Institutions / Lifeworks Advisors, LLC
Lifeworks Advisors, LLC
CIK 1882132 · Institution · as of Dec 31, 2025
Portfolio value
$772.28M
Positions
326
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 326 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Index Shs Fds | $50.66M | 6.6% |
| iShares MSCI UAE ETF | $25.67M | 3.3% |
| iShares MSCI UAE ETF | $20.41M | 2.6% |
| iShares Gold Tr | $18.53M | 2.4% |
| iShares Tr | $17.91M | 2.3% |
| Vanguard Charlotte Fds | $17.35M | 2.2% |
| Vanguard Malvern Fds | $15.29M | 2.0% |
| Fidelity Covington Trust | $11.63M | 1.5% |
| SPDR Gold Tr | $10.51M | 1.4% |
| Seagate Technology Holdings PLC | $9.92M | 1.3% |
| Fidelity Covington Trust | $9.23M | 1.2% |
| Apple Inc. | $9.16M | 1.2% |
| Microsoft Corp | $8.99M | 1.2% |
| Gilead Sciences, Inc. | $8.69M | 1.1% |
| AbbVie Inc. | $8.51M | 1.1% |
| Viatris Inc | $8.45M | 1.1% |
| Paccar Inc | $8.26M | 1.1% |
| iShares Bitcoin Trust ETF | $8.26M | 1.1% |
| Fidelity Covington Trust | $8.22M | 1.1% |
| Altria Group, Inc. | $8.10M | 1.0% |
| Jabil Inc | $8.06M | 1.0% |
| iShares Tr | $7.82M | 1.0% |
| Cisco Systems, Inc. | $7.70M | 1.0% |
| VanEck Merk Gold ETF | $7.70M | 1.0% |
| Johnson & Johnson | $7.53M | 1.0% |
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.