Lifeworks Advisors, LLC
All 13F Filings
- Location
- Grand Rapids, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 955,042
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 337 | 955,042 | 13F-HR | Lifeworks Advisors, LLC |
| Q1 2026 | 5/4/2026 | 297 | 779,388 | 13F-HR | Lifeworks Advisors, LLC |
| 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 | 612.9 K | 64.2% | 144.3 K | 0 | 144.3 K |
| ETFs | 340.3 K | 35.6% | 29.95 K | 0 | 29.95 K |
| Debt | 1.553 K | 0.2% | 1.553 K | 0 | 1.553 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
955,042
Holdings
337
QoQ value change ($000)
175,654
(22.5%)
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.