Lifestyle Asset Management, Inc.: 13F holdings
CIK 18456752026Q2
| Positions | 129 |
|---|---|
| Reported value | $372.1m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 81,416 | $60.8m | 16.3% |
| AVDE AMERICAN CENTY ETF TR | 236,820 | $21.1m | 5.7% |
| CWB SPDR SERIES TRUST | 137,965 | $14.9m | 4.0% |
| SPMO INVESCO EXCH TRADED FD TR II | 91,872 | $14.8m | 4.0% |
| QQQ INVESCO QQQ TR | 19,866 | $14.6m | 3.9% |
| EWU SPDR INDEX SHS FDS | 252,199 | $12.7m | 3.4% |
| NORTHERN LTS FD TR III | 115,143 | $9.9m | 2.6% |
| AGG ISHARES TR | 99,359 | $9.8m | 2.6% |
| ANGEL OAK FUNDS TRUST | 469,008 | $9.7m | 2.6% |
| FEDERATED HERMES ETF TRUST | 245,392 | $9.2m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1845675")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.