Lifeworks Advisors, LLC
Sector Allocation
- Other38.0%$363.3M
- Technology23.5%$224.6M
- Industrials8.3%$79.7M
- Financials7.7%$73.5M
- Healthcare7.6%$72.7M
- Consumer Staples4.8%$45.8M
- Consumer Discretionary3.4%$32.2M
- Materials3.0%$28.5M
- Utilities2.5%$24.3M
- Energy0.5%$5.0M
AUM History
13fpro.ai/research/fund/lifeworks-advisors-llc-1882132
Conviction and streaks
Stable · top 10 = 26.6%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SPDR$63.0M
- ISHARES$27.0M
DELL
$26.4MSTX
$25.7M- ISHARES$21.3M
- VANGUARD$19.6M
- VANGUARD$18.6M
- ISHARES$18.3M
IAU
$17.5MGLW
$16.6M- FIDELITY$16.1M
MSFT
$12.8MHPE
$12.4MJBL
$12.3MSPY
$12.3M- EA$12.3M
GILD
$11.8M- FIDELITY$11.4M
QQQ
$11.4MMO
$11.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lifeworks-advisors-llc-1882132
Lifeworks Advisors, LLC 13F holdings — Q2 2026
$955.0M portfolio (+22.5% QoQ) · 337 holdings · Q2 2026 13F · top 10 are 27% of the stock portfolio
- 1
SPDR INDEX SHS FDS - ST STR PO EX ETF
$63.0M
6.6% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - US TREAS BD ETF
$27.0M
2.8% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $26.4M
2.8% of stocks
-9%This quarter-4.8%Since filed7 qtrsHeld$25.7M
2.7% of stocks
-4%This quarter-33.8%Since filed10+ qtrsHeld- 5
ISHARES TR - IBOXX INV CP ETF
$21.3M
2.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF
$19.6M
2.0% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
VANGUARD MALVERN FDS - STRM INFPROIDX
$18.6M
1.9% of stocks
+20%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - MBS ETF
$18.3M
1.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $17.5M
1.8% of stocks
+11%This quarter-8.3%Since filed10+ qtrsHeld$16.6M
1.7% of stocks
+11%This quarter-23.0%Since filed10+ qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 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 | $26.4M | 2.8% | -9% | -4.8% | 7 qtrs | 71.2#185 | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | $25.7M | 2.7% | -4% | -33.8% | 10+ qtrsTrimmed 3 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $17.5M | 1.8% | +11% | -8.3% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | $16.6M | 1.7% | +11% | -23.0% | 10+ qtrs | 75.2#97 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Lifeworks Advisors, LLC (Q2 2026)
337 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | — | $16.1M | 1.7% | 57K | -0.6% | — | — | 13F |
| 12 | MICROSOFT CORP | Technology | $12.8M | 1.3% | 34K | +45% | 10+ qtrsAdded 2 qtrs in a row | 79.8 | 13F | |
| 13 | Hewlett Packard Enterprise Co | Technology | $12.4M | 1.3% | 275K | -12% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | JABIL INC | Technology | $12.3M | 1.3% | 32K | -1% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | SPDR S&P 500 ETF TRUSTetf/fund | — | $12.3M | 1.3% | 16K | +53% | 3 qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $12.3M | 1.3% | 105K | +188% | — | — | 13F |
| 17 | GILEAD SCIENCES, INC. | Healthcare | $11.8M | 1.2% | 93K | +26% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | — | FIDELITY COVINGTON TRUST - MSCI INDL INDX | — | $11.4M | 1.2% | 115K | +2% | — | — | 13F |
| 19 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $11.4M | 1.2% | 15K | +875% | 8 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ALTRIA GROUP, INC. | Consumer Staples | $11.2M | 1.2% | 155K | +13% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | CISCO SYSTEMS, INC. | Technology | $11.1M | 1.2% | 95K | -2% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Apple Inc. | Technology | $11.1M | 1.2% | 38K | +5% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AbbVie Inc. | Healthcare | $11.0M | 1.1% | 44K | +10% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | CATERPILLAR INC | Industrials | $11.0M | 1.1% | 10K | +8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | JOHNSON & JOHNSON | Healthcare | $10.6M | 1.1% | 42K | +13% | 10+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - MSCI EMG MKT ETF | — | $9.6M | 1.0% | 141K | +171% | |||
| 27 | $EBAY | EBAY INC | Consumer Discretionary | $9.5M | 1.0% | 85K | +10% | |||
| 28 | $MRK | Merck & Co., Inc. | Healthcare | $9.5M | 1.0% | 74K | +9% | |||
| 29 | $FFIV | F5, INC. | Technology | $8.9M | 0.9% | 22K | +9% | |||
| 30 | $SO | SOUTHERN CO | Utilities | $8.9M | 0.9% | 93K | +13% | |||
| 31 | $PCAR | PACCAR INC | Industrials | $8.9M | 0.9% | 74K | +7% | |||
| 32 | $CMI | CUMMINS INC | Industrials | $8.7M | 0.9% | 12K | +4% | |||
| 33 | $KEYS | Keysight Technologies, Inc. | Technology | $8.3M | 0.9% | 24K | +10% | |||
| 34 | — | ISHARES TR - CORE S&P500 ETF | — | $8.3M | 0.9% | 11K | +25% | |||
| 35 | $PFE | PFIZER INC | Healthcare | $8.1M | 0.8% | 338K | +22% | |||
| 36 | $IBIT | iShares Bitcoin Trust ETF | Financials | $8.0M | 0.8% | 241K | +18% | |||
| 37 | $RTX | RTX Corp | Industrials | $7.9M | 0.8% | 42K | +51% | |||
| 38 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $7.7M | 0.8% | 27K | +6% | |||
| 39 | $LIN | LINDE PLC | Materials | $7.7M | 0.8% | 15K | +19% | |||
| 40 | $QCOM | QUALCOMM INC/DE | Technology | $7.5M | 0.8% | 41K | -19% | |||
| 41 | $DE | DEERE & CO | Industrials | $7.5M | 0.8% | 12K | +11% | |||
| 42 | $NTAP | NetApp, Inc. | Technology | $7.4M | 0.8% | 48K | -6% | |||
| 43 | — | FIDELITY COVINGTON TRUST - MSCI HLTH CARE I | — | $7.4M | 0.8% | 96K | +2% | |||
| 44 | $L | LOEWS CORP | Financials | $7.4M | 0.8% | 65K | +45% | |||
| 45 | $KR | KROGER CO | Consumer Staples | $7.2M | 0.8% | 130K | +58% | |||
| 46 | $HIG | HARTFORD INSURANCE GROUP, INC. | Financials | $7.1M | 0.7% | 54K | +12% | |||
| 47 | $CLX | CLOROX CO /DE/ | Consumer Staples | $6.9M | 0.7% | 73K | +19% | |||
| 48 | $GRMN | GARMIN LTD | Technology | $6.7M | 0.7% | 28K | +11% | |||
| 49 | $CPB | CAMPBELL'S Co | Consumer Staples | $6.6M | 0.7% | 297K | +9% | |||
| 50 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $6.4M | 0.7% | 24K | +7% | |||
| 51 | $OUNZ | VanEck Merk Gold ETF | Financials | $6.4M | 0.7% | 165K | -0.6% | |||
| 52 | $ORCL | ORACLE CORP | Technology | $6.3M | 0.7% | 43K | -18% | |||
| 53 | $V | VISA INC. | Financials | $6.2M | 0.7% | 18K | +25% | |||
| 54 | $EVRG | Evergy, Inc. | Utilities | $6.0M | 0.6% | 69K | +19% | |||
| 55 | $RSG | REPUBLIC SERVICES, INC. | Utilities | $5.9M | 0.6% | 27K | +6% | |||
| 56 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $5.8M | 0.6% | 22K | +8% | |||
| 57 | $GEN | Gen Digital Inc. | Technology | $5.6M | 0.6% | 226K | -4% | |||
| 58 | — | ISHARES TR - NATIONAL MUN ETF | — | $5.3M | 0.6% | 49K | -3% | |||
| 59 | $NVDA | NVIDIA CORP | Technology | $5.3M | 0.6% | 26K | +19% | |||
| 60 | $AMZN | AMAZON COM INC | Consumer Discretionary | $5.2M | 0.6% | 22K | +6% | |||
| 61 | $AMCR | Amcor plc | Consumer Discretionary | $5.2M | 0.6% | 120K | +24% | |||
| 62 | $HPQ | HP INC | Technology | $5.1M | 0.5% | 234K | -6% | |||
| 63 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $5.0M | 0.5% | 57K | -4% | |||
| 64 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $4.8M | 0.5% | 190K | -7% | |||
| 65 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $4.8M | 0.5% | 32K | +35% | |||
| 66 | $MDT | Medtronic plc | Healthcare | $4.4M | 0.5% | 56K | +11% | |||
| 67 | $GLD | SPDR GOLD TRUST | Financials | $4.2M | 0.4% | 11K | -65% | |||
| 68 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $4.2M | 0.4% | 19K | +6% | |||
| 69 | $VRSN | VERISIGN INC/CA | Technology | $4.1M | 0.4% | 16K | +48% | |||
| 70 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $4.0M | 0.4% | 12K | +30% | |||
| 71 | $ABT | ABBOTT LABORATORIES | Healthcare | $4.0M | 0.4% | 44K | +8% | |||
| 72 | $PNR | PENTAIR plc | Industrials | $3.9M | 0.4% | 50K | +9% | |||
| 73 | $OTIS | Otis Worldwide Corp | Industrials | $3.8M | 0.4% | 53K | +4% | |||
| 74 | — | FIDELITY COVINGTON TRUST - CONSMR STAPLES | — | $3.7M | 0.4% | 70K | +3% | |||
| 75 | $IVZ | Invesco Ltd. | Financials | $3.6M | 0.4% | 225K | +11% | |||
| 76 | $GOOGL | Alphabet Inc. | Technology | $3.5M | 0.4% | 9,813 | +10% | |||
| 77 | — | ISHARES TR - RUSSELL 2000 ETF | — | $3.5M | 0.4% | 12K | -14% | |||
| 78 | $MU | MICRON TECHNOLOGY INC | Technology | $3.4M | 0.4% | 2,958 | +4% | |||
| 79 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $3.2M | 0.3% | 4,426 | -11% | |||
| 80 | — | ISHARES TR - 7-10 YR TRSY BD | — | $2.8M | 0.3% | 30K | +14% | |||
| 81 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $2.8M | 0.3% | 12K | -44% | |||
| 82 | $HONA | Honeywell Aerospace Inc. | Industrials | $2.8M | 0.3% | 12K | New | |||
| 83 | — | FIDELITY COVINGTON TRUST - MSCI CONSM DIS | — | $2.6M | 0.3% | 25K | +4% | |||
| 84 | — | ISHARES INC - MSCI JAPAN ETF | — | $2.6M | 0.3% | 28K | -12% | |||
| 85 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.6M | 0.3% | 3,736 | +19% | |||
| 86 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | — | $2.4M | 0.3% | 42K | +2% | |||
| 87 | — | SCHWAB STRATEGIC TR - SHT TM US TRES | — | $2.4M | 0.3% | 99K | -8% | |||
| 88 | $AVGO | Broadcom Inc. | Technology | $2.4M | 0.3% | 6,239 | +57% | |||
| 89 | — | FIDELITY COVINGTON TRUST - MSCI FINLS IDX | — | $2.3M | 0.2% | 30K | +4% | |||
| 90 | $GEV | GE Vernova Inc. | Industrials | $2.3M | 0.2% | 1,951 | +21% | |||
| 91 | — | FIDELITY COVINGTON TRUST - MSCI MATLS INDEX | — | $2.3M | 0.2% | 39K | +1% | |||
| 92 | $LLY | ELI LILLY & Co | Healthcare | $2.3M | 0.2% | 1,903 | +0.3% | |||
| 93 | $GSG | iShares S&P GSCI Commodity-Indexed Trust | Financials | $2.3M | 0.2% | 80K | -76% | |||
| 94 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $2.2M | 0.2% | 3,854 | +12% | |||
| 95 | $TSLA | Tesla, Inc. | Consumer Discretionary | $2.2M | 0.2% | 5,225 | +6% | |||
| 96 | $WMT | Walmart Inc. | Consumer Staples | $2.2M | 0.2% | 19K | +8% | |||
| 97 | $KLAC | KLA CORP | Technology | $2.1M | 0.2% | 6,955 | +821% | |||
| 98 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | — | $2.0M | 0.2% | 29K | +23% | |||
| 99 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.9M | 0.2% | 14K | +26% | |||
| 100 | $CTVA | Corteva, Inc. | Consumer Staples | $1.9M | 0.2% | 22K | +25% | |||
| 101 | $META | Meta Platforms, Inc. | Technology | $1.9M | 0.2% | 3,296 | +20% | |||
| 102 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $1.8M | 0.2% | 15K | -4% | |||
| 103 | — | VANGUARD INDEX FDS - VALUE ETF | — | $1.8M | 0.2% | 8,311 | -3% | |||
| 104 | — | ISHARES TR - S&P 500 GRWT ETF | — | $1.8M | 0.2% | 13K | +8% | |||
| 105 | $MSI | Motorola Solutions, Inc. | Technology | $1.7M | 0.2% | 4,165 | -30% | |||
| 106 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | — | $1.7M | 0.2% | 38K | — | |||
| 107 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $1.7M | 0.2% | 19K | +515% | |||
| 108 | $NFLX | NETFLIX INC | Communication Services | $1.6M | 0.2% | 23K | +45% | |||
| 109 | $VRTX | VERTEX PHARMACEUTICALS INC / MA | Healthcare | $1.6M | 0.2% | 3,242 | +7% | |||
| 110 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $1.6M | 0.2% | 2,067 | -1% | |||
| 111 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $1.5M | 0.2% | 22K | +168% | |||
| 112 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | — | $1.4M | 0.1% | 47K | -10% | |||
| 113 | $INCY | INCYTE CORP | Healthcare | $1.4M | 0.1% | 12K | +23% | |||
| 114 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $1.4M | 0.1% | 27K | -5% | |||
| 115 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $1.4M | 0.1% | 23K | -26% | |||
| 116 | $KO | COCA COLA CO | Consumer Staples | $1.3M | 0.1% | 17K | +23% | |||
| 117 | $WDC | WESTERN DIGITAL CORP | Technology | $1.3M | 0.1% | 2,069 | New | |||
| 118 | $EA | ELECTRONIC ARTS INC. | Technology | $1.3M | 0.1% | 6,417 | +26% | |||
| 119 | $AXP | AMERICAN EXPRESS CO | Financials | $1.3M | 0.1% | 3,822 | +6% | |||
| 120 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $1.3M | 0.1% | 14K | -14% | |||
| 121 | $JPM | JPMORGAN CHASE & CO | Financials | $1.3M | 0.1% | 3,864 | +5% | |||
| 122 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $1.2M | 0.1% | 3,107 | +8% | |||
| 123 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.2M | 0.1% | 3,482 | +5% | |||
| 124 | — | ISHARES TR - S&P 500 VAL ETF | — | $1.2M | 0.1% | 5,404 | -7% | |||
| 125 | $BA | BOEING CO | Industrials | $1.2M | 0.1% | 5,640 | +15% | |||
| 126 | — | ISHARES TR - CORE UNIVRSL USD | — | $1.2M | 0.1% | 26K | +29% | |||
| 127 | $VTRS | Viatris Inc | Healthcare | $1.2M | 0.1% | 76K | -66% | |||
| 128 | $UBER | Uber Technologies, Inc | Technology | $1.2M | 0.1% | 17K | +13% | |||
| 129 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $1.2M | 0.1% | 8,039 | +17% | |||
| 130 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $1.1M | 0.1% | 2,228 | +32% | |||
| 131 | — | ISHARES TR - EAFE GRWTH ETF | — | $1.1M | 0.1% | 8,728 | +6% | |||
| 132 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $1.1M | 0.1% | 21K | +2% | |||
| 133 | $PEP | PEPSICO INC | Consumer Staples | $1.1M | 0.1% | 7,928 | +24% | |||
| 134 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.0M | 0.1% | 15K | -17% | |||
| 135 | $GE | GENERAL ELECTRIC CO | Industrials | $1.0M | 0.1% | 2,725 | +7% | |||
| 136 | $HWM | Howmet Aerospace Inc. | Materials | $1.0M | 0.1% | 3,771 | +16% | |||
| 137 | $AXON | AXON ENTERPRISE, INC. | Industrials | $978K | 0.1% | 1,744 | +42% | |||
| 138 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $939K | 0.1% | 12K | +382% | |||
| 139 | $SNDK | Sandisk Corp | Technology | $937K | 0.1% | 412 | New | |||
| 140 | — | ISHARES TR - EAFE VALUE ETF | — | $929K | 0.1% | 12K | -33% | |||
| 141 | $TXN | TEXAS INSTRUMENTS INC | Technology | $928K | 0.1% | 3,114 | +0.8% | |||
| 142 | $TER | TERADYNE, INC | Technology | $927K | 0.1% | 1,915 | -0.4% | |||
| 143 | $APP | AppLovin Corp | Technology | $907K | 0.1% | 1,761 | -16% | |||
| 144 | — | ISHARES INC - CORE MSCI EMKT | — | $878K | 0.1% | 11K | -34% | |||
| 145 | $HOOD | Robinhood Markets, Inc. | Financials | $869K | 0.1% | 8,663 | -1% | |||
| 146 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $867K | 0.1% | 35K | +31% | |||
| 147 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $862K | 0.1% | 29K | +23% | |||
| 148 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $862K | 0.1% | 9,399 | +29% | |||
| 149 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $854K | 0.1% | 913 | -2% | |||
| 150 | $DLTR | DOLLAR TREE, INC. | Consumer Staples | $832K | 0.1% | 6,878 | +0.9% |
What changed in Q2 2026
Against the previous quarter's 13F: 51 new, 149 added to, 125 trimmed, 12 sold out. Share-count changes; largest moves by dollar size first.
New positions (51)
$HONAHoneywell Aerospace Inc.$2.8M
first bought this quarter
$WDCWESTERN DIGITAL CORP$1.3M
first bought this quarter
$SNDKSandisk Corp$937K
first bought this quarter
- INNOVATOR ETFS TRUST - US EQTY PWR BUF$818K
first bought this quarter
$CAHCARDINAL HEALTH INC$757K
first bought this quarter
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$651K
first bought this quarter
+45 more in the Excel export
Added to (149)
now $11.4M · held 8 qtrs
- EA SERIES TRUST - ALPHA ARCH 1-3+188%
now $12.3M
- ISHARES TR - MSCI EMG MKT ETF+171%
now $9.6M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+7%
now $63.0M
now $12.3M · held 3 qtrs, 3 adds in a row
now $12.8M · held 10+ qtrs, 2 adds in a row
+143 more in the Excel export
Trimmed (125)
$GLDSPDR GOLD TRUST-65%
now $4.2M · held 8 qtrs
$GSGiShares S&P GSCI Commodity-Indexed Trust-76%
now $2.3M · held 2 qtrs
- VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF-92%
now $255K
now $26.4M · held 7 qtrs
$VTRSViatris Inc-66%
now $1.2M · held 7 qtrs, 2 trims in a row
$HONHONEYWELL INTERNATIONAL INC-44%
now $2.8M · held 4 qtrs
+119 more in the Excel export
Holdings by quarter
Every 13F Lifeworks Advisors, LLC has filed, 18 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Lifeworks Advisors's top 20 holdings: 69/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-10.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 36% over the last 4
Top 10 weight
27%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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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 an AI quality ranking built from its SEC filings (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.