Lifeworks Advisors, LLC
CIK 1882132
13F filing for Q2 2026・No. 2,658
- Holdings
- US$955.04M
- Quarter change
- +US$175.65M
- Entries
- 337
- Net bought (estimate)
- +US$73.62M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 53
- Sold out 12
- Cut 127
- Added 146
- Corporate actions 2
- Unchanged 11
Largest holdings
337 stocks worth US$955.04M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 1,249,765 | US$62.98M | 6.59% |
| ISHARES TRUS TREAS BD ETF | Added | 1,184,445 | US$26.98M | 2.83% |
| DELLDELL TECHNOLOGIES INCCL C | Cut | 61,218 | US$26.41M | 2.77% |
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 26,621 | US$25.69M | 2.69% |
| LQDISHARES TRIBOXX INV CP ETF | Added | 195,454 | US$21.32M | 2.23% |
| VANGUARD CHARLOTTE FDSTOTAL INT BD ETF | Added | 404,393 | US$19.58M | 2.05% |
| VANGUARD MALVERN FDSSTRM INFPROIDX | Added | 370,992 | US$18.63M | 1.95% |
| MBBISHARES TRMBS ETF | Added | 193,120 | US$18.25M | 1.91% |
| ISHARES GOLD TRISHARES NEW | Added | 232,160 | US$17.53M | 1.84% |
| GLWCORNING INCCOM | Added | 65,052 | US$16.62M | 1.74% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.