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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 9 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VGSH VANGUARD SCOTTSDALE FDS 11,578.0 $678K 0.09% -3K -21.9% $58.54 -0.7%
162 CMCSA COMCAST CORP NEW Communication Services 23,339.0 $670K 0.09% +4K +19.2% $28.71 -21.9%
163 BAI BLACKROCK ETF TRUST 20,076.0 $662K 0.09% +2K +8.7% $32.95 +61.5%
164 MPC MARATHON PETE CORP Energy 2,696.0 $658K 0.08% +216.0 +8.7% $244.17 -0.5%
165 BIIB BIOGEN INC Healthcare 3,465.0 $635K 0.08% -468.0 -11.9% $183.33 +7.2%
166 MPWR MONOLITHIC PWR SYS INC Technology 576.0 $629K 0.08% $1092.51 +43.1%
167 CL COLGATE PALMOLIVE CO Consumer Defensive 7,271.0 $620K 0.08% -1K -16.9% $85.23 +5.0%
168 VLO VALERO ENERGY CORP Energy 2,495.0 $616K 0.08% +52.0 +2.1% $247.06 -4.4%
169 TRV TRAVELERS COMPANIES INC Financial Services 2,102.0 $613K 0.08% +22.0 +1.1% $291.70 +5.5%
170 SPTS SPDR SERIES TRUST 20,933.0 $611K 0.08% -5K -20.7% $29.18 -0.7%
171 DIS DISNEY WALT CO Communication Services 6,331.0 $610K 0.08% $96.38 +7.8%
172 SCHX SCHWAB STRATEGIC TR 23,761.0 $609K 0.08% -33K -58.1% $25.64 +15.0%
173 HOOD ROBINHOOD MKTS INC Financial Services 8,778.0 $608K 0.08% +3K +58.9% $69.30 +56.1%
174 ADSK AUTODESK INC Technology 2,519.0 $603K 0.08% +573.0 +29.4% $239.39 -19.0%
175 HRL HORMEL FOODS CORP Consumer Defensive 26,611.0 $603K 0.08% NEW $22.65 +6.7%
176 TXN TEXAS INSTRS INC Technology 3,089.0 $600K 0.08% -468.0 -13.2% $194.12 +66.3%
177 MCD MCDONALDS CORP Consumer Cyclical 1,904.0 $592K 0.08% -46.0 -2.4% $310.72 -10.3%
178 SPHY SPDR SERIES TRUST 24,951.0 $582K 0.07% -52K -67.5% $23.32 +0.5%
179 CVX CHEVRON CORPORATION Energy 2,772.0 $574K 0.07% +126.0 +4.8% $206.91 -16.1%
180 TER TERADYNE INC Technology 1,923.0 $570K 0.07% $296.45 +47.7%
Page 9 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%