Lifestyle Asset Management, Inc. has filed its Form 13F-HR, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Ross Wegner, lists a total of 135 positions held by the firm.
The portfolio is diversified across a wide range of sectors, with technology stocks representing a significant portion of the holdings. Major technology names include Apple Inc., Microsoft Corporation, NVIDIA Corporation, Meta Platforms Inc., and Broadcom Inc. The firm also holds substantial positions in consumer staples companies such as Procter & Gamble Co. and PepsiCo Inc., as well as industrial names like UnitedHealth Group Inc. and Lockheed Martin Corp.
In addition to individual equities, the filing reveals significant investments in exchange-traded funds (ETFs). The firm holds shares in the SPDR S&P 500 ETF Trust, the iShares Core U.S. Aggregate Bond ETF, and various other ETFs tracking international markets, large-cap stocks, and emerging markets.
