Lifeworks Advisors, LLC Portfolio Holdings

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025

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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84T
$10.6 Million 1.66% of portfolio
21,294
Q2 2025 Reduced 1.9%
$230B
$9.43 Million 1.48% of portfolio
31,974
Q2 2025 Reduced 10.9%
$464B
$9.24 Million 1.45% of portfolio
60,496
Q2 2025 Reduced 2.3%
$141B
$8.93 Million 1.4% of portfolio
80,519
Q2 2025 Added 0.07%
$385B
$8.62 Million 1.35% of portfolio
46,424
Q2 2025 Added 3.51%
$205B
$8.33 Million 1.31% of portfolio
105,275
Q2 2025 Added 26.32%
$72.1B
$8.28 Million 1.3% of portfolio
33,592
Q2 2025 Reduced 4.4%
$100B
$7.98 Million 1.25% of portfolio
86,873
Q2 2025 Added 1.87%
$135B
$7.85 Million 1.23% of portfolio
323,888
Q2 2025 Added 25.84%
$711B
$7.19 Million 1.13% of portfolio
9,221
Q2 2025 Reduced 3.06%
$275B
$6.92 Million 1.08% of portfolio
99,677
Q2 2025 Added 0.92%
$9.85B
$6.92 Million 1.08% of portfolio
225,652
Q2 2025 Added 6.64%
$13B
$6.66 Million 1.04% of portfolio
166,761
Q2 2025 Added 10.02%
$815B
$6.46 Million 1.01% of portfolio
29,534
Q2 2025 Reduced 6.12%
$3.8T
$6.34 Million 0.99% of portfolio
30,896
Q2 2025 Added 6.75%
$22.8B
$6.07 Million 0.95% of portfolio
33,700
Q2 2025 Added 30.85%
$32.9B
$5.52 Million 0.87% of portfolio
45,054
Q2 2025 Added 52.94%
$12.3B
$5.29 Million 0.83% of portfolio
575,268
Q2 2025 Reduced 3.88%
$15.2B
$5.28 Million 0.83% of portfolio
43,991
Q2 2025 Added 1,167.02%
$45.2B
$5.1 Million 0.8% of portfolio
24,451
Q2 2025 Added 4.99%
$80.5B
$4.82 Million 0.76% of portfolio
11,455
Q2 2025 Added 6.28%
$37.3B
$4.8 Million 0.75% of portfolio
48,449
Q2 2025 Reduced 13.66%
$19.4B
$4.66 Million 0.73% of portfolio
15,839
Q2 2025 Added 411.43%
$14.3B
$4.58 Million 0.72% of portfolio
213,344
Q2 2025 New
$230B
$4.48 Million 0.7% of portfolio
11,548
Q2 2025 Added 8.69%
$150B
$4.43 Million 0.7% of portfolio
12,421
Q2 2025 Added 13.03%
$81.1B
$4.41 Million 0.69% of portfolio
17,837
Q2 2025 Reduced 1.36%
$11.6B
$4.42 Million 0.69% of portfolio
495,267
Q2 2025 Added 39.24%
$43.6B
$4.4 Million 0.69% of portfolio
30,498
Q2 2025 Added 22.18%
$58.4B
$4.13 Million 0.65% of portfolio
12,607
Q2 2025 Added 2.08%
$29.1B
$3.99 Million 0.62% of portfolio
18,273
Q2 2025 Added 8.28%
$66B
$3.89 Million 0.61% of portfolio
73,930
Q2 2025 Added 4.0%
$49.6B
$3.82 Million 0.6% of portfolio
51,302
Q2 2025 Added 1.1%
$34.3B
$3.82 Million 0.6% of portfolio
18,229
Q2 2025 Added 14.41%
$177B
$3.65 Million 0.57% of portfolio
18,736
Q2 2025 Added 11.84%
$32B
$3.43 Million 0.54% of portfolio
167,889
Q2 2025 Added 15.24%
$28.7B
$3.47 Million 0.54% of portfolio
141,913
Q2 2025 Added 20.8%
$34.9B
$3.37 Million 0.53% of portfolio
47,955
Q2 2025 Added 52.9%
$17.2B
$3.31 Million 0.52% of portfolio
57,184
Q2 2025 Added 0.99%
$27B
$3.34 Million 0.52% of portfolio
31,369
Q2 2025 Added 10.16%
$147B
$3.33 Million 0.52% of portfolio
18,189
Q2 2025 Added 30.43%
$181B
$3.26 Million 0.51% of portfolio
20,440
Q2 2025 Added 19.48%
$140B
$3.22 Million 0.51% of portfolio
3,598
Q2 2025 Added 3.69%
$51.2B
$3.26 Million 0.51% of portfolio
44,479
Q2 2025 Added 12.5%
$142B
$3.17 Million 0.5% of portfolio
6,231
Q2 2025 Reduced 18.78%
$57.6B
$2.94 Million 0.46% of portfolio
13,462
Q2 2025 Added 9.55%
$443B
$2.87 Million 0.45% of portfolio
18,176
Q2 2025 Reduced 28.28%
$17B
$2.74 Million 0.43% of portfolio
103,526
Q2 2025 Added 45.43%
$3.1B
$2.64 Million 0.41% of portfolio
6,535
Q2 2025 Added 41.3%

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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