Lifeworks Advisors, LLC
- SEC CIK
- 0001882132
- Latest filing
- Aug 14, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 15, 2022. Long positions only.
- Positions
- 109
- No filing for Q3 2021
- Portfolio value
- $125.5M
- No filing for Q3 2021
Lifeworks Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 51,858 | $3.29M | 2.6% | – | – | History |
| JNJJohnson & Johnson | Stock | 20,082 | $3.44M | 2.7% | – | – | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 50,265 | $3.45M | 2.7% | – | – | – |
| AAPLApple Inc. | Stock | 21,722 | $3.86M | 3.1% | – | – | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 32,717 | $4.43M | 3.5% | – | – | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 96,604 | $4.91M | 3.9% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,522 | $5.22M | 4.2% | – | – | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 299,184 | $5.32M | 4.2% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 14,952 | $7.10M | 5.7% | – | – | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | $1.00K | $9.00K |