Lifeworks Advisors, LLC
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$779.4M
Holdings
295
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPDW
SPDR INDEX SHS FDS
Held since at least Q1 2024
6.8%
02
$GOVT
ISHARES TR
Held since at least Q1 2024
3.3%
03
$LQD
ISHARES TR
Held since at least Q1 2024
2.6%
04
$IAU
ISHARES GOLD TR
Held since at least Q1 2024
2.4%
05
$BNDX
VANGUARD CHARLOTTE FDS
Held since at least Q1 2024
2.3%
06
$MBB
ISHARES TR
Held since at least Q1 2024
2.3%
07
$VTIP
VANGUARD MALVERN FDS
Held since at least Q1 2024
2.0%
08
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
1.8%
09
$FTEC
FIDELITY COVINGTON TRUST
Held since at least Q1 2024
1.5%
10
$DELL
DELL TECHNOLOGIES INC
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 14:50 UTC.