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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 10 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VTEB VANGUARD MUN BD FDS 11,401.0 $569K 0.07% -1K -10.2% $49.89 +1.1%
182 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,912.0 $560K 0.07% +298.0 +18.5% $292.74 +32.7%
183 GIS GENERAL MILLS INC Consumer Defensive 14,979.0 $558K 0.07% +1K +11.1% $37.22 -10.2%
184 TRMB TRIMBLE INC Technology 8,502.0 $555K 0.07% +1K +13.8% $65.23 -24.6%
185 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,818.0 $552K 0.07% -102.0 -3.5% $196.04 +8.9%
186 ED CONSOLIDATED EDISON INC Utilities 4,860.0 $550K 0.07% -634.0 -11.5% $113.19 -6.0%
187 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,677.0 $548K 0.07% +1K +25.9% $96.48 +6.3%
188 UNH UNITEDHEALTH GROUP INC Healthcare 2,017.0 $546K 0.07% +291.0 +16.9% $270.65 +48.1%
189 NOBL PROSHARES TR 5,101.0 $541K 0.07% +295.0 +6.1% $106.01 -48.2%
190 BSX BOSTON SCIENTIFIC CORP Healthcare 8,342.0 $523K 0.07% -140.0 -1.6% $62.75 -27.8%
191 CDNS CADENCE DESIGN SYSTEM INC Technology 1,874.0 $521K 0.07% +166.0 +9.7% $277.92 +39.4%
192 VEA VANGUARD TAX-MANAGED FDS 8,119.0 $520K 0.07% +1K +14.5% $64.08 +12.8%
193 PKG PACKAGING CORP AMER Consumer Cyclical 2,451.0 $520K 0.07% +22.0 +0.9% $212.18 +7.9%
194 AXON AXON ENTERPRISE INC Industrials 1,224.0 $520K 0.07% -78.0 -6.0% $424.54 -0.3%
195 XLE SELECT SECTOR SPDR TR 8,268.0 $506K 0.07% -1K -13.3% $61.26 -12.2%
196 PM PHILIP MORRIS INTL INC Consumer Defensive 3,044.0 $503K 0.07% -47.0 -1.5% $165.32 +7.9%
197 JCI JOHNSON CONTROLS INTERNATION Industrials 3,802.0 $498K 0.06% NEW $130.95 +10.6%
198 GOOG ALPHABET INC Communication Services 1,734.0 $498K 0.06% +310.0 +21.8% $286.93 +28.1%
199 THRO BLACKROCK ETF TRUST 13,315.0 $482K 0.06% -358.0 -2.6% $36.22 +19.4%
200 CME CME GROUP INC Financial Services 1,628.0 $481K 0.06% +19.0 +1.2% $295.41 -16.6%
Page 10 of 15  ·  297 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%