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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$307,000 0.04% of portfolio
15,956
Q2 2025 Reduced 46.13%
$0
$150,000 0.02% of portfolio
15,019
Q2 2025 Reduced 9.16%

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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