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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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