Lifestyle Asset Management, Inc. - Q12026 Holdings

Lifestyle Asset Management, Inc. holds 134 stocks with a total portfolio value of $ 306.17M as of Q12026. In Q12026, Lifestyle Asset Management, Inc. added 23 new positions, increased stakes in 78 stocks, reduced 30 holdings, and fully exited 27 positions. The largest holding is State Str Spdr S&P 500 Etf T (SPY), representing 13.29% of the total portfolio.