Lifeworks Advisors, LLC ETF holdings
Grand Rapids, MI
Reported $406.8M in 141 ETFs in its Form 13F for June 30, 2026.
ETF value
$406.8M
ETFs held
141
Change from prior quarter
+13.2%
With price moves
ETFs as a share of its 13F
42.6%
of $955.0M
Top 10 of 141 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $63.0M | 1,249,765 | +86,028 shares |
| GOVT | iShares U.S. Treasury Bond ETF | $27.0M | 1,184,445 | +46,027 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $21.3M | 195,454 | +8,472 shares |
| BNDX | Vanguard Total International Bond ETF | $19.6M | 404,393 | +34,166 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $18.6M | 370,992 | +62,055 shares |
| MBB | iShares MBS ETF | $18.3M | 193,120 | +6,724 shares |
| IAU | iShares Gold Trust | $17.5M | 232,160 | +23,653 shares |
| FTEC | Fidelity MSCI Information Technology Index ETF | $16.1M | 56,502 | −346 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $12.3M | 16,490 | +5,697 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $12.3M | 104,649 | +68,342 shares |
131 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001882132. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Lifeworks Advisors, LLC own?
Lifeworks Advisors, LLC reported 141 ETF positions worth $406.8M in its Form 13F for June 30, 2026. The largest was SPDW, at $63.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.