13F Insight
DOSSIER · 13F-HR · Q1 2026

Lifeworks Advisors, LLC

$779M in tracked AUM across 297 positions as of Q1 2026.

LA
CIK 0001882132 · last filed Mar 31, 2026
Total AUM
$779M
as of Q1 2026
Holdings
297
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPDW
SPDR INDEX SHS FDS
$53M1.2M6.8%02
GOVT
ISHARES TR
$26M1.1M3.3%03
LQD
ISHARES TR
$20M187K2.6%04
IAU
ISHARES GOLD TR
$18M209K2.4%05
BNDX
VANGUARD CHARLOTTE FDS
$18M370K2.3%06
MBB
ISHARES TR
$18M186K2.3%07
VTIP
VANGUARD MALVERN FDS
$15M309K2.0%08
GLD
SPDR GOLD TR
$14M33K1.8%09
FTEC
FIDELITY COVINGTON TRUST
$12M57K1.5%10
DELL
DELL TECHNOLOGIES INC
$11M67K1.4%

Filing history

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 positionsLocked2023Q2Jun 30
$235M▲ 10.9%
156 positionsLocked
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