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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 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDT MEDTRONIC PLC Healthcare 50,553.0 $4.4M 0.56% +4K +8.4% $86.65 -8.4%
62 V VISA INC Financial Services 14,351.0 $4.3M 0.56% +11K +294.0% $302.23 +8.3%
63 AMZN AMAZON COM INC Consumer Cyclical 20,801.0 $4.3M 0.56% -160.0 -0.8% $208.27 +17.3%
64 BOXX EA SERIES TRUST 36,307.0 $4.2M 0.54% -2K -4.5% $116.29 +0.7%
65 ABT ABBOTT LABORATORIES Healthcare 40,458.0 $4.2M 0.53% +12K +41.3% $102.67 -13.9%
66 PNR PENTAIR PLC Industrials 46,067.0 $4.0M 0.52% +7K +17.4% $87.11 -14.7%
67 OTIS OTIS WORLDWIDE CORP Industrials 51,397.0 $4.0M 0.51% +2K +3.1% $77.08 -4.9%
68 NVDA NVIDIA CORPORATION Technology 22,152.0 $3.9M 0.50% -760.0 -3.3% $174.40 +20.8%
69 AMCOR PLC 96,795.0 $3.8M 0.49% NEW $39.75
70 TJX TJX COS INC NEW Consumer Cyclical 23,682.0 $3.8M 0.48% +19K +401.0% $159.70 +2.6%
71 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,558.0 $3.6M 0.46% +4K +26.4% $203.18 +7.5%
72 FSTA FIDELITY COVINGTON TRUST 67,477.0 $3.5M 0.45% -11K -14.3% $52.33 +0.2%
73 PDBC INVESCO ACTVELY MNGD ETC FD 203,752.0 $3.5M 0.45% $17.32 -4.7%
74 IWM ISHARES TR 13,406.0 $3.3M 0.43% +2K +19.5% $247.99 +19.2%
75 VTRS VIATRIS INC Healthcare 225,206.0 $3.0M 0.39% -454K -66.8% $13.51 +13.8%
76 EEM ISHARES TR 51,803.0 $2.9M 0.38% +12K +30.4% $56.79 +24.7%
77 VGK VANGUARD INTL EQUITY INDEX F 35,613.0 $2.9M 0.38% -23K -39.1% $82.43 +7.1%
78 VRSN VERISIGN INC Technology 11,117.0 $2.8M 0.35% NEW $248.36 +6.6%
79 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 33,952.0 $2.7M 0.35% -72K -68.0% $80.56 -25.4%
80 VV VANGUARD INDEX FDS 9,017.0 $2.7M 0.35% -2K -18.1% $298.86 +15.4%
Page 4 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%