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Holders — by stockHoldings — by fund

Lifestyle Asset Management, Inc.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001845675

$372.1M

disclosed book value

129

positions

16.3%

largest position share

Positions, as of 2026-06-30

top 100 of 129 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1SPYSTATE STR SPDR S&P 500 ETF T81,416$60.8M16.3%
2AVDEAMERICAN CENTY ETF TR236,820$21.1M5.7%
3CWBSPDR SERIES TRUST137,965$14.9M4%
4SPMOINVESCO EXCH TRADED FD TR II91,872$14.8M4%
5QQQINVESCO QQQ TR19,866$14.6M3.9%
6SPDWSPDR INDEX SHS FDS252,199$12.7M3.4%
7QQHNORTHERN LTS FD TR III115,143$9.9M2.6%
8AGGISHARES TR99,359$9.8M2.6%
9CARYANGEL OAK FUNDS TRUST469,008$9.7M2.6%
10FSCCFEDERATED HERMES ETF TRUST245,392$9.2M2.5%
11IEFISHARES TR95,567$9.0M2.4%
12EXMOCEXXON MOBIL CORP64,039$8.8M2.4%
13LGHNORTHERN LTS FD TR III133,414$8.5M2.3%
14RSPINVESCO EXCHANGE TRADED FD T38,908$8.3M2.2%
15IWMISHARES TR21,366$6.4M1.7%
16WDCWESTERN DIGITAL CORP9,474$6.1M1.6%
17GPIXGOLDMAN SACHS ETF TR107,780$6.0M1.6%
18AVEMAMERICAN CENTY ETF TR57,235$5.5M1.5%
19EFAAINVESCO ACTIVELY MANAGED EXC91,302$5.1M1.4%
20MUMICRON TECHNOLOGY INC3,730$4.3M1.2%
21FIXCOMFORT SYS USA INC2,170$4.3M1.2%
22AAPLAPPLE INC14,539$4.2M1.1%
23FTNTFORTINET INC27,226$4.2M1.1%
24NVDANVIDIA CORPORATION20,063$4.0M1.1%
25GOOGLALPHABET INC9,589$3.4M0.9%
26GLDSPDR GOLD TR9,300$3.4M0.9%
27QDPLPACER FDS TR69,389$3.1M0.8%
28AMZNAMAZON COM INC12,627$3.0M0.8%
29CLSCELESTICA INC8,246$3.0M0.8%
30MEDPMEDPACE HLDGS INC5,434$2.9M0.8%
31JEPQJ P MORGAN EXCHANGE TRADED F45,867$2.8M0.8%
32SPEMSPDR INDEX SHS FDS53,758$2.8M0.7%
33APPAPPLOVIN CORP5,397$2.8M0.7%
34IYMISHARES TR14,468$2.6M0.7%
35EXELEXELIXIS INC46,882$2.6M0.7%
36GEGE AEROSPACE6,771$2.5M0.7%
37UTHRUNITED THERAPEUTICS CORP DEL4,581$2.5M0.7%
38TECHNIPFMC PLC36,722$2.4M0.7%
39RENAISSANCERE HLDGS LTD7,464$2.4M0.6%
40SBSCOMPANHIA DE SANEAMENTO BASI401,521$2.3M0.6%
41METAMETA PLATFORMS INC4,049$2.3M0.6%
42IJSISHARES TR16,474$2.3M0.6%
43IJKISHARES TR18,872$2.2M0.6%
44EEMISHARES TR32,084$2.2M0.6%
45CSLCARLISLE COS INC5,524$2.0M0.5%
46HIGHARTFORD INSURANCE GROUP INC15,115$2.0M0.5%
47NFLXNETFLIX INC.27,203$1.9M0.5%
48MAMASTERCARD INCORPORATED3,700$1.9M0.5%
49CHECK POINT SOFTWARE TECH LT13,895$1.8M0.5%
50ABNBAIRBNB INC12,643$1.8M0.5%
51PPCPILGRIMS PRIDE CORP61,734$1.7M0.5%
52ADBEADOBE INC8,453$1.7M0.5%
53CHWYCHEWY INC88,109$1.7M0.5%
54DOCUDOCUSIGN INC37,931$1.7M0.5%
55PEGAPEGASYSTEMS INC55,750$1.7M0.4%
56NEMNEWMONT CORP16,848$1.6M0.4%
57KLACKLA CORP4,848$1.5M0.4%
58MSFTMICROSOFT CORP3,609$1.3M0.4%
59AVGOBROADCOM INC2,762$1.0M0.3%
60PAVEGLOBAL X FDS16,274$958,8640.3%
61APOCINNOVATOR ETFS TRUST35,830$941,5770.3%
62TRFKPACER FDS TR8,431$899,5880.2%
63JAJLINNOVATOR ETFS TRUST27,018$808,1080.2%
64JPSTJ P MORGAN EXCHANGE TRADED F15,558$786,7680.2%
65ENVAENOVA INTL INC3,181$765,7620.2%
66IVWISHARES TR5,459$750,7810.2%
67IBMINTERNATIONAL BUSINESS MACHS2,628$738,9310.2%
68MDYSTATE STR SPDR S&P MIDCAP 401,007$708,2720.2%
69TSMTAIWAN SEMICONDUCTOR MANUFAC1,476$704,8930.2%
70NOVA LTD1,258$683,0190.2%
71ANETARISTA NETWORKS INC4,019$682,7480.2%
72JMUBJ P MORGAN EXCHANGE TRADED F13,325$674,9780.2%
73APHAMPHENOL CORP3,782$666,8420.2%
74CSCOCISCO SYS INC4,937$579,9000.2%
75RBCRBC BEARINGS INC783$504,2990.1%
76HDHOME DEPOT INC1,427$503,2740.1%
77AHRAMERICAN HEALTHCARE REIT INC9,482$494,4860.1%
78CCITIGROUP INC3,411$477,4040.1%
79JNJJOHNSON & JOHNSON1,852$470,3520.1%
80SMAXISHARES TR16,720$465,9030.1%
81ENSGENSIGN GROUP INC2,893$463,7590.1%
82MNSTMONSTER BEVERAGE CORP NEW4,823$463,5870.1%
83ABBVABBVIE INC1,809$455,2170.1%
84JPMJPMORGAN CHASE & CO1,363$446,1510.1%
85VNOMVIPER ENERGY INC10,480$444,3520.1%
86WMTWALMART INC3,853$436,3910.1%
87NBIXNEUROCRINE BIOSCIENCES INC2,571$433,3040.1%
88EPRTESSENTIAL PPTYS RLTY TR INC14,062$419,7510.1%
89MSMORGAN STANLEY2,002$418,4980.1%
90GSGOLDMAN SACHS GROUP INC402$406,5710.1%
91KOCOCA COLA CO4,747$385,7890.1%
92MRKMERCK & CO INC2,979$382,8020.1%
93AGNCAGNC INVT CORP34,522$376,2900.1%
94BACBANK OF AMER CORP6,552$373,3330.1%
95DVYEISHARES INC11,189$360,6210.1%
96IYWISHARES TR1,420$358,1670.1%
97PCTYPAYLOCITY HLDG CORP3,422$357,7020.1%
98LINDE PLC685$355,4740.1%
99UNHUNITEDHEALTH GROUP INC846$351,6230.1%
100RTXRTX CORPORATION1,848$350,6210.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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