Lifeworks Advisors, LLC - Portfolio overview

Lifeworks Advisors, LLC has 366 reported holdings in this dataset, with the latest filing dated 2026-05-04.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SPDW - SPDR INDEX SHS FDS, 6.45%
2. GOVT - ISHARES TR, 3.17%
3. LQD - ISHARES TR, 2.48%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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