What does Lifestyle Asset Management, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Lifestyle Asset Management, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

STATE STR SPDR S&P 500 ETF T

$41M63K13.3%

ISHARES TR

$39M394K12.8%

ISHARES TR

$13M136K4.3%

SPDR SERIES TRUST

$13M142K4.2%

INVESCO EXCH TRADED FD TR II

$11M102K3.7%

SPDR INDEX SHS FDS

$11M247K3.7%

EXXON MOBIL CORP

$11M64K3.6%

INVESCO EXCHANGE TRADED FD T

$7M39K2.4%

AMERICAN CENTY ETF TR

$7M86K2.4%

NORTHERN LTS FD TR III

$7M102K2.3%

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