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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 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 APP APPLOVIN CORP Technology 2,085.0 $830K 0.11% +620.0 +42.3% $397.95 +18.0%
142 CRWD CROWDSTRIKE HLDGS INC Technology 2,098.0 $819K 0.10% -71.0 -3.3% $390.41 +75.4%
143 BERKSHIRE HATHAWAY INC DEL 1,693.0 $811K 0.10% +39.0 +2.4% $479.20
144 BND VANGUARD BD INDEX FDS 10,993.0 $810K 0.10% +967.0 +9.6% $73.64 -0.4%
145 EVEREST GROUP LTD 2,456.0 $803K 0.10% +82.0 +3.5% $326.80
146 DGX QUEST DIAGNOSTICS INC Healthcare 4,020.0 $788K 0.10% -235.0 -5.5% $195.98 -0.5%
147 CF CF INDUSTRIES HOLD Basic Materials 6,036.0 $784K 0.10% -308.0 -4.8% $129.84 -20.7%
148 VZ VERIZON COMMUNICATIONS INC Communication Services 15,538.0 $780K 0.10% -1K -7.3% $50.20 -9.6%
149 XEL XCEL ENERGY INC Utilities 9,715.0 $772K 0.10% +5K +109.7% $79.44 -2.6%
150 VTI VANGUARD INDEX FDS 2,405.0 $771K 0.10% +405.0 +20.2% $320.79 +15.3%
151 HWM HOWMET AEROSPACE INC Industrials 3,253.0 $750K 0.10% -89.0 -2.7% $230.46 +20.5%
152 DLTR DOLLAR TREE INC Consumer Defensive 6,819.0 $747K 0.10% -1K -13.2% $109.51 +2.0%
153 QUAL ISHARES TR 3,868.0 $742K 0.10% -564.0 -12.7% $191.82 +12.5%
154 MSTR STRATEGY INC Technology 5,921.0 $739K 0.10% +117.0 +2.0% $124.80 -9.8%
155 DFAE DIMENSIONAL ETF TRUST 21,460.0 $727K 0.09% -1K -5.1% $33.86 +23.2%
156 GE GE AEROSPACE Industrials 2,558.0 $726K 0.09% +198.0 +8.4% $283.75 +26.0%
157 SPSM SPDR SERIES TRUST 14,903.0 $720K 0.09% $48.32 +15.6%
158 AMD ADVANCED MICRO DEVICES INC Technology 3,446.0 $701K 0.09% NEW $203.40 +164.2%
159 EFA ISHARES TR 7,212.0 $701K 0.09% +2K +29.6% $97.13 +7.5%
160 VO VANGUARD INDEX FDS 2,418.0 $694K 0.09% -805.0 -25.0% $287.21 -72.1%
Page 8 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%