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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 12 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BA BOEING CO Industrials 2,036.0 $442K 0.06% NEW $217.11 +2.6%
222 XLV SELECT SECTOR SPDR TR 2,853.0 $442K 0.06% NEW $154.80 -3.5%
223 VB VANGUARD INDEX FDS 1,709.0 $441K 0.06% NEW $257.92 +15.0%
224 CME CME GROUP INC Financial Services 1,609.0 $439K 0.06% NEW $273.11 -9.8%
225 REGN REGENERON PHARMACEUTICALS Healthcare 562.0 $434K 0.06% NEW $771.56 -20.9%
226 XLE SELECT SECTOR SPDR TR 9,536.0 $426K 0.06% NEW $44.71 +20.3%
227 NOW SERVICENOW INC Technology 2,760.0 $423K 0.06% NEW $153.19 -38.0%
228 SHYL DBX ETF TR 9,361.0 $421K 0.06% NEW $44.97 -1.3%
229 LOW LOWES COS INC Consumer Cyclical 1,740.0 $420K 0.05% NEW $241.14 -7.9%
230 SPHD INVESCO EXCH TRADED FD TR II 8,678.0 $417K 0.05% NEW $48.00 +4.1%
231 EXPD EXPEDITORS INTL WASH INC Industrials 2,794.0 $416K 0.05% NEW $149.03 +8.3%
232 TAXF AMERICAN CENTY ETF TR 8,059.0 $406K 0.05% NEW $50.38 +0.6%
233 MPC MARATHON PETE CORP Energy 2,480.0 $403K 0.05% NEW $162.64 +49.4%
234 CVX CHEVRON CORP NEW Energy 2,646.0 $403K 0.05% NEW $152.39 +13.9%
235 VLO VALERO ENERGY CORP Energy 2,443.0 $398K 0.05% NEW $162.77 +45.2%
236 UPS UNITED PARCEL SERVICE INC Industrials 3,968.0 $394K 0.05% NEW $99.20 +5.7%
237 AEP AMERICAN ELEC PWR CO INC Utilities 3,352.0 $386K 0.05% NEW $115.29 +10.8%
238 WFC WELLS FARGO CO NEW Financial Services 4,100.0 $382K 0.05% NEW $93.20 -11.8%
239 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 5,554.0 $380K 0.05% NEW $68.36 -28.6%
240 CAG CONAGRA BRANDS INC Consumer Defensive 21,837.0 $378K 0.05% NEW $17.31 -23.7%
Page 12 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%