Lifestyle Asset Management, Inc. - Portfolio Stock Holdings
Lifestyle Asset Management, Inc. disclosed 143 stock positions in a recent SEC 13F filing. $413,756,256 of stock holdings were filed, with the largest holdings including SPY, AGG, and AVDE. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $571,164,427 and has 13 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
143Est. Stock Holding Value:
$413,756,256Top Stock Holdings By Sector
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Portfolio Stock Holdings - Lifestyle Asset Management, Inc.
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