§ 13F · FUND PROFILE
Lifeworks Advisors, LLC.
AUM · $955M (13F)Positions · 337Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 1.25M | $63M | 6.6% | +7% |
| 2 | GOVT | ISHARES TR | 1.18M | $27M | 2.8% | +4% |
| 3 | DELL | DELL TECHNOLOGIES INC | 61K | $26M | 2.8% | −9% |
| 4 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 27K | $26M | 2.7% | −4% |
| 5 | LQD | ISHARES TR | 195K | $21M | 2.2% | +5% |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 404K | $20M | 2.1% | +9% |
| 7 | VTIP | VANGUARD MALVERN FDS | 371K | $19M | 2.0% | +20% |
| 8 | MBB | ISHARES TR | 193K | $18M | 1.9% | +4% |
| 9 | IAU | ISHARES GOLD TR | 232K | $18M | 1.8% | +11% |
| 10 | GLW | CORNING INC | 65K | $17M | 1.7% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEWORKS SIGNAL
AC read
Lifeworks Advisors, LLC is a Other fund managing $955 million in assets. The fund runs a broad portfolio of 337 positions.
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