Lifestyle Asset Management, Inc.
All holdings · as of Dec 31, 2025
| 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% |
| ISHARES TR | $2.90M | 0.9% |
| INVESCO ACTIVELY MANAGED EXC | $2.87M | 0.9% |
| AppLovin Corp | $2.85M | 0.9% |
| Comfort Systems USA Inc | $2.84M | 0.9% |
| SPDR GOLD TR | $2.81M | 0.9% |
| Western Digital Corp | $2.81M | 0.9% |
| ISHARES TR | $2.73M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $2.72M | 0.9% |
| ISHARES TR | $2.67M | 0.9% |
| Medpace Holdings, Inc. | $2.62M | 0.9% |
| PACER FDS TR | $2.47M | 0.8% |
| Meta Platforms Inc | $2.38M | 0.8% |
| Tapestry Inc | $2.38M | 0.8% |
| CELESTICA INCCLS | $2.27M | 0.7% |
| SPDR INDEX SHS FDS | $2.26M | 0.7% |
| United Therapeutics Corp | $2.22M | 0.7% |
| J P MORGAN EXCHANGE TRADED F | $2.20M | 0.7% |
| WISDOMTREE TR | $2.02M | 0.7% |
| RENAISSANCERE HOLDINGS LTD | $1.88M | 0.6% |
| FIRST TR EXCHANGE-TRADED FD | $1.84M | 0.6% |
| EXELIXIS, INC. | $1.82M | 0.6% |
| HARTFORD INSURANCE GROUP, INC. | $1.81M | 0.6% |
| Fortinet Inc | $1.81M | 0.6% |
| Monolithic Power Systems Inc | $1.81M | 0.6% |
| ADOBE INC. | $1.80M | 0.6% |