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CIK: 0001882132
Total reported value
$955.0M
$955.0M
327 檔
12.7%
The Q3 2025 SEC filing reveals that Lifeworks Advisors, LLC held a total portfolio value of $955.0M, covering 327 public equity positions.
In Q3 2025, Lifeworks Advisors, LLC displayed an active expansion posture, initiating 44 new positions and adding to 91 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 327 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 5.90% | -0.23% | +14.78% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.23% | -0.52% | +5.28% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.59% | -0.38% | +3.75% | |
| 4 | MBB | Ishares Mbs ETF | ETF-Other | 2.28% | -0.36% | +5.03% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.15% | -0.23% | +4.19% | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.14% | -0.52% | +13.45% | |
| 7 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 2.12% | +0.17% | +6.05% | |
| 8 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.04% | -0.03% | +2.25% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.45% | +0.22% | -0.95% | |
| 10 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.40% | -0.17% | +9.85% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 1.36% | +0.04% | -5.01% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | -1.37% | +24.27% | |
| 13 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.24% | +1.30% | +29.62% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.20% | -0.03% | +14.83% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.19% | -0.05% | -20.51% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.18% | -0.33% | +6.87% | |
| 17 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.17% | -0.10% | -1.30% | |
| 18 | IBM | Intl Business Machines CORP | Stock-Tech | 1.16% | — | -3.12% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.10% | -0.07% | -14.46% | |
| 20 | PFE | Pfizer Inc | Stock-Healthcare | 1.09% | -0.15% | -0.36% | |
| 21 | MO | Altria Group Inc | Stock-Consumer Staples | 1.02% | — | +1159.02% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.02% | -0.05% | -13.12% | |
| 23 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.99% | -0.29% | -2.01% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.99% | -0.07% | +504.29% | |
| 25 | DELL | Dell Technologies -c | Stock-Tech | 0.98% | +1.36% | +14.96% | |
| 26 | RSG | Republic Services Inc | Stock-Industrials | 0.97% | -0.12% | -5.61% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | +0.13% | -1.55% | |
| 28 | QCOM | Qualcomm Inc | Stock-Tech | 0.93% | -0.04% | +105.86% | |
| 29 | AMAT | Applied Materials Inc | Stock-Tech | 0.91% | +0.12% | +84.06% | |
| 30 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.91% | -0.09% | -3.87% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.90% | +0.20% | -1.40% | |
| 32 | GLW | Corning Inc | Stock-Tech | 0.88% | +0.72% | +9.43% | |
| 33 | PCAR | Paccar Inc | Stock-Industrials | 0.87% | -0.10% | +10.22% | |
| 34 | VTRS | Viatris Inc | Stock-Healthcare | 0.78% | -0.26% | +20.12% | |
| 35 | GRMN | Garmin Ltd. | Stock-Tech | 0.78% | -0.05% | -2.31% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.78% | +0.29% | +6.07% | |
| 37 | GEN | Gen Digital Inc | Stock-Tech | 0.76% | +0.02% | -5.31% | |
| 38 | CLX | Clorox Company | Stock-Consumer Staples | 0.76% | -0.08% | +4.72% | |
| 39 | MDT | Medtronic plc | Stock-Healthcare | 0.73% | -0.10% | +2053.95% | |
| 40 | MSI | Motorola Solutions Inc | Stock-Tech | 0.73% | -0.15% | +4.09% | |
| 41 | CMI | Cummins Inc | Stock-Industrials | 0.72% | +0.10% | +1.82% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.71% | -0.16% | -0.46% | |
| 43 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.71% | -0.03% | +11.61% | |
| 44 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.71% | +0.35% | +28.50% | |
| 45 | FFIV | F5 Inc | Stock-Tech | 0.70% | +0.21% | +2.44% | |
| 46 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-Large Cap & Growth | 0.69% | — | — | |
| 47 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.69% | -0.21% | +12.28% | |
| 48 | EVRG | Evergy Inc | Stock-Utilities | 0.69% | +0.02% | +466.28% | |
| 49 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 0.69% | -0.06% | +36.02% | |
| 50 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.67% | +0.09% | +8.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +1% | +14.78% | Add |
| 2 | MO | Altria Group Inc | +0.9% | +1159.02% | Add |
| 3 | STX | Seagate Technology Holdings plc | +0.9% | +29.62% | Add |
| 4 | FTEC | Fidelity Msci Info Tech Indx | +0.8% | +6.05% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.8% | +504.29% | Add |
| 6 | CLX | Clorox Company | +0.7% | +4.72% | Add |
| 7 | EVRG | Evergy Inc | +0.6% | +466.28% | Add |
| 8 | HIG | Hartford Insurance Group Inc | +0.6% | +1040.90% | Add |
| 9 | AMAT | Applied Materials Inc | +0.6% | +84.06% | Add |
| 10 | FFIV | F5 Inc | +0.6% | +2.44% | Add |
| 11 | DELL | Dell Technologies -c | +0.5% | +14.96% | Add |
| 12 | QCOM | Qualcomm Inc | +0.5% | +105.86% | Add |
| 13 | ORCL | Oracle CORP | +0.5% | +6.87% | Add |
| 14 | GLD | Spdr Gold Shares | +0.4% | +24.27% | Add |
| 15 | AMZN | Amazon.com Inc | +0.4% | +227.23% | Add |
| 16 | GLW | Corning Inc | +0.3% | +9.43% | Add |
| 17 | HPE | Hewlett Packard Enterprise | +0.3% | +28.50% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.3% | +9.85% | Add |
| 19 | JBL | Jabil Inc | +0.3% | +26.45% | Add |
| 20 | VTRS | Viatris Inc | +0.3% | +20.12% | Add |
| 21 | JEPQ | JPM Nasdaq Equity Premium | +0.3% | +12.81% | Add |
| 22 | EEM | Ishares Msci Emerging Market | +0.2% | +144.13% | Add |
| 23 | FSTA | Fidelity Msci Cons Stap Indx | +0.2% | +12.39% | Add |
| 24 | CAT | Caterpillar Inc | +0.2% | +6.07% | Add |
| 25 | FNCL | Fidelity Msci Financial Indx | +0.2% | +477.10% | Add |
| 26 | MCHP | Microchip Technology Inc | +0.2% | +5.76% | Add |
| 27 | VOO | Vanguard S&p 500 ETF | +0.2% | -2.62% | Add |
| 28 | IAU | Ishares Gold Trust | +0.2% | +13.45% | Add |
| 29 | NTAP | Netapp Inc | +0.1% | +13.11% | Add |
| 30 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +3.80% | Add |
| 31 | AAPL | Apple Inc | +0.1% | +14.83% | Add |
| 32 | TSLA | Tesla Inc | +0.1% | +42.42% | Add |
| 33 | RTX | Rtx CORP | +0.1% | +20.50% | Add |
| 34 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | -53.40% | Add |
| 35 | NXPI | NXP Semiconductors N.V. | +0.1% | +22.83% | Add |
| 36 | MSFT | Microsoft CORP | +0.1% | -0.95% | Trim |
| 37 | FIDU | Fidelity Msci Indust Indx | +0.1% | +36.02% | Add |
| 38 | EBAY | Ebay Inc | +0.1% | +8.37% | Add |
| 39 | MU | Micron Technology Inc | +0.1% | +60.27% | Add |
| 40 | CMI | Cummins Inc | +0.1% | +1.82% | Add |
| 41 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +81.45% | Add |
| 42 | VV | Vanguard Large-cap ETF | +0.1% | +25.64% | Add |
| 43 | NFLX | Netflix Inc | +0.1% | +167.76% | Add |
| 44 | XLK | Ss Technology Select Sector | +0.1% | +1.72% | Add |
| 45 | PCAR | Paccar Inc | +0.1% | +10.22% | Add |
| 46 | WAB | Wabtec CORP | +0.1% | +10.21% | Add |
| 47 | MSTR | Strategy Inc | +0.1% | -1.53% | Add |
| 48 | META | Meta Platforms Inc-class A | +0.1% | +21.63% | Add |
| 49 | AXON | Axon Enterprise Inc | +0.1% | +100.68% | Add |
| 50 | UBER | Uber Technologies Inc | +0.1% | +35.57% | Add |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 327 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPDW, GOVT, LQD) accounted for 12.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
GEN
市值: $5.7M
Top Position Liquidated / Trimmed
JNP
前期市值: $5.5M
During Q3 2025, Lifeworks Advisors, LLC's top holdings by market value included SPDW (5.9%)、GOVT (3.2%)、LQD (2.6%). The largest single position, SPDW, represented 5.9% of total portfolio value.
In Q3 2025, Lifeworks Advisors, LLC made 200 total portfolio adjustments, initiating 44 new buys, adding to 91 positions, trimming 40 holdings, and fully liquidating 25 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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