Long-term investor
Lifeworks Advisors, LLC @lifeworksadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001882132).
Record
- Tracked since 2025-06-30 (472 days), 141 trades recorded
- Returns: week n/a · month n/a · 90 days -3.6% · 6 months +28.2% · 1 year +40.1% · all +40.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78463X889 · 6.6% · long · since 2025-06-30
- 46429B267 · 2.8% · long · since 2025-06-30
- DELL · 2.8% · long · since 2025-06-30
- STX · 2.7% · long · since 2025-06-30
- 464287242 · 2.2% · long · since 2025-06-30
- 92203J407 · 2.1% · long · since 2025-06-30
- 922020805 · 2.0% · long · since 2025-06-30
- 464288588 · 1.9% · long · since 2025-06-30
- IAU · 1.8% · long · since 2025-06-30
- GLW · 1.7% · long · since 2025-06-30
- 316092808 · 1.7% · long · since 2025-06-30
- MSFT · 1.3% · long · since 2025-06-30