Back to Lifeworks Advisors, LLC

Lifeworks Advisors, LLC

Q2 2026 13F filing

Updated 28 days ago

337 disclosed positions worth $955M

Portfolio value
$955M
Total holdings
337
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-14

Full holdings

Every line item disclosed in Q2 2026

S

SPDR INDEX SHS FDS

Value
$63M
Shares
1.25M
% Port
6.59%
E

ISHARES TR

Value
$27M
Shares
1.18M
% Port
2.83%
D

DELL TECHNOLOGIES INC

Value
$26.4M
Shares
61.2K
% Port
2.77%
S
4.STX

SEAGATE TECHNOLOGY HLDNGS PL

Value
$25.7M
Shares
26.6K
% Port
2.69%
B
5.BLK

ISHARES TR

Value
$21.3M
Shares
195.5K
% Port
2.23%
V

VANGUARD CHARLOTTE FDS

Value
$19.6M
Shares
404.4K
% Port
2.05%
V

VANGUARD MALVERN FDS

Value
$18.6M
Shares
371.0K
% Port
1.95%
E

ISHARES TR

Value
$18.3M
Shares
193.1K
% Port
1.91%
I
9.IAU

ISHARES GOLD TR

Value
$17.5M
Shares
232.2K
% Port
1.84%
G
10.GLW

CORNING INC

Value
$16.6M
Shares
65.1K
% Port
1.74%
F
11.FIS

FIDELITY COVINGTON TRUST

Value
$16.1M
Shares
56.5K
% Port
1.69%
M
12.MSFT

MICROSOFT CORP

Value
$12.8M
Shares
34.4K
% Port
1.34%
H

HEWLETT PACKARD ENTERPRISE C

Value
$12.4M
Shares
275.2K
% Port
1.30%
J
14.JBL

JABIL INC

Value
$12.3M
Shares
32.0K
% Port
1.29%
S
15.SPY

STATE STR SPDR S&P 500 ETF T

Value
$12.3M
Shares
16.5K
% Port
1.29%
?
16.N/A

EA SERIES TRUST

Value
$12.3M
Shares
104.6K
% Port
1.28%
G
17.GILD

GILEAD SCIENCES INC

Value
$11.8M
Shares
93.3K
% Port
1.23%
?
18.N/A

FIDELITY COVINGTON TRUST

Value
$11.4M
Shares
114.5K
% Port
1.19%
Q
19.QQQ

INVESCO QQQ TR

Value
$11.4M
Shares
15.4K
% Port
1.19%
M
20.MO

ALTRIA GROUP INC

Value
$11.2M
Shares
155.3K
% Port
1.17%
C
21.CSCO

CISCO SYS INC

Value
$11.1M
Shares
94.6K
% Port
1.16%
A
22.AAPL

APPLE INC

Value
$11.1M
Shares
38.4K
% Port
1.16%
A
23.ABBV

ABBVIE INC

Value
$11M
Shares
43.8K
% Port
1.15%
C
24.CAT

CATERPILLAR INC

Value
$11M
Shares
10.3K
% Port
1.15%
J
25.JNJ

JOHNSON & JOHNSON

Value
$10.6M
Shares
41.7K
% Port
1.11%
E
26.ETHA

ISHARES TR

Value
$9.6M
Shares
140.6K
% Port
1.01%
E
27.EBAY

EBAY INC.

Value
$9.5M
Shares
84.9K
% Port
0.99%
M
28.MRK

MERCK & CO INC

Value
$9.5M
Shares
73.6K
% Port
0.99%
F
29.FDX

F5 INC

Value
$8.9M
Shares
21.5K
% Port
0.94%
S
30.SOMN

SOUTHERN CO

Value
$8.9M
Shares
92.8K
% Port
0.93%
P
31.PCAR

PACCAR INC

Value
$8.9M
Shares
73.9K
% Port
0.93%
C
32.CMI

CUMMINS INC

Value
$8.7M
Shares
12.2K
% Port
0.91%
K
33.KEYS

KEYSIGHT TECHNOLOGIES INC

Value
$8.3M
Shares
23.8K
% Port
0.87%
E
34.ETHA

ISHARES TR

Value
$8.3M
Shares
11.1K
% Port
0.87%
P
35.PFE

PFIZER INC

Value
$8.1M
Shares
337.8K
% Port
0.85%
I
36.IBIT

ISHARES BITCOIN TRUST ETF

Value
$8M
Shares
240.9K
% Port
0.84%
R
37.RTX

RTX CORPORATION

Value
$7.9M
Shares
41.6K
% Port
0.83%
I
38.IBM

INTERNATIONAL BUSINESS MACHS

Value
$7.7M
Shares
27.3K
% Port
0.80%
L
39.LIN

LINDE PLC

Value
$7.7M
Shares
14.8K
% Port
0.80%
Q
40.QCOM

QUALCOMM INC

Value
$7.5M
Shares
40.7K
% Port
0.79%
D
41.DE

DEERE & CO

Value
$7.5M
Shares
11.8K
% Port
0.79%
N
42.NTAP

NETAPP INC

Value
$7.4M
Shares
47.9K
% Port
0.78%
F
43.FIS

FIDELITY COVINGTON TRUST

Value
$7.4M
Shares
95.7K
% Port
0.77%
L
44.L

LOEWS CORP

Value
$7.4M
Shares
65.0K
% Port
0.77%
K
45.KR

KROGER CO

Value
$7.2M
Shares
130.1K
% Port
0.76%
H

HARTFORD INSURANCE GROUP INC

Value
$7.1M
Shares
53.6K
% Port
0.74%
C
47.CLX

CLOROX CO DEL

Value
$6.9M
Shares
72.8K
% Port
0.73%
G
48.GRMN

GARMIN LTD

Value
$6.7M
Shares
28.4K
% Port
0.71%
C
49.CCJ

THE CAMPBELLS COMPANY

Value
$6.6M
Shares
297.0K
% Port
0.69%
W
50.WAB

WABTEC

Value
$6.4M
Shares
23.7K
% Port
0.67%