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LIFEWORKS ADVISORS, LLC
LIFEWORKS ADVISORS, LLC
Latest filing: 2026-06-30
LIFEWORKS ADVISORS, LLC runs LIFEWORKS ADVISORS, LLC and currently holds 337 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $955.04M. Their top holdings are SPDW, GOVT, DELL, STX, LQD. The top five represent 17.1% of reported portfolio weight. LIFEWORKS ADVISORS, LLC ranks #298 out of 1000 investors tracked by Alpha Score. They added to 78 existing positions. They trimmed 22 positions. Their current best-performing preview position is MU with returns of +241.67%.
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337 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPDW SPDR INDEX SHS FDS | 6.59% | $38.35 | $52.01 | +35.62% | Added +7.39% |
 GOVT ISHARES TR | 2.83% | $22.98 | $22.45 | -2.33% | Added +4.04% |
 DELL DELL TECHNOLOGIES INC | 2.77% | $125.46 | $441.74 | +252.10% | Trimmed -8.51% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.69% | $125.32 | $850.00 | +578.26% | Trimmed -4.02% |
 LQD ISHARES TR | 2.23% | $109.00 | $105.94 | -2.81% | Added +4.53% |
 BNDX VANGUARD CHARLOTTE FDS | 2.05% | $49.05 | $47.65 | -2.85% | Added +9.23% |
 VTIP VANGUARD MALVERN FDS | 1.95% | $48.69 | $49.79 | +2.26% | Added +20.09% |
 MBB ISHARES TR | 1.91% | $93.58 | $93.12 | -0.49% | Added +3.61% |
 GLW CORNING INC | 1.74% | $63.00 | $149.82 | +137.81% | Added +11.39% |
 FTEC FIDELITY COVINGTON TRUST | 1.69% | $169.97 | $282.55 | +66.24% | Trimmed -0.61% |
Showing 1-10 of 337