13F Filings History of Lifeworks Advisors, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$772,284,506
Signature - Title
Kurt Van Dyken - Chief Compliance Officer
Location
Grand Rapids, MI
Summary
This page shows a list of all the recent 13F filings made by Lifeworks Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lifeworks Advisors, LLC reported 326 stock holdings with total value $772,284,506 as of Q4 2025. Top holdings included SPDW, GOVT, LQD, IAU, and MBB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 326 $772,284,506 +$98,677,945 -$76,688,471 +$21,989,474 SPDW, GOVT, LQD, IAU, MBB 13F-HR 13 Feb 2026, 12:55
Q3 2025 325 $745,665,824 +$95,868,767 -$56,992,047 +$38,876,720 SPDW, GOVT, LQD, MBB, BNDX 13F-HR 12 Nov 2025, 09:16
Q2 2025 312 $670,654,217 +$86,077,694 -$49,528,153 +$36,549,541 SPDW, GOVT, LQD, MBB, BNDX 13F-HR 04 Aug 2025, 17:36
Q1 2025 306 $601,420,895 +$100,803,713 -$53,623,456 +$47,180,257 SPDW, GOVT, LQD, MBB, VTIP 13F-HR 06 May 2025, 15:34
Q4 2024 305 $553,860,012 +$100,190,409 -$34,766,066 +$65,424,343 SPDW, GOVT, LQD, FHLC, MBB 13F-HR 07 Feb 2025, 09:30
Q3 2024 295 $508,695,264 +$146,883,399 -$16,452,871 +$130,430,528 SPDW, GOVT, LQD, MBB, BNDX 13F-HR 06 Nov 2024, 10:39
Q2 2024 222 $359,099,548 +$35,064,254 -$36,231,012 -$1,166,758 GOVT, SPDW, LQD, VTIP, MBB 13F-HR 13 Aug 2024, 15:33
Q1 2024 225 $357,014,535 +$63,509,924 -$14,137,776 +$49,372,148 GOVT, LQD, VTIP, SPDW, FHLC 13F-HR 10 May 2024, 10:26
Q4 2023 196 $289,808,893 +$32,481,221 -$18,974,648 +$13,506,573 VTIP, GOVT, LQD, FHLC, FTEC 13F-HR 12 Feb 2024, 08:52
Q3 2023 181 $256,263,148 +$44,921,151 -$15,586,893 +$29,334,258 VTIP, GOVT, LQD, FHLC, OUNZ 13F-HR 01 Nov 2023, 09:42
Q2 2023 155 $234,767,055 +$41,339,201 -$25,179,153 +$16,160,048 VTIP, GOVT, FTEC, FHLC, OUNZ 13F-HR 02 Aug 2023, 17:12
Q1 2023 142 $211,040,991 +$43,455,064 -$19,014,634 +$24,440,430 VTIP, OUNZ, FTEC, FHLC, AAPL 13F-HR 15 May 2023, 10:04
Q4 2022 113 $177,155,437 +$6,912,568 -$8,023,791 -$1,111,223 VTIP, OUNZ, FTEC, FHLC, JNJ 13F-HR 14 Feb 2023, 07:51
Q3 2022 124 $158,109,000 +$43,612,481 -$28,929,348 +$14,683,133 FTEC, OUNZ, FHLC, VTIP, JNJ 13F-HR 14 Nov 2022, 14:23
Q2 2022 143 $156,272,000 +$30,384,826 -$5,357,223 +$25,027,603 OUNZ, FHLC, FTEC, JNJ, MSFT 13F-HR 12 Aug 2022, 12:18
Q1 2022 127 $150,710,000 +$52,048,380 -$21,982,376 +$30,066,004 FTEC, OUNZ, FHLC, AAPL, MSFT 13F-HR 16 May 2022, 15:58
Q4 2021 109 $125,525,000 $0 $0 $0 SPY, OUNZ, MSFT, SCHO, FTEC 13F-HR 14 Feb 2022, 20:27