Lifeworks Advisors, LLC holds a diversified book of 337 stocks worth $955.0M as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Loews Corp and trimmed Seagate Technology Holdings. Their largest long position is Ste STR SPDR PT DW EU ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
61% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Lifeworks Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $441.1B |
| JPMORGAN CHASE & CO | 80 / 80 | $420.0B |
| ROYAL BANK OF CANADA | 80 / 80 | $122.4B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $119.5B |
| LPL Financial LLC | 80 / 80 | $74.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $72.8B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $61.6B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 80 / 80 | $38.3B |
Ranked by how many of Lifeworks Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Index SHS FDS ST STR PO EX ETF | $63.0M | 1.25M | 6.6% | ▲+9.6% Added · +109K sh | |
| 2 | Ishares TR US TREAS BD ETF | $27.0M | 1.18M | 2.8% | ▲+6.2% Added · +70K sh | |
| 3 | Dell Technologies Inc CL C | $26.4M | 61.2K | 2.8% | ▲+12% Added · +6K sh | |
| 4 | Seagate Technology HLDNGS PL ORD SHS | $25.7M | 26.6K | 2.7% | ▼−26% Reduced · −9K sh | |
| 5 | Ishares TR IBOXX INV CP ETF | $21.3M | 195.5K | 2.2% | ▲+5.5% Added · +10K sh | |
| 6 | Vanguard Charlotte FDS TOTAL INT BD ETF | $19.6M | 404.4K | 2.1% | ▲+13% Added · +45K sh | |
| 7 | Vanguard Malvern FDS STRM INFPROIDX | $18.6M | 371.0K | 2.0% | ▲+20% Added · +62K sh | |
| 8 | Ishares TR MBS ETF | $18.3M | 193.1K | 1.9% | ▲+2.7% Added · +5K sh | |
| 9 | Ishares Gold TR ISHARES NEW | $17.5M | 232.2K | 1.8% | ▲+1.7% Added · +4K sh | |
| 10 | Corning Inc COM | $16.6M | 65.1K | 1.7% | ▲+7.7% Added · +5K sh | |
| 11 | Fidelity Covington Trust MSCI INFO TECH I | $16.1M | 56.5K | 1.7% | ▲+9.1% Added · +5K sh | |
| 12 | Microsoft Corp COM | $12.8M | 34.4K | 1.3% | ▲+85% Added · +16K sh | |
| 13 | Hewlett Packard Enterprise C COM | $12.4M | 275.2K | 1.3% | ▲+11% Added · +27K sh | |
| 14 | Jabil Inc COM | $12.3M | 32.0K | 1.3% | ▼−9.6% Reduced · −3K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $12.3M | 16.5K | 1.3% | ▲+55% Added · +6K sh | |
| 16 | Ea Series Trust ALPHA ARCH 1-3 | $12.3M | 104.6K | 1.3% | ▲+175% Added · +67K sh | |
| 17 | Gilead Sciences Inc COM | $11.8M | 93.3K | 1.2% | ▲+32% Added · +23K sh | |
| 18 | Fidelity Covington Trust MSCI INDL INDX | $11.4M | 114.5K | 1.2% | ▲+2.3% Added · +3K sh | |
| 19 | Invesco QQQ TR UNIT SER 1 | $11.4M | 15.4K | 1.2% | ▲+131% Added · +9K sh | |
| 20 | Altria Group Inc COM | $11.2M | 155.3K | 1.2% | ▲+11% Added · +15K sh | |
| 21 | Cisco Sys Inc COM | $11.1M | 94.6K | 1.2% | ▼−5.4% Reduced · −5K sh | |
| 22 | Apple Inc COM | $11.1M | 38.4K | 1.2% | ▲+14% Added · +5K sh | |
| 23 | Abbvie Inc COM | $11.0M | 43.8K | 1.2% | ▲+17% Added · +6K sh | |
| 24 | Caterpillar Inc COM | $11.0M | 10.3K | 1.1% | ▼−3.9% Reduced · −414 sh | |
| 25 | Johnson & Johnson COM | $10.6M | 41.7K | 1.1% | ▲+15% Added · +5K sh | |
| 26 | Ishares TR MSCI EMG MKT ETF | $9.6M | 140.6K | 1.0% | ▲+254% Added · +101K sh | |
| 27 | Ebay Inc. COM | $9.5M | 84.9K | 1.0% | ▲+25% Added · +17K sh | |
| 28 | Merck & Co Inc COM | $9.5M | 73.6K | 1.0% | ▲+4.4% Added · +3K sh | |
| 29 | F5 Inc COM | $8.9M | 21.5K | 0.9% | ▲+45% Added · +7K sh | |
| 30 | Southern Co COM | $8.9M | 92.8K | 0.9% | ▲+35% Added · +24K sh | |
| 31 | Paccar Inc COM | $8.9M | 73.9K | 0.9% | ▼−2.0% Reduced · −2K sh | |
| 32 | Cummins Inc COM | $8.7M | 12.2K | 0.9% | ▲+2.9% Added · +349 sh | |
| 33 | Keysight Technologies Inc COM | $8.3M | 23.8K | 0.9% | ▲+6.0% Added · +1K sh | |
| 34 | Ishares TR CORE S&P500 ETF | $8.3M | 11.1K | 0.9% | ▼−3.1% Reduced · −352 sh | |
| 35 | Pfizer Inc COM | $8.1M | 337.8K | 0.9% | ▲+17% Added · +49K sh | |
| 36 | Ishares Bitcoin Trust ETF SHS BEN INT | $8.0M | 240.9K | 0.8% | ▲+45% Added · +75K sh | |
| 37 | RTX Corporation COM | $7.9M | 41.6K | 0.8% | ▲+440% Added · +34K sh | |
| 38 | International Business Machs COM | $7.7M | 27.3K | 0.8% | ▲+9.9% Added · +2K sh | |
| 39 | Linde PLC SHS | $7.7M | 14.8K | 0.8% | ▲+31% Added · +4K sh | |
| 40 | Qualcomm Inc COM | $7.5M | 40.7K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 41 | Deere & Co COM | $7.5M | 11.8K | 0.8% | ▼−2.1% Reduced · −254 sh | |
| 42 | Netapp Inc COM | $7.4M | 47.9K | 0.8% | ▲+18% Added · +7K sh | |
| 43 | Fidelity Covington Trust MSCI HLTH CARE I | $7.4M | 95.7K | 0.8% | ▼−14% Reduced · −15K sh | |
| 44 | Loews Corp COM | $7.4M | 65.0K | 0.8% | ▲New New position | |
| 45 | Kroger Co COM | $7.2M | 130.1K | 0.8% | ▲+889% Added · +117K sh | |
| 46 | Hartford Insurance Group Inc COM | $7.1M | 53.6K | 0.7% | ▲+58% Added · +20K sh | |
| 47 | Clorox Co Del COM | $6.9M | 72.8K | 0.7% | ▲+35% Added · +19K sh | |
| 48 | Garmin Ltd SHS | $6.7M | 28.4K | 0.7% | ▲+30% Added · +6K sh | |
| 49 | The Campbells Company COM | $6.6M | 297.0K | 0.7% | ▲+26% Added · +61K sh | |
| 50 | Wabtec COM | $6.4M | 23.7K | 0.7% | ▼−7.2% Reduced · −2K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1882132/holdings"
Use Arkolith to show Lifeworks Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 337 | $955.0M | 13F-HR |
| Q1 2026 | Feb 13, 2026 | Feb 13, 2026 | 326 | $772.3M | 13F-HR |
| Q4 2025 | Nov 12, 2025 | Nov 12, 2025 | 327 | $751.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.