13F Insight
DOSSIER · 13F-HR · Q3 2026

Lifestyle Asset Management, Inc.

$414M in tracked AUM across 135 positions as of Q3 2026.

LA
CIK 0001845675 · last filed Sep 30, 2026
Total AUM
$414M
as of Q3 2026
Holdings
135
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Lifestyle Asset Management, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$64M84K15.5%02
AGG
ISHARES TR
$24M255K5.8%03
AVDE
AMERICAN CENTY ETF TR
$16M178K3.9%04
QQQ
INVESCO QQQ TR
$15M20K3.6%05
CWB
SPDR SERIES TRUST
$15M144K3.5%06
SPMO
INVESCO EXCH TRADED FD TR II
$13M88K3.2%07
SPDW
SPDR INDEX SHS FDS
$13M259K3.1%08
TDI
TOUCHSTONE ETF TRUST
$11M244K2.8%09
XOM
EXXONMOBIL HOLDINGS CORP
$11M69K2.7%10
QQH
NORTHERN LTS FD TR III
$10M117K2.5%

Filing history

2026Q3Sep 30
$414M▲ 11.2%
135 positionsView →2026Q2Jun 30
$372M▲ 21.5%
134 positionsView →2026Q1Mar 31
$306M▼ 0.4%
134 positionsView →2025Q4Dec 31
$307M▲ 5.0%
138 positionsView →2025Q3Sep 30
$293M▲ 36.7%
135 positionsLocked2025Q2Jun 30
$214M▲ 50.8%
124 positionsLocked2025Q1Mar 31
$142M▼ 22.6%
70 positionsLocked2024Q4Dec 31
$184M▲ 1.3%
105 positionsLocked2024Q3Sep 30
$181M▲ 4.1%
104 positionsLocked2024Q2Jun 30
$174M▲ 2.8%
97 positionsLocked2024Q1Mar 31
$169M▼ 5.9%
104 positionsLocked2023Q4Dec 31
$180M▲ 9.1%
97 positionsLocked
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