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Kurt Van Dyken

Lifeworks Advisors, Llc

Assets Managed
$779.388M
Holdings
297
Last Quarter
2026 - Q1
Filed Date
18d ago
Growth Rate
0.92%(2Q avg: 1.87%)
Sustained Growth
17 quarters

Portfolio positions

This chart displays the top 10 holdings in Lifeworks Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 297 positions.

Assets under management

The assets under management (AUM) of Lifeworks Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 17 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 779.388M in assets, with a quarterly growth rate of 0.92% and a 2-quarter average growth rate of 1.87%. The portfolio is managed by Kurt Van Dyken, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPDW
Spdr Portfolio Developed Wor
Recent Activity
Increased 2.03%
6.82%
$53.125M
1.164M shares@ $45.66 avg price
GOVT
Ishares Us Treasury Bond Etf
Recent Activity
Increased 2.12%
3.35%
$26.081M
1.138M shares@ $22.92 avg price
LQD
Ishares Iboxx Investment Gra
Recent Activity
Increased 0.95%
2.62%
$20.379M
186,982 shares@ $108.99 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -8.67%
2.36%
$18.382M
208,507 shares@ $88.17 avg price
BNDX
Vanguard Total Intl Bond Etf
Recent Activity
Increased 3.11%
2.29%
$17.789M
370,227 shares@ $48.05 avg price
MBB
Ishares Mbs Etf
Recent Activity
Decreased -0.89%
2.28%
$17.698M
186,396 shares@ $94.95 avg price
VTIP
Vanguard Short-term Tips
Recent Activity
Decreased -0.09%
1.98%
$15.431M
308,937 shares@ $49.95 avg price
GLD
Spdr Gold Shares
Recent Activity
Increased 23.88%
1.82%
$14.129M
32,836 shares@ $430.29 avg price
FTEC
Fidelity Msci Info Tech Etf
Recent Activity
Increased 9.79%
1.52%
$11.827M
56,848 shares@ $208.06 avg price
DELL
Dell Technologies -c
Recent Activity
Increased 21.98%
1.41%
$10.983M
66,915 shares@ $164.13 avg price

1-10 of 297