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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 4 of 7  ·  129 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CRWD CROWDSTRIKE HLDGS INC Technology 2,098.0 $819K 0.10% -71.0 -3.3% $390.41 +75.4%
62 DGX QUEST DIAGNOSTICS INC Healthcare 4,020.0 $788K 0.10% -235.0 -5.5% $195.98 -0.5%
63 CF CF INDUSTRIES HOLD Basic Materials 6,036.0 $784K 0.10% -308.0 -4.8% $129.84 -20.7%
64 VZ VERIZON COMMUNICATIONS INC Communication Services 15,538.0 $780K 0.10% -1K -7.3% $50.20 -9.6%
65 HWM HOWMET AEROSPACE INC Industrials 3,253.0 $750K 0.10% -89.0 -2.7% $230.46 +20.5%
66 DLTR DOLLAR TREE INC Consumer Defensive 6,819.0 $747K 0.10% -1K -13.2% $109.51 +2.0%
67 QUAL ISHARES TR 3,868.0 $742K 0.10% -564.0 -12.7% $191.82 +12.5%
68 DFAE DIMENSIONAL ETF TRUST 21,460.0 $727K 0.09% -1K -5.1% $33.86 +23.2%
69 VO VANGUARD INDEX FDS 2,418.0 $694K 0.09% -805.0 -25.0% $287.21 -72.1%
70 VGSH VANGUARD SCOTTSDALE FDS 11,578.0 $678K 0.09% -3K -21.9% $58.54 -0.7%
71 BIIB BIOGEN INC Healthcare 3,465.0 $635K 0.08% -468.0 -11.9% $183.33 +7.2%
72 CL COLGATE PALMOLIVE CO Consumer Defensive 7,271.0 $620K 0.08% -1K -16.9% $85.23 +5.0%
73 SPTS SPDR SERIES TRUST 20,933.0 $611K 0.08% -5K -20.7% $29.18 -0.7%
74 SCHX SCHWAB STRATEGIC TR 23,761.0 $609K 0.08% -33K -58.1% $25.64 +15.0%
75 TXN TEXAS INSTRS INC Technology 3,089.0 $600K 0.08% -468.0 -13.2% $194.12 +66.3%
76 MCD MCDONALDS CORP Consumer Cyclical 1,904.0 $592K 0.08% -46.0 -2.4% $310.72 -10.3%
77 SPHY SPDR SERIES TRUST 24,951.0 $582K 0.07% -52K -67.5% $23.32 +0.5%
78 VTEB VANGUARD MUN BD FDS 11,401.0 $569K 0.07% -1K -10.2% $49.89 +1.1%
79 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,818.0 $552K 0.07% -102.0 -3.5% $196.04 +8.9%
80 ED CONSOLIDATED EDISON INC Utilities 4,860.0 $550K 0.07% -634.0 -11.5% $113.19 -6.0%
Page 4 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%