Fund HoldingsLifeworks Advisors, LLC

Total Portfolio Value
$670.65M
Total Bought
$111.13M
Total Sold
$50.24M
Net Transaction
+$60.89M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
EA SERIES TRUST
ALPHA ARCH 1-3
29,65192,758+63,1073,30610,4521.56%+7,146
SPDR INDEX SHS FDS
ST STR PO EX ETF
817,424901,955+84,53129,76236,5205.45%+6,758
GEN DIGITAL INC(GEN)0213,344+213,34406,2720.94%+6,272
FIDELITY COVINGTON TRUST48,44667,624+19,1787,81313,3371.99%+5,524
CLOROX CO DEL(CLX)3,47243,991+40,5195115,2820.79%+4,771
F5 INC(FFIV)3,09715,839+12,7428254,6620.70%+3,837
SUPER MICRO COMPUTER INC(SMCI)10,79977,892+67,0933703,8180.57%+3,448
VANGUARD INTL EQUITY INDEX F29,59564,374+34,7792,0784,9890.74%+2,911
DELL TECHNOLOGIES INC(DELL)29,45945,054+15,5952,6855,5240.82%+2,838
MICROSOFT CORP(MSFT)21,70621,294-4128,14810,5921.58%+2,444
ISHARES BITCOIN TRUST ETF(IBIT)0146,808+146,80808,9861.34%+8,986
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
24,96130,498+5,5372,1204,4020.66%+2,281
ORACLE CORP(ORCL)029,534+29,53406,4570.96%+6,457
MICROCHIP TECHNOLOGY INC.(MCHP)047,955+47,95503,3750.50%+3,375
FIDELITY COVINGTON TRUST072,232+72,23203,6950.55%+3,695
JABIL INC(JBL)018,273+18,27303,9850.59%+3,985
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
037,317+37,31702,0300.30%+2,030
SPDR GOLD TR(GLD)18,24922,348+4,0995,2586,8121.02%+1,554
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
287,320312,881+25,56114,02715,4912.31%+1,464
EATON CORP PLC(ETN)012,421+12,42104,4340.66%+4,434
GODADDY INC(GDDY)25,75433,700+7,9464,6396,0680.90%+1,429
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
27,04350,652+23,6091,5452,8800.43%+1,334
PFIZER INC(PFE)0323,888+323,88807,8511.17%+7,851
VIATRIS INC(VTRS)0495,267+495,26704,4230.66%+4,423
MICROSTRATEGY INC(MSTR)06,535+6,53502,6420.39%+2,642
APPLIED MATLS INC018,189+18,18903,3300.50%+3,330
ISHARES TR
US TREAS BD ETF
940,531996,931+56,40021,61822,9093.42%+1,291
VANGUARD INDEX FDS03,014+3,01401,7120.26%+1,712
HEWLETT PACKARD ENTERPRISE C(HPE)0167,889+167,88903,4330.51%+3,433
JUNIPER NETWORKS INC151,574166,761+15,1875,4856,6590.99%+1,173
CATERPILLAR INC(CAT)011,548+11,54804,4830.67%+4,483
ISHARES TR019,176+19,17609330.14%+933
ISHARES TR08,880+8,88009290.14%+929
WABTEC(WAB)15,93318,229+2,2962,8893,8160.57%+927
ISHARES TR162,540171,720+9,18015,24316,1232.40%+880
TEXAS INSTRS INC(TXN)018,736+18,73603,8900.58%+3,890
KLA CORP(KLAC)3,4703,598+1282,3593,2230.48%+864
MERCK & CO INC(MRK)0105,275+105,27508,3341.24%+8,334
PACCAR INC(PCAR)060,189+60,18905,7220.85%+5,722
ISHARES TR38,64547,061+8,4164,0754,9170.73%+842
NETAPP INC(NTAP)031,369+31,36903,3420.50%+3,342
VANGUARD MALVERN FDS281,118295,644+14,52614,02814,8622.22%+834
CISCO SYS INC(CSCO)98,76499,677+9136,0956,9161.03%+821
CARRIER GLOBAL CORPORATION(CARR)39,53644,479+4,9432,5073,2550.49%+749
RTX CORPORATION(RTX)07,444+7,44401,0870.16%+1,087
CORNING INC(GLW)073,930+73,93003,8880.58%+3,888
QUALCOMM INC(QCOM)17,10720,440+3,3332,6283,2550.49%+627
NXP SEMICONDUCTORS N V
COM
013,462+13,46202,9410.44%+2,941
ISHARES INC
MSCI JAPAN ETF
08,039+8,03906030.09%+603
ISHARES TR
MSCI USA MIN ETF
06,372+6,37205980.09%+598
ISHARES TR02,300+2,30005490.08%+549
ISHARES TR022,414+22,41401,4230.21%+1,423
ISHARES INC
CORE MSCI EMKT
08,935+8,93505360.08%+536
TIDAL TR II16,77638,025+21,2493418430.13%+502
INTERNATIONAL BUSINESS MACHS(IBM)35,88731,974-3,9138,9249,4251.41%+502
ISHARES TR7,26616,914+9,6483188160.12%+498
VANGUARD INDEX FDS010,852+10,85201,9180.29%+1,918
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,846+2,84607210.11%+721
ISHARES TR
MSCI USA QLT FCT
6,8109,000+2,1901,1641,6450.25%+482
NEWMONT CORP(NEM)08,178+8,17804760.07%+476
EVERGY INC(EVRG)012,023+12,02308290.12%+829
SPDR SERIES TRUST
ST STR SP500DIV
010,690+10,69004540.07%+454
SPDR SERIES TRUST
ST NUVE TERM ETF
09,384+9,38404490.07%+449
KELLANOVA05,436+5,43604320.06%+432
SPDR SERIES TRUST
ST STR P500ETF
064,395+64,39504,6810.70%+4,681
META PLATFORMS INC(META)02,011+2,01101,4850.22%+1,485
INVESCO EXCH TRADED FD TR II2,7715,830+3,0592566560.10%+399
BLACKROCK ETF TRUST
ISHA US THEM ETF
011,221+11,22103990.06%+399
EBAY INC.(EBAY)50,74551,302+5573,4373,8200.57%+383
CENTRUS ENERGY CORP(LEU)01,566+1,56602870.04%+287
VANGUARD INDEX FDS06,654+6,65401,8980.28%+1,898
STRATEGIC TRUST
RUNNING GWTH ETF
08,326+8,32602820.04%+282
ISHARES TR
TRS FLT RT BD
05,490+5,49002780.04%+278
FIDELITY COVINGTON TRUST031,567+31,56702,0460.31%+2,046
ISHARES TR
FLTG RATE NT ETF
05,335+5,33502720.04%+272
UBER TECHNOLOGIES INC(UBER)4,1286,024+1,8963015620.08%+261
BUNGE GLOBAL SA(BG)03,242+3,24202600.04%+260
CUMMINS INC(CMI)012,607+12,60704,1290.62%+4,129
DOW INC(DOW)0103,526+103,52602,7410.41%+2,741
BOOKING HOLDINGS INC(BKNG)043+4302490.04%+249
ISHARES TR04,622+4,62202460.04%+246
SPDR SERIES TRUST
ST STR P500GRW
017,854+17,85401,7020.25%+1,702
TESLA INC(TSLA)02,883+2,88309160.14%+916
DELTA AIR LINES INC DEL(DAL)04,862+4,86202390.04%+239
MEDTRONIC PLC(MDT)02,669+2,66902330.03%+233
CARVANA CO(CVNA)0689+68902320.03%+232
PRICE T ROWE GROUP INC(TROW)02,383+2,38302300.03%+230
PACER FDS TR
US LRG CP CASH
46,68047,351+6711,4371,6620.25%+225
CROWDSTRIKE HLDGS INC(CRWD)01,170+1,17005960.09%+596
SCHWAB CHARLES CORP(SCHW)02,410+2,41002200.03%+220
HP INC(HPQ)0141,913+141,91303,4710.52%+3,471
DOORDASH INC(DASH)0884+88402180.03%+218
BEST BUY INC(BBY)03,180+3,18002130.03%+213
ISHARES TR167,921168,431+51018,25118,4622.75%+210
VANGUARD INDEX FDS3,6783,583-951,3641,5710.23%+207
DISNEY WALT CO(DIS)06,552+6,55208130.12%+813
MICRON TECHNOLOGY INC(MU)2,9383,725+7872554590.07%+204
FIDELITY COVINGTON TRUST032,288+32,28801,6100.24%+1,610
VANGUARD INDEX FDS01,029+1,02902010.03%+201
AXON ENTERPRISE INC(AXON)558588+302944860.07%+193
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