Lifeworks Advisors, LLC
•CIK: 1882132•Filing: Q4 2025
**Lifeworks Advisors, LLC** manages $772M across a diversified portfolio of 326 positions. The strategy exhibits a notable allocation toward fixed income and broad market exposure, highlighted by significant holdings in SPDW ($50.7M), GOVT ($25.7M), and LQD ($20.4M). Further diversification is evident with substantial allocations to IAU* ($18.5M) and BNDX ($17.4M). This structure suggests a focus on capital preservation and income generation across various asset classes.
Total AUM
$772.3M
QoQ Performance
+3.6%
Positions
222
Top 10 Concentration
27.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPDW
SPDW6.6%
GOVT3.3%
LQD2.6%
IAU*2.4%
MBB2.3%
BNDX2.2%
VTIP2.0%
FTEC1.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other74.5%
Technology7.8%
Healthcare7.0%
Industrial2.5%
ETF2.3%
Consumer1.8%
Consumer Staples1.5%
Utilities0.8%
🚪 Exited Positionssold since Q3 2025
+129 more exited positions
Changes from Q3 2025
NEW9 new positions
↑109 increased
↓81 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023