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Lifeworks Advisors - Q3 2026 13F Filings

LI

Lifeworks Advisors, LLC

CIK: 0001882132
Address: Michigan Grand Rapids 4095 Park East Ct. Ste. C
$1.02 B
Portfolio Value
360
Assets Held
Reporting Period: Q3 2026
Filing Status:
Active
Last Updated: 11/12/2026

Portfolio Summary (Q3 2026)

View Full Portfolio Analysis

Top Buys

Q3 2026
1. VEEV Veeva Systems
+$31.3 M
2. MRVL Marvell Technology
+$10.65 M
3. CVNA Carvana Co
+$9.41 M
4. MMC Marsh & Mclennan Companies
+$9.26 M
5. NWS News Corporation
+$9.19 M

Top Sells

Q3 2026
1. DELL Dell Technologies
−$18.31 M
2. STX Seagate Technology Holdings PLC
−$9.37 M
3. MRK Merck & Co
−$8.82 M
4. PFE Pfizer
−$8.56 M
5. MO Altria Group
−$8.38 M

Asset Allocation

Stocks/ETFs
+6.62%
$1.02 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Lifeworks Advisors Q3 2026 Filing Summary

Lifeworks Advisors, LLC filed its 13F report for Q3 2026 on November 12, 2026. The portfolio totaled 1.02 B reflecting a +6.62% change from the prior quarter, spanning 360 assets. The top 10 holdings comprised 26.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 54 new positions and 31 complete exits.

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Issuer Name Class Value Shares Option Type

FAQs for Lifeworks Advisors’s Q3 2026 Filing

Lifeworks Advisors submitted their Form 13F-HR for the Q3 2026 period on 11/12/2026. This was the only submission for the quarter.

In the Q3 2026 filing, Lifeworks Advisors reported a managed portfolio value of 1.02 B, consisting of 360 individual positions.

This page displays the raw filing documents. To see which stocks Lifeworks Advisors bought or sold during Q3 2026, please visit Lifeworks Advisors's Portfolio Analysis page.