Lifestyle Asset Management, Inc. has filed its 13F form on October 09, 2025 for Q3 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 135 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $37.2B, Spdr Bloomberg International C with a value of $14.8B, First Tr ETF Vi Smid Cap Risin with a value of $13.7B, Ishares Core U.S. Aggregate Bo with a value of $12.1B, and Spdr Bloomberg Convertible Sec with a value of $11.4B.
Examining the 13F form we can see an increase of $78.6B in the current position value, from $214B to 293B.
Lifestyle Asset Management, Inc. is based out at Friendswood, TX
Below you can find more details about Lifestyle Asset Management, Inc. portfolio as well as his latest detailed transactions.
