Lifeworks Advisors, LLC - Portfolio Stock Holdings
Lifeworks Advisors, LLC disclosed 351 stock positions in a recent SEC 13F filing. $773,420,375 of stock holdings were filed, with the largest holdings including SPDW, GOVT, and LQD. This filing represented positions held on March 31, 2026, and was filed on May 4, 2026.We estimate the fund has a total AUM of $966,701,542 and has 48 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
March 31, 2026No. of Stocks:
351Est. Stock Holding Value:
$773,420,375Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Lifeworks Advisors, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...