§ 13F · FUND PROFILE
Lifestyle Asset Management, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $214.2T (13F)Positions · 124Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$12.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 63K | $42.7T | 13.9% | +12% |
| 2 | AGG | ISHARES TR | 166K | $16.6T | 5.4% | +38% |
| 3 | IBND | SPDR SERIES TRUST | 484K | $15.6T | 5.1% | +6% |
| 4 | CWB | SPDR SERIES TRUST | 141K | $12.6T | 4.1% | +12% |
| 5 | BUFR | FIRST TR EXCHNG TRADED FD VI | 324K | $11.1T | 3.6% | +1% |
| 6 | SPMO | INVESCO EXCH TRADED FD TR II | 90K | $10.7T | 3.5% | −2% |
| 7 | SPDW | SPDR INDEX SHS FDS | 239K | $10.6T | 3.4% | +21% |
| 8 | XOM | EXXON MOBIL CORP | 64K | $7.7T | 2.5% | +1% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 38K | $7.2T | 2.3% | −1% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 76K | $6.3T | 2.0% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFESTYLE SIGNAL
AC read
Lifestyle Asset Management, Inc. is a Other fund managing $214228.0 trillion in assets. The fund runs a portfolio of 124 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed