Lifeworks Advisors, LLC
RIA/Wealth
Lifeworks Advisors, LLC is a RIA/Wealth based in Grand Rapids, MI led by Ronald Shane Bullis, managing $744.8M across 323 long positions as of Q3 2025 with 45% ETF concentration.
CEORonald Shane Bullis
- Portfolio Value
- $744.8M
- Positions
- 323
- Top Holding
- SPDW at 5.95%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Lifeworks Advisors, LLC's portfolio (25.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.3M | 5.95% | +$5.7M Bought | — 1.0M shares | |
ETF ETF | $24.3M | 3.26% | +$1.2M Bought | — 1.0M shares | |
ETF ETF | $19.5M | 2.62% | +$703.6K Bought | — 174.7K shares | |
ETF ETF | $17.2M | 2.30% | +$822.5K Bought | — 180.4K shares | |
ETF ETF | $16.1M | 2.16% | +$649.1K Bought | — 326.0K shares | |
Unknown Unknown | $16.1M | 2.16% | +$1.9M Bought | — 220.6K shares | |
ETF ETF | $15.9M | 2.14% | +$909.6K Bought | — 71.7K shares | |
ETF ETF | $15.3M | 2.06% | +$337.4K Bought | — 302.3K shares | |
Software - Infrastructure Technology | $10.9M | 1.47% | -$105.1K Sold | 0.00% 21.1K shares | |
ETF ETF | $10.5M | 1.41% | +$940.2K Bought | — 161.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Lifeworks Advisors, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Lifeworks Advisors, LLC
GthenA