Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc. reported 129 positions worth $372.1M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: SPY (16.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $60.8M | 16.34% | 81,416 | — | — | |
| ▸ 2 | AVDE | SH | $21.1M | 5.68% | 236,820 | — | — | |
| ▸ 3 | CWB | SH | $14.9M | 4.00% | 137,965 | — | — | |
| ▸ 4 | SPMO | SH | $14.8M | 3.99% | 91,872 | — | — | |
| ▸ 5 | QQQ | SH | $14.6M | 3.93% | 19,866 | — | — | |
| ▸ 6 | SPDW | SH | $12.7M | 3.42% | 252,199 | — | — | |
| ▸ 7 | QQH | SH | $9.9M | 2.65% | 115,143 | — | — | |
| ▸ 8 | AGG | SH | $9.8M | 2.64% | 99,359 | — | — | |
| ▸ 9 | CARY | SH | $9.7M | 2.62% | 469,008 | — | — | |
| ▸ 10 | FSCC | SH | $9.2M | 2.46% | 245,392 | — | — |
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Frequently Asked Questions
What stocks does Lifestyle Asset Management, Inc. hold as of Q2 2026?
Lifestyle Asset Management, Inc. reported 129 positions worth $372.1M in its Q2 2026 13F filing. Largest positions: SPY (16.3%), AVDE (5.7%), CWB (4.0%), SPMO (4.0%) and QQQ (3.9%).
What did Lifestyle Asset Management, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lifestyle Asset Management, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.