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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.3 Million 6.15% of portfolio
1,035,283
Q3 2025 Added 14.78%
$0
$24.3 Million 3.37% of portfolio
1,049,542
Q3 2025 Added 5.28%
$0
$19.5 Million 2.71% of portfolio
174,743
Q3 2025 Added 3.75%
$0
$17.2 Million 2.38% of portfolio
180,364
Q3 2025 Added 5.03%
$0
$16.1 Million 2.24% of portfolio
326,005
Q3 2025 Added 4.19%
$65.3B
$16.1 Million 2.23% of portfolio
220,641
Q3 2025 Added 13.45%
$0
$15.9 Million 2.21% of portfolio
71,718
Q3 2025 Added 6.05%
$0
$15.3 Million 2.13% of portfolio
302,308
Q3 2025 Added 2.25%
$130B
$9.87 Million 1.37% of portfolio
27,772
Q3 2025 Added 24.27%
$0
$8.24 Million 1.14% of portfolio
123,154
Q3 2025 Reduced 14.46%
$1.44B
$7.45 Million 1.04% of portfolio
200,415
Q3 2025 Reduced 2.01%
$0
$7.43 Million 1.03% of portfolio
30,728
Q3 2025 Added 504.29%
$0
$7.14 Million 0.99% of portfolio
10,674
Q3 2025 Reduced 1.55%
$0
$5.31 Million 0.74% of portfolio
55,056
Q3 2025 Added 11.61%
$0
$5.32 Million 0.74% of portfolio
205,632
Q3 2025 Reduced 0.46%
$0
$5.17 Million 0.72% of portfolio
63,129
Q3 2025 Added 36.02%
$0
$4.91 Million 0.68% of portfolio
46,103
Q3 2025 Reduced 2.04%
$0
$4.05 Million 0.56% of portfolio
81,180
Q3 2025 Added 12.39%
$0
$3.68 Million 0.51% of portfolio
6,131
Q3 2025 Added 53.16%
$5.65B
$3.21 Million 0.45% of portfolio
87,275
Q3 2025 Reduced 13.85%
$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%
$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%
$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%
$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%
$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%
$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%
$0
$1.58 Million 0.22% of portfolio
52,200
Q3 2025 Reduced 1.27%
$0
$1.46 Million 0.2% of portfolio
35,939
Q3 2025 Reduced 2.88%
$0
$1.44 Million 0.2% of portfolio
37,364
Q3 2025 Added 0.24%
$0
$1.46 Million 0.2% of portfolio
43,558
Q3 2025 Reduced 15.68%
$0
$1.42 Million 0.2% of portfolio
30,290
Q3 2025 Reduced 1.62%
$0
$1.45 Million 0.2% of portfolio
13,053
Q3 2025 Added 46.99%
$0
$1.43 Million 0.2% of portfolio
57,059
Q3 2025 Reduced 13.89%

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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