StockDriftsStockDriftsTop 50 Lifeworks Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPDW | SPDR INDEX SHS FDS | 6.59% | 1.25M | $63.0M | +7.39%(+86.03K) | $37.58(+38.70%) | 2026-06-30 | |
| GOVT | ISHARES TR | 2.83% | 1.18M | $27.0M | +4.04%(+46.03K) | $22.97(-2.00%) | 2026-06-30 | |
| DELL | DELL TECHNOLOGIES INC | 2.77% | 61.2K | $26.4M | -8.51%(-5.70K) | $120.10(+311.74%) | 2026-06-30 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2.69% | 26.6K | $25.7M | -4.02%(-1.12K) | $112.18(+721.33%) | 2026-06-30 | |
| LQD | ISHARES TR | 2.23% | 195.5K | $21.3M | +4.53%(+8.47K) | $108.81(-2.08%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.05% | 404.4K | $19.6M | +9.23%(+34.17K) | $48.88(-1.99%) | 2026-06-30 | |
| VTIP | VANGUARD MALVERN FDS | 1.95% | 371.0K | $18.6M | +20.09%(+62.05K) | $48.87(+1.73%) | 2026-06-30 | |
| MBB | ISHARES TR | 1.91% | 193.1K | $18.3M | +3.61%(+6.72K) | $93.49(+0.00%) | 2026-06-30 | |
| IAU | ISHARES GOLD TR | 1.84% | 232.2K | $17.5M | +11.34%(+23.65K) | $50.43(+62.15%) | 2026-06-30 | |
| GLW | CORNING INC | 1.74% | 65.1K | $16.6M | +11.39%(+6.65K) | $55.47(+185.82%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.71% | +43.18% | — | — | +49.57% |
| Top 20 Holdings Unweighted | +14.98% | +52.00% | — | — | +67.61% |
Lifeworks Advisors LLC reports $955.04M in US-listed equity holdings across 337 positions in its most recent 13F filing. Its largest disclosed positions are SPDW (6.6%), GOVT (2.8%) and DELL (2.8%). The top 20 holdings account for 39.57% of reported assets. Its disclosed equity book has returned +43.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lifeworks Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1882132). View Lifeworks Advisors LLC’s 13F filings on SEC