Lifeworks Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1882132
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$955.0M
Holdings
337
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Lifeworks Advisors, LLC disclosed 337 positions worth $955.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 51 new positions and exited 12 — including a new stake in $HONA. The portfolio is most concentrated in Other (38.0% of disclosed assets). All figures are sourced directly from Lifeworks Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1882132.
AI Fund Analysis
StableSPDR INDEX SHS FDS - ST ST
6.6% weight
Held 10 quarters
ISHARES TR - US TREAS BD E
2.8% weight
Held 10 quarters
$DELL2.8% weight
Held 7 quarters
$STX2.7% weight
Held 10 quarters
ISHARES TR - IBOXX INV CP
2.2% weight
Held 10 quarters
SPDR INDEX SHS FDS - ST ST
9 quarters accumulating
ISHARES TR - US TREAS BD E
9 quarters accumulating
ISHARES TR - IBOXX INV CP
9 quarters accumulating
VANGUARD CHARLOTTE FDS - T
9 quarters accumulating
$EBAY8 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsFinancialsHealthcareMaterials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
SPDR INDEX SHS FDS - ST STR PO EX ETF
—Quality
$63.0M1,249,765 shISHARES TR - US TREAS BD ETF
—Quality
$27.0M1,184,445 sh- 71.2#193
Quality
$26.4M61,218 sh - —
Quality
$25.7M26,621 sh ISHARES TR - IBOXX INV CP ETF
—Quality
$21.3M195,454 shVANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
—Quality
$19.6M404,393 shVANGUARD MALVERN FDS - STRM INFPROIDX
—Quality
$18.6M370,992 shISHARES TR - MBS ETF
—Quality
$18.3M193,120 sh- —
Quality
$17.5M232,160 sh - 73.7
Quality
$16.6M65,052 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $63.0M | 1,249,765 |
| ISHARES TR - US TREAS BD ETF | — | $27.0M | 1,184,445 |
| Dell Technologies Inc.$DELL | 71.2#193 | $26.4M | 61,218 |
| Seagate Technology Holdings plc$STX | — | $25.7M | 26,621 |
| ISHARES TR - IBOXX INV CP ETF | — | $21.3M | 195,454 |
| VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $19.6M | 404,393 |
| VANGUARD MALVERN FDS - STRM INFPROIDX | — | $18.6M | 370,992 |
| ISHARES TR - MBS ETF | — | $18.3M | 193,120 |
 ISHARES GOLD TRUST$IAU | — | $17.5M | 232,160 |
 CORNING INC /NY$GLW | 73.7 | $16.6M | 65,052 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Lifeworks Advisors, LLC's 337 positions.
Showing top 10 of 337 holdings.
Sector Allocation
Other
$363.3M
Technology
$206.6M
Industrials
$109.7M
Financials
$73.5M
Healthcare
$72.7M
Materials
$35.5M
Consumer Staples
$34.5M
Consumer Discretionary
$24.5M
Full Holdings — Lifeworks Advisors, LLC (Q2 2026)
All 337 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $63.0M | 6.6% | +7% | — |
| 2 | — | ISHARES TR - US TREAS BD ETF | $27.0M | 2.8% | +4% | — |
| 3 | $DELL | Dell Technologies Inc. | $26.4M | 2.8% | -9% | 71.2 |
| 4 | $STX | Seagate Technology Holdings plc | $25.7M | 2.7% | -4% | — |
| 5 | — | ISHARES TR - IBOXX INV CP ETF | $21.3M | 2.2% | +5% | — |
| 6 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $19.6M | 2.0% | +9% | — |
| 7 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $18.6M | 1.9% | +20% | — |
| 8 | — | ISHARES TR - MBS ETF | $18.3M | 1.9% | +4% | — |
| 9 | $IAU | ISHARES GOLD TRUST | $17.5M | 1.8% | +11% | — |
| 10 | $GLW | CORNING INC /NY | $16.6M | 1.7% | +11% | 73.7 |
| 11 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $16.1M | 1.7% | -1% | — |
| 12 |  $MSFT | MICROSOFT CORP | $12.8M | 1.3% | +45% | 79.8 |
| 13 |  $HPE | Hewlett Packard Enterprise Co | $12.4M | 1.3% | -12% | 70.5 |
| 14 |  $JBL | JABIL INC | $12.3M | 1.3% | -1% | 57.4 |
| 15 |  $SPY | SPDR S&P 500 ETF TRUST | $12.3M | 1.3% | +53% | — |
| 16 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | $12.3M | 1.3% | +188% | — |
| 17 |  $GILD | GILEAD SCIENCES, INC. | $11.8M | 1.2% | +26% | 57.4 |
| 18 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | $11.4M | 1.2% | +2% | — |
| 19 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $11.4M | 1.2% | +875% | — |
| 20 |  $MO | ALTRIA GROUP, INC. | $11.2M | 1.2% | +13% | 67.4 |
| 21 |  $CSCO | CISCO SYSTEMS, INC. | $11.1M | 1.2% | -2% | 70.3 |
| 22 |  $AAPL | Apple Inc. | $11.1M | 1.2% | +5% | 76.4 |
| 23 |  $ABBV | AbbVie Inc. | $11.0M | 1.1% | +10% | 72.6 |
| 24 |  $CAT | CATERPILLAR INC | $11.0M | 1.1% | +8% | 66.5 |
| 25 |  $JNJ | JOHNSON & JOHNSON | $10.6M | 1.1% | +13% | 69 |
| 26 | — | ISHARES TR - MSCI EMG MKT ETF | $9.6M | 1.0% | +171% | — |
| 27 | $EBAY | EBAY INC | $9.5M | 1.0% | +10% | 66.4 |
| 28 |  $MRK | Merck & Co., Inc. | $9.5M | 1.0% | +9% | 59.9 |
| 29 |  $FFIV | F5, INC. | $8.9M | 0.9% | +9% | 66.9 |
| 30 |  $SO | SOUTHERN CO | $8.9M | 0.9% | +13% | 62 |
| 31 |  $PCAR | PACCAR INC | $8.9M | 0.9% | +7% | 56.5 |
| 32 |  $CMI | CUMMINS INC | $8.7M | 0.9% | +4% | 58.1 |
| 33 |  $KEYS | Keysight Technologies, Inc. | $8.3M | 0.9% | +10% | 71.4 |
| 34 | — | ISHARES TR - CORE S&P500 ETF | $8.3M | 0.9% | +25% | — |
| 35 |  $PFE | PFIZER INC | $8.1M | 0.8% | +22% | 62 |
| 36 |  $IBIT | iShares Bitcoin Trust ETF | $8.0M | 0.8% | +18% | — |
| 37 |  $RTX | RTX Corp | $7.9M | 0.8% | +51% | 73.2 |
| 38 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $7.7M | 0.8% | +6% | 70 |
| 39 |  $LIN | LINDE PLC | $7.7M | 0.8% | +19% | — |
| 40 |  $QCOM | QUALCOMM INC/DE | $7.5M | 0.8% | -19% | 70.5 |
| 41 |  $DE | DEERE & CO | $7.5M | 0.8% | +11% | 55.4 |
| 42 |  $NTAP | NetApp, Inc. | $7.4M | 0.8% | -6% | 66.8 |
| 43 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | $7.4M | 0.8% | +2% | — |
| 44 |  $L | LOEWS CORP | $7.4M | 0.8% | +45% | 65.1 |
| 45 |  $KR | KROGER CO | $7.2M | 0.8% | +58% | 52.6 |
| 46 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $7.1M | 0.7% | +12% | 71.6 |
| 47 |  $CLX | CLOROX CO /DE/ | $6.9M | 0.7% | +19% | 54.1 |
| 48 |  $GRMN | GARMIN LTD | $6.7M | 0.7% | +11% | — |
| 49 |  $CPB | CAMPBELL'S Co | $6.6M | 0.7% | +9% | 55.2 |
| 50 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $6.4M | 0.7% | +7% | 66.3 |
| 51 |  $OUNZ | VanEck Merk Gold ETF | $6.4M | 0.7% | -1% | 33.6 |
| 52 |  $ORCL | ORACLE CORP | $6.3M | 0.7% | -18% | 66.2 |
| 53 |  $V | VISA INC. | $6.2M | 0.7% | +25% | 82.9 |
| 54 |  $EVRG | Evergy, Inc. | $6.0M | 0.6% | +19% | 53.2 |
| 55 |  $RSG | REPUBLIC SERVICES, INC. | $5.9M | 0.6% | +6% | 62.3 |
| 56 |  $ITW | ILLINOIS TOOL WORKS INC | $5.8M | 0.6% | +8% | 63.6 |
| 57 |  $GEN | Gen Digital Inc. | $5.6M | 0.6% | -4% | 74 |
| 58 | — | ISHARES TR - NATIONAL MUN ETF | $5.3M | 0.6% | -3% | — |
| 59 |  $NVDA | NVIDIA CORP | $5.3M | 0.6% | +19% | 85.9 |
| 60 |  $AMZN | AMAZON COM INC | $5.2M | 0.6% | +6% | 68.7 |
| 61 |  $AMCR | Amcor plc | $5.2M | 0.6% | +24% | — |
| 62 |  $HPQ | HP INC | $5.1M | 0.5% | -6% | 59.3 |
| 63 | — | SPDR SERIES TRUST - ST STR P500ETF | $5.0M | 0.5% | -4% | — |
| 64 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | $4.8M | 0.5% | -7% | — |
| 65 |  $TJX | TJX COMPANIES INC /DE/ | $4.8M | 0.5% | +35% | 68.7 |
| 66 |  $MDT | Medtronic plc | $4.4M | 0.5% | +11% | 68.7 |
| 67 |  $GLD | SPDR GOLD TRUST | $4.2M | 0.4% | -65% | — |
| 68 |  $ADP | AUTOMATIC DATA PROCESSING INC | $4.2M | 0.4% | +6% | 69.8 |
| 69 |  $VRSN | VERISIGN INC/CA | $4.1M | 0.4% | +48% | 71.3 |
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $4.0M | 0.4% | +30% | — |
| 71 |  $ABT | ABBOTT LABORATORIES | $4.0M | 0.4% | +8% | 65.5 |
| 72 |  $PNR | PENTAIR plc | $3.9M | 0.4% | +9% | — |
| 73 |  $OTIS | Otis Worldwide Corp | $3.8M | 0.4% | +4% | 61.3 |
| 74 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | $3.7M | 0.4% | +3% | — |
| 75 |  $IVZ | Invesco Ltd. | $3.6M | 0.4% | +11% | — |
| 76 |  $GOOG | Alphabet Inc. | $3.5M | 0.4% | +10% | 78.2 |
| 77 | — | ISHARES TR - RUSSELL 2000 ETF | $3.5M | 0.4% | -14% | — |
| 78 |  $MU | MICRON TECHNOLOGY INC | $3.4M | 0.4% | +4% | 86.2 |
| 79 |  $AMAT | APPLIED MATERIALS INC /DE | $3.2M | 0.3% | -11% | 72.3 |
| 80 | — | ISHARES TR - 7-10 YR TRSY BD | $2.8M | 0.3% | +14% | — |
| 81 |  $HON | HONEYWELL INTERNATIONAL INC | $2.8M | 0.3% | -44% | 65 |
| 82 |  $HONA | Honeywell Aerospace Inc. | $2.8M | 0.3% | NEW | — |
| 83 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | $2.6M | 0.3% | +4% | — |
| 84 | — | ISHARES INC - MSCI JAPAN ETF | $2.6M | 0.3% | -12% | — |
| 85 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $2.6M | 0.3% | +19% | — |
| 86 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | $2.4M | 0.3% | +2% | — |
| 87 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | $2.4M | 0.3% | -8% | — |
| 88 |  $AVGO | Broadcom Inc. | $2.4M | 0.3% | +57% | 84.5 |
| 89 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | $2.3M | 0.2% | +4% | — |
| 90 |  $GEV | GE Vernova Inc. | $2.3M | 0.2% | +21% | 81.1 |
| 91 | — | FIDELITY COVINGTON TRUST - MSCI MATLS INDEX | $2.3M | 0.2% | +1% | — |
| 92 |  $LLY | ELI LILLY & Co | $2.3M | 0.2% | +0% | 87.5 |
| 93 |  $GSG | iShares S&P GSCI Commodity-Indexed Trust | $2.3M | 0.2% | -76% | — |
| 94 |  $AMD | ADVANCED MICRO DEVICES INC | $2.2M | 0.2% | +12% | 79.8 |
| 95 |  $TSLA | Tesla, Inc. | $2.2M | 0.2% | +6% | 53.9 |
| 96 |  $WMT | Walmart Inc. | $2.2M | 0.2% | +8% | 60.2 |
| 97 |  $KLAC | KLA CORP | $2.1M | 0.2% | +821% | 78.6 |
| 98 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $2.0M | 0.2% | +23% | — |
| 99 |  $XOM.R34088 | EXXON MOBIL CORP | $1.9M | 0.2% | +26% | 57.9 |
| 100 |  $CTVA | Corteva, Inc. | $1.9M | 0.2% | +25% | 47.2 |
| 101 |  $META | Meta Platforms, Inc. | $1.9M | 0.2% | +20% | 79.6 |
| 102 | — | SPDR SERIES TRUST - ST STR P500GRW | $1.8M | 0.2% | -4% | — |
| 103 | — | VANGUARD INDEX FDS - VALUE ETF | $1.8M | 0.2% | -3% | — |
| 104 | — | ISHARES TR - S&P 500 GRWT ETF | $1.8M | 0.2% | +8% | — |
| 105 |  $MSI | Motorola Solutions, Inc. | $1.7M | 0.2% | -30% | 71.8 |
| 106 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $1.7M | 0.2% | +0% | — |
| 107 | — | VANGUARD INDEX FDS - GROWTH ETF | $1.7M | 0.2% | +515% | — |
| 108 |  $NFLX | NETFLIX INC | $1.6M | 0.2% | +45% | 78.8 |
| 109 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $1.6M | 0.2% | +7% | 75.4 |
| 110 |  $CRWD | CrowdStrike Holdings, Inc. | $1.6M | 0.2% | -1% | 67.7 |
| 111 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.5M | 0.2% | +168% | — |
| 112 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $1.4M | 0.1% | -10% | — |
| 113 |  $INCY | INCYTE CORP | $1.4M | 0.1% | +23% | 77.4 |
| 114 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.4M | 0.1% | -5% | — |
| 115 | — | SPDR SERIES TRUST - ST STR P500VAL | $1.4M | 0.1% | -26% | — |
| 116 |  $KO | COCA COLA CO | $1.3M | 0.1% | +23% | 69.5 |
| 117 |  $WDC | WESTERN DIGITAL CORP | $1.3M | 0.1% | NEW | 80.7 |
| 118 |  $EA | ELECTRONIC ARTS INC. | $1.3M | 0.1% | +26% | 62.9 |
| 119 |  $AXP | AMERICAN EXPRESS CO | $1.3M | 0.1% | +6% | 69.4 |
| 120 | — | SPDR SERIES TRUST - ST STR PR SP1500 | $1.3M | 0.1% | -14% | — |
| 121 |  $JPM | JPMORGAN CHASE & CO | $1.3M | 0.1% | +5% | 70.7 |
| 122 |  $ISRG | INTUITIVE SURGICAL INC | $1.2M | 0.1% | +8% | 79.9 |
| 123 |  $HD | HOME DEPOT, INC. | $1.2M | 0.1% | +5% | 60.3 |
| 124 | — | ISHARES TR - S&P 500 VAL ETF | $1.2M | 0.1% | -7% | — |
| 125 |  $BA | BOEING CO | $1.2M | 0.1% | +15% | 61.6 |
| 126 | — | ISHARES TR - CORE UNIVRSL USD | $1.2M | 0.1% | +29% | — |
| 127 |  $VTRS | Viatris Inc | $1.2M | 0.1% | -66% | 45.4 |
| 128 |  $UBER | Uber Technologies, Inc | $1.2M | 0.1% | +13% | 73.5 |
| 129 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.1% | +17% | 64.6 |
| 130 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.1M | 0.1% | +32% | 73.8 |
| 131 | — | ISHARES TR - EAFE GRWTH ETF | $1.1M | 0.1% | +6% | — |
| 132 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.1M | 0.1% | +2% | — |
| 133 |  $PEP | PEPSICO INC | $1.1M | 0.1% | +24% | 63.4 |
| 134 | — | SPDR SERIES TRUST - ST STR P400MID | $1.0M | 0.1% | -17% | — |
| 135 |  $GE | GENERAL ELECTRIC CO | $1.0M | 0.1% | +7% | 73.8 |
| 136 |  $HWM | Howmet Aerospace Inc. | $1.0M | 0.1% | +16% | 73.9 |
| 137 |  $AXON | AXON ENTERPRISE, INC. | $977,514 | 0.1% | +42% | 56.6 |
| 138 | — | VANGUARD INDEX FDS - MID CAP ETF | $938,731 | 0.1% | +382% | — |
| 139 |  $SNDK | Sandisk Corp | $936,777 | 0.1% | NEW | 87.7 |
| 140 | — | ISHARES TR - EAFE VALUE ETF | $928,781 | 0.1% | -33% | — |
| 141 |  $TXN | TEXAS INSTRUMENTS INC | $928,291 | 0.1% | +1% | 73.4 |
| 142 |  $TER | TERADYNE, INC | $926,554 | 0.1% | -0% | 77.3 |
| 143 |  $APP | AppLovin Corp | $907,134 | 0.1% | -16% | 84.4 |
| 144 | — | ISHARES INC - CORE MSCI EMKT | $878,021 | 0.1% | -34% | — |
| 145 |  $HOOD | Robinhood Markets, Inc. | $868,724 | 0.1% | -1% | 82.1 |
| 146 |  $HRL | HORMEL FOODS CORP /DE/ | $867,459 | 0.1% | +31% | 51.8 |
| 147 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $861,965 | 0.1% | +23% | — |
| 148 |  $CL | COLGATE PALMOLIVE CO | $861,700 | 0.1% | +29% | 61.3 |
| 149 |  $COST | COSTCO WHOLESALE CORP /NEW | $854,084 | 0.1% | -2% | 66.2 |
| 150 |  $DLTR | DOLLAR TREE, INC. | $831,894 | 0.1% | +1% | 68 |
| 151 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $823,139 | 0.1% | -5% | — |
| 152 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $817,537 | 0.1% | NEW | — |
| 153 |  $VZ | VERIZON COMMUNICATIONS INC | $809,583 | 0.1% | +23% | 65.8 |
| 154 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $792,092 | 0.1% | -1% | 73.3 |
| 155 | — | SPDR SERIES TRUST - ST INTER ETF | $777,318 | 0.1% | -13% | — |
| 156 | — | SPDR SERIES TRUST - ST STR SP600 SML | $772,432 | 0.1% | -10% | — |
| 157 |  $UNH | UNITEDHEALTH GROUP INC | $767,669 | 0.1% | -8% | 62.7 |
| 158 |  $ELV | Elevance Health, Inc. | $764,952 | 0.1% | +3% | 59 |
| 159 |  $LMT | LOCKHEED MARTIN CORP | $762,662 | 0.1% | +1% | 65.6 |
| 160 | — | ISHARES TR - ISHS 1-5YR INVS | $760,527 | 0.1% | +184% | — |
| 161 |  $CAH | CARDINAL HEALTH INC | $756,866 | 0.1% | NEW | 62.4 |
| 162 | — | ISHARES TR - MSCI EAFE ETF | $749,183 | 0.1% | +0% | — |
| 163 |  $DGX | QUEST DIAGNOSTICS INC | $746,276 | 0.1% | -12% | 69 |
| 164 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $734,066 | 0.1% | +4% | 72.6 |
| 165 |  $BIIB | BIOGEN INC. | $718,544 | 0.1% | -4% | 64.7 |
| 166 |  $XEL | XCEL ENERGY INC | $716,329 | 0.1% | -8% | 56.4 |
| 167 |  $MCD | MCDONALDS CORP | $713,889 | 0.1% | +39% | 69 |
| 168 | — | ISHARES TR - CORE US AGGBD ET | $694,641 | 0.1% | -18% | — |
| 169 |  $TRV | TRAVELERS COMPANIES, INC. | $691,601 | 0.1% | -0% | 75.9 |
| 170 |  $CVX | CHEVRON CORP | $688,401 | 0.1% | +50% | 62.8 |
| 171 |  $MPC | Marathon Petroleum Corp | $682,895 | 0.1% | -1% | 61 |
| 172 |  $SGOL | abrdn Gold ETF Trust | $682,054 | 0.1% | -16% | — |
| 173 | — | ISHARES TR - MSCI USA QLT FCT | $679,355 | 0.1% | -20% | — |
| 174 |  $CF | CF Industries Holdings, Inc. | $673,485 | 0.1% | +3% | 77.4 |
| 175 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $663,482 | 0.1% | -25% | — |
| 176 |  $ED | CONSOLIDATED EDISON INC | $654,266 | 0.1% | +22% | 67.3 |
| 177 |  $SYY | SYSCO CORP | $653,178 | 0.1% | +81% | 54.7 |
| 178 |  $AMGN | AMGEN INC | $652,294 | 0.1% | -24% | 79.2 |
| 179 |  $GOOGL | Alphabet Inc. | $651,334 | 0.1% | +6% | 78.2 |
| 180 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $650,638 | 0.1% | NEW | — |
| 181 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $642,855 | 0.1% | -20% | — |
| 182 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $642,810 | 0.1% | NEW | — |
| 183 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $631,989 | 0.1% | +46% | — |
| 184 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $614,052 | 0.1% | +5% | — |
| 185 |  $DIS | Walt Disney Co | $607,466 | 0.1% | -0% | 60.1 |
| 186 | — | PROSHARES TR - S&P 500 DV ARIST | $600,883 | 0.1% | +110% | — |
| 187 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $595,768 | 0.1% | +44% | — |
| 188 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $593,898 | 0.1% | +85% | — |
| 189 | — | ISHARES TR - LONG TERM MUNI | $585,649 | 0.1% | +54% | — |
| 190 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $556,173 | 0.1% | -17% | — |
| 191 |  $PKG | PACKAGING CORP OF AMERICA | $555,431 | 0.1% | -5% | 63 |
| 192 |  $ETN | Eaton Corp plc | $543,303 | 0.1% | -70% | — |
| 193 |  $LYB | LyondellBasell Industries N.V. | $537,925 | 0.1% | -70% | — |
| 194 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $536,885 | 0.1% | NEW | — |
| 195 |  $MCHP | MICROCHIP TECHNOLOGY INC | $535,709 | 0.1% | +36% | 52.9 |
| 196 | — | ISHARES TR - MSCI USA MMENTM | $530,701 | 0.1% | -13% | — |
| 197 | — | ISHARES TR - IBONDS 26 TRM TS | $524,799 | 0.1% | NEW | — |
| 198 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | $517,374 | 0.1% | +0% | — |
| 199 |  $TGT | TARGET CORP | $514,473 | 0.1% | NEW | 60.7 |
| 200 |  $DRI | DARDEN RESTAURANTS INC | $511,935 | 0.1% | -12% | 64.1 |
| 201 |  $TRMB | TRIMBLE INC. | $511,203 | 0.1% | +17% | 49.3 |
| 202 |  $VLO | VALERO ENERGY CORP/TX | $503,733 | 0.1% | -22% | 57.8 |
| 203 |  $MSTR | Strategy Inc | $499,326 | 0.1% | -3% | 17.9 |
| 204 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $494,189 | 0.1% | +13% | — |
| 205 |  $EG | EVEREST GROUP, LTD. | $491,906 | 0.1% | -44% | — |
| 206 | — | VANGUARD INDEX FDS - SMALL CP ETF | $481,355 | 0.1% | -9% | — |
| 207 |  $ALB | ALBEMARLE CORP | $481,058 | 0.1% | +50% | 53.3 |
| 208 |  $INTC | INTEL CORP | $480,746 | 0.1% | NEW | 45.6 |
| 209 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $479,422 | 0.1% | +6% | — |
| 210 | — | FIDELITY COVINGTON TRUST - MSCI COMMNTN SVC | $473,576 | 0.1% | -3% | — |
| 211 |  $JCI | Johnson Controls International plc | $469,598 | 0.1% | -15% | — |
| 212 |  $CVS | CVS HEALTH Corp | $466,777 | 0.1% | -21% | 59.4 |
| 213 |  $CCZ | COMCAST CORP | $460,730 | 0.1% | -20% | 59.5 |
| 214 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $456,348 | 0.1% | NEW | 52.1 |
| 215 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $450,104 | 0.1% | +0% | — |
| 216 |  $FE | FIRSTENERGY CORP | $445,545 | 0.1% | +10% | 61.5 |
| 217 |  $KMB | KIMBERLY CLARK CORP | $438,421 | 0.1% | -30% | 58.7 |
| 218 | — | SELECT SECTOR SPDR TR - ST STR INDL ETF | $436,772 | 0.1% | +30% | — |
| 219 |  $LOW | LOWES COMPANIES INC | $435,027 | 0.1% | +22% | 60.8 |
| 220 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $433,483 | 0.1% | -2% | — |
| 221 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $428,630 | 0.0% | +0% | — |
| 222 | — | BLACKROCK ETF TRUST II - ISHA TOTA RE ETF | $422,831 | 0.0% | +63% | — |
| 223 |  $PM | Philip Morris International Inc. | $420,916 | 0.0% | -24% | 75.9 |
| 224 |  $ENB | ENBRIDGE INC | $408,164 | 0.0% | +30% | 66.7 |
| 225 | — | ISHARES TR - USD INV GRDE ETF | $406,730 | 0.0% | NEW | — |
| 226 |  $DVA | DAVITA INC. | $402,689 | 0.0% | +0% | 60.4 |
| 227 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $402,346 | 0.0% | -30% | — |
| 228 |  $UPS | UNITED PARCEL SERVICE INC | $400,008 | 0.0% | -11% | 58.6 |
| 229 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $397,898 | 0.0% | NEW | — |
| 230 | — | ISHARES TR - IBONDS 27 ETF | $395,392 | 0.0% | NEW | — |
| 231 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $390,175 | 0.0% | +6% | — |
| 232 | — | ISHARES TR - 10-20 YR TRS ETF | $389,358 | 0.0% | -10% | — |
| 233 |  $DASH | DoorDash, Inc. | $387,144 | 0.0% | -22% | 71 |
| 234 |  $DAL | DELTA AIR LINES, INC. | $386,160 | 0.0% | -5% | 57.5 |
| 235 |  $WELL | WELLTOWER INC. | $385,515 | 0.0% | -18% | 59.8 |
| 236 |  $CB | Chubb Ltd | $382,651 | 0.0% | NEW | — |
| 237 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $382,091 | 0.0% | +3% | — |
| 238 | — | ISHARES TR - 0-3 MTH TREASURY | $379,929 | 0.0% | NEW | — |
| 239 | — | AMERICAN CENTY ETF TR - DIVERSIFIED MU | $378,162 | 0.0% | -8% | — |
| 240 |  $O | REALTY INCOME CORP | $372,751 | 0.0% | NEW | 73.7 |
| 241 |  $CARR | CARRIER GLOBAL Corp | $370,711 | 0.0% | -82% | 56.6 |
| 242 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $364,735 | 0.0% | -18% | 66.8 |
| 243 | — | SPDR INDEX SHS FDS - ST INTL CAP ETF | $362,989 | 0.0% | -2% | — |
| 244 | — | TIDAL TRUST II - YIEL SE PORT ETF | $358,348 | 0.0% | NEW | — |
| 245 |  $ADSK | Autodesk, Inc. | $357,927 | 0.0% | -27% | 78.6 |
| 246 |  $NUE | NUCOR CORP | $356,623 | 0.0% | NEW | 61.7 |
| 247 |  $GIS | GENERAL MILLS INC | $356,213 | 0.0% | -32% | 50.7 |
| 248 |  $CME | CME GROUP INC. | $348,249 | 0.0% | -3% | 69.5 |
| 249 |  $GD | GENERAL DYNAMICS CORP | $347,155 | 0.0% | NEW | 68.7 |
| 250 |  $FRT | FEDERAL REALTY INVESTMENT TRUST | $342,793 | 0.0% | NEW | 69.9 |
| 251 |  $EMR | EMERSON ELECTRIC CO | $340,697 | 0.0% | NEW | 65.3 |
| 252 |  $UNP | UNION PACIFIC CORP | $339,058 | 0.0% | -11% | 69.7 |
| 253 | — | ISHARES TR - CORE S&P MCP ETF | $335,360 | 0.0% | +2% | — |
| 254 |  $NEE | NEXTERA ENERGY INC | $332,999 | 0.0% | NEW | 64.6 |
| 255 | — | SPDR SERIES TRUST - STATE STRET SPDR | $332,411 | 0.0% | -9% | — |
| 256 |  $HEI | HEICO CORP | $330,544 | 0.0% | -0% | 75.6 |
| 257 |  $PNW | PINNACLE WEST CAPITAL CORP | $328,169 | 0.0% | -6% | 53.6 |
| 258 | — | ISHARES TR - ULTRA SHORT DUR | $325,735 | 0.0% | NEW | — |
| 259 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | $325,424 | 0.0% | -44% | — |
| 260 |  $FOX | Fox Corp | $323,945 | 0.0% | -23% | 64.5 |
| 261 | — | ISHARES TR - IBONDS DEC 2033 | $322,533 | 0.0% | NEW | — |
| 262 |  $WFC | WELLS FARGO & COMPANY/MN | $322,407 | 0.0% | -5% | 61.8 |
| 263 | — | EA SERIES TRUST - ALPHA ARCHITECT | $321,652 | 0.0% | -36% | — |
| 264 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $319,998 | 0.0% | +0% | — |
| 265 |  $BSX | BOSTON SCIENTIFIC CORP | $319,972 | 0.0% | -10% | 77.5 |
| 266 |  $ADI | ANALOG DEVICES INC | $313,764 | 0.0% | -22% | 79.2 |
| 267 |  $BKNG | Booking Holdings Inc. | $312,989 | 0.0% | +2482% | 58.5 |
| 268 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $311,828 | 0.0% | +0% | — |
| 269 | — | ISHARES TR - IBONDS DEC2026 | $309,877 | 0.0% | NEW | — |
| 270 |  $GWW | W.W. GRAINGER, INC. | $308,811 | 0.0% | NEW | 61.8 |
| 271 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE CAP | $308,400 | 0.0% | NEW | — |
| 272 |  $ATO | ATMOS ENERGY CORP | $307,846 | 0.0% | -7% | 57.6 |
| 273 |  $GDDY | GoDaddy Inc. | $307,690 | 0.0% | -84% | 70.7 |
| 274 |  $CINF | CINCINNATI FINANCIAL CORP | $304,926 | 0.0% | NEW | 84.3 |
| 275 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $303,640 | 0.0% | NEW | — |
| 276 |  $BEN | FRANKLIN TEMPLETON INC | $292,776 | 0.0% | NEW | 57.9 |
| 277 | — | SEI EXCHANGE TRADED FUNDS - QIM US LARGE VAL | $291,853 | 0.0% | NEW | — |
| 278 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $290,079 | 0.0% | +0% | — |
| 279 |  $ES | EVERSOURCE ENERGY | $286,984 | 0.0% | NEW | 66.1 |
| 280 |  $SYK | STRYKER CORP | $286,190 | 0.0% | NEW | 72.1 |
| 281 |  $SCHW | SCHWAB CHARLES CORP | $283,177 | 0.0% | +7% | 79.4 |
| 282 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $280,836 | 0.0% | NEW | — |
| 283 |  $BBY | BEST BUY CO INC | $279,997 | 0.0% | +13% | 60.2 |
| 284 | — | ISHARES TR - U.S. PHARMA ETF | $278,506 | 0.0% | -19% | — |
| 285 | $IVZ | Invesco Ltd. | $273,582 | 0.0% | NEW | — |
| 286 |  $T | AT&T INC. | $272,391 | 0.0% | -17% | 65.7 |
| 287 | — | STRATEGIC TRUST - RUNNING GWTH ETF | $269,728 | 0.0% | +0% | — |
| 288 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $266,446 | 0.0% | -2% | — |
| 289 | — | ISHARES TR - U.S. REAL ES ETF | $261,556 | 0.0% | -31% | — |
| 290 | $MSTR | Strategy Inc | $261,104 | 0.0% | -26% | 17.9 |
| 291 |  $KVUE | Kenvue Inc. | $256,743 | 0.0% | NEW | 60.3 |
| 292 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $256,354 | 0.0% | +22% | — |
| 293 |  $TROW | PRICE T ROWE GROUP INC | $256,144 | 0.0% | -16% | 69 |
| 294 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $254,888 | 0.0% | -92% | — |
| 295 |  $DY | DYCOM INDUSTRIES INC | $252,832 | 0.0% | NEW | 56.3 |
| 296 | — | SPDR SERIES TRUST - ST STR SP PHARMA | $251,415 | 0.0% | -16% | — |
| 297 | — | VANECK ETF TRUST - IG FLOA RATE ETF | $251,208 | 0.0% | +14% | — |
| 298 |  $BMY | BRISTOL MYERS SQUIBB CO | $249,379 | 0.0% | -14% | 70.4 |
| 299 | — | ISHARES U S ETF TR - INT RT HDG C B | $248,198 | 0.0% | +14% | — |
| 300 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $245,646 | 0.0% | NEW | — |
| 301 |  $AEE | AMEREN CORP | $244,958 | 0.0% | -6% | 59.4 |
| 302 | — | VANECK ETF TRUST - MRNGSTR WDE MOAT | $244,930 | 0.0% | -2% | — |
| 303 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $242,113 | 0.0% | +0% | — |
| 304 |  $DVN | DEVON ENERGY CORP/DE | $241,598 | 0.0% | -8% | 74.8 |
| 305 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $235,465 | 0.0% | NEW | — |
| 306 | — | SPDR SERIES TRUST - ST SHO TREAS ETF | $231,757 | 0.0% | -62% | — |
| 307 |  $EL | ESTEE LAUDER COMPANIES INC | $231,074 | 0.0% | -20% | 51.2 |
| 308 | $IVZ | Invesco Ltd. | $230,896 | 0.0% | -11% | — |
| 309 | — | SPDR SERIES TRUST - ST STR BACKE ETF | $230,262 | 0.0% | NEW | — |
| 310 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | $228,569 | 0.0% | -8% | — |
| 311 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $227,373 | 0.0% | NEW | — |
| 312 |  $BDX | BECTON DICKINSON & CO | $226,995 | 0.0% | +15% | 59 |
| 313 | — | VANGUARD WORLD FD - INF TECH ETF | $225,654 | 0.0% | +383% | — |
| 314 |  $AVT | AVNET INC | $220,540 | 0.0% | NEW | 48.5 |
| 315 |  $CVNA | CARVANA CO. | $219,080 | 0.0% | +395% | 71.6 |
| 316 |  $LRCX | LAM RESEARCH CORP | $218,398 | 0.0% | NEW | 79.4 |
| 317 |  $PLTR | Palantir Technologies Inc. | $217,706 | 0.0% | +1% | 84.6 |
| 318 | — | ISHARES TR - CORE INTL AGGR | $216,259 | 0.0% | -49% | — |
| 319 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $215,775 | 0.0% | -7% | — |
| 320 |  $HST | HOST HOTELS & RESORTS, INC. | $215,334 | 0.0% | -15% | 67.3 |
| 321 | — | ISHARES TR - CORE MSCI EAFE | $214,973 | 0.0% | -27% | — |
| 322 | — | SPDR SERIES TRUST - ST STR USD ETF | $214,815 | 0.0% | -2% | — |
| 323 |  $MA | Mastercard Inc | $214,685 | 0.0% | NEW | 85.1 |
| 324 | — | SSGA ACTIVE ETF TR - ST STR BL LN ETF | $214,478 | 0.0% | -8% | — |
| 325 |  $ANET | Arista Networks, Inc. | $212,010 | 0.0% | NEW | 81.9 |
| 326 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $211,443 | 0.0% | -1% | — |
| 327 |  $AFL | AFLAC INC | $209,408 | 0.0% | NEW | 61.3 |
| 328 |  $APD | Air Products & Chemicals, Inc. | $205,519 | 0.0% | NEW | 46.4 |
| 329 |  $BLK | BlackRock, Inc. | $204,178 | 0.0% | NEW | 70 |
| 330 | — | ISHARES TR - MRGSTR MD CP VAL | $203,315 | 0.0% | NEW | — |
| 331 |  $GBTC | Grayscale Bitcoin Trust ETF | $202,837 | 0.0% | -2% | — |
| 332 |  $CTAS | CINTAS CORP | $202,225 | 0.0% | NEW | 68.7 |
| 333 |  $NRG | NRG ENERGY, INC. | $201,626 | 0.0% | -3% | 51.9 |
| 334 |  $CAG | CONAGRA BRANDS INC. | $200,796 | 0.0% | -30% | 38.9 |
| 335 |  $DNP | DNP SELECT INCOME FUND INC | $170,427 | 0.0% | +2% | — |
| 336 | — | DIREXION SHARES ETF TRUST - DAILY 500 1X ETF | $158,167 | 0.0% | -25% | — |
| 337 |  $LYG | Lloyds Banking Group plc | $152,900 | 0.0% | +5% | — |
New Positions (51)
$HONA Honeywell Aerospace Inc.$2.8M$WDC WESTERN DIGITAL CORP$1.3M$SNDK Sandisk Corp$936,777 INNOVATOR ETFS TRUST - US EQTY PWR BUF$817,537
$CAH CARDINAL HEALTH INC$756,866 BLACKROCK ETF TRUST - ISHA IN CTRY ETF$650,638
SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME$642,810
SELECT SECTOR SPDR TR - ST STR TECHN ETF$536,885
ISHARES TR - IBONDS 26 TRM TS$524,799
$TGT TARGET CORP$514,473$INTC INTEL CORP$480,746$CHRW C. H. ROBINSON WORLDWIDE, INC.$456,348 ISHARES TR - USD INV GRDE ETF$406,730
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF$397,898
ISHARES TR - IBONDS 27 ETF$395,392
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
Berkshire HathawayBridgewater AssociatesCitadel AdvisorsRenaissance TechnologiesTwo Sigma InvestmentsDE Shaw & CoMillennium ManagementAQR Capital ManagementPoint72 Asset ManagementTiger Global ManagementVanguard GroupBlackRock
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Lifeworks Advisors, LLC including:
Full 13F portfolio with all holdings
Quarter-over-quarter position changes
Accumulation & distribution patterns
Sector allocation breakdown
Historical portfolio evolution
New positions & complete exits
Concentration analysis
Peer comparison with similar funds
AI-powered portfolio insights
Track Lifeworks Advisors, LLC's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Lifeworks Advisors, LLC and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
Passwordless sign-in · Payments by Stripe · Auth by Clerk
AI-Powered Hedge Fund Analysis: Lifeworks Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Lifeworks Advisors, LLC (SEC CIK: 1882132), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Lifeworks Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.