Institutions / Lifestyle Asset Management, Inc.
Lifestyle Asset Management, Inc.
CIK 1845675 · Institution · as of Dec 31, 2025
Portfolio value
$307.39M
Positions
138
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 138 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR S&P 500 ETF Tr | $42.74M | 13.9% |
| iShares Tr | $16.62M | 5.4% |
| SPDR Series Trust | $15.55M | 5.1% |
| SPDR Series Trust | $12.59M | 4.1% |
| First Tr Exchng Traded Fd VI | $11.11M | 3.6% |
| Invesco Exch Traded Fd Tr II | $10.74M | 3.5% |
| SPDR Index Shs Fds | $10.60M | 3.4% |
| Exxon Mobil Corp | $7.73M | 2.5% |
| Invesco Exchange Traded Fd T | $7.20M | 2.3% |
| American Centy ETF Tr | $6.27M | 2.0% |
| Northern Lts Fd Tr III | $5.63M | 1.8% |
| Northern Lts Fd Tr III | $5.24M | 1.7% |
| SPDR Series Trust | $4.97M | 1.6% |
| American Centy ETF Tr | $3.90M | 1.3% |
| Apple Inc. | $3.71M | 1.2% |
| NVIDIA Corp | $3.68M | 1.2% |
| iShares Tr | $3.64M | 1.2% |
| iShares Tr | $3.51M | 1.1% |
| iShares MSCI UAE ETF | $3.29M | 1.1% |
| iShares Tr | $3.26M | 1.1% |
| iShares Tr | $3.16M | 1.0% |
| iShares MSCI UAE ETF | $3.13M | 1.0% |
| Invesco Qqq Tr | $3.02M | 1.0% |
| Alphabet Inc. | $2.98M | 1.0% |
| iShares MSCI UAE ETF | $2.91M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.