Lifeworks Advisors, LLC (CIK: 0001882132) is a financial institution headquartered at 4095 Park East Ct., Ste. C, Grand Rapids, Michigan 49546. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $1.02 B, comprising 360 distinct securities. Over its filing history, it has submitted 20 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 26.5%. Quarterly turnover: 24.4%. ▲ 54 new, +143 added, −150 reduced, ×31 exited.

Top Buys

Q3 2026

1. VEEV Veeva Systems

+$31.3 M

2. MRVL Marvell Technology

+$10.65 M

3. CVNA Carvana Co

+$9.41 M

4. MMC Marsh & Mclennan Companies

+$9.26 M

5. NWS News Corporation

+$9.19 M

Top Sells

Q3 2026

1. DELL Dell Technologies

−$18.31 M

2. STX Seagate Technology Holdings PLC

−$9.37 M

3. MRK Merck & Co

−$8.82 M

4. PFE Pfizer

−$8.56 M

5. MO Altria Group

−$8.38 M

Stocks/ETFs

+6.62%

$1.02 B 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio Developed World Ex-Us Etf ETF-SPDW	1.34 M	$67.36 M	6.62%	▲ 91,790	Add 7.3%
Veeva Systems VEEV	109,660	$31.3 M	3.07%	▲ 109,660	New Buy
Ishares Us Treasury Bond Etf ETF-GOVT	1.27 M	$27.67 M	2.72%	▲ 80,918	Add 6.8%
Ishares Gold Trust ETF-IAU	283,809	$22.17 M	2.18%	▲ 51,649	Add 22.3%
Ishares Iboxx $ Investment Grade Corporate Bond Etf ETF-LQD	211,417	$21.6 M	2.12%	▲ 15,963	Add 8.2%
Fidelity Msci Information Technology Index Etf ETF-FTEC	69,572	$20.88 M	2.05%	▲ 13,070	Add 23.1%
Microsoft Corporation MSFT	39,235	$20.12 M	1.98%	▲ 4,876	Add 14.2%
Vanguard Total International Bond Etf ETF-BNDX	427,197	$20.02 M	1.97%	▲ 22,804	Add 5.6%
Vanguard Short-Term Tips ETF-VTIP	398,873	$19.63 M	1.93%	▲ 27,881	Add 7.5%
Alpha Architect 1-3 Month Box Etf ETF-BOXX	160,895	$19.05 M	1.87%	▲ 56,246	Add 53.8%

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Lifeworks Advisors, LLC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Lifeworks Advisors, LLC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 20 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Lifeworks Advisors, LLC Quarterly 13F Statistics

Discover detailed insights into Lifeworks Advisors, LLC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Lifeworks Advisors, LLC's All 13F Filings

This section lists all SEC Form 13F filings submitted by Lifeworks Advisors, LLC.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Lifeworks Advisors, LLC 13F Filings, Portfolio & Analysis

Lifeworks Advisors, LLC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Historical Portfolio Charts

Lifeworks Advisors, LLC's Portfolio

Lifeworks Advisors, LLC Quarterly 13F Statistics

Lifeworks Advisors, LLC's All 13F Filings

Insider Trading Activity (SEC Form 4)