What does Lifeworks Advisors, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Lifeworks Advisors, LLC 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

SPDR INDEX SHS FDS

$53M1.2M6.8%

ISHARES TR

$26M1.1M3.3%

ISHARES TR

$20M187K2.6%

ISHARES GOLD TR

$18M209K2.4%

VANGUARD CHARLOTTE FDS

$18M370K2.3%

ISHARES TR

$18M186K2.3%

VANGUARD MALVERN FDS

$15M309K2.0%

SPDR GOLD TR

$14M33K1.8%

FIDELITY COVINGTON TRUST

$12M57K1.5%

DELL TECHNOLOGIES INC

$11M67K1.4%

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