• 13F History

Lifeworks Advisors, LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 7, 2025
Value $
$554M
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 305 stock holdings with total value $554M as of Q4 2024. Top holdings included SPDW, GOVT, LQD, FHLC, and MBB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 305 $554M +$100M -$34.8M +$65.4M SPDW, GOVT, LQD, FHLC, MBB 13F-HR 2/7/2025, 09:30 AM
Q3 2024 295 $509M +$147M -$16.5M +$130M SPDW, GOVT, LQD, MBB, BNDX 13F-HR 11/6/2024, 10:39 AM
Q2 2024 222 $359M +$35.1M -$36.2M -$1.17M GOVT, SPDW, LQD, VTIP, MBB 13F-HR 8/13/2024, 03:33 PM
Q1 2024 225 $357M +$63.5M -$14.1M +$49.4M GOVT, LQD, VTIP, SPDW, FHLC 13F-HR 5/10/2024, 10:26 AM
Q4 2023 196 $290M +$33M -$19M +$14M VTIP, GOVT, LQD, FHLC, FTEC 13F-HR 2/12/2024, 08:52 AM
Q3 2023 192 $257M +$44.4M -$106M -$61.1M VTIP, GOVT, LQD, FHLC, OUNZ 13F-HR 11/1/2023, 09:42 AM
Q2 2023 156 $235M +$41.3M -$22.3M +$19.1M VTIP, GOVT, FTEC, FHLC, OUNZ 13F-HR 8/2/2023, 05:12 PM
Q1 2023 143 $212M +$43M -$55.3M -$12.3M VTIP, OUNZ, FTEC, FHLC, AAPL 13F-HR 5/15/2023, 10:04 AM
Q4 2022 111 $176M +$7.28M -$6.39M +$888K VTIP, OUNZ, FTEC, FHLC, JNJ 13F-HR 2/14/2023, 06:51 AM
Q3 2022 110 $158M +$43.6M -$51.9M -$8.26M FTEC, OUNZ, FHLC, VTIP, JNJ 13F-HR 11/14/2022, 01:23 PM
Q2 2022 141 $155M +$30.4M -$1.44M +$28.9M OUNZ, FHLC, FTEC, JNJ, MSFT 13F-HR 8/12/2022, 12:18 PM
Q1 2022 124 $148M +$51.7M -$14M +$37.7M FTEC, OUNZ, FHLC, AAPL, MSFT 13F-HR 5/16/2022, 03:58 PM
Q4 2021 109 $126M SPY, OUNZ, MSFT, SCHO, FTEC 13F-HR 2/14/2022, 07:27 PM