Lifeworks Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeworks Advisors, LLC

Investment Activity

Lifeworks Advisors, LLC has $1.02 billion in total holdings as of September 30, 2026.
Lifeworks Advisors, LLC owns shares of 360 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 29.98% of the portfolio was purchased this quarter.
About 23.81% of the portfolio was sold this quarter.
This quarter, Lifeworks Advisors, LLC has purchased 337 new stocks and bought additional shares in 143 stocks.
Lifeworks Advisors, LLC sold shares of 149 stocks and completely divested from 32 stocks this quarter.

Largest Holdings

SPDR Portfolio Developed World ex-US ETF: $67,359,472
Veeva Systems: $31,302,435
iShares U.S. Treasury Bond ETF: $27,673,493
iShares Gold Trust: $22,165,506
iShares iBoxx $ Investment Grade Corporate Bond ETF: $21,602,601

Largest New Holdings this Quarter

922475108 - Veeva Systems: $31,302,435 Holding
573874104 - Marvell Technology: $10,653,000 Holding
571748102 - MARSH & MCLENNAN COS INC: $9,255,520 Holding
65249B208 - News: $9,189,875 Holding
278768106 - ECHOSTAR CORP: $8,946,764 Holding

Largest Purchases this Quarter

Veeva Systems: 109,660 shares (about $31.30M)
Marvell Technology: 40,320 shares (about $10.65M)
Carvana: 150,427 shares (about $9.41M)
MARSH & MCLENNAN COS INC: 54,211 shares (about $9.26M)
News: 289,719 shares (about $9.19M)

Largest Sales this Quarter

Dell Technologies: 34,033 shares (about $18.31M)
Seagate Technology: 10,158 shares (about $9.37M)
Merck & Co., Inc.: 60,705 shares (about $8.82M)
Pfizer: 300,078 shares (about $8.56M)
Altria Group: 124,491 shares (about $8.38M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SPDW SPDR Portfolio Developed World ex-US ETF	$67,359,472	$4,608,776 ▲	7.3%	1,341,555	6.6%	ETF
VEEV Veeva Systems	$31,302,435	$31,302,435 ▲	New Holding	109,660	3.1%	Healthcare
GOVT iShares U.S. Treasury Bond ETF	$27,673,493	$1,769,677 ▲	6.8%	1,265,363	2.7%	ETF
IAU iShares Gold Trust	$22,165,506	$4,033,791 ▲	22.2%	283,809	2.2%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$21,602,601	$1,631,100 ▲	8.2%	211,417	2.1%	ETF
FTEC Fidelity MSCI Information Technology Index ETF	$20,875,726	$3,921,775 ▲	23.1%	69,572	2.1%	ETF
MSFT Microsoft	$20,123,753	$2,500,915 ▲	14.2%	39,235	2.0%	Technology
BNDX Vanguard Total International Bond ETF	$20,022,715	$1,068,823 ▲	5.6%	427,197	2.0%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$19,632,524	$1,372,302 ▲	7.5%	398,873	1.9%	ETF
BOXX Alpha Architect 1-3 Month Box ETF	$19,048,363	$6,658,965 ▲	53.7%	160,895	1.9%	ETF
MBB iShares MBS ETF	$18,465,190	$1,157,799 ▲	6.7%	206,039	1.8%	ETF
STX Seagate Technology	$15,184,466	$9,369,119 ▼	-38.2%	16,463	1.5%	Technology
DELL Dell Technologies	$14,624,264	$18,308,169 ▼	-55.6%	27,185	1.4%	Technology
AAPL Apple	$13,469,055	$688,022 ▲	5.4%	40,445	1.3%	Technology
ISHARES BITCOIN TRUST ETF	$12,730,845	$1,327,649 ▲	11.6%	268,924	1.3%	SHS BEN INT
HPE Hewlett Packard Enterprise	$12,168,320	$5,415,518 ▼	-30.8%	190,457	1.2%	Technology
GRMN Garmin	$11,123,896	$2,988,000 ▲	36.7%	38,781	1.1%	Consumer Discretionary
SPY SPDR S&P 500 ETF Trust	$11,111,689	$1,464,272 ▼	-11.6%	14,570	1.1%	ETF
JNJ Johnson & Johnson	$11,087,191	$52,153 ▲	0.5%	41,880	1.1%	Healthcare
FFIV F5	$10,822,529	$1,244,301 ▲	13.0%	24,310	1.1%	Technology
CSCO Cisco Systems	$10,709,788	$528,784 ▲	5.2%	99,506	1.1%	Technology
MRVL Marvell Technology	$10,653,000	$10,653,000 ▲	New Holding	40,320	1.0%	Technology
NTAP NetApp	$10,601,125	$540,959 ▲	5.4%	50,462	1.0%	Technology
IVV iShares Core S&P 500 ETF	$10,272,500	$1,799,009 ▲	21.2%	13,413	1.0%	ETF
HPQ HP	$10,163,473	$2,836,191 ▲	38.7%	324,919	1.0%	Technology
GLW Corning	$10,039,454	$37,056 ▲	0.4%	65,293	1.0%	Technology
SANDISK CORP	$9,709,421	$8,992,525 ▲	1,254.4%	5,580	1.0%	COM
CVNA Carvana	$9,615,861	$9,407,727 ▲	4,520.0%	153,755	0.9%	Consumer Discretionary
ORCL Oracle	$9,586,435	$3,690,491 ▲	62.6%	69,821	0.9%	Technology
MARSH & MCLENNAN COS INC	$9,255,520	$9,255,520 ▲	New Holding	54,211	0.9%	COM
NWS News	$9,189,875	$9,189,875 ▲	New Holding	289,719	0.9%	Communication Services
ECHOSTAR CORP	$8,946,764	$8,946,764 ▲	New Holding	100,064	0.9%	CL A
DE Deere & Company	$8,703,649	$750,095 ▲	9.4%	12,961	0.9%	Industrials
GILD Gilead Sciences	$8,513,614	$5,391,752 ▼	-38.8%	57,119	0.8%	Healthcare
APPLOVIN CORP	$8,453,943	$7,942,489 ▲	1,552.9%	29,108	0.8%	COM CL A
MMM 3M	$8,424,227	$8,424,227 ▲	New Holding	51,320	0.8%	Industrials
ARES Ares Management	$8,310,256	$8,310,256 ▲	New Holding	71,535	0.8%	Finance
EEM iShares MSCI Emerging Markets ETF	$8,308,710	$1,080,257 ▼	-11.5%	124,401	0.8%	ETF
IBM International Business Machines	$8,277,703	$2,265,713 ▲	37.7%	37,638	0.8%	Technology
ITW Illinois Tool Works	$8,195,663	$2,641,754 ▲	47.6%	31,855	0.8%	Industrials
GSG iShares S&P GSCI Commodity-Indexed Trust	$8,144,560	$5,311,306 ▲	187.5%	228,973	0.8%	ETF
BANK OF NY MELLON CORP	$7,980,508	$7,980,508 ▲	New Holding	55,179	0.8%	COM
PCAR PACCAR	$7,858,071	$256,625 ▼	-3.2%	71,561	0.8%	Industrials
CAT Caterpillar	$7,741,235	$607,267 ▼	-7.3%	9,548	0.8%	Industrials
CIEN Ciena	$7,658,497	$7,658,497 ▲	New Holding	21,768	0.8%	Technology
VRT Vertiv	$7,382,403	$7,382,403 ▲	New Holding	30,593	0.7%	Industrials
HOOD Robinhood Markets	$7,382,182	$6,407,589 ▲	657.5%	65,619	0.7%	Finance
LITE Lumentum	$7,327,223	$7,327,223 ▲	New Holding	7,544	0.7%	Technology
CASY Casey's General Stores	$7,204,576	$7,204,576 ▲	New Holding	11,841	0.7%	Consumer Staples
CMI Cummins	$7,093,673	$775,903 ▲	12.3%	13,732	0.7%	Industrials
EBAY eBay	$6,783,512	$2,220,589 ▼	-24.7%	63,965	0.7%	Consumer Discretionary
EME EMCOR Group	$6,635,745	$6,635,745 ▲	New Holding	8,795	0.7%	Industrials
OUNZ VanEck Merk Gold ETF	$6,546,647	$40,658 ▼	-0.6%	164,076	0.6%	ETF
JBL Jabil	$6,489,054	$2,681,852 ▼	-29.2%	22,621	0.6%	Technology
BLOCK INC	$6,470,604	$6,470,604 ▲	New Holding	88,000	0.6%	CL A
QCOM Qualcomm	$6,254,054	$1,231,229 ▼	-16.4%	33,982	0.6%	Technology
NVDA NVIDIA	$6,194,636	$157,812 ▲	2.6%	27,124	0.6%	Technology
HONEYWELL AEROSPACE INC	$5,913,274	$3,981,906 ▲	206.2%	38,158	0.6%	COM
PARAMOUNT SKYDANCE CORP	$5,744,485	$5,744,485 ▲	New Holding	556,097	0.6%	COM CL B
AMZN Amazon.com	$5,709,397	$225,476 ▲	4.1%	22,916	0.6%	Consumer Discretionary
SO Southern	$5,580,581	$2,112,373 ▼	-27.5%	67,325	0.5%	Utilities
FIDU Fidelity MSCI Industrials Index ETF	$5,320,884	$4,824,219 ▼	-47.6%	60,069	0.5%	ETF
MUB iShares National Muni Bond ETF	$5,214,803	$231,821 ▲	4.7%	51,581	0.5%	ETF
QNITY ELECTRONICS INC	$5,192,971	$5,192,971 ▲	New Holding	41,299	0.5%	COMMON STOCK
CRH PLC	$5,162,406	$5,162,406 ▲	New Holding	62,348	0.5%	ORD
FIX Comfort Systems USA	$5,125,951	$5,125,951 ▲	New Holding	3,099	0.5%	Industrials
SPLG SPDR Portfolio S&P 500 ETF	$5,105,901	$10,951 ▼	-0.2%	56,884	0.5%	ETF
COHR Coherent	$4,989,344	$4,989,344 ▲	New Holding	17,336	0.5%	Technology
FEDEX FGHT HLDG CO INC	$4,900,344	$4,900,344 ▲	New Holding	44,801	0.5%	COMMON STOCK
FLEX Flex	$4,749,043	$4,749,043 ▲	New Holding	43,177	0.5%	Technology
SPAB SPDR Portfolio Aggregate Bond ETF	$4,333,348	$285,937 ▼	-6.2%	177,888	0.4%	ETF
ABBV AbbVie	$4,240,904	$7,203,939 ▼	-62.9%	16,212	0.4%	Healthcare
GLD SPDR Gold Shares	$4,190,156	$154,627 ▼	-3.6%	11,002	0.4%	ETF
QQQ Invesco QQQ	$4,016,151	$7,395,370 ▼	-64.8%	5,429	0.4%	ETF
FNCL Fidelity MSCI Financials Index ETF	$3,975,772	$1,695,075 ▲	74.3%	52,506	0.4%	ETF
VV Vanguard Large-Cap ETF	$3,809,422	$320,882 ▼	-7.8%	10,827	0.4%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$3,780,713	$570,199 ▼	-13.1%	195,892	0.4%	ETF
FHLC Fidelity MSCI Health Care Index ETF	$3,510,043	$4,309,143 ▼	-55.1%	42,963	0.3%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$3,020,382	$1,029,281 ▲	51.7%	43,609	0.3%	ETF
VOO Vanguard S&P 500 ETF	$2,935,540	$316,825 ▲	12.1%	4,188	0.3%	ETF
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$2,659,883	$272,381 ▲	11.4%	28,085	0.3%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$2,598,639	$61,534 ▼	-2.3%	29,097	0.3%	ETF
GOOGL Alphabet	$2,580,028	$796,581 ▼	-23.6%	7,498	0.3%	Communication Services
FCOM Fidelity MSCI Communication Services Index ETF	$2,579,766	$2,088,944 ▲	425.6%	35,825	0.3%	ETF
AMAT Applied Materials	$2,343,032	$79,771 ▲	3.5%	4,582	0.2%	Technology
FSTA Fidelity MSCI Consumer Staples Index ETF	$2,317,719	$1,230,646 ▼	-34.7%	45,588	0.2%	ETF
IVW iShares S&P 500 Growth ETF	$2,306,882	$449,398 ▲	24.2%	16,216	0.2%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$2,286,738	$70,268 ▼	-3.0%	95,840	0.2%	ETF
CRWD CrowdStrike	$2,283,326	$1,736,059 ▲	317.2%	8,624	0.2%	Technology
IWM iShares Russell 2000 ETF	$2,255,732	$942,922 ▼	-29.5%	8,117	0.2%	ETF
EXXONMOBIL HOLDINGS CORP	$2,231,671	$2,231,671 ▲	New Holding	13,712	0.2%	COM SHS
AVGO Broadcom	$2,179,130	$11,940 ▼	-0.5%	6,205	0.2%	Technology
FMAT Fidelity MSCI Materials Index ETF	$2,167,175	$11,204 ▼	-0.5%	38,880	0.2%	ETF
XBI SPDR S&P Biotech ETF	$2,151,465	$2,151,465 ▲	New Holding	13,645	0.2%	ETF
MO Altria Group	$2,076,077	$8,383,163 ▼	-80.2%	30,830	0.2%	Consumer Staples
V Visa	$2,015,936	$4,438,293 ▼	-68.8%	5,610	0.2%	Finance
SPYG SPDR Portfolio S&P 500 Growth ETF	$2,014,212	$114,834 ▲	6.0%	16,365	0.2%	ETF
WAB Wabtec	$2,005,955	$4,799,071 ▼	-70.5%	6,985	0.2%	Industrials
WALMART INC	$1,990,068	$9,457 ▲	0.5%	19,150	0.2%	COM
BLACKROCK ETF TRUST	$1,941,459	$1,295,263 ▲	200.4%	53,410	0.2%	ISHA IN CTRY ETF

Showing largest 100 holdings. View all holdings.

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Lifeworks Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeworks Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Lifeworks Advisors, LLC Top Holdings and 13F Report (2026)

About Lifeworks Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLifeworks Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools