Lifeworks Advisors
Lifeworks Advisors reported 337 stocks worth $955M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPDW (6.6%), GOVT (2.8%) and DELL (2.8%). Compared with Q1 2026, the fund opened new positions in HON and HONA, added to SPDW, GOVT and LQD, trimmed DELL, STX and FTEC and sold out of SHY, DOW and VMBS.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPDW Spdr Developed | $63M | 6.6% | 1.2M | +86K (+7%) | 8 of 8 | |
| 2 |  GOVT Ishares US Treasury Bond | $27M | 2.8% | 1.2M | +46K (+4%) | 8 of 8 | |
| 3 |  DELL Dell Technologies Inc | $26.4M | 2.8% | 61K | −5,697 (−9%) | 7 of 8 | |
| 4 |  STX Seagate Technology Hldngs PL | $25.7M | 2.7% | 27K | −1,116 (−4%) | 8 of 8 | |
| 5 |  LQD Ishares Iboxx Invt Grade | $21.3M | 2.2% | 195K | +8,472 (+5%) | 8 of 8 | |
| 6 |  BNDX Vanguard Total | $19.6M | 2.0% | 404K | +34K (+9%) | 8 of 8 | |
| 7 |  VTIP Vanguard Shrt Inf Prot | $18.6M | 1.9% | 371K | +62K (+20%) | 8 of 8 | |
| 8 |  MBB Ishares TR | $18.3M | 1.9% | 193K | +6,724 (+4%) | 8 of 8 | |
| 9 |  IAU Ishares Gold TR | $17.5M | 1.8% | 232K | +24K (+11%) | 8 of 8 | |
| 10 |  GLW Corning Inc | $16.6M | 1.7% | 65K | +6,654 (+11%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
HONEYWELL INTL INC | $5M | 22K |
 SHY Ishares 1-3 Year Treasry | $383K | 4,643 |
 DOW Dow Inc | $355K | 8,526 |
 VMBS Vanguard Scottsdale Fds | $328K | 6,978 |
 NXPI Nxp Semiconductors N V | $294K | 1,494 |
🔒 Free account: see all 12.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lifeworks Advisors 13F FAQ
What does Lifeworks Advisors own?
Lifeworks Advisors reported 337 stocks worth $955M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPDW (6.6%), GOVT (2.8%) and DELL (2.8%). The table above lists every position in the filing (the top 10 without an account).
What did Lifeworks Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 53 new positions, 149 added to, 124 trimmed and 12 sold out. New positions include HON and HONA. It sold all of SHY, DOW and VMBS.
When will Lifeworks Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lifeworks Advisors's portfolio worth?
The Q2 2026 filing reports $955M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.