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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 2 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYM SPDR SERIES TRUST 59,386.0 $4.5M 0.58% -4K -6.8% $76.54 +14.8%
22 AMZN AMAZON COM INC Consumer Cyclical 20,801.0 $4.3M 0.56% -160.0 -0.8% $208.27 +17.3%
23 BOXX EA SERIES TRUST 36,307.0 $4.2M 0.54% -2K -4.5% $116.29 +0.7%
24 NVDA NVIDIA CORPORATION Technology 22,152.0 $3.9M 0.50% -760.0 -3.3% $174.40 +20.8%
25 FSTA FIDELITY COVINGTON TRUST 67,477.0 $3.5M 0.45% -11K -14.3% $52.33 +0.2%
26 VTRS VIATRIS INC Healthcare 225,206.0 $3.0M 0.39% -454K -66.8% $13.51 +13.8%
27 VGK VANGUARD INTL EQUITY INDEX F 35,613.0 $2.9M 0.38% -23K -39.1% $82.43 +7.1%
28 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 33,952.0 $2.7M 0.35% -72K -68.0% $80.56 -25.4%
29 VV VANGUARD INDEX FDS 9,017.0 $2.7M 0.35% -2K -18.1% $298.86 +15.4%
30 SCHO SCHWAB STRATEGIC TR 107,294.0 $2.6M 0.33% -13K -11.0% $24.27 -0.7%
31 MSI MOTOROLA SOLUTIONS INC Technology 5,966.0 $2.6M 0.33% -6K -48.6% $433.95 -8.9%
32 IEF ISHARES TR 26,095.0 $2.5M 0.32% -7K -20.7% $95.44 -1.1%
33 FMAT FIDELITY COVINGTON TRUST 38,564.0 $2.2M 0.28% -6K -13.2% $57.64 +3.6%
34 WMT WALMART INC Consumer Defensive 17,633.0 $2.2M 0.28% -6K -25.1% $124.28 -5.7%
35 GDDY GODADDY INC Technology 22,774.0 $1.9M 0.24% -29K -56.0% $82.67 -6.8%
36 LLY ELI LILLY & CO Healthcare 1,897.0 $1.7M 0.22% -175.0 -8.4% $919.69 +19.5%
37 SPYV SPDR SERIES TRUST 30,458.0 $1.7M 0.22% -1K -3.7% $56.58 +7.6%
38 VTV VANGUARD INDEX FDS 8,583.0 $1.7M 0.22% -1K -12.8% $196.21 +10.3%
39 SPYG SPDR SERIES TRUST 16,008.0 $1.6M 0.20% -2K -9.9% $97.91 +22.1%
40 CARR CARRIER GLOBAL CORPORATION Industrials 27,563.0 $1.6M 0.20% -49K -64.2% $56.31 +27.5%
Page 2 of 7  ·  129 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%