account_balance
Investment manager · 13F filer · SEC CIK 1845675
Lifestyle Asset Management, Inc.
Reported value$414Mas of Sep 30, 2026
Positions129 14 new, 14 sold out
Top 10 weight46.6%SPY alone is 15%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYSPDR S&P 500 ETF Trust
15.5%Added +3%
AGGiShares Tr
5.8%Added +156%
AVDEAmerican Centy ETF Tr
3.9%Trimmed −25%
QQQInvesco QQQ Tr
3.6%Added +2%
CWBSPDR Series Trust
3.5%Added +4%
SPMOInvesco Exch Traded Fd Tr II
3.2%Trimmed −4%
SPDWSPDR Index SHS FDS
3.1%Added +3%
TDITouchstone ETF Trust
2.8%New
XOMExxonMobil Holdings Corp
2.7%Added +7%
QQHNorthern LTS Fd Tr III
2.5%
CARYAngel Oak Funds Trust
2.4%+7%
IEFiShares Tr
2.3%+14%
SPYSPDR S&P 500 ETF Trust
15.5%Added +3%
AGGiShares Tr
5.8%
AVDEAmerican Centy ETF Tr
3.9%−25%
QQQInvesco QQQ Tr
3.6%+2%
CWBSPDR Series Trust
3.5%+4%
SPMOInvesco Exch Traded Fd Tr II
3.2%
SPDWSPDR Index SHS FDS
3.1%
TDITouchstone ETF Trust
2.8%
XOMExxonMobil Holdings Corp
2.7%
QQH2.5%
CARY
IEF2.3%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY SPDR S&P 500 ETF Trust 15.5% Added +3%
AGG iShares Tr 5.8% Added +156%
AVDE American Centy ETF Tr 3.9% Trimmed −25%
QQQ Invesco QQQ Tr 3.6% Added +2%
CWB SPDR Series Trust 3.5% Added +4%
SPMO Invesco Exch Traded Fd Tr II 3.2% Trimmed −4%
SPDW SPDR Index SHS FDS 3.1% Added +3%
TDI Touchstone ETF Trust 2.8% New
XOM ExxonMobil Holdings Corp 2.7% Added +7%QQH Northern LTS Fd Tr III 2.5% Held
CARY Angel Oak Funds Trust 2.4% Added +7%
IEF iShares Tr 2.3% Added +14%
What changed
Biggest moves since Jun 30, 2026
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