Lifestyle Asset Management, Inc. - Q42025 Holdings

Lifestyle Asset Management, Inc. holds 138 stocks with a total portfolio value of $ 307.39M as of Q42025. In Q42025, Lifestyle Asset Management, Inc. added 15 new positions, increased stakes in 85 stocks, reduced 31 holdings, and fully exited 12 positions. The largest holding is Spdr S&P 500 Etf Tr (SPY), representing 13.91% of the total portfolio.