Lifeworks Advisors, LLC Portfolio Holdings

Lifeworks Advisors, LLC

  • $720 Million
  • Q3 2025

Lifeworks Advisors, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $720 Million distributed in 327 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 $44.3M, Ishares U.S. Treasury Bond ETF with a value of $24.3M, Ishares Iboxx $ Investment Gra with a value of $19.5M, Ishares Tr with a value of $17.2M, and Vanguard Total International B with a value of $16.1M.

Examining the 13F form we can see an increase of $82M in the current position value, from $638M to 720M.

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 $720 Million
ETFs: $348 Million
Technology: $154 Million
Healthcare: $65.5 Million
Industrials: $55 Million
Consumer Defensive: $31.7 Million
Consumer Cyclical: $20.7 Million
Financial Services: $12.6 Million
Utilities: $11.7 Million
Other: $21.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Million 6.15% of portfolio
1,035,283
Q3 2025 Added 14.78%
$0
$24.3 Million 3.37% of portfolio
1,049,542
Q3 2025 Added 5.28%
$0
$19.5 Million 2.71% of portfolio
174,743
Q3 2025 Added 3.75%
$0
$17.2 Million 2.38% of portfolio
180,364
Q3 2025 Added 5.03%
$0
$16.1 Million 2.24% of portfolio
326,005
Q3 2025 Added 4.19%
$65.3B
$16.1 Million 2.23% of portfolio
220,641
Q3 2025 Added 13.45%
$0
$15.9 Million 2.21% of portfolio
71,718
Q3 2025 Added 6.05%
$0
$15.3 Million 2.13% of portfolio
302,308
Q3 2025 Added 2.25%
$3.78T
$10.9 Million 1.52% of portfolio
21,091
Q3 2025 Reduced 0.95%
$414B
$10.2 Million 1.42% of portfolio
44,098
Q3 2025 Reduced 5.01%
$130B
$9.87 Million 1.37% of portfolio
27,772
Q3 2025 Added 24.27%
$53.3B
$9.33 Million 1.3% of portfolio
39,531
Q3 2025 Added 29.62%
$4.3T
$9.03 Million 1.25% of portfolio
35,477
Q3 2025 Added 14.83%
$522B
$8.92 Million 1.24% of portfolio
48,090
Q3 2025 Reduced 20.51%
$593B
$8.88 Million 1.23% of portfolio
31,562
Q3 2025 Added 6.87%
$156B
$8.82 Million 1.23% of portfolio
79,471
Q3 2025 Reduced 1.3%
$141B
$8.22 Million 1.14% of portfolio
322,708
Q3 2025 Reduced 0.36%
$0
$8.24 Million 1.14% of portfolio
123,154
Q3 2025 Reduced 14.46%
$235B
$7.68 Million 1.07% of portfolio
91,466
Q3 2025 Reduced 13.12%
$104B
$7.7 Million 1.07% of portfolio
116,510
Q3 2025 Added 1,159.02%
$1.44B
$7.45 Million 1.04% of portfolio
200,415
Q3 2025 Reduced 2.01%
$0
$7.43 Million 1.03% of portfolio
30,728
Q3 2025 Added 504.29%
$34.7B
$7.34 Million 1.02% of portfolio
51,795
Q3 2025 Added 14.96%
$66.3B
$7.28 Million 1.01% of portfolio
31,708
Q3 2025 Reduced 5.61%
$0
$7.14 Million 0.99% of portfolio
10,674
Q3 2025 Reduced 1.55%
$187B
$7 Million 0.97% of portfolio
42,077
Q3 2025 Added 105.86%
$9.38B
$6.85 Million 0.95% of portfolio
216,925
Q3 2025 Reduced 3.87%
$197B
$6.85 Million 0.95% of portfolio
33,479
Q3 2025 Added 84.06%
$319B
$6.72 Million 0.93% of portfolio
98,278
Q3 2025 Reduced 1.4%
$69.4B
$6.64 Million 0.92% of portfolio
80,904
Q3 2025 Added 9.43%
$33.2B
$6.52 Million 0.91% of portfolio
66,341
Q3 2025 Added 10.22%
$13B
$5.89 Million 0.82% of portfolio
594,935
Q3 2025 Added 20.12%
$37.2B
$5.88 Million 0.82% of portfolio
23,887
Q3 2025 Reduced 2.31%
$291B
$5.84 Million 0.81% of portfolio
12,249
Q3 2025 Added 6.07%
$12.8B
$5.68 Million 0.79% of portfolio
46,066
Q3 2025 Added 4.72%
$128B
$5.48 Million 0.76% of portfolio
57,489
Q3 2025 Added 2,053.95%
$63.4B
$5.45 Million 0.76% of portfolio
11,924
Q3 2025 Added 4.09%
$65.2B
$5.42 Million 0.75% of portfolio
12,836
Q3 2025 Added 1.82%
$0
$5.31 Million 0.74% of portfolio
55,056
Q3 2025 Added 11.61%
$0
$5.32 Million 0.74% of portfolio
205,632
Q3 2025 Reduced 0.46%
$29.4B
$5.3 Million 0.74% of portfolio
215,744
Q3 2025 Added 28.5%
$14B
$5.24 Million 0.73% of portfolio
16,226
Q3 2025 Added 2.44%
$0
$5.17 Million 0.72% of portfolio
63,129
Q3 2025 Added 36.02%
$20.3B
$5.18 Million 0.72% of portfolio
37,837
Q3 2025 Added 12.28%
$17.6B
$5.18 Million 0.72% of portfolio
68,084
Q3 2025 Added 466.28%
$46.1B
$5.06 Million 0.7% of portfolio
55,598
Q3 2025 Added 8.37%
$27.2B
$5.02 Million 0.7% of portfolio
23,106
Q3 2025 Added 26.45%
$0
$5 Million 0.69% of portfolio
63,805
Q3 2025 Reduced 0.92%
$74.9B
$4.98 Million 0.69% of portfolio
19,080
Q3 2025 Added 6.97%

Summary

  • Portfolio
  • No. of Stocks 327
  • Current Value $720 Million
  • Prior Value $638 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 139 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 136 stocks
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