Lifeworks Advisors, LLC
Lifeworks Advisors, LLC is a registered investment advisor (RIA) headquartered in Grand Rapids, Michigan. Founded in December 2009, Lifeworks Advisors operates as a wholly-owned subsidiary of Lifeworks Holdings, LLC, and is managed by partners Ron Bullis and Kurt Van Dyken. As of March 2025, the firm manages $742.3 million in assets and has 40 employees. Lifeworks serves a diverse client base including individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, estates, trusts, and businesses. The firm upholds a fiduciary standard and delivers comprehensive wealth management, financial planning, and retirement plan advisory services to its clients.
Investment Strategy
Lifeworks Advisors provides comprehensive wealth management that includes ongoing investment management, financial planning, and retirement plan advisory services. The firm’s approach centers on serving as a fiduciary, prioritizing clients’ financial objectives, and mitigating conflicts of interest. Lifeworks employs both discretionary and non-discretionary portfolio management, and its investment strategies leverage diversification across asset classes— including equity, fixed income, alternative investments, exchange-traded funds, mutual funds, and third-party managed accounts—tailored to advance clients' unique financial goals. The firm’s process is highly consultative, incorporating tax planning and collaborating with external professionals as needed.
Latest 13F Filing Activity
Lifeworks Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 310 equity positions with a total 13F market value of $671M. The fund increased holdings in Ea Series Trust, SPDR Index SHS FDS, Gen Digital Inc. among other positions. Lifeworks Advisors, LLC reduced exposure to Regeneron Pharmaceuticals, Ishares TR, Paragon 28 Inc. among others.
Top Holdings
Equity Positions (310)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 5.45% | $36.5M | 901,955 | $35.65 | $40.49 | +$6.8M |
G GOVT | ISHARES TR | 3.42% | $22.9M | 996,931 | $22.99 | $22.98 | +$1.3M |
L LQD | ISHARES TR | 2.75% | $18.5M | 168,431 | $108.84 | $109.61 | +$210.3K |
M MBB | ISHARES TR | 2.40% | $16.1M | 171,720 | $93.39 | $93.89 | +$879.8K |
B BNDX | VANGUARD CHARLOTTE FDS | 2.31% | $15.5M | 312,881 | $49.21 | $49.51 | +$1.5M |