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Portfolio (Quarterly) Guide ↗

Lifeworks Advisors, LLC

· CIK 0001882132
13F Portfolio $779M AUM 297 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 115 Added 129 Reduced 56 Exited
Page 15 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TEL TE CONNECTIVITY PLC Technology 1,066.0 $223K 0.03% -20.0 -1.8% $208.98 +0.6%
282 FLTR VANECK ETF TRUST 8,582.0 $219K 0.03% NEW $25.48 +0.4%
283 LQDH ISHARES U S ETF TR 2,346.0 $217K 0.03% NEW $92.34 +1.3%
284 EMHC SPDR SERIES TRUST 8,610.0 $214K 0.03% -63.0 -0.7% $24.80 +2.3%
285 CVNA CARVANA CO Consumer Cyclical 672.0 $211K 0.03% $314.39 -76.6%
286 TOTL SSGA ACTIVE ETF TR 5,302.0 $211K 0.03% -31K -85.5% $39.73 -0.5%
287 BBY BEST BUY INC Consumer Cyclical 3,274.0 $210K 0.03% -73.0 -2.2% $64.20 +16.4%
288 NRG NRG ENERGY INC Utilities 1,418.0 $207K 0.03% $146.17 -5.9%
289 XLP SELECT SECTOR SPDR TR 2,524.0 $207K 0.03% -876.0 -25.8% $81.98 +3.0%
290 VBR VANGUARD INDEX FDS 952.0 $207K 0.03% -70.0 -6.8% $217.33 +8.4%
291 BAC BANK AMERICA CORP Financial Services 4,226.0 $206K 0.03% -418.0 -9.0% $48.74 +4.2%
292 PUT AMAZON COM INC 130.0 $206K 0.03% NEW $1582.50
293 BDX BECTON DICKINSON & CO Healthcare 1,301.0 $205K 0.03% +252.0 +24.0% $157.22 -5.6%
294 HST HOST HOTELS & RESORTS INC Real Estate 10,642.0 $204K 0.03% NEW $19.16 +21.5%
295 BLUEROCK PVT REAL ESTATE FD 11,379.0 $189K 0.02% -3K -19.1% $16.61
296 DNP DNP SELECT INCOME FD INC Financial Services 15,510.0 $160K 0.02% +296.0 +1.9% $10.30 +4.4%
297 LYG LLOYDS BANKING GROUP PLC Financial Services 24,866.0 $125K 0.02% +631.0 +2.6% $5.03 +8.1%
Page 15 of 15  ·  297 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Financial Services 18.4%
Industrials 15.4%
Healthcare 13.7%
Consumer Defensive 7.9%
Consumer Cyclical 4.3%
Utilities 3.6%
Basic Materials 2.5%
Communication Services 2.2%
Energy 0.9%