Lifeworks Advisors, LLC
Lifeworks Advisors, LLC reported 337 positions worth $955.0M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPDW (6.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPDW | SH | $63.0M | 6.59% | 1,249,765 | — | — | |
| ▸ 2 | GOVT | SH | $27.0M | 2.83% | 1,184,445 | — | — | |
| ▸ 3 | DELL | SH | $26.4M | 2.77% | 61,218 | — | — | |
| ▸ 4 | STX | SH | $25.7M | 2.69% | 26,621 | — | — | |
| ▸ 5 | LQD | SH | $21.3M | 2.23% | 195,454 | — | — | |
| ▸ 6 | BNDX | SH | $19.6M | 2.05% | 404,393 | — | — | |
| ▸ 7 | VTIP | SH | $18.6M | 1.95% | 370,992 | — | — | |
| ▸ 8 | MBB | SH | $18.3M | 1.91% | 193,120 | — | — | |
| ▸ 9 | IAU | SH | $17.5M | 1.84% | 232,160 | — | — | |
| ▸ 10 | GLW | SH | $16.6M | 1.74% | 65,052 | — | — |
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Frequently Asked Questions
What stocks does Lifeworks Advisors, LLC hold as of Q2 2026?
Lifeworks Advisors, LLC reported 337 positions worth $955.0M in its Q2 2026 13F filing. Largest positions: SPDW (6.6%), GOVT (2.8%), DELL (2.8%), STX (2.7%) and LQD (2.2%).
What did Lifeworks Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Lifeworks Advisors, LLC 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.