13F Insight
DOSSIER · 13F-HR · Q2 2026

Lifeworks Advisors, LLC

$955M in tracked AUM across 337 positions as of Q2 2026.

LA
CIK 0001882132 · last filed Jun 30, 2026
Total AUM
$955M
as of Q2 2026
Holdings
337
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Lifeworks Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$63M1.2M6.6%02
GOVT
ISHARES TR
$27M1.2M2.8%03
DELL
DELL TECHNOLOGIES INC
$26M61K2.8%04
G7997R103
SEAGATE TECHNOLOGY HLDNGS PL
$26M27K2.7%05
LQD
ISHARES TR
$21M195K2.2%06
BNDX
VANGUARD CHARLOTTE FDS
$20M404K2.1%07
VTIP
VANGUARD MALVERN FDS
$19M371K2.0%08
MBB
ISHARES TR
$18M193K1.9%09
IAU
ISHARES GOLD TR
$18M232K1.8%10
GLW
CORNING INC
$17M65K1.7%

Filing history

2026Q2Jun 30
$955M▲ 22.5%
337 positionsView →2026Q1Mar 31
$779M▲ 0.9%
297 positionsView →2025Q4Dec 31
$772M▲ 2.8%
326 positionsView →2025Q3Sep 30
$751M▲ 12.0%
327 positionsView →2025Q2Jun 30
$671M▲ 11.5%
312 positionsLocked2025Q1Mar 31
$602M▲ 8.6%
307 positionsLocked2024Q4Dec 31
$554M▲ 8.9%
306 positionsLocked2024Q3Sep 30
$509M▲ 41.7%
295 positionsLocked2024Q2Jun 30
$359M▲ 0.5%
222 positionsLocked2024Q1Mar 31
$357M▲ 23.3%
226 positionsLocked2023Q4Dec 31
$290M▲ 12.8%
196 positionsLocked2023Q3Sep 30
$257M▲ 9.5%
182 positionsLocked
Showing 12 of 19