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CIK: 0001882132
Total reported value
$955.0M
$955.0M
312 檔
11.5%
As reported in its official Q2 2025 Form 13F filing, Lifeworks Advisors, LLC's tracked investment portfolio stood at $955.0M with 312 total positions.
During Q2 2025, Lifeworks Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 312 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.45% | -0.23% | +10.34% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.42% | -0.52% | +6.00% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.75% | -0.38% | +0.30% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 2.40% | -0.36% | +5.65% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.31% | -0.23% | +8.90% | |
| 6 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.22% | -0.03% | +5.17% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.99% | +0.17% | +39.59% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 1.81% | -0.52% | -4.18% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | +0.22% | -1.90% | |
| 10 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 1.56% | +0.74% | +212.83% | |
| 11 | IBM | Intl Business Machines CORP | Stock-Tech | 1.41% | — | -10.90% | |
| 12 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.38% | -0.05% | -2.29% | |
| 13 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.37% | -0.07% | -15.24% | |
| 14 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.34% | -0.17% | +3.53% | |
| 15 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.33% | -0.10% | +0.07% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.28% | +0.04% | +3.51% | |
| 17 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.24% | -0.05% | +26.32% | |
| 18 | RSG | Republic Services Inc | Stock-Industrials | 1.24% | -0.12% | -4.40% | |
| 19 | SO | Southern Co/the | Stock-Utilities | 1.19% | -0.09% | +1.87% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.17% | -0.15% | +25.84% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.07% | +0.02% | -3.06% | |
| 22 | CPB | THE Campbell's Company | Stock-Consumer Staples | 1.03% | -0.09% | +6.64% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.03% | +0.20% | +0.92% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 1.02% | -1.37% | +22.46% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.00% | +0.13% | -9.44% | |
| 26 | JNP | Juniper Networks Inc | Stock-Other | 0.99% | — | +10.02% | |
| 27 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.97% | -0.29% | -21.17% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.96% | -0.33% | -6.12% | |
| 29 | AAPL | Apple Inc | Stock-Tech | 0.95% | -0.03% | +6.75% | |
| 30 | GEN | Gen Digital Inc | Stock-Tech | 0.94% | +0.02% | — | |
| 31 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.90% | -0.21% | +30.85% | |
| 32 | PCAR | Paccar Inc | Stock-Industrials | 0.85% | -0.10% | +20.23% | |
| 33 | DELL | Dell Technologies -c | Stock-Tech | 0.82% | +1.36% | +52.94% | |
| 34 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.79% | -0.16% | -1.32% | |
| 35 | AMCR | Amcor plc | Stock-Consumer Disc | 0.79% | — | -3.88% | |
| 36 | CLX | Clorox Company | Stock-Consumer Staples | 0.79% | -0.08% | +1167.02% | |
| 37 | GRMN | Garmin Ltd. | Stock-Tech | 0.76% | -0.05% | +4.99% | |
| 38 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.74% | -0.35% | +117.52% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-Other | 0.73% | -0.13% | +21.78% | |
| 40 | MSI | Motorola Solutions Inc | Stock-Tech | 0.72% | -0.15% | +6.28% | |
| 41 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.72% | -0.11% | -13.66% | |
| 42 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.70% | -0.03% | -49.45% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.70% | -0.06% | -0.76% | |
| 44 | FFIV | F5 Inc | Stock-Tech | 0.70% | +0.21% | +411.43% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.29% | +8.69% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.66% | -0.13% | +13.03% | |
| 47 | VTRS | Viatris Inc | Stock-Healthcare | 0.66% | -0.26% | +39.24% | |
| 48 | ITW | Illinois Tool Works | Stock-Industrials | 0.66% | -0.06% | -1.36% | |
| 49 | STX | Seagate Technology Holdings plc | Stock-Tech | 0.66% | +1.30% | +22.18% | |
| 50 | CMI | Cummins Inc | Stock-Industrials | 0.62% | +0.10% | +2.08% |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 312 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPDW, GOVT, LQD) accounted for 11.5% of total reported equity market value during Q2 2025.
During Q2 2025, Lifeworks Advisors, LLC's top holdings by market value included SPDW (5.5%)、GOVT (3.4%)、LQD (2.8%). The largest single position, SPDW, represented 5.5% of total portfolio value.
In Q2 2025, Lifeworks Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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