Lifeworks Advisors, LLC 13F Holdings

CIK 0001882132 · GRAND RAPIDS, MI

As of Sep 30, 2025, Lifeworks Advisors, LLC reported 327 positions worth $711.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETFSPDW—1,035,283$44.3M6.22%
ISHARES US TREASURY BOND ETFGOVT—1,049,542$24.3M3.41%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—174,743 9.5M2.74%
ISHARES MBS ETFMBB—180,364 7.2M2.41%
VANGUARD CHARLOTTE FUNDSBNDX—326,005 6.1M2.27%
ISHARES GOLD TRUSTIAU—220,641 6.1M2.26%
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFFTEC—71,718 5.9M2.24%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUNDVTIP—302,308 5.3M2.15%
MICROSOFT CORPMSFTTechnology21,091 0.9M1.53%
ISHARES BITCOIN TRUST ETFIBIT—161,272 0.5M1.47%
ABBVIE INCABBVEquity44,098 0.2M1.43%
SPDR GOLD TRUSTGQ9—27,772$9.9M1.39%
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology39,531$9.3M1.31%
APPLE INCAAPLTechnology35,477$9.0M1.27%
JOHNSON & JOHNSONJNJHealthcare48,090$8.9M1.25%
ORACLE CORPORCLTechnology31,562$8.9M1.25%
GILEAD SCIENCES INCGILDHealthcare79,471$8.8M1.24%
INTERNATIONAL BUSINESS MACHINES CORPIBMTechnology30,976$8.7M1.23%
FIDELITY MSCI HEALTH CARE INDEX ETFFHLC—123,154$8.2M1.16%
PFIZER INCPFEHealthcare322,708$8.2M1.16%
ALTRIA GROUP INCMOEquity116,510$7.7M1.08%
MERCK & CO INCMRKHealthcare91,466$7.7M1.08%
VANECK MERK GOLD ETFOUNZ—200,415$7.5M1.05%
ISHARES RUSSELL 2000 ETFIWM—30,728$7.4M1.04%
DELL TECHNOLOGIES INCDELLTechnology51,795$7.3M1.03%