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 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,029 | $248.0K | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,803 | $239.0K | 0.2% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 3,925 | $233.0K | 0.2% | – | – | – |
| CGNXCognex Corp | COM | 3,000 | $233.0K | 0.2% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 2,525 | $221.0K | 0.2% | – | – | – |
| XELXcel Energy Inc | Stock | 3,237 | $219.0K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 1,025 | $214.0K | 0.2% | – | – | History |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 2,591 | $208.0K | 0.2% | – | – | – |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 7,992 | $201.0K | 0.2% | – | – | – |
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 |