Lifeworks Advisors, LLC Q3 2025 Filing

Filed November 12, 2025

Portfolio Value

$751.1B

Holdings

327

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (327 positions)

#StockSharesValue% PortfolioType
101
COWGPACER FDS TR
47,195$1.7B0.23%
102
IYRISHARES TR
17,257$1.7B0.22%
103
AAVMEA SERIES TRUST
57,059$1.6B0.22%
104
QUALISHARES TR
8,425$1.6B0.22%
105
EWJISHARES INC
20,391$1.6B0.22%
106
SPSBSPDR SERIES TRUST
52,200$1.6B0.21%
107
RTXRTX CORPORATION
8,970$1.5B0.20%
108
ROMOSTRATEGY SHS
43,558$1.5B0.20%
109
TOTLSSGA ACTIVE ETF TR
35,939$1.5B0.19%
110
AVGOBROADCOM INC
4,402$1.5B0.19%
111
IDUISHARES TR
13,053$1.4B0.19%
112
DFACDIMENSIONAL ETF TRUST
37,364$1.4B0.19%
113
SPEMSPDR INDEX SHS FDS
30,290$1.4B0.19%
114
HDHOME DEPOT INC
3,494$1.4B0.19%
115
RDVIFIRST TR EXCHANGE-TRADED FD
54,681$1.4B0.19%
116
PREFPRINCIPAL EXCHANGE TRADED FD
71,789$1.4B0.18%
117
DYNFBLACKROCK ETF TRUST
22,845$1.4B0.18%
118
EFVISHARES TR
19,918$1.4B0.18%
119
GOOGLALPHABET INC
5,375$1.3B0.17%
120
IVWISHARES TR
10,467$1.3B0.17%
121
VVISA INC
3,610$1.2B0.16%
122
XOMEXXON MOBIL CORP
10,844$1.2B0.16%
123
SPTMSPDR SERIES TRUST
15,091$1.2B0.16%
124
CGGRCAPITAL GROUP GROWTH ETF
27,700$1.2B0.16%
125
SFLRINNOVATOR ETFS TRUST
31,947$1.2B0.15%
126
VRTXVERTEX PHARMACEUTICALS INC
2,914$1.1B0.15%
127
ISRGINTUITIVE SURGICAL INC
2,529$1.1B0.15%
128
ACIOETF SER SOLUTIONS
25,636$1.1B0.15%
129
NFLXNETFLIX INC
897$1.1B0.14%
130
JPMJPMORGAN CHASE & CO.
3,402$1.1B0.14%
131
AGGISHARES TR
10,648$1.1B0.14%
132
4I1PHILIP MORRIS INTL INC
6,547$1.1B0.14%
133
SPMDSPDR SERIES TRUST
18,404$1.1B0.14%
134
CRWDCROWDSTRIKE HLDGS INC
2,123$1.0B0.14%
135
REGNREGENERON PHARMACEUTICALS
1,838$1.0B0.14%
136
MUMICRON TECHNOLOGY INC
5,970$998.9M0.13%
137
SPHDINVESCO EXCH TRADED FD TR II
19,534$966.0M0.13%
138
IUSBISHARES TR
19,985$933.5M0.12%
139
AXPAMERICAN EXPRESS CO
2,742$910.7M0.12%
140
BRK/BBERKSHIRE HATHAWAY INC DEL
1,807$908.5M0.12%
141
VGSHVANGUARD SCOTTSDALE FDS
15,074$887.1M0.12%
142
OEFISHARES TR
2,608$868.0M0.12%
143
IVEISHARES TR
4,167$860.5M0.11%
144
KOCOCA COLA CO
12,941$858.3M0.11%
145
DGXQUEST DIAGNOSTICS INC
4,483$854.4M0.11%
146
EFAISHARES TR
9,127$852.2M0.11%
147
PNRPENTAIR PLC
7,657$848.1M0.11%
148
AXONAXON ENTERPRISE INC
1,180$846.7M0.11%
149
GEGE AEROSPACE
2,811$845.6M0.11%
150
ETNEATON CORP PLC
2,255$844.0M0.11%
151
SPTISPDR SERIES TRUST
29,198$843.8M0.11%
152
BACVERIZON COMMUNICATIONS INC
19,192$843.5M0.11%
153
IEMGISHARES INC
12,733$839.4M0.11%
154
XLKSELECT SECTOR SPDR TR
2,895$816.0M0.11%
155
PEPPEPSICO INC
5,767$809.9M0.11%
156
UBERUBER TECHNOLOGIES INC
8,167$800.1M0.11%
157
REEVEREST GROUP LTD
2,261$791.8M0.11%
158
SPTSSPDR SERIES TRUST
26,439$775.2M0.10%
159
SCHFSCHWAB STRATEGIC TR
33,256$774.2M0.10%
160
DASHDOORDASH INC
2,835$771.1M0.10%
161
BSXBOSTON SCIENTIFIC CORP
7,852$766.6M0.10%
162
DISDISNEY WALT CO
6,681$765.0M0.10%
163
AMGNAMGEN INC
2,710$764.8M0.10%
164
COSTCOSTCO WHSL CORP NEW
821$759.9M0.10%
165
HSYHERSHEY CO
4,006$749.3M0.10%
166
KLMNINVESCO EXCH TRADED FD TR II
6,094$737.8M0.10%
167
DLTRDOLLAR TREE INC
7,697$726.4M0.10%
168
FICOFAIR ISAAC CORP
475$711.1M0.09%
169
VOVANGUARD INDEX FDS
2,363$694.2M0.09%
170
SPSMSPDR SERIES TRUST
14,949$692.4M0.09%
171
ANGLVANECK ETF TRUST
23,046$685.2M0.09%
172
CMCSACOMCAST CORP NEW
21,572$677.8M0.09%
173
VTIVANGUARD INDEX FDS
2,052$673.3M0.09%
174
DFAEDIMENSIONAL ETF TRUST
21,149$666.8M0.09%
175
INCYINCYTE CORP
7,839$664.8M0.09%
176
TLHISHARES TR
6,384$657.5M0.09%
177
LMTLOCKHEED MARTIN CORP
1,315$656.5M0.09%
178
PGPROCTER AND GAMBLE CO
4,269$656.0M0.09%
179
BIIBBIOGEN INC
4,681$655.7M0.09%
180
HWMHOWMET AEROSPACE INC
3,334$654.2M0.09%
181
SOXXISHARES TR
2,376$644.3M0.09%
182
FCOMFIDELITY COVINGTON TRUST
8,793$624.1M0.08%
183
GISGENERAL MLS INC
12,198$615.0M0.08%
184
BNDVANGUARD BD INDEX FDS
8,170$607.6M0.08%
185
KRKROGER CO
8,928$601.9M0.08%
186
KELKELLANOVA
7,295$598.3M0.08%
187
USMVISHARES TR
6,259$595.5M0.08%
188
CLCOLGATE PALMOLIVE CO
7,433$594.2M0.08%
189
VLOVALERO ENERGY CORP
3,428$583.7M0.08%
190
TRVTRAVELERS COMPANIES INC
2,060$575.2M0.08%
191
TJXTJX COS INC NEW
3,952$571.3M0.08%
192
IAGGISHARES TR
11,087$568.0M0.08%
193
FOXFOX CORP
9,705$556.0M0.07%
194
UNHUNITEDHEALTH GROUP INC
1,595$550.8M0.07%
195
BAIBLACKROCK ETF TRUST
16,117$550.6M0.07%
196
BUTIDAL TRUST II
39,409$550.1M0.07%
197
MCDMCDONALDS CORP
1,796$545.7M0.07%
198
TLTISHARES TR
6,068$542.3M0.07%
199
CFCF INDS HLDGS INC
5,978$536.2M0.07%
200
NOBLPROSHARES TR
5,184$534.3M0.07%
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