§ 13F · FUND PROFILE
Lifeworks Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $751M (13F)Positions · 327Turnover · — · Q1Filed · May 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPDW | SPDR INDEX SHS FDS | 1.16M | $53M | 6.8% | +2% |
| 2 | GOVT | ISHARES TR | 1.14M | $26M | 3.3% | +2% |
| 3 | LQD | ISHARES TR | 187K | $20M | 2.6% | +1% |
| 4 | IAU | ISHARES GOLD TR | 209K | $18M | 2.4% | −9% |
| 5 | BNDX | VANGUARD CHARLOTTE FDS | 370K | $18M | 2.3% | +3% |
| 6 | MBB | ISHARES TR | 186K | $18M | 2.3% | −1% |
| 7 | VTIP | VANGUARD MALVERN FDS | 309K | $15M | 2.0% | ±0% |
| 8 | GLD | SPDR GOLD TR | 33K | $14M | 1.8% | +24% |
| 9 | FTEC | FIDELITY COVINGTON TRUST | 57K | $12M | 1.5% | +10% |
| 10 | DELL | DELL TECHNOLOGIES INC | 67K | $11M | 1.4% | +22% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEWORKS SIGNAL
AC read
Lifeworks Advisors, LLC is a Other fund managing $751 million in assets. The fund runs a broad portfolio of 327 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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