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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.1B
$678,000 0.11% of portfolio
7,459
Q2 2025 Reduced 10.67%
$0
$690,000 0.11% of portfolio
23,583
Q2 2025 Reduced 3.92%
$372B
$684,000 0.11% of portfolio
4,294
Q2 2025 Reduced 5.56%
$0
$674,000 0.11% of portfolio
9,155
Q2 2025 Added 1.15%
$150B
$716,000 0.11% of portfolio
20,088
Q2 2025 Added 10.3%
$48.6B
$633,000 0.1% of portfolio
8,825
Q2 2025 Reduced 7.17%
$0
$655,000 0.1% of portfolio
5,830
Q2 2025 Added 110.39%
$27B
$657,000 0.1% of portfolio
3,963
Q2 2025 Added 2.59%
$29.3B
$627,000 0.1% of portfolio
12,119
Q2 2025 Added 0.06%
$0
$646,000 0.1% of portfolio
15,185
Q2 2025 Reduced 3.76%
$301B
$649,000 0.1% of portfolio
2,525
Q2 2025 Reduced 0.36%
$15.6B
$635,000 0.1% of portfolio
4,635
Q2 2025 Reduced 4.65%
$63.6B
$558,000 0.09% of portfolio
2,089
Q2 2025 Reduced 0.71%
$19B
$589,000 0.09% of portfolio
4,697
Q2 2025 Added 5.48%
$0
$598,000 0.09% of portfolio
6,372
Q2 2025 New
$0
$602,000 0.09% of portfolio
8,039
Q2 2025 New
$17.7B
$586,000 0.09% of portfolio
5,710
Q2 2025 Reduced 81.02%
$91B
$595,000 0.09% of portfolio
1,170
Q2 2025 Added 10.69%
$0
$543,000 0.09% of portfolio
10,642
Q2 2025 Added 41.44%
$13.2B
$543,000 0.09% of portfolio
10,526
Q2 2025 Reduced 21.87%
$0
$549,000 0.09% of portfolio
2,300
Q2 2025 New
$0
$565,000 0.09% of portfolio
2,021
Q2 2025 Reduced 4.49%
$186B
$562,000 0.09% of portfolio
6,024
Q2 2025 Added 45.93%
$0
$604,000 0.09% of portfolio
20,864
Q2 2025 Added 15.38%
$76.5B
$503,000 0.08% of portfolio
1,295
Q2 2025 Added 4.1%
$17.3B
$542,000 0.08% of portfolio
5,898
Q2 2025 Added 9.51%
$231B
$532,000 0.08% of portfolio
1,821
Q2 2025 Reduced 10.56%
$0
$488,000 0.08% of portfolio
9,730
Q2 2024 Reduced 3.84%
$119B
$527,000 0.08% of portfolio
1,138
Q2 2025 Added 1.79%
$53.1B
$486,000 0.08% of portfolio
588
Q2 2025 Added 5.38%
$120B
$542,000 0.08% of portfolio
9,254
Q2 2025 Reduced 2.36%
$34.8B
$509,000 0.08% of portfolio
5,079
Q2 2025 Reduced 2.61%
$43.6B
$489,000 0.08% of portfolio
3,794
Q2 2025 Reduced 9.3%
$0
$479,000 0.08% of portfolio
8,935
Q2 2025 New
$0
$516,000 0.08% of portfolio
10,532
Q2 2025 Reduced 4.77%
$290B
$481,000 0.08% of portfolio
1,543
Q2 2025 Added 4.54%
$0
$524,000 0.08% of portfolio
5,213
Q2 2025 Added 37.55%
$25.3B
$502,000 0.08% of portfolio
2,307
Q2 2025 Added 5.58%
$0
$483,000 0.08% of portfolio
5,701
Q2 2025 Reduced 11.48%
$0
$527,000 0.08% of portfolio
11,997
Q2 2025 Reduced 27.47%
$72.3B
$490,000 0.08% of portfolio
2,636
Q2 2025 Reduced 14.11%
$59B
$476,000 0.07% of portfolio
8,178
Q2 2025 New
$129B
$459,000 0.07% of portfolio
3,725
Q2 2025 Added 26.79%
$0
$451,000 0.07% of portfolio
21,104
Q2 2025 Reduced 0.87%
$538B
$448,000 0.07% of portfolio
335
Q2 2025 Reduced 24.21%
$39.2B
$427,000 0.07% of portfolio
584
Q2 2025 Reduced 0.34%
$58.6B
$458,000 0.07% of portfolio
3,408
Q2 2025 Added 2.59%
$0
$450,000 0.07% of portfolio
14,163
Q1 2025 Reduced 9.14%
$0
$439,000 0.07% of portfolio
14,805
Q2 2025 Reduced 9.47%

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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