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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 7 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HD HOME DEPOT INC Consumer Cyclical 3,304.0 $1.1M 0.14% -29.0 -0.9% $328.92 +1.6%
122 JPM JPMORGAN CHASE & CO Financial Services 3,690.0 $1.1M 0.14% +29.0 +0.8% $294.17 +10.6%
123 SPMD SPDR SERIES TRUST 18,324.0 $1.1M 0.14% $59.22 +12.4%
124 UBER UBER TECHNOLOGIES INC Technology 14,621.0 $1.1M 0.14% +1K +8.6% $71.93 -0.4%
125 EA ELECTRONIC ARTS INC Communication Services 5,083.0 $1.0M 0.13% NEW $203.89 -0.9%
126 KO COCA COLA CO Consumer Defensive 13,474.0 $1.0M 0.13% -156.0 -1.1% $76.05 +4.4%
127 PEP PEPSICO INC Consumer Defensive 6,390.0 $992K 0.13% +490.0 +8.3% $155.30 -8.5%
128 PG PROCTER & GAMBLE CO Consumer Defensive 6,847.0 $989K 0.13% +155.0 +2.3% $144.45 +4.1%
129 BA BOEING CO Industrials 4,885.0 $972K 0.12% +3K +139.9% $199.02 +11.9%
130 MU MICRON TECHNOLOGY INC Technology 2,850.0 $963K 0.12% -2K -43.5% $337.84 +235.7%
131 INCY INCYTE CORP Healthcare 10,063.0 $947K 0.12% +2K +21.6% $94.12 +4.4%
132 SGOL ETFS GOLD TR Financial Services 21,204.0 $946K 0.12% -37K -63.6% $44.62 -10.0%
133 IUSB ISHARES TR 20,211.0 $934K 0.12% +721.0 +3.7% $46.19 -0.2%
134 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 931.0 $928K 0.12% +7.0 +0.8% $996.33 -4.5%
135 EFG ISHARES TR 8,264.0 $920K 0.12% +5K +156.8% $111.37 +12.3%
136 QQQ INVESCO QQQ TR Financial Services 1,582.0 $913K 0.12% -5K -76.3% $577.05 +28.3%
137 SPTI SPDR SERIES TRUST 31,495.0 $903K 0.12% +2K +8.5% $28.66 -1.2%
138 LMT LOCKHEED MARTIN CORP Industrials 1,480.0 $895K 0.12% -35.0 -2.3% $604.57 -15.5%
139 AGG ISHARES TR 8,508.0 $845K 0.11% -2K -20.3% $99.27 -0.4%
140 AMGN AMGEN INC Healthcare 2,372.0 $835K 0.11% -39.0 -1.6% $351.91 -4.1%
Page 7 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%