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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$10.9 Million 1.52% of portfolio
21,091
Q3 2025 Reduced 0.95%
$414B
$10.2 Million 1.42% of portfolio
44,098
Q3 2025 Reduced 5.01%
$53.3B
$9.33 Million 1.3% of portfolio
39,531
Q3 2025 Added 29.62%
$4.3T
$9.03 Million 1.25% of portfolio
35,477
Q3 2025 Added 14.83%
$522B
$8.92 Million 1.24% of portfolio
48,090
Q3 2025 Reduced 20.51%
$593B
$8.88 Million 1.23% of portfolio
31,562
Q3 2025 Added 6.87%
$156B
$8.82 Million 1.23% of portfolio
79,471
Q3 2025 Reduced 1.3%
$266B
$8.74 Million 1.21% of portfolio
30,976
Q3 2025 Reduced 3.12%
$141B
$8.22 Million 1.14% of portfolio
322,708
Q3 2025 Reduced 0.36%
$235B
$7.68 Million 1.07% of portfolio
91,466
Q3 2025 Reduced 13.12%
$104B
$7.7 Million 1.07% of portfolio
116,510
Q3 2025 Added 1,159.02%
$34.7B
$7.34 Million 1.02% of portfolio
51,795
Q3 2025 Added 14.96%
$66.3B
$7.28 Million 1.01% of portfolio
31,708
Q3 2025 Reduced 5.61%
$187B
$7 Million 0.97% of portfolio
42,077
Q3 2025 Added 105.86%
$9.38B
$6.85 Million 0.95% of portfolio
216,925
Q3 2025 Reduced 3.87%
$197B
$6.85 Million 0.95% of portfolio
33,479
Q3 2025 Added 84.06%
$69.4B
$6.64 Million 0.92% of portfolio
80,904
Q3 2025 Added 9.43%
$33.2B
$6.52 Million 0.91% of portfolio
66,341
Q3 2025 Added 10.22%
$13B
$5.89 Million 0.82% of portfolio
594,935
Q3 2025 Added 20.12%
$37.2B
$5.88 Million 0.82% of portfolio
23,887
Q3 2025 Reduced 2.31%
$291B
$5.84 Million 0.81% of portfolio
12,249
Q3 2025 Added 6.07%
$12.8B
$5.68 Million 0.79% of portfolio
46,066
Q3 2025 Added 4.72%
$128B
$5.48 Million 0.76% of portfolio
57,489
Q3 2025 Added 2,053.95%
$63.4B
$5.45 Million 0.76% of portfolio
11,924
Q3 2025 Added 4.09%
$65.2B
$5.42 Million 0.75% of portfolio
12,836
Q3 2025 Added 1.82%
$29.4B
$5.3 Million 0.74% of portfolio
215,744
Q3 2025 Added 28.5%
$14B
$5.24 Million 0.73% of portfolio
16,226
Q3 2025 Added 2.44%
$20.3B
$5.18 Million 0.72% of portfolio
37,837
Q3 2025 Added 12.28%
$17.6B
$5.18 Million 0.72% of portfolio
68,084
Q3 2025 Added 466.28%
$46.1B
$5.06 Million 0.7% of portfolio
55,598
Q3 2025 Added 8.37%
$27.2B
$5.02 Million 0.7% of portfolio
23,106
Q3 2025 Added 26.45%
$74.9B
$4.98 Million 0.69% of portfolio
19,080
Q3 2025 Added 6.97%
$42.6B
$4.93 Million 0.68% of portfolio
36,965
Q3 2025 Added 1,040.9%
$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%
$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%
$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%
$16.1B
$2.75 Million 0.38% of portfolio
120,140
Q3 2025 Added 16.05%

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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