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Lifeworks Advisors, LLC 13F holdings

Filed 2026-08-14 · Lifeworks Advisors, LLC · 337 positions · $955.0M

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TickerCompanySharesValue% of portfolio
SPDWSPDR INDEX SHS FDS1.2M$63.0M6.6%
GOVTISHARES TR1.2M$27.0M2.8%
DELLDELL TECHNOLOGIES INC61.2K$26.4M2.8%
STXSEAGATE TECHNOLOGY HLDNGS PL26.6K$25.7M2.7%
LQDISHARES TR195.5K$21.3M2.2%
BNDXVANGUARD CHARLOTTE FDS404.4K$19.6M2.1%
VTIPVANGUARD MALVERN FDS371.0K$18.6M2.0%
MBBISHARES TR193.1K$18.3M1.9%
IAUISHARES GOLD TR232.2K$17.5M1.8%
GLWCORNING INC65.1K$16.6M1.7%
FTECFIDELITY COVINGTON TRUST56.5K$16.1M1.7%
MSFTMICROSOFT CORP34.4K$12.8M1.3%
HPEHEWLETT PACKARD ENTERPRISE C275.2K$12.4M1.3%
JBLJABIL INC32.0K$12.3M1.3%
SPYSTATE STR SPDR S&P 500 ETF T16.5K$12.3M1.3%
BOXXEA SERIES TRUST104.6K$12.3M1.3%
GILDGILEAD SCIENCES INC93.3K$11.8M1.2%
FIDUFIDELITY COVINGTON TRUST114.5K$11.4M1.2%
QQQINVESCO QQQ TR15.4K$11.4M1.2%
MOALTRIA GROUP INC155.3K$11.2M1.2%
CSCOCISCO SYS INC94.6K$11.1M1.2%
AAPLAPPLE INC38.4K$11.1M1.2%
ABBVABBVIE INC43.8K$11.0M1.2%
CATCATERPILLAR INC10.3K$11.0M1.1%
JNJJOHNSON & JOHNSON41.7K$10.6M1.1%
EEMISHARES TR140.6K$9.6M1.0%
EBAYEBAY INC.84.9K$9.5M1.0%
MRKMERCK & CO INC73.6K$9.5M1.0%
FFIVF5 INC21.5K$8.9M0.9%
SOSOUTHERN CO92.8K$8.9M0.9%
PCARPACCAR INC73.9K$8.9M0.9%
CMICUMMINS INC12.2K$8.7M0.9%
KEYSKEYSIGHT TECHNOLOGIES INC23.8K$8.3M0.9%
IVVISHARES TR11.1K$8.3M0.9%
PFEPFIZER INC337.8K$8.1M0.9%
IBITISHARES BITCOIN TRUST ETF240.9K$8.0M0.8%
RTXRTX CORPORATION41.6K$7.9M0.8%
IBMINTERNATIONAL BUSINESS MACHS27.3K$7.7M0.8%
LINLINDE PLC14.8K$7.7M0.8%
QCOMQUALCOMM INC40.7K$7.5M0.8%
DEDEERE & CO11.8K$7.5M0.8%
NTAPNETAPP INC47.9K$7.4M0.8%
FHLCFIDELITY COVINGTON TRUST95.7K$7.4M0.8%
LLOEWS CORP65.0K$7.4M0.8%
KRKROGER CO130.1K$7.2M0.8%
HIGHARTFORD INSURANCE GROUP INC53.6K$7.1M0.7%
CLXCLOROX CO DEL72.8K$6.9M0.7%
—GARMIN LTD28.4K$6.7M0.7%
CPBTHE CAMPBELLS COMPANY297.0K$6.6M0.7%
WABWABTEC23.7K$6.4M0.7%
OUNZVANECK MERK GOLD ETF165.1K$6.4M0.7%
ORCLORACLE CORP42.9K$6.3M0.7%
VVISA INC18.0K$6.2M0.6%
EVRGEVERGY INC69.4K$6.0M0.6%
RSGREPUBLIC SVCS INC27.5K$5.9M0.6%
ITWILLINOIS TOOL WKS INC21.6K$5.8M0.6%
GENGEN DIGITAL INC226.1K$5.6M0.6%
MUBISHARES TR49.3K$5.3M0.6%
NVDANVIDIA CORPORATION26.4K$5.3M0.6%
AMZNAMAZON COM INC22.0K$5.2M0.5%
Top Fund Holdings
13F
Top Fund Holdings

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