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| Happy Holidays!! thanks for using AUM13F!! |
| Lifeworks Advisors LLC
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| CRD # | 288255 |
| SEC # | 801-119648 |
| CIK # | 0001882132 |
| AUM | $742.3 M (2025-03-13) |
| Employees | 40 (82% Investors, 0% Brokers) |
| Phone | 616-200-6512 |
| Address | 4095 Park East Ct Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001882132 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 12.1 | ||
| Microsoft Corp | 10.6 | ||
| International Business Machines Corp | 9.4 | ||
| Johnson & Johnson | 9.2 | ||
| iShares Bitcoin Trust | 9.0 | ||
| Gilead Sciences Inc | 8.9 | ||
| AbbVie Inc | 8.6 | ||
| Merck & Co Inc | 8.3 | ||
| Republic Services Inc | 8.3 | ||
| Southern Co | 8.0 | ||
| Pfizer Inc | 7.9 | ||
| Lilly Eli & Co | 7.2 | ||
| Campbell Soup Co | 6.9 | ||
| Cisco Systems Inc | 6.9 | ||
| SPDR Gold Trust | 6.8 | ||
| MERK Gold Trust | 6.5 | ||
| Oracle Corp | 6.5 | ||
| Apple Inc | 6.3 | ||
| Symantec Corp | 6.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,194 | 272.8 |
| (b) Individuals (high net worth individuals) | 250 | 410.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 53.3 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 3,785 | 742.3 |
| By Discretionary | ||
| Discretionary | 3,759 | 689.0 |
| Non-Discretionary | 26 | 53.3 |
| Total | 3,785 | 742.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 742.3 | |
| Total | 3,785 | 742.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001882132] |
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