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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 6 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 META META PLATFORMS INC Communication Services 2,738.0 $1.6M 0.20% $572.15 +0.9%
102 CARR CARRIER GLOBAL CORPORATION Industrials 27,563.0 $1.6M 0.20% -49K -64.2% $56.31 +27.5%
103 NFLX NETFLIX INC. Communication Services 15,834.0 $1.5M 0.20% +5K +50.1% $96.15 -19.5%
104 CTVA CORTEVA INC Basic Materials 18,018.0 $1.5M 0.19% -437.0 -2.4% $83.71 -6.1%
105 ETN EATON CORP PLC Industrials 4,211.0 $1.5M 0.19% -6K -57.3% $357.65 +17.9%
106 DFAC DIMENSIONAL ETF TRUST 37,795.0 $1.5M 0.19% $38.86 +13.7%
107 GEV GE VERNOVA INC Utilities 1,608.0 $1.4M 0.18% -67.0 -4.0% $873.13 +27.1%
108 VUG VANGUARD INDEX FDS 3,144.0 $1.4M 0.18% -579.0 -15.6% $436.76 -80.1%
109 DYNF BLACKROCK ETF TRUST 23,406.0 $1.4M 0.17% -2K -6.1% $58.18 +16.4%
110 IVW ISHARES TR 12,036.0 $1.4M 0.17% +322.0 +2.8% $113.11 +22.0%
111 VRTX VERTEX PHARMACEUTICALS INC Healthcare 3,022.0 $1.3M 0.17% +99.0 +3.4% $446.52 +1.1%
112 EFV ISHARES TR 17,980.0 $1.3M 0.17% -2K -7.8% $74.35 +3.1%
113 ISRG INTUITIVE SURGICAL INC Healthcare 2,883.0 $1.3M 0.17% -32.0 -1.1% $460.94 -11.7%
114 SPEM SPDR INDEX SHS FDS 28,317.0 $1.3M 0.17% -2K -6.2% $46.91 +13.2%
115 SPTM SPDR SERIES TRUST 16,382.0 $1.3M 0.17% +2K +10.3% $79.06 +15.0%
116 AVGO BROADCOM INC Technology 3,977.0 $1.2M 0.16% -284.0 -6.7% $309.51 +32.9%
117 IVE ISHARES TR 5,798.0 $1.2M 0.16% -473.0 -7.5% $211.15 +7.2%
118 IEMG ISHARES INC 16,161.0 $1.1M 0.14% -3K -14.2% $69.75 +22.8%
119 KLAC KLA CORP Technology 755.0 $1.1M 0.14% -242.0 -24.3% $1472.40 -82.4%
120 AXP AMERICAN EXPRESS CO Financial Services 3,600.0 $1.1M 0.14% +1K +39.5% $302.44 +11.8%
Page 6 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%