account_balance

Investment manager · 13F filer · SEC CIK 1882132

Lifeworks Advisors, LLC

Reported value$1.02Bas of Sep 30, 2026
Positions360 54 new, 31 sold out
Top 10 weight26.5%SPDW alone is 7%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPDW SPDR Index SHS FDS 6.6% Added +7%
VEEV Veeva Systems Inc 3.1% New
GOVT iShares Tr 2.7% Added +7%
IAU iShares Gold Trust 2.2% Added +22%
LQD iShares Tr 2.1% Added +8%
FTEC Fidelity Covington Trust 2.1% Added +23%
MSFT Microsoft Corp 2.0% Added +14%
BNDX Vanguard Charlotte FDS 2.0% Added +6%
VTIP Vanguard Malvern FDS 1.9% Added +8%
BOXX Ea Series Trust 1.9% Added +54%
MBB iShares Tr 1.8% Added +7%
STX Seagate Technology Holdings PLC 1.5% Trimmed −38%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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