Back to investors
LIFEWORKS ADVISORS, LLC 13F Portfolio
LIFEWORKS ADVISORS, LLC
Latest SEC 13F filing: 2026-06-30
LIFEWORKS ADVISORS, LLC runs LIFEWORKS ADVISORS, LLC and currently holds 337 stock positions, which is more than the average of 231 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 #293 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%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
SPDW6.6%
GOVT2.8%
DELL2.8%
STX2.7%
LQD2.2%
Top 5: 17.1%
Portfolio Returns
1 Year
+23.13%
#533/10003 Year
+111.01%
#206/10005 Year
+89.18%
#347/1000Portfolio Value
$955.04M
Alpha Score
74.9
#293 of 1000
Holdings
337
Showper page
LIFEWORKS ADVISORS, LLC Current 13F Holdings
Reported holdings from LIFEWORKS ADVISORS, LLC's latest SEC 13F filing, ranked by portfolio weight.
337 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 SPDW SPDR INDEX SHS FDS | 6.59% | $38.35 | $49.97 | +30.30% | Added +7.39% |
 GOVT ISHARES TR | 2.83% | $22.98 | $21.88 | -4.79% | Added +4.04% |
 DELL DELL TECHNOLOGIES INC | 2.77% | $125.46 | $586.28 | +367.30% | Trimmed -8.51% |
 STX SEAGATE TECHNOLOGY HLDNGS PL | 2.69% | $125.32 | $783.00 | +524.80% | Trimmed -4.02% |
 LQD ISHARES TR | 2.23% | $109.00 | $102.42 | -6.04% | Added +4.53% |
 BNDX VANGUARD CHARLOTTE FDS | 2.05% | $49.05 | $46.98 | -4.22% | Added +9.23% |
 VTIP VANGUARD MALVERN FDS | 1.95% | $48.69 | $48.46 | -0.47% | Added +20.09% |
 MBB ISHARES TR | 1.91% | $93.58 | $89.79 | -4.05% | Added +3.61% |
 GLW CORNING INC | 1.74% | $63.00 | $156.69 | +148.71% | Added +11.39% |
 FTEC FIDELITY COVINGTON TRUST | 1.69% | $169.97 | $305.37 | +79.66% | Trimmed -0.61% |
Showing 1-10 of 337