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LIFEWORKS ADVISORS, LLC 13F portfolio summary

LIFEWORKS ADVISORS, LLC of LIFEWORKS ADVISORS, LLC has 293 current stock holdings with a reported portfolio value of $779.4M. The portfolio 1 year return is +14.19%. Top holdings include UPS (0.00%), QQQ (0.00%), SPY (0.00%), GSG (0.00%), SPDW (7.00%).

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LIFEWORKS ADVISORS, LLC

LIFEWORKS ADVISORS, LLC
Latest filing: 2026-03-31

LIFEWORKS ADVISORS, LLC runs LIFEWORKS ADVISORS, LLC and currently holds 293 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $779.39M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. LIFEWORKS ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, LIFEWORKS ADVISORS, LLC's portfolio at LIFEWORKS ADVISORS, LLC has delivered returns of +14.19%. Their 3-year annualized return is +91.66%. Looking at the 5-year horizon, LIFEWORKS ADVISORS, LLC has achieved +66.40% annualized returns at LIFEWORKS ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.19%
#0/1000
3 Year
+91.66%
#0/1000
5 Year
+66.40%
#0/1000

Portfolio Value

$779.39M

Alpha Score

57.1

#0 of 1000

Holdings

293

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change