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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 13 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DVN DEVON ENERGY CORP NEW Energy 6,352.0 $320K 0.04% -312.0 -4.7% $50.32 -16.3%
242 ENB ENBRIDGE INC Energy 5,808.0 $314K 0.04% +53.0 +0.9% $54.14 +0.8%
243 SYY SYSCO CORP Consumer Defensive 4,327.0 $309K 0.04% +40.0 +0.9% $71.32 +10.3%
244 BMY BRISTOL-MYERS SQUIBB CO Healthcare 5,039.0 $306K 0.04% +64.0 +1.3% $60.65 -11.0%
245 IHE ISHARES TR 3,473.0 $301K 0.04% NEW $86.69 +6.0%
246 NXPI NXP SEMICONDUCTORS N V Technology 1,494.0 $294K 0.04% -811.0 -35.2% $196.87 +59.1%
247 XLI SELECT SECTOR SPDR TR 1,809.0 $293K 0.04% -100.0 -5.2% $161.73 +11.9%
248 GDEC FIRST TR EXCHNG TRADED FD VI 7,834.0 $290K 0.04% $37.02 +7.5%
249 IJH ISHARES TR 4,262.0 $288K 0.04% -289.0 -6.3% $67.53 +12.2%
250 DAL DELTA AIR LINES INC Industrials 4,320.0 $287K 0.04% -112.0 -2.5% $66.48 +26.6%
251 BKNG BOOKING HOLDINGS INC Consumer Cyclical 68.0 $286K 0.04% +8.0 +13.3% $4211.37 -95.9%
252 BIL SPDR SERIES TRUST 3,117.0 $286K 0.04% -460.0 -12.9% $91.65 -0.1%
253 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,334.0 $280K 0.04% -1K -23.2% $64.61 +54.4%
254 FELV FIDELITY COVINGTON TRUST 7,982.0 $279K 0.04% $34.91 +14.7%
255 DVA DAVITA INC Healthcare 1,810.0 $278K 0.04% $153.69 +35.3%
256 IEFA ISHARES TR 3,032.0 $274K 0.04% -87.0 -2.8% $90.52 +7.5%
257 VGT VANGUARD WORLD FD 391.0 $273K 0.04% NEW $697.92 -82.8%
258 PLTR PALANTIR TECHNOLOGIES INC Technology 1,851.0 $271K 0.04% +54.0 +3.0% $146.29 -12.2%
259 SCHW SCHWAB CHARLES CORP Financial Services 2,868.0 $269K 0.04% -144.0 -4.8% $93.96 -2.4%
260 IGSB ISHARES TR 5,107.0 $268K 0.03% -716.0 -12.3% $52.56 -0.5%
Page 13 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%