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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 3 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CTVA CORTEVA INC Basic Materials 18,018.0 $1.5M 0.19% -437.0 -2.4% $83.71 -6.1%
42 ETN EATON CORP PLC Industrials 4,211.0 $1.5M 0.19% -6K -57.3% $357.65 +17.9%
43 GEV GE VERNOVA INC Utilities 1,608.0 $1.4M 0.18% -67.0 -4.0% $873.13 +27.1%
44 VUG VANGUARD INDEX FDS 3,144.0 $1.4M 0.18% -579.0 -15.6% $436.76 -80.1%
45 DYNF BLACKROCK ETF TRUST 23,406.0 $1.4M 0.17% -2K -6.1% $58.18 +16.4%
46 EFV ISHARES TR 17,980.0 $1.3M 0.17% -2K -7.8% $74.35 +3.1%
47 ISRG INTUITIVE SURGICAL INC Healthcare 2,883.0 $1.3M 0.17% -32.0 -1.1% $460.94 -11.7%
48 SPEM SPDR INDEX SHS FDS 28,317.0 $1.3M 0.17% -2K -6.2% $46.91 +13.2%
49 AVGO BROADCOM INC Technology 3,977.0 $1.2M 0.16% -284.0 -6.7% $309.51 +32.9%
50 IVE ISHARES TR 5,798.0 $1.2M 0.16% -473.0 -7.5% $211.15 +7.2%
51 IEMG ISHARES INC 16,161.0 $1.1M 0.14% -3K -14.2% $69.75 +22.8%
52 KLAC KLA CORP Technology 755.0 $1.1M 0.14% -242.0 -24.3% $1472.40 -82.4%
53 HD HOME DEPOT INC Consumer Cyclical 3,304.0 $1.1M 0.14% -29.0 -0.9% $328.92 +1.6%
54 KO COCA COLA CO Consumer Defensive 13,474.0 $1.0M 0.13% -156.0 -1.1% $76.05 +4.4%
55 MU MICRON TECHNOLOGY INC Technology 2,850.0 $963K 0.12% -2K -43.5% $337.84 +235.7%
56 SGOL ETFS GOLD TR Financial Services 21,204.0 $946K 0.12% -37K -63.6% $44.62 -10.0%
57 QQQ INVESCO QQQ TR Financial Services 1,582.0 $913K 0.12% -5K -76.3% $577.05 +28.3%
58 LMT LOCKHEED MARTIN CORP Industrials 1,480.0 $895K 0.12% -35.0 -2.3% $604.57 -15.5%
59 AGG ISHARES TR 8,508.0 $845K 0.11% -2K -20.3% $99.27 -0.4%
60 AMGN AMGEN INC Healthcare 2,372.0 $835K 0.11% -39.0 -1.6% $351.91 -4.1%
Page 3 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%