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Portfolio (Quarterly) Guide ↗

Lifeworks Advisors, LLC

· CIK 0001882132
13F Portfolio $772M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 326 New
Page 1 of 17  ·  326 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPDW SPDR INDEX SHS FDS 1,140,637.0 $50.7M 6.56% NEW $44.41 +15.0%
2 GOVT ISHARES TR 1,114,892.0 $25.7M 3.32% NEW $23.02 -1.2%
3 LQD ISHARES TR 185,228.0 $20.4M 2.64% NEW $110.19 -0.8%
4 IAU ISHARES GOLD TR Financial Services 228,306.0 $18.5M 2.40% NEW $81.17 +4.2%
5 MBB ISHARES TR 188,077.0 $17.9M 2.32% NEW $95.22 -0.5%
6 BNDX VANGUARD CHARLOTTE FDS 359,078.0 $17.4M 2.25% NEW $48.32 -0.1%
7 VTIP VANGUARD MALVERN FDS 309,233.0 $15.3M 1.98% NEW $49.46 +1.9%
8 FTEC FIDELITY COVINGTON TRUST 51,779.0 $11.6M 1.51% NEW $224.67 +26.4%
9 GLD SPDR GOLD TR Financial Services 26,507.0 $10.5M 1.36% NEW $396.31 +4.2%
10 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 36,008.0 $9.9M 1.28% NEW $275.39 +219.8%
11 FIDU FIDELITY COVINGTON TRUST 111,918.0 $9.2M 1.20% NEW $82.48 +14.7%
12 AAPL APPLE INC Technology 33,702.0 $9.2M 1.19% NEW $271.86 +15.0%
13 MSFT MICROSOFT CORP Technology 18,597.0 $9.0M 1.17% NEW $483.62 -11.7%
14 GILD GILEAD SCIENCES INC Healthcare 70,776.0 $8.7M 1.12% NEW $122.74 +11.0%
15 ABBV ABBVIE INC Healthcare 37,261.0 $8.5M 1.10% NEW $228.49 -4.3%
16 VTRS VIATRIS INC Healthcare 678,746.0 $8.5M 1.09% NEW $12.45 +30.8%
17 PCAR PACCAR INC Industrials 75,411.0 $8.3M 1.07% NEW $109.51 +2.5%
18 IBIT ISHARES BITCOIN TRUST ETF Financial Services 166,291.0 $8.3M 1.07% NEW $49.65 -16.3%
19 FIDELITY COVINGTON TRUST 110,668.0 $8.2M 1.06% NEW $74.28
20 MO ALTRIA GROUP INC Consumer Defensive 140,469.0 $8.1M 1.05% NEW $57.66 +24.8%
Page 1 of 17  ·  326 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 32.3%
Industrials 16.6%
Financial Services 16.1%
Healthcare 15.4%
Consumer Defensive 7.3%
Consumer Cyclical 4.0%
Utilities 3.0%
Basic Materials 2.7%
Communication Services 1.9%
Energy 0.7%