Lifestyle Asset Management, Inc. - Q22026 Holdings

Lifestyle Asset Management, Inc. holds 129 stocks with a total portfolio value of $ 372.07M as of Q22026. In Q22026, Lifestyle Asset Management, Inc. added 12 new positions, increased stakes in 75 stocks, reduced 39 holdings, and fully exited 17 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 16.34% of the total portfolio.