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Home > Institutional Investor > Lifeworks Advisors, Llc > Profile

Instuitional Investor - Lifeworks Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lifeworks Advisors, Llc
Portfolio Value $955,041,885
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds - ST STR PO EX ETF
 1,249,765 $62,975,641 6.59%
2.
Ishares Tr - US TREAS BD ETF
 1,184,445 $26,981,665 2.83%
3.
Dell Technologies Inc.
 DELL 61,218 $26,413,058 2.77%
4.
Seagate Technology Holdings Plc
 STX 26,621 $25,689,153 2.69%
5.
Ishares Trust
 IEF 195,454 $21,318,134 2.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.