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
$42.6B
$4.93 Million 0.68% of portfolio
36,965
Q3 2025 Added 1,040.9%
$0
$4.91 Million 0.68% of portfolio
46,103
Q3 2025 Reduced 2.04%
$98.6B
$4.81 Million 0.67% of portfolio
50,777
Q3 2025 Reduced 41.55%
$12.6B
$4.6 Million 0.64% of portfolio
562,222
Q3 2025 Reduced 2.27%
$144B
$4.64 Million 0.64% of portfolio
10,151
Q3 2025 Added 62.91%
$14.3B
$4.34 Million 0.6% of portfolio
202,023
Q3 2025 Reduced 5.31%
$37B
$4.3 Million 0.6% of portfolio
47,033
Q3 2025 Reduced 2.92%
$2.39T
$4.29 Million 0.6% of portfolio
19,542
Q3 2025 Added 227.23%
$23.8B
$4.2 Million 0.58% of portfolio
35,482
Q3 2025 Added 13.11%
$0
$4.05 Million 0.56% of portfolio
81,180
Q3 2025 Added 12.39%
$37.1B
$4.03 Million 0.56% of portfolio
20,090
Q3 2025 Added 10.21%
$25.4B
$3.93 Million 0.55% of portfolio
144,451
Q3 2025 Added 1.79%
$51.8B
$3.77 Million 0.52% of portfolio
16,536
Q3 2025 Added 22.83%
$177B
$3.75 Million 0.52% of portfolio
19,259
Q3 2025 Added 2.79%
$0
$3.68 Million 0.51% of portfolio
6,131
Q3 2025 Added 53.16%
$465B
$3.48 Million 0.48% of portfolio
18,631
Q3 2025 Added 2.5%
$29.5B
$3.26 Million 0.45% of portfolio
50,716
Q3 2025 Added 5.76%
$45.2B
$3.14 Million 0.44% of portfolio
52,589
Q3 2025 Added 18.23%
$14.8B
$3.04 Million 0.42% of portfolio
62,021
Q3 2025 Added 8.46%
$0
$3 Million 0.42% of portfolio
52,578
Q3 2025 Added 3.8%
$0
$2.84 Million 0.4% of portfolio
116,567
Q3 2025 Reduced 0.23%
$0
$2.83 Million 0.39% of portfolio
210,509
Q3 2025 Added 35.39%
$16.1B
$2.75 Million 0.38% of portfolio
120,140
Q3 2025 Added 16.05%
$0
$2.57 Million 0.36% of portfolio
8,360
Q3 2025 Added 25.64%
$0
$2.43 Million 0.34% of portfolio
23,663
Q3 2025 Reduced 4.7%
$7.23B
$2.46 Million 0.34% of portfolio
38,973
Q3 2025 Added 32.67%
$0
$2.42 Million 0.34% of portfolio
42,096
Q3 2025 Added 12.81%
$0
$2.21 Million 0.31% of portfolio
41,293
Q3 2025 Added 144.14%
$279B
$2.09 Million 0.29% of portfolio
20,250
Q3 2025 Added 9.16%
$1.87B
$2.07 Million 0.29% of portfolio
6,435
Q3 2025 Reduced 1.53%
$0
$2.03 Million 0.28% of portfolio
10,909
Q3 2025 Added 0.53%
$0
$2.01 Million 0.28% of portfolio
76,342
Q3 2025 Reduced 18.56%
$0
$2.04 Million 0.28% of portfolio
38,848
Q3 2025 Added 20.32%
$161B
$2.05 Million 0.28% of portfolio
1,898
Q3 2025 Reduced 47.25%
$0
$1.92 Million 0.27% of portfolio
34,008
Q3 2025 Added 2.47%
$0
$1.84 Million 0.26% of portfolio
77,065
Q3 2025 Reduced 2.04%
$0
$1.87 Million 0.26% of portfolio
17,854
Q2 2025 Reduced 1.63%
$0
$1.77 Million 0.25% of portfolio
3,690
Q3 2025 Added 2.99%
$0
$1.8 Million 0.25% of portfolio
2,935
Q3 2025 Reduced 2.62%
$1.37T
$1.8 Million 0.25% of portfolio
2,446
Q3 2025 Added 21.63%
$1.29T
$1.83 Million 0.25% of portfolio
4,106
Q3 2025 Added 42.42%
$971B
$1.84 Million 0.25% of portfolio
2,406
Q3 2025 Reduced 73.91%
$0
$1.75 Million 0.24% of portfolio
31,643
Q3 2025 Reduced 0.18%
$0
$1.75 Million 0.24% of portfolio
34,554
Q3 2025 Reduced 4.34%
$0
$1.72 Million 0.24% of portfolio
22,582
Q3 2025 Added 477.1%
$0
$1.74 Million 0.24% of portfolio
21,757
Q3 2025 Reduced 66.2%
$0
$1.64 Million 0.23% of portfolio
8,425
Q3 2025 Reduced 6.39%
$0
$1.68 Million 0.23% of portfolio
17,257
Q3 2025 Reduced 21.03%
$0
$1.64 Million 0.23% of portfolio
20,391
Q3 2025 Added 153.65%

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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