Lifeworks Advisors, LLC

Q1 2026 13F Holdings

Location
Grand Rapids, MI
Holdings as of
3/31/2026
Value
$779M
Value excl. options
$779M
Num holdings
297
Date filed
5/4/2026
Form type
13F-HR
Prev filing
2/13/2026
Next filing
8/14/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type