Lifestyle Asset Management, Inc. - Portfolio overview

Lifestyle Asset Management, Inc. has 164 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 10.98%
2. AGG - ISHARES TR, 10.55%
3. SDVY - FIRST TR EXCHANGE-TRADED FD, 3.69%

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

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