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CIK: 0001882132
Total reported value
$955.0M
$955.0M
297 檔
14.2%
According to the latest 13F quarterly dataset, Lifeworks Advisors, LLC managed an equity portfolio of $955.0M at the end of Q1 2026, spanning 297 distinct U.S. exchange-listed positions.
In Q1 2026, Lifeworks Advisors, LLC adopted a defensive or profit-taking posture, trimming 63 positions and completely liquidating 56 holdings to manage risk exposure.
Showing top 200 holdings (of 297 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.82% | -0.23% | +2.03% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.35% | -0.52% | +2.11% | |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.61% | -0.38% | +0.95% | |
| 4 | IAU | Ishares Gold Trust | ETF-Commodities | 2.36% | -0.52% | -8.67% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.28% | -0.23% | +3.10% | |
| 6 | MBB | Ishares Mbs ETF | ETF-Other | 2.27% | -0.36% | -0.89% | |
| 7 | VTIP | Vanguard Short-term Tips | ETF-Other | 1.98% | -0.03% | -0.10% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.81% | -1.37% | +23.88% | |
| 9 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.52% | +0.17% | +9.79% | |
| 10 | DELL | Dell Technologies -c | Stock-Tech | 1.41% | +1.36% | +21.97% | |
| 11 | GSG | Ishares S&p Gsci Commodity I | ETF-Commodities | 1.40% | -1.16% | — | |
| 12 | STX | Seagate Technology Holdings plc | Stock-Tech | 1.39% | +1.30% | -22.97% | |
| 13 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.33% | -0.10% | +4.93% | |
| 14 | FIDU | Fidelity Msci Indust Indx | ETF-Other | 1.25% | -0.06% | +0.34% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.19% | -0.03% | +8.73% | |
| 16 | MO | Altria Group Inc | Stock-Consumer Staples | 1.17% | — | -1.90% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.16% | -0.05% | +1.43% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.12% | +0.22% | +27.24% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | +0.04% | +6.54% | |
| 20 | JBL | Jabil Inc | Stock-Tech | 1.10% | +0.19% | -8.41% | |
| 21 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.04% | -0.05% | -4.28% | |
| 22 | PCAR | Paccar Inc | Stock-Industrials | 1.03% | -0.10% | -8.13% | |
| 23 | SO | Southern Co/the | Stock-Utilities | 1.02% | -0.09% | +19.86% | |
| 24 | GLW | Corning Inc | Stock-Tech | 1.02% | +0.72% | -3.29% | |
| 25 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 1.01% | -0.17% | +23.04% | |
| 26 | PFE | Pfizer Inc | Stock-Healthcare | 1.00% | -0.15% | -3.76% | |
| 27 | ORCL | Oracle CORP | Stock-Tech | 0.99% | -0.33% | +72.61% | |
| 28 | OUNZ | Vaneck Merk Gold ETF | ETF-Commodities | 0.96% | -0.29% | -10.45% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.96% | +0.20% | -3.77% | |
| 30 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.95% | +0.35% | +25.29% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.90% | +0.39% | +1.34% | |
| 32 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.90% | +0.09% | +13.53% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.29% | -11.28% | |
| 34 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.84% | -0.07% | -15.61% | |
| 35 | HIG | Hartford Insurance Group Inc | Stock-Financials | 0.83% | -0.09% | +40.45% | |
| 36 | QCOM | Qualcomm Inc | Stock-Tech | 0.83% | -0.04% | +18.42% | |
| 37 | CLX | Clorox Company | Stock-Consumer Staples | 0.81% | -0.08% | +13.93% | |
| 38 | CMI | Cummins Inc | Stock-Industrials | 0.81% | +0.10% | -1.03% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.80% | — | +4.00% | |
| 40 | LIN | Linde plc | Stock-Materials | 0.79% | +0.01% | +10.26% | |
| 41 | KEYS | Keysight Technologies In | Stock-Tech | 0.79% | +0.08% | -3.43% | |
| 42 | CPB | THE Campbell's Company | Stock-Consumer Staples | 0.78% | -0.09% | +15.79% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.77% | +0.02% | -11.82% | |
| 44 | KR | Kroger Co | Stock-Consumer Staples | 0.76% | — | +526.11% | |
| 45 | GRMN | Garmin Ltd. | Stock-Tech | 0.76% | -0.05% | +16.67% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | +0.13% | -22.47% | |
| 47 | FFIV | F5 Inc | Stock-Tech | 0.73% | +0.21% | +32.37% | |
| 48 | RSG | Republic Services Inc | Stock-Industrials | 0.73% | -0.12% | -6.10% | |
| 49 | WAB | Wabtec CORP | Stock-Industrials | 0.71% | -0.04% | -12.87% | |
| 50 | MUB | Ishares National Muni Bond E | ETF-Other | 0.69% | -0.13% | +5.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KR | Kroger Co | +0.7% | +526.11% | Add |
| 2 | DELL | Dell Technologies -c | +0.5% | +21.97% | Add |
| 3 | RTX | Rtx CORP | +0.5% | +257.79% | Add |
| 4 | GLD | Spdr Gold Shares | +0.5% | +23.88% | Add |
| 5 | TJX | Tjx Companies Inc | +0.4% | +400.99% | Add |
| 6 | V | Visa Inc-class A Shares | +0.4% | +294.04% | Add |
| 7 | GLW | Corning Inc | +0.3% | -3.29% | Trim |
| 8 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.3% | +2.03% | Add |
| 9 | SO | Southern Co/the | +0.2% | +19.86% | Add |
| 10 | FFIV | F5 Inc | +0.2% | +32.37% | Add |
| 11 | ORCL | Oracle CORP | +0.2% | +72.61% | Add |
| 12 | HIG | Hartford Insurance Group Inc | +0.2% | +40.45% | Add |
| 13 | GILD | Gilead Sciences Inc | +0.2% | +4.93% | Add |
| 14 | KEYS | Keysight Technologies In | +0.2% | -3.43% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.2% | +1.43% | Add |
| 16 | GRMN | Garmin Ltd. | +0.2% | +16.67% | Add |
| 17 | HPE | Hewlett Packard Enterprise | +0.2% | +25.29% | Add |
| 18 | LIN | Linde plc | +0.2% | +10.26% | Add |
| 19 | EBAY | Ebay Inc | +0.1% | +13.53% | Add |
| 20 | HPQ | Hp Inc | +0.1% | +50.15% | Add |
| 21 | HON | Honeywell International Inc | +0.1% | +9.85% | Add |
| 22 | MO | Altria Group Inc | +0.1% | -1.90% | Trim |
| 23 | STX | Seagate Technology Holdings plc | +0.1% | -22.97% | Trim |
| 24 | CLX | Clorox Company | +0.1% | +13.93% | Add |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +62.55% | Add |
| 26 | NTAP | Netapp Inc | +0.1% | +24.43% | Add |
| 27 | EVRG | Evergy Inc | +0.1% | +7.79% | Add |
| 28 | PDBC | Invesco Optimum Yield Divers | +0.1% | -0.46% | Trim |
| 29 | EEM | Ishares Msci Emerging Market | +0.1% | +30.45% | Add |
| 30 | EWJ | Ishares Msci Japan ETF | +0.1% | +34.51% | Add |
| 31 | MRK | Merck & Co. Inc. | +0.1% | -4.28% | Trim |
| 32 | AMAT | Applied Materials Inc | +0.1% | +18.83% | Add |
| 33 | PFE | Pfizer Inc | +0.1% | -3.76% | Trim |
| 34 | CAT | Caterpillar Inc | +0.1% | -11.28% | Trim |
| 35 | XOM | Exxon Mobil CORP | +0.1% | +2.04% | Add |
| 36 | ABT | Abbott Laboratories | +0.1% | +41.26% | Add |
| 37 | IWM | Ishares Russell 2000 ETF | +0.1% | +19.47% | Add |
| 38 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | +156.81% | Add |
| 39 | NFLX | Netflix Inc | +0.1% | +50.14% | Add |
| 40 | JBL | Jabil Inc | +0.1% | -8.41% | Trim |
| 41 | BA | Boeing Co/the | +0.1% | +139.93% | Add |
| 42 | XEL | Xcel Energy Inc | +0.1% | +109.69% | Add |
| 43 | FIDU | Fidelity Msci Indust Indx | +0.1% | +0.34% | Add |
| 44 | DE | Deere & Co | 0% | -11.82% | Trim |
| 45 | FUTY | Fidelity Msci US Utilities | 0% | +7.31% | Add |
| 46 | GEV | GE Vernova Inc | 0% | -4.00% | Trim |
| 47 | CF | Cf Industries Holdings Inc | 0% | -4.86% | Trim |
| 48 | BNDX | Vanguard Total Intl Bond ETF | 0% | +3.10% | Add |
| 49 | GOVT | Ishares US Treasury Bond ETF | 0% | +2.11% | Add |
| 50 | CTVA | Corteva Inc | 0% | -2.37% | Trim |
According to official SEC Form 13F filings, Lifeworks Advisors, LLC reported a total U.S. public equity portfolio value of $955.0M across 297 disclosed positions in Q1 2026.
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 14.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
GSG
市值: $10.9M
Top Position Liquidated / Trimmed
AMCR
前期市值: $4.8M
During Q1 2026, Lifeworks Advisors, LLC's top holdings by market value included SPDW (6.8%)、GOVT (3.4%)、LQD (2.6%). The largest single position, SPDW, represented 6.8% of total portfolio value.
In Q1 2026, Lifeworks Advisors, LLC made 200 total portfolio adjustments, initiating 27 new buys, adding to 54 positions, trimming 63 holdings, and fully liquidating 56 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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