13F Filings History of Lifeworks Advisors, LLC
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $775,595,219
- Form 13F summary
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- Lifeworks Advisors, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Lifeworks Advisors, LLC reported 296 equity holdings with a total reported market value of $775,595,219 for Q1 2026. Top reported holdings included SPDR INDEX SHS FDS, ISHARES TR, ISHARES TR, ISHARES GOLD TR, and VANGUARD CHARLOTTE FDS.
- Largest 13F holdings
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SPDR INDEX SHS FDS ISHARES TR ISHARES GOLD TR VANGUARD CHARLOTTE FDS VANGUARD MALVERN FDS SPDR GOLD TR FIDELITY COVINGTON TRUST DELL TECHNOLOGIES INC ISHARES S&P GSCI COMMODITY- SEAGATE TECHNOLOGY HLDNGS PL GILEAD SCIENCES INC APPLE INC
+5 more
ALTRIA GROUP INC JOHNSON & JOHNSON MICROSOFT CORP ABBVIE INC JABIL INC - Manager signature
- Kurt Van Dyken - Chief Compliance Officer
- Manager location
- Grand Rapids, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$775,595,219
Quarter delta
n/a
Accepted
04 May 2026, 09:10
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 296 | $775,595,219 | $0 | $0 | $0 | SPDR INDEX SHS FDS, ISHARES TR, ISHARES TR, ISHARES GOLD TR, VANGUARD CHARLOTTE FDS | 13F-HR | 04 May 2026, 09:10 |