Lifeworks Advisors, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 772,285
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/13/2026 | 326 | 772,285 | 13F-HR | Lifeworks Advisors, LLC |
| Q3 2025 | 11/12/2025 | 327 | 751,113 | 13F-HR | Lifeworks Advisors, LLC |
| Q2 2025 | 8/5/2025 | 312 | 670,654 | 13F-HR | Lifeworks Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 616.5 K | 79.8% | 21.34 K | 0 | 21.34 K |
| ETFs | 154.5 K | 20.0% | 5.367 K | 0 | 5.367 K |
| Debt | 208 | 0.0% | 0 | 37 | -37 |
| Other | 907 | 0.1% | 0 | 26 | -26 |
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Fund Snapshot
Q4 2025
Latest filed
2/13/2026
Total value ($000)
772,285
Holdings
326
QoQ value change ($000)
21,172
(2.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.