Lifeworks Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $638 Million distributed in 312 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Ser Tr Fds Spdr Portfolio with a value of $36.5M, Ishares U.S. Treasury Bond ETF with a value of $22.9M, Ishares Iboxx $ Investment Gra with a value of $18.5M, Ishares Tr with a value of $16.1M, and Vanguard Total International B with a value of $15.5M.

Examining the 13F form we can see an increase of $53.4M in the current position value, from $584M to 638M.

Lifeworks Advisors, LLC is based out at Grand Rapids, MI

Below you can find more details about Lifeworks Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $638 Million
ETFs: $316 Million
Technology: $131 Million
Healthcare: $62.5 Million
Industrials: $52.3 Million
Consumer Defensive: $23.6 Million
Consumer Cyclical: $15.8 Million
Basic Materials: $9.9 Million
Utilities: $9.53 Million
Other: $17.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 312
  • Current Value $638 Million
  • Prior Value $584 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 135 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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