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CIK: 0001882132
Total reported value
$955.0M
$955.0M
326 檔
13.9%
As reported in its official Q4 2025 Form 13F filing, Lifeworks Advisors, LLC's tracked investment portfolio stood at $955.0M with 326 total positions.
Lifeworks Advisors, LLC executed strategic sector rebalancing during Q4 2025, establishing 25 new positions while fully exiting 24 holdings and trimming 67 positions.
Showing top 200 holdings (of 326 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.56% | -0.23% | +10.18% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.32% | -0.52% | +6.23% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.64% | -0.38% | +6.00% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.40% | -0.52% | +3.47% | |
| 5 | MBB | Ishares Mbs ETF | ETF-Other | 2.32% | -0.36% | +4.28% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.25% | -0.23% | +10.14% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.98% | -0.03% | +2.29% | |
| 8 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.51% | +0.17% | -27.80% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.36% | -1.37% | -4.55% | |
| 10 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.28% | +1.30% | -8.91% | |
| 11 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.20% | -0.06% | +77.28% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.03% | -5.00% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.22% | -11.82% | |
| 14 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.12% | -0.10% | -10.94% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.04% | -15.50% | |
| 16 | VTRS | Viatris Inc | Stock-Healthcare | 1.09% | -0.26% | +14.09% | |
| 17 | PCAR | Paccar Inc | Stock-Industrials | 1.07% | -0.10% | +13.67% | |
| 18 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.07% | -0.17% | +3.11% | |
| 19 | FHLC | Fidelity Msci Health Care | ETF-Other | 1.06% | -0.07% | -10.14% | |
| 20 | MO | Altria Group Inc | Stock-Consumer Staples | 1.05% | — | +20.56% | |
| 21 | JBL | Jabil Inc | Stock-Tech | 1.04% | +0.19% | +53.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.13% | +6.95% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.00% | +0.20% | +1.72% | |
| 24 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 1.00% | -0.29% | -7.42% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.05% | -24.36% | |
| 26 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.96% | -0.05% | -22.91% | |
| 27 | IBM | Intl Business Machines CORP | Stock-Tech | 0.95% | — | -19.72% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | +0.39% | — | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.94% | -0.04% | +0.39% | |
| 30 | PFE | Pfizer Inc | Stock-Healthcare | 0.93% | -0.15% | -10.64% | |
| 31 | DELL | Dell Technologies -c | Stock-Tech | 0.89% | +1.36% | +5.92% | |
| 32 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.85% | -0.09% | +8.95% | |
| 33 | GDDY | Godaddy Inc - Class A | Stock-Tech | 0.83% | -0.21% | +36.77% | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.79% | +0.29% | -12.56% | |
| 35 | CMI | Cummins Inc | Stock-Industrials | 0.79% | +0.10% | -7.44% | |
| 36 | SO | Southern Co/the | Stock-Utilities | 0.78% | -0.09% | +35.26% | |
| 37 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.77% | +0.35% | +15.19% | |
| 38 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.76% | +0.09% | +21.99% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.76% | -0.33% | -4.18% | |
| 40 | RSG | Republic Services Inc | Stock-Industrials | 0.76% | -0.12% | -13.05% | |
| 41 | DE | Deere & Co | Stock-Industrials | 0.73% | +0.02% | +19.18% | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.72% | -0.06% | +18.23% | |
| 43 | GEN | Gen Digital Inc | Stock-Tech | 0.71% | +0.02% | -0.29% | |
| 44 | WAB | Wabtec CORP | Stock-Industrials | 0.71% | -0.04% | +27.06% | |
| 45 | CLX | Clorox Company | Stock-Consumer Staples | 0.70% | -0.08% | +16.64% | |
| 46 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.69% | -0.16% | +0.05% | |
| 47 | GLW | Corning Inc | Stock-Tech | 0.68% | +0.72% | -25.36% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-Other | 0.67% | -0.13% | +4.15% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.06% | -0.11% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.63% | -0.35% | +168.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.7% | +10.18% | Add |
| 2 | FIDU | Fidelity Msci Indust Indx | +0.5% | +77.28% | Add |
| 3 | HON | Honeywell International Inc | +0.5% | +1392.37% | Add |
| 4 | PNR | Pentair plc | +0.4% | +412.52% | Add |
| 5 | ADP | Automatic Data Processing | +0.4% | +1087.77% | Add |
| 6 | VGK | Vanguard Ftse Europe ETF | +0.4% | +168.92% | Add |
| 7 | JBL | Jabil Inc | +0.4% | +53.08% | Add |
| 8 | VTRS | Viatris Inc | +0.3% | +14.09% | Add |
| 9 | ETN | Eaton Corporation plc | +0.3% | +337.16% | Add |
| 10 | IAU | Ishares Gold Trust | +0.3% | +3.47% | Add |
| 11 | PCAR | Paccar Inc | +0.2% | +13.67% | Add |
| 12 | LYB | LyondellBasell Industries N.V. | +0.2% | +71.12% | Add |
| 13 | WAB | Wabtec CORP | +0.2% | +27.06% | Add |
| 14 | GDDY | Godaddy Inc - Class A | +0.1% | +36.77% | Add |
| 15 | SO | Southern Co/the | +0.1% | +35.26% | Add |
| 16 | DE | Deere & Co | +0.1% | +19.18% | Add |
| 17 | CARR | Carrier Global CORP | +0.1% | +46.20% | Add |
| 18 | VV | Vanguard Large-cap ETF | +0.1% | +31.71% | Add |
| 19 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +10.14% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +1.72% | Add |
| 21 | CTVA | Corteva Inc | +0.1% | +168.20% | Add |
| 22 | GOVT | Ishares US Treasury Bond ETF | +0.1% | +6.23% | Add |
| 23 | EBAY | Ebay Inc | +0.1% | +21.99% | Add |
| 24 | NVDA | Nvidia CORP | +0.1% | +22.98% | Add |
| 25 | CMI | Cummins Inc | +0.1% | -7.44% | Trim |
| 26 | IVV | Ishares Core S&p 500 ETF | +0.1% | +6.95% | Add |
| 27 | HPE | Hewlett Packard Enterprise | +0.1% | +15.19% | Add |
| 28 | ITW | Illinois Tool Works | +0.1% | +18.23% | Add |
| 29 | AMZN | Amazon.com Inc | +0.1% | +7.26% | Add |
| 30 | WMT | Walmart Inc | +0.1% | +16.18% | Add |
| 31 | ISRG | Intuitive Surgical Inc | +0.1% | +15.26% | Add |
| 32 | IVE | Ishares S&p 500 Value ETF | +0.1% | +50.49% | Add |
| 33 | MU | Micron Technology Inc | +0.1% | -15.54% | Trim |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | +6.00% | Add |
| 35 | GLD | Spdr Gold Shares | +0.1% | -4.55% | Trim |
| 36 | IEMG | Ishares Core Msci Emerging | +0.1% | +47.96% | Add |
| 37 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.44% | Add |
| 38 | LLY | Eli Lilly & Co | +0.1% | -13.88% | Trim |
| 39 | MBB | Ishares Mbs ETF | 0% | +4.28% | Add |
| 40 | STX | Seagate Technology Holdings plc | 0% | -8.91% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | +8.86% | Add |
| 42 | CGGR | Cap Group Growth Equity | 0% | +28.09% | Add |
| 43 | FNCL | Fidelity Msci Financial Indx | 0% | +16.92% | Add |
| 44 | FMAT | Fidelity Msci Materials Indx | 0% | +14.33% | Add |
| 45 | FICO | Fair Isaac CORP | 0% | +21.68% | Add |
| 46 | MO | Altria Group Inc | 0% | +20.56% | Add |
| 47 | PG | Procter & Gamble Co/the | 0% | +56.76% | Add |
| 48 | UBER | Uber Technologies Inc | 0% | +64.82% | Add |
| 49 | VO | Vanguard Mid-cap ETF | 0% | +36.39% | Add |
| 50 | DLTR | Dollar Tree Inc | 0% | +2.09% | Add |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 326 disclosed positions in Q4 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 13.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SPY
市值: $7.3M
Top Position Liquidated / Trimmed
SPY
前期市值: $5.2M
During Q4 2025, Lifeworks Advisors, LLC's top holdings by market value included SPDW (6.6%)、GOVT (3.3%)、LQD (2.6%). The largest single position, SPDW, represented 6.6% of total portfolio value.
In Q4 2025, Lifeworks Advisors, LLC made 199 total portfolio adjustments, initiating 25 new buys, adding to 83 positions, trimming 67 holdings, and fully liquidating 24 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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