $537K 0.07% NEW $184.01 +16.0%
204 EFA ISHARES TR 5,563.0 $534K 0.07% NEW $96.03 +8.7%
205 CDNS CADENCE DESIGN SYSTEM INC Technology 1,708.0 $534K 0.07% NEW $312.67 +23.9%
206 THRO BLACKROCK ETF TRUST 13,673.0 $527K 0.07% NEW $38.56 +12.1%
207 MPWR MONOLITHIC PWR SYS INC Technology 576.0 $522K 0.07% NEW $905.59 +72.7%
208 PKG PACKAGING CORP AMER Consumer Cyclical 2,429.0 $501K 0.07% NEW $206.24 +11.0%
209 NXPI NXP SEMICONDUCTORS N V Technology 2,305.0 $500K 0.07% NEW $217.08 +44.3%
210 NOBL PROSHARES TR 4,806.0 $500K 0.07% NEW $104.07 -47.2%
211 PM PHILIP MORRIS INTL INC Consumer Defensive 3,091.0 $496K 0.06% NEW $160.43 +11.2%
212 CF CF INDS HLDGS INC Basic Materials 6,344.0 $491K 0.06% NEW $77.35 +33.1%
213 BUFR FIRST TR EXCHNG TRADED FD VI 14,163.0 $485K 0.06% NEW $34.26 +6.5%
214 EBND SPDR SERIES TRUST 21,484.0 $459K 0.06% NEW $21.37 -1.9%
215 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,509.0 $455K 0.06% NEW $100.89 +1.7%
216 MTUM ISHARES TR 1,808.0 $453K 0.06% NEW $250.35 +35.2%
217 SHM SPDR SERIES TRUST 9,384.0 $450K 0.06% NEW $47.99 -0.1%
218 SHY ISHARES TR 5,419.0 $449K 0.06% NEW $82.83 -1.0%
219 GOOG ALPHABET INC Communication Services 1,424.0 $447K 0.06% NEW $313.87 +17.1%
220 VEA VANGUARD TAX-MANAGED FDS 7,093.0 $443K 0.06% NEW $62.47 +15.8%
Page 11 of 17  ·  326 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 32.3%
Industrials 16.6%
Financial Services 16.1%
Healthcare 15.4%
Consumer Defensive 7.3%
Consumer Cyclical 4.0%
Utilities 3.0%
Basic Materials 2.7%
Communication Services 1.9%
Energy 0.7%