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

About Lifeworks Advisors, LLC

Investment Activity

Lifeworks Advisors, LLC has $779.39 million in total holdings as of March 31, 2026.
Lifeworks Advisors, LLC owns shares of 297 different stocks, but just 81 companies or ETFs make up 80% of its holdings.
Approximately 11.66% of the portfolio was purchased this quarter.
About 12.90% of the portfolio was sold this quarter.
This quarter, Lifeworks Advisors, LLC has purchased 326 new stocks and bought additional shares in 121 stocks.
Lifeworks Advisors, LLC sold shares of 137 stocks and completely divested from 56 stocks this quarter.

Largest Holdings

SPDR Portfolio Developed World ex-US ETF: $53,124,613
iShares U.S. Treasury Bond ETF: $26,081,167
iShares iBoxx $ Investment Grade Corporate Bond ETF: $20,379,125
iShares Gold Trust: $18,381,978
Vanguard Total International Bond ETF: $17,789,398

Largest New Holdings this Quarter

46428R107 - iShares S&P GSCI Commodity-Indexed Trust: $10,899,817 Holding
540424108 - Loews: $4,788,975 Holding
G0250X149 - AMCOR PLC: $3,847,616 Holding
92343E102 - VeriSign: $2,761,026 Holding
285512109 - Electronic Arts: $1,036,362 Holding

Largest Purchases this Quarter

iShares S&P GSCI Commodity-Indexed Trust: 337,979 shares (about $10.90M)
Kroger: 69,215 shares (about $5.01M)
Loews: 44,866 shares (about $4.79M)
AMCOR PLC: 96,795 shares (about $3.85M)
RTX: 19,878 shares (about $3.83M)

Largest Sales this Quarter

Viatris: 453,540 shares (about $6.13M)
LyondellBasell Industries: 72,176 shares (about $5.81M)
Seagate Technology: 8,271 shares (about $3.24M)
Invesco QQQ: 5,092 shares (about $2.94M)
Carrier Global: 49,321 shares (about $2.78M)

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	$53,124,613	$1,054,515 ▲	2.0%	1,163,737	6.8%	ETF
GOVT iShares U.S. Treasury Bond ETF	$26,081,167	$538,981 ▲	2.1%	1,138,418	3.3%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$20,379,125	$191,168 ▲	0.9%	186,982	2.6%	Finance
IAU iShares Gold Trust	$18,381,978	$1,745,480 ▼	-8.7%	208,507	2.4%	Finance
BNDX Vanguard Total International Bond ETF	$17,789,398	$535,709 ▲	3.1%	370,227	2.3%	ETF
MBB iShares MBS ETF	$17,698,288	$159,611 ▼	-0.9%	186,396	2.3%	ETF
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$15,431,390	$14,785 ▼	-0.1%	308,937	2.0%	Manufacturing
GLD SPDR Gold Shares	$14,128,934	$2,723,292 ▲	23.9%	32,836	1.8%	Finance
FTEC Fidelity MSCI Information Technology Index ETF	$11,827,323	$1,054,614 ▲	9.8%	56,848	1.5%	ETF
DELL Dell Technologies	$10,982,684	$1,978,574 ▲	22.0%	66,915	1.4%	Computer and Technology
GSG iShares S&P GSCI Commodity-Indexed Trust	$10,899,817	$10,899,817 ▲	New Holding	337,979	1.4%	Finance
STX Seagate Technology	$10,866,238	$3,240,244 ▼	-23.0%	27,737	1.4%	Computer and Technology
GILD Gilead Sciences	$10,349,875	$485,843 ▲	4.9%	74,262	1.3%	Medical
FIDU Fidelity MSCI Industrials Index ETF	$9,716,154	$33,050 ▲	0.3%	112,300	1.2%	ETF
AAPL Apple	$9,299,513	$746,387 ▲	8.7%	36,643	1.2%	Computer and Technology
MO Altria Group	$9,093,139	$176,391 ▼	-1.9%	137,796	1.2%	Consumer Staples
JNJ Johnson & Johnson	$9,018,679	$127,110 ▲	1.4%	36,895	1.2%	Medical
MSFT Microsoft	$8,759,388	$1,875,293 ▲	27.2%	23,663	1.1%	Computer and Technology
ABBV AbbVie	$8,633,790	$529,811 ▲	6.5%	39,697	1.1%	Medical
JBL Jabil	$8,605,444	$789,992 ▼	-8.4%	32,396	1.1%	Computer and Technology
MRK Merck & Co., Inc.	$8,118,630	$362,795 ▼	-4.3%	67,492	1.0%	Medical
PCAR PACCAR	$8,002,100	$707,902 ▼	-8.1%	69,282	1.0%	Auto/Tires/Trucks
SO Southern	$7,945,468	$1,316,250 ▲	19.9%	82,319	1.0%	Utilities
GLW Corning	$7,940,310	$269,898 ▼	-3.3%	58,398	1.0%	Computer and Technology
ISHARES BITCOIN TRUST ETF	$7,861,177	$1,472,290 ▲	23.0%	204,612	1.0%	SHS BEN INT
PFE Pfizer	$7,793,384	$304,528 ▼	-3.8%	277,542	1.0%	Medical
ORCL Oracle	$7,679,406	$3,230,523 ▲	72.6%	52,202	1.0%	Computer and Technology
OUNZ VanEck Merk Gold ETF	$7,484,920	$873,429 ▼	-10.4%	166,147	1.0%	ETF
CSCO Cisco Systems	$7,464,345	$292,360 ▼	-3.8%	96,202	1.0%	Computer and Technology
HPE Hewlett Packard Enterprise	$7,413,727	$1,496,317 ▲	25.3%	311,370	1.0%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$7,018,987	$92,997 ▲	1.3%	10,793	0.9%	Finance
EBAY eBay	$7,008,057	$834,923 ▲	13.5%	76,995	0.9%	Retail/Wholesale
CAT Caterpillar	$6,732,177	$855,779 ▼	-11.3%	9,503	0.9%	Industrials
FHLC Fidelity MSCI Health Care Index ETF	$6,571,310	$1,215,252 ▼	-15.6%	93,396	0.8%	ETF
HIG The Hartford Insurance Group	$6,459,400	$1,860,360 ▲	40.5%	47,766	0.8%	Finance
QCOM Qualcomm	$6,441,432	$1,001,777 ▲	18.4%	50,019	0.8%	Computer and Technology
CLX Clorox	$6,343,714	$775,671 ▲	13.9%	61,215	0.8%	Consumer Staples
CMI Cummins	$6,326,565	$65,638 ▼	-1.0%	11,759	0.8%	Auto/Tires/Trucks
IBM International Business Machines	$6,268,641	$240,934 ▲	4.0%	25,862	0.8%	Computer and Technology
LINDE PLC	$6,148,063	$572,120 ▲	10.3%	12,401	0.8%	SHS
KEYS Keysight Technologies	$6,120,754	$217,711 ▼	-3.4%	21,676	0.8%	Computer and Technology
THE CAMPBELLS COMPANY	$6,094,831	$831,317 ▲	15.8%	273,679	0.8%	COM
DE Deere & Company	$6,009,435	$805,539 ▼	-11.8%	10,668	0.8%	Industrials
KR Kroger	$5,960,375	$5,008,405 ▲	526.1%	82,371	0.8%	Retail/Wholesale
GRMN Garmin	$5,926,559	$846,618 ▲	16.7%	25,544	0.8%	Computer and Technology
IVV iShares Core S&P 500 ETF	$5,781,468	$1,675,456 ▼	-22.5%	8,851	0.7%	ETF
FFIV F5	$5,693,822	$1,392,280 ▲	32.4%	19,679	0.7%	Computer and Technology
RSG Republic Services	$5,670,354	$368,168 ▼	-6.1%	25,890	0.7%	Business Services
WAB Wabtec	$5,558,330	$820,966 ▼	-12.9%	22,241	0.7%	Transportation
MUB iShares National Muni Bond ETF	$5,373,845	$276,945 ▲	5.4%	50,625	0.7%	ETF
RTX RTX	$5,322,002	$3,834,527 ▲	257.8%	27,589	0.7%	Aerospace
SPAB SPDR Portfolio Aggregate Bond ETF	$5,248,832	$21,880 ▼	-0.4%	204,872	0.7%	ETF
ITW Illinois Tool Works	$5,207,531	$663,988 ▼	-11.3%	20,007	0.7%	Industrials
NTAP NetApp	$5,189,626	$1,018,983 ▲	24.4%	50,685	0.7%	Computer and Technology
HON Honeywell International	$5,002,200	$448,437 ▲	9.8%	22,131	0.6%	Multi-Sector Conglomerates
L Loews	$4,788,975	$4,788,975 ▲	New Holding	44,866	0.6%	Finance
EVERGY INC	$4,768,656	$344,556 ▲	7.8%	58,211	0.6%	COM
HPQ HP	$4,764,220	$1,591,243 ▲	50.1%	248,007	0.6%	Computer and Technology
SPLG SPDR Portfolio S&P 500 ETF	$4,545,385	$332,718 ▼	-6.8%	59,386	0.6%	ETF
GEN DIGITAL INC	$4,412,497	$619,338 ▲	16.3%	234,333	0.6%	COM
MDT Medtronic	$4,380,429	$337,936 ▲	8.4%	50,553	0.6%	Medical
V Visa	$4,337,299	$3,236,578 ▲	294.0%	14,351	0.6%	Business Services
AMZN Amazon.com	$4,332,135	$33,323 ▼	-0.8%	20,801	0.6%	Retail/Wholesale
BOXX Alpha Architect 1-3 Month Box ETF	$4,222,192	$197,695 ▼	-4.5%	36,307	0.5%	ETF
ABT Abbott Laboratories	$4,153,862	$1,213,263 ▲	41.3%	40,458	0.5%	Medical
PNR Pentair	$4,012,911	$594,354 ▲	17.4%	46,067	0.5%	Business Services
OTIS Otis Worldwide	$3,961,692	$118,935 ▲	3.1%	51,397	0.5%	Industrials
NVDA NVIDIA	$3,863,233	$132,541 ▼	-3.3%	22,152	0.5%	Computer and Technology
AMCOR PLC	$3,847,616	$3,847,616 ▲	New Holding	96,795	0.5%	COM NEW
TJX TJX Companies	$3,782,027	$3,027,123 ▲	401.0%	23,682	0.5%	Retail/Wholesale
ADP Automatic Data Processing	$3,567,508	$746,296 ▲	26.5%	17,558	0.5%	Computer and Technology
FSTA Fidelity MSCI Consumer Staples Index ETF	$3,531,061	$591,327 ▼	-14.3%	67,477	0.5%	ETF
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF	$3,528,991	$16,385 ▼	-0.5%	203,752	0.5%	Manufacturing
IWM iShares Russell 2000 ETF	$3,324,612	$541,868 ▲	19.5%	13,406	0.4%	Finance
VTRS Viatris	$3,042,535	$6,127,329 ▼	-66.8%	225,206	0.4%	Medical
EEM iShares MSCI Emerging Markets ETF	$2,941,865	$686,698 ▲	30.5%	51,803	0.4%	Finance
VGK Vanguard FTSE Europe ETF	$2,935,586	$1,887,239 ▼	-39.1%	35,613	0.4%	ETF
VRSN VeriSign	$2,761,026	$2,761,026 ▲	New Holding	11,117	0.4%	Computer and Technology
LYB LyondellBasell Industries	$2,735,195	$5,814,545 ▼	-68.0%	33,952	0.4%	Basic Materials
VV Vanguard Large-Cap ETF	$2,694,818	$595,926 ▼	-18.1%	9,017	0.3%	ETF
EWJ iShares MSCI Japan ETF	$2,648,617	$679,570 ▲	34.5%	31,367	0.3%	ETF
SCHO Schwab Short-Term U.S. Treasury ETF	$2,604,021	$322,062 ▼	-11.0%	107,294	0.3%	ETF
MSI Motorola Solutions	$2,588,963	$2,449,664 ▼	-48.6%	5,966	0.3%	Computer and Technology
GOOGL Alphabet	$2,573,765	$990,396 ▲	62.5%	8,950	0.3%	Computer and Technology
IEF iShares 7-10 Year Treasury Bond ETF	$2,490,483	$651,658 ▼	-20.7%	26,095	0.3%	ETF
FUTY Fidelity MSCI Utilities Index ETF	$2,402,173	$163,563 ▲	7.3%	40,667	0.3%	ETF
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$2,263,019	$392,620 ▲	21.0%	24,266	0.3%	ETF
FMAT Fidelity MSCI Materials Index ETF	$2,222,819	$337,250 ▼	-13.2%	38,564	0.3%	ETF
WALMART INC	$2,191,380	$732,490 ▼	-25.1%	17,633	0.3%	COM
FNCL Fidelity MSCI Financials Index ETF	$2,037,441	$183,997 ▲	9.9%	29,023	0.3%	ETF
XOM ExxonMobil	$1,899,517	$38,004 ▲	2.0%	11,196	0.2%	Energy
GDDY GoDaddy	$1,882,716	$2,395,350 ▼	-56.0%	22,774	0.2%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,882,528	$28,686 ▲	1.5%	3,150	0.2%	ETF
TSLA Tesla	$1,838,985	$336,794 ▲	22.4%	4,947	0.2%	Auto/Tires/Trucks
LLY Eli Lilly and Company	$1,744,646	$160,945 ▼	-8.4%	1,897	0.2%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$1,723,338	$65,521 ▼	-3.7%	30,458	0.2%	ETF
AMAT Applied Materials	$1,704,277	$270,032 ▲	18.8%	4,986	0.2%	Computer and Technology
VTV Vanguard Value ETF	$1,684,054	$247,026 ▼	-12.8%	8,583	0.2%	ETF
SPSB SPDR Portfolio Short Term Corporate Bond ETF	$1,583,108	$4,300 ▼	-0.3%	52,647	0.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,567,342	$172,419 ▼	-9.9%	16,008	0.2%	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

Advanced Stock Screeners and Research Tools

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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