Lifestyle Asset Management, Inc.
All 13F Filings
- Location
- Friendswood, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 372,067
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/20/2026 | 129 | 372,067 | 13F-HR | Lifestyle Asset Management, Inc. |
| Q1 2026 | 4/10/2026 | 134 | 306,172 | 13F-HR | Lifestyle Asset Management, Inc. |
| Q4 2025 | 2/11/2026 | 138 | 307,394 | 13F-HR | Lifestyle Asset Management, Inc. |
| Q3 2025 | 10/9/2025 | 135 | 292,856 | 13F-HR | Lifestyle Asset Management, Inc. |
| Q2 2025 | 7/9/2025 | 124 | 214,228 | 13F-HR | Lifestyle Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 139.4 K | 37.5% | 21.38 K | 0 | 21.38 K |
| ETFs | 232.6 K | 62.5% | 44.52 K | 0 | 44.52 K |
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Fund Snapshot
Q2 2026
Latest filed
7/20/2026
Total value ($000)
372,067
Holdings
129
QoQ value change ($000)
65,895
(21.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.