Lifeworks Advisors, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Lifeworks Advisors, LLC held in its portfolio 311 assets valued at $772,284,506 (i.e. $772.29M).

The most valuable assets in the portfolio included: SPDR INDEX SHS FDS ($50.66M), ISHARES TR ($25.67M), and SPDR SERIES TRUST ($23.32M).

The chart below shows the top 10 valuable assets, and the table below shows the top 311 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Lifeworks Advisors, LLC Portfolio
SPDR INDEX SHS FDS
ISHARES TR
SPDR SERIES TRUST
ISHARES TR
ISHARES GOLD TR
ISHARES TR
VANGUARD CHARLOTTE FDS
VANGUARD MALVERN FDS
FIDELITY COVINGTON TRUST
SPDR GOLD TR
Lifeworks Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
SPDR INDEX SHS FDS 1140637 50655674 PORTFOLIO DEVLPD
ISHARES TR 1114892 25670381 US TREAS BD ETF
SPDR SERIES TRUST 581631 23324468 STATE STREET SPD
ISHARES TR 185228 20410327 IBOXX INV CP ETF
ISHARES GOLD TR 228306 18531569 ISHARES NEW
ISHARES TR 188077 17908710 MBS ETF
VANGUARD CHARLOTTE FDS 359078 17350654 TOTAL INT BD ETF
VANGUARD MALVERN FDS 309233 15294677 STRM INFPROIDX
FIDELITY COVINGTON TRUST 51779 11633266 MSCI INFO TECH I
SPDR GOLD TR 26507 10505042 GOLD SHS
SEAGATE TECHNOLOGY HLDNGS PL 36008 9916158 ORD SHS
FIDELITY COVINGTON TRUST 111918 9230983 MSCI INDL INDX
APPLE INC 33702 9162212 COM
MICROSOFT CORP 18597 8993941 COM
GILEAD SCIENCES INC 70776 8687014 COM
ABBVIE INC 37261 8513849 COM
VIATRIS INC 678746 8450392 COM
PACCAR INC 75411 8258232 COM
ISHARES BITCOIN TRUST ETF 166291 8256363 SHS BEN INT
FIDELITY COVINGTON TRUST 110668 8220385 MSCI HLTH CARE I
ALTRIA GROUP INC 140469 8099426 COM
JABIL INC 35370 8064960 COM
ISHARES TR 11416 7819534 CORE S&P500 ETF
CISCO SYS INC 99970 7700699 COM
VANECK MERK GOLD ETF 185535 7695989 GOLD SHS
JOHNSON & JOHNSON 36375 7527799 COM
MERCK & CO INC 70508 7421706 COM
INTERNATIONAL BUSINESS MACHS 24868 7366162 COM
SPDR S&P 500 ETF TR 10650 7262246 TR UNIT
QUALCOMM INC 42240 7225096 COM
PFIZER INC 288387 7180845 COM
DELL TECHNOLOGIES INC 54860 6905749 CL C
THE CAMPBELLS COMPANY 236350 6587064 COM
GODADDY INC 51749 6420998 CL A
CATERPILLAR INC 10711 6136207 COM
CUMMINS INC 11881 6064882 COM
SOUTHERN CO 68682 5989111 COM
HEWLETT PACKARD ENTERPRISE C 248526 5969596 COM
EBAY INC. 67822 5907283 COM
ORACLE CORP 30242 5894454 COM
REPUBLIC SVCS INC 27571 5843151 COM
DEERE & CO 12098 5632312 COM
ILLINOIS TOOL WKS INC 22558 5556152 COM
GEN DIGITAL INC 201442 5477202 COM
WABTEC 25526 5448481 COM
CLOROX CO DEL 53730 5417604 COM
CORNING INC 60383 5287120 COM
ISHARES TR 48016 5142994 NATIONAL MUN ETF
VANGUARD INTL EQUITY INDEX F 58508 4891871 FTSE EUROPE ETF
AMAZON COM INC 20961 4838106 COM
AMCOR PLC 575430 4799083 ORD
LINDE PLC 11247 4795688 SHS
HARTFORD INSURANCE GROUP INC 34009 4686391 COM
LYONDELLBASELL INDUSTRIES N 106128 4595350 SHS - A -
KEYSIGHT TECHNOLOGIES INC 22447 4560916 COM
MEDTRONIC PLC 46653 4481469 SHS
MOTOROLA SOLUTIONS INC 11611 4450587 COM NEW
GARMIN LTD 21895 4441340 SHS
EA SERIES TRUST 38007 4374552 ALPHA ARCH 1-3
NETAPP INC 40733 4362096 COM
OTIS WORLDWIDE CORP 49854 4354776 COM
NVIDIA CORPORATION 22912 4273068 COM
INVESCO QQQ TR 6674 4099804 UNIT SER 1
PENTAIR PLC 39244 4086826 SHS
CARRIER GLOBAL CORPORATION 76884 4062551 COM
HONEYWELL INTL INC 20147 3930417 COM
EVERGY INC 54005 3914795 COM
FIDELITY COVINGTON TRUST 78777 3875022 CONSMR STAPLES
F5 INC 14867 3794883 COM
HP INC 165173 3680058 COM
ABBOTT LABS 28641 3588428 COM
AUTOMATIC DATA PROCESSING IN 13885 3571638 COM
VANGUARD INDEX FDS 11011 3466185 LARGE CAP ETF
ISHARES TR 32923 3165849 7-10 YR TRSY BD
EATON CORP PLC 9858 3139727 SHS
SCHWAB STRATEGIC TR 120564 2938151 SHT TM US TRES
ISHARES TR 11221 2762112 RUSSELL 2000 ETF
INVESCO ACTVELY MNGD ETC FD 204698 2712245 OPTIMUM YIELD
NEOS ETF TRUST 49191 2649400 NASDAQ 100 HIGH
WALMART INC 23527 2621149 COM
NEOS ETF TRUST 46805 2458656 NEOS S&P 500 HI
J P MORGAN EXCHANGE TRADED F 42096 2446622 NASDAQ EQT PREM
ETFS GOLD TR 58243 2392608 PHYSCL GOLD SHS
FIDELITY COVINGTON TRUST 44415 2358868 MSCI MATLS INDEX
ELI LILLY & CO 2072 2226986 COM
ISHARES TR 39711 2172613 MSCI EMG MKT ETF
FIDELITY COVINGTON TRUST 37898 2092714 MSCI UTILS INDEX
FIDELITY COVINGTON TRUST 26402 2052513 MSCI FINLS IDX
FIDELITY COVINGTON TRUST 20056 2048875 MSCI CONSM DIS
VANGUARD INDEX FDS 3102 1945557 S&P 500 ETF SHS
ISHARES INC 23319 1882764 MSCI JAPAN ETF
VANGUARD INDEX FDS 9842 1879742 VALUE ETF
J P MORGAN EXCHANGE TRADED F 31873 1824408 EQUITY PREMIUM
TESLA INC 4041 1817319 COM
VANGUARD INDEX FDS 3723 1816238 GROWTH ETF
META PLATFORMS INC 2728 1800696 CL A
J P MORGAN EXCHANGE TRADED F 34490 1744846 ULTRA SHRT ETF
PACER FDS TR 49430 1740433 US LRG CP CASH
ALPHABET INC 5506 1723388 CAP STK CL A
INTUITIVE SURGICAL INC 2915 1650679 COM NEW
CAPITAL GROUP GROWTH ETF 35481 1577838 SHS CREATION UNI
SCHWAB STRATEGIC TR 56768 1527633 US LRG CAP ETF
BLACKROCK ETF TRUST 24927 1515808 ISHARES US EQUIT
DIMENSIONAL ETF TRUST 37694 1492305 US CORE EQUITY 2
BROADCOM INC 4261 1474677 COM
SSGA ACTIVE ETF TR 36519 1469877 STATE STREET DOU
ISHARES TR 11714 1443826 S&P 500 GRWT ETF
MICRON TECHNOLOGY INC 5042 1439124 COM
RTX CORPORATION 7711 1414171 COM
SPDR INDEX SHS FDS 30198 1413576 PORTFOLIO EMG MK
FIRST TR EXCHANGE-TRADED FD 53461 1402815 FT VEST RIS
ISHARES TR 19507 1392976 EAFE VALUE ETF
INNOVATOR ETFS TRUST 37414 1379093 QUITY MANAGD FLR
PRINCIPAL EXCHANGE TRADED FD 70777 1349708 SPECTRUM PFD
ISHARES TR 6271 1329801 S&P 500 VAL ETF
VERTEX PHARMACEUTICALS INC 2923 1325234 COM
EXXON MOBIL CORP 10972 1320398 COM
ETF SER SOLUTIONS 29817 1303000 APTUS COLLRD INV
VISA INC 3642 1277391 COM CL A
ISHARES INC 18840 1266436 CORE MSCI EMKT
CORTEVA INC 18455 1237024 COM
KLA CORP 997 1211420 COM NEW
JPMORGAN CHASE & CO. 3661 1179566 COM
HOME DEPOT INC 3333 1146955 COM
UBER TECHNOLOGIES INC 13461 1099938 COM
GE VERNOVA INC 1675 1094740 COM
APPLIED MATLS INC 4196 1078370 COM
ISHARES TR 11431 1073229 U.S. REAL ES ETF
ISHARES TR 10677 1066459 CORE US AGGBD ET
CROWDSTRIKE HLDGS INC 2169 1016864 CL A
ISHARES TR 2917 1000491 S&P 100 ETF
NETFLIX INC 10546 988779 COM
APPLOVIN CORP 1465 987464 COM CL A
FAIR ISAAC CORP 578 976474 COM
DOLLAR TREE INC 7858 966613 COM
PROCTER AND GAMBLE CO 6692 959027 COM
SELECT SECTOR SPDR TR 6660 958864 STATE STREET TEC
AMERICAN EXPRESS CO 2581 954718 COM
COCA COLA CO 13630 952902 COM
VANGUARD INDEX FDS 3223 935520 MID CAP ETF
ISHARES TR 19490 907065 CORE UNIVRSL USD
STRATEGY INC 5804 881918 CL A NEW
ISHARES TR 4432 880203 MSCI USA QLT FCT
VANGUARD SCOTTSDALE FDS 14832 871081 SHORT TERM TREAS
INVESCO EXCH TRADED FD TR II 7287 869498 S&P 500 MOMNTM
PEPSICO INC 5900 846711 COM
BERKSHIRE HATHAWAY INC DEL 1654 831383 CL B NEW
KROGER CO 13156 821987 COM
INCYTE CORP 8277 817531 COM
BOSTON SCIENTIFIC CORP 8482 808761 COM
EVEREST GROUP LTD 2374 805731 COM
COSTCO WHSL CORP NEW 924 796802 COM
AMGEN INC 2411 789273 COM
EA SERIES TRUST 26665 787141 ALPHA ARCHITECT
VANGUARD BD INDEX FDS 10026 742603 TOTAL BND MRKT
AXON ENTERPRISE INC 1302 739224 COM
QUEST DIAGNOSTICS INC 4255 738309 COM
DIMENSIONAL ETF TRUST 22622 736799 EMGR CRE EQT MNG
LOCKHEED MARTIN CORP 1515 732550 COM
GE AEROSPACE 2360 726932 COM NEW
TJX COS INC NEW 4727 726184 COM
DISNEY WALT CO 6309 717813 COM
ISHARES TR 2368 713000 ISHARES SEMICDTR
BIOGEN INC 3933 692227 COM
COLGATE PALMOLIVE CO 8755 691801 COM
ISHARES TR 6339 686894 U.S. UTILITS ETF
SCHWAB STRATEGIC TR 28505 685250 INTL EQTY ETF
HOWMET AEROSPACE INC 3342 685215 COM
HERSHEY CO 3753 682978 COM
VERIZON COMMUNICATIONS INC 16755 682430 COM
VANGUARD INDEX FDS 2000 670481 TOTAL STK MKT
STRATEGY SHS 21067 669075 NEWFOUND RESLV
ISHARES TR 6566 667578 10-20 YR TRS ETF
VANECK ETF TRUST 22665 665550 FALLEN ANGEL HG
VANGUARD MUN BD FDS 12697 638536 TAX EXEMPT BD
GENERAL MLS INC 13486 627117 COM
FIDELITY COVINGTON TRUST 8554 626836 MSCI COMMNTN SVC
ROBINHOOD MKTS INC 5525 624822 COM CL A
TEXAS INSTRS INC 3557 617116 COM
BLACKROCK ETF TRUST 18475 615218 ISHARES A I INNO
TRAVELERS COMPANIES INC 2080 603336 COM
INTUIT 903 598044 COM
MCDONALDS CORP 1950 595924 COM
TRIMBLE INC 7469 585204 COM
COMCAST CORP NEW 19578 585179 CL A
FOX CORP 8941 580560 CL B COM
ISHARES TR 11574 578840 CORE INTL AGGR
AUTODESK INC 1946 576144 COM
UNITEDHEALTH GROUP INC 1726 569790 COM
ELEVANCE HEALTH INC FORMERLY 1614 565803 COM
DOORDASH INC 2469 559073 CL A
CONSOLIDATED EDISON INC 5494 545639 COM
DARDEN RESTAURANTS INC 2920 537306 COM
ISHARES TR 5563 534215 MSCI EAFE ETF
CADENCE DESIGN SYSTEM INC 1708 534038 COM
BLACKROCK ETF TRUST 13673 527231 ISHARES US THEMA
FIRST TR EXCHNG TRADED FD VI 13014 526378 FT VEST US EQT
MONOLITHIC PWR SYS INC 576 521618 COM
PACKAGING CORP AMER 2429 500958 COM
NXP SEMICONDUCTORS N V 2305 500360 COM
PROSHARES TR 4806 500160 S&P 500 DV ARIST
PHILIP MORRIS INTL INC 3091 495874 COM
CF INDS HLDGS INC 6344 490682 COM
FIRST TR EXCHNG TRADED FD VI 14163 485224 FT VEST LADDERED
SPDR SERIES TRUST 21484 459113 BLOOMBERG EMERGI
KIMBERLY-CLARK CORP 4509 454900 COM
ISHARES TR 1808 452632 MSCI USA MMENTM
ISHARES TR 5419 448840 1 3 YR TREAS BD
ALPHABET INC 1424 446953 CAP STK CL C
VANGUARD TAX-MANAGED FDS 7093 443102 VAN FTSE DEV MKT
BOEING CO 2036 442031 COM
SELECT SECTOR SPDR TR 2853 441644 STATE STREET HEA
VANGUARD INDEX FDS 1709 440778 SMALL CP ETF
CME GROUP INC 1609 439430 COM
REGENERON PHARMACEUTICALS 562 433615 COM
SELECT SECTOR SPDR TR 9536 426355 STATE STREET ENE
SERVICENOW INC 2760 422806 COM
DBX ETF TR 9361 420955 XTRACKERS SHRT
LOWES COS INC 1740 419583 COM
INVESCO EXCH TRADED FD TR II 8678 416528 S&P500 HDL VOL
EXPEDITORS INTL WASH INC 2794 416376 COM
AMERICAN CENTY ETF TR 8059 406012 DIVERSIFIED MU
MARATHON PETE CORP 2480 403341 COM
CHEVRON CORP NEW 2646 403219 COM
VALERO ENERGY CORP 2443 397657 COM
UNITED PARCEL SERVICE INC 3968 393620 CL B
AMERICAN ELEC PWR CO INC 3352 386467 COM
WELLS FARGO CO NEW 4100 382110 COM
GRAYSCALE BITCOIN TRUST ETF 5554 379671 SHS REP COM UT
CONAGRA BRANDS INC 21837 378005 COM
TERADYNE INC 1919 371442 COM
ISHARES TR 1727 370770 US AER DEF ETF
ISHARES TR 4254 370755 20 YR TR BD ETF
SPDR SERIES TRUST 19382 369804 STATE STRET SPDR
ISHARES TR 3218 366595 EAFE GRWTH ETF
MICROCHIP TECHNOLOGY INC. 5643 359545 COM
AT&T INC 14277 354635 COM
DIMENSIONAL ETF TRUST 10629 351607 EMERGING MKTS CO
VANGUARD SCOTTSDALE FDS 7378 347360 MTG-BKD SECS ETF
SPDR INDEX SHS FDS 8496 347147 S&P INTL SMLCP
BLACKROCK ETF TRUST II 7112 346212 ISHARES HIGH YIE
XCEL ENERGY INC 4633 342193 COM
BOOKING HOLDINGS INC 60 321325 COM
PALANTIR TECHNOLOGIES INC 1797 319417 CL A
EA SERIES TRUST 4873 318150 US QUAN MOMENTUM
SYSCO CORP 4287 315874 COM
UNION PAC CORP 1359 314398 COM
DOW INC 13286 310636 COM
EA SERIES TRUST 6320 308402 US QUAN VALUE
ISHARES TR 5823 307898 ISHS 1-5YR INVS
DELTA AIR LINES INC DEL 4432 307581 COM NEW
SCHWAB CHARLES CORP 3012 300929 COM
ISHARES TR 4551 300388 CORE S&P MCP ETF
HEICO CORP NEW 928 300292 COM
SELECT SECTOR SPDR TR 1909 296124 STATE STREET IND
STEEL DYNAMICS INC 1713 290227 COM
INVESCO EXCH TRADED FD TR II 1147 289988 NASDAQ 100 ETF
PINNACLE WEST CAP CORP 3250 288275 COM
CARVANA CO 672 283597 CL A
ANALOG DEVICES INC 1036 280941 COM
EA SERIES TRUST 7340 279814 INTL QUAN MOMNTM
VANECK ETF TRUST 2247 279077 URANIUM AND NUCL
ISHARES TR 3119 279013 CORE MSCI EAFE
STRATEGIC TRUST 8326 277589 RUNNING GWTH ETF
FIDELITY COVINGTON TRUST 7982 276656 ENHANCED LARGE
ENBRIDGE INC 5755 275249 COM
PRICE T ROWE GROUP INC 2630 269219 COM
BRISTOL-MYERS SQUIBB CO 4975 268356 COM
FIRST TR EXCHNG TRADED FD VI 8146 264989 FT VEST NAS
SELECT SECTOR SPDR TR 3400 264112 STATE STREET CON
ISHARES TR 2760 259895 MSCI USA MIN VOL
INVESCO EXCH TRADED FD TR II 12367 259709 SR LN ETF
MASTERCARD INCORPORATED 451 257467 CL A
BANK AMERICA CORP 4644 255432 COM
VANECK ETF TRUST 2455 254240 MRNGSTR WDE MOAT
FIRSTENERGY CORP 5622 251697 COM
SELECT SECTOR SPDR TR 5884 251188 STATE STREET UTI
SPDR INDEX SHS FDS 5574 250920 DJ GLB RL ES ETF
TAIWAN SEMICONDUCTOR MFG LTD 821 249494 SPONSORED ADS
TE CONNECTIVITY PLC 1086 247083 ORD SHS
INVESCO EXCHANGE TRADED FD T 3254 244223 S&P500 QUALITY
DEVON ENERGY CORP NEW 6664 244092 COM
SSGA ACTIVE ETF TR 5890 243080 STATE STREET BLA
FIDELITY COVINGTON TRUST 9724 240870 MSCI ENERGY IDX
ADOBE INC 681 238343 COM
SCHWAB STRATEGIC TR 9392 235542 INT-TRM U.S TRES
INVESCO EXCHANGE TRADED FD T 3903 231387 S&P 500 TOP 50
THERMO FISHER SCIENTIFIC INC 393 227724 COM
NRG ENERGY INC 1418 225798 COM NEW
GUIDEWIRE SOFTWARE INC 1121 225332 COM
IQVIA HLDGS INC 997 224734 COM
BEST BUY INC 3347 224012 COM
SCHWAB STRATEGIC TR 4916 223829 INTL SCEQT ETF
INVESCO EXCHANGE TRADED FD T 10910 222407 HIG YLD EQ DIV
EA SERIES TRUST 6923 217779 INTL QUAN VALUE
GLOBAL X FDS 5348 217289 S&P 500 COVERED
ARISTA NETWORKS INC 1656 216927 COM SHS
VANGUARD INDEX FDS 1022 216449 SM CP VAL ETF
VANGUARD SCOTTSDALE FDS 2567 214950 INT-TERM CORP
ISHARES TR 6874 212819 PFD AND INCM SEC
BLUEROCK PVT REAL ESTATE FD 14066 210990 COM
ISHARES TR 4123 208047 TRS FLT RT BD
ISHARES TR 4086 207814 FLTG RATE NT ETF
EASTMAN CHEM CO 3249 207359 COM
GSK PLC 4200 205968 SPONSORED ADR
DAVITA INC 1810 205634 COM
BECTON DICKINSON & CO 1049 203584 COM
SHOPIFY INC 1258 202500 CL A SUB VTG SHS
DNP SELECT INCOME FD INC 15214 151989 COM
DIREXION SHS ETF TR 15764 148655 DLY S&P500 BR 1X
LLOYDS BANKING GROUP PLC 24235 128447 SPONSORED ADR