Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LifeWealth Investments

Latest statistics and disclosures from LifeWealth Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWY, IWX, SCEC, BUFF, AAPL, and represent 27.37% of LifeWealth Investments's stock portfolio.
Added to shares of these 10 stocks: VTIP (+$8.8M), IJH (+$5.4M), SIXO, IWY, OCTW, BUFF, IWX, SCEC, IWS, EFG.
Started 22 new stock positions in TPLC, MBB, SPUC, MDB, JANZ, SCHX, KO, VCIT, OCTZ, VTIP. FOCT, IJH, SIXO, BND, GSEP, ROST, OCTW, GOVT, CAH, IEF, GLDM, VGT.
Reduced shares in these 10 stocks: USFR (-$13M), SIXP, DECW, VOE, VOT, NVDA, SDVY, Trueshares Structured Outcome, , SLV.
Sold out of its positions in T, SIXP, MO, AEP, ADM, BBY, BLK, XONE, CMS, CVS.
LifeWealth Investments was a net seller of stock by $-25M.
LifeWealth Investments has $316M in assets under management (AUM), dropping by -51.79%.
Central Index Key (CIK): 0002033794

Tip: Access up to 7 years of quarterly data

Positions held by LifeWealth Investments consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for LifeWealth Investments

LifeWealth Investments holds 154 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	9.6	$30M	+8%	110k	276.94	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	5.6	$18M	+8%	194k	91.86	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	4.6	$15M	+8%	579k	25.36	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	4.2	$13M	+14%	267k	49.86	View chart
Apple (AAPL)	3.3	$10M		38k	271.86	View chart
Ishares Tr Eafe Value Etf (EFV)	3.3	$10M	+6%	144k	71.41	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.0	$9.5M	+8%	83k	113.92	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.0	$9.4M	+8%	67k	141.05	View chart
Ishares Gold Tr Ishares New (IAU)	2.9	$9.1M	-4%	113k	81.17	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.8	$8.8M	NEW	178k	49.46	View chart
Ishares Tr National Mun Etf (MUB)	2.0	$6.4M	+9%	60k	107.11	View chart
Ishares Core Msci Emkt (IEMG)	2.0	$6.4M	+10%	95k	67.22	View chart
NVIDIA Corporation (NVDA)	2.0	$6.3M	-19%	34k	186.50	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$6.0M	+3%	69k	87.16	View chart
Pimco Dynamic Income SHS (PDI)	1.9	$5.9M	+3%	335k	17.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$5.4M	NEW	82k	66.00	View chart
Ishares Silver Tr Ishares (SLV)	1.6	$5.0M	-14%	77k	64.42	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.6	$4.9M	+8%	49k	99.52	View chart
Microsoft Corporation (MSFT)	1.5	$4.9M	+3%	10k	483.61	View chart
Spdr Series Trust State Street Spd (SPYM)	1.5	$4.8M	-9%	60k	80.22	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.5	$4.8M		98k	49.14	View chart
Amazon (AMZN)	1.5	$4.7M		20k	230.82	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$4.6M		80k	57.24	View chart
Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)	1.3	$4.0M	NEW	114k	34.73	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.2	$3.8M	+20%	63k	60.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.1	$3.5M	-4%	73k	47.57	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$3.5M	+13%	24k	141.16	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.1	$3.4M	-2%	153k	21.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	1.0	$3.3M	-2%	68k	47.72	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.0M	-6%	9.6k	313.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$2.7M	-9%	4.3k	627.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.8	$2.5M		57k	44.91	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.8	$2.5M	+15%	31k	79.73	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.7	$2.3M	NEW	60k	39.00	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.7	$2.3M	-4%	82k	27.39	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.7	$2.2M	+14%	16k	136.94	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPW)	0.7	$2.1M	-7%	67k	31.92	View chart
Tesla Motors (TSLA)	0.7	$2.1M		4.6k	449.70	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.6	$1.9M	+14%	19k	102.31	View chart
Meta Platforms Cl A (META)	0.6	$1.8M		2.8k	660.10	View chart
Broadcom (AVGO)	0.6	$1.8M	+8%	5.2k	346.11	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.6	$1.8M		35k	50.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.5	$1.7M	-7%	38k	44.34	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.5	$1.6M	-2%	28k	58.73	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.5	$1.6M	-26%	67k	23.97	View chart
Aim Etf Products Trust Us Lrgcp B20 Jul (JULW)	0.5	$1.6M	-7%	40k	39.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.5	$1.5M	-11%	35k	42.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$1.4M	+3%	4.5k	313.80	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.4M	-4%	2.0k	684.86	View chart
Marriott Intl Cl A (MAR)	0.4	$1.4M	-29%	4.4k	310.24	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.4	$1.3M	-5%	50k	25.97	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.4	$1.2M	-7%	29k	42.26	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.4	$1.2M	+31%	24k	49.62	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.4	$1.1M		25k	44.94	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.4	$1.1M	-7%	22k	50.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$1.1M		39k	28.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.3	$1.0M	-92%	20k	50.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$951k		21k	45.09	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$923k	-7%	2.8k	335.27	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$908k		16k	57.46	View chart
Procter & Gamble Company (PG)	0.3	$867k	-5%	6.1k	143.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.3	$821k	+5%	19k	44.29	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.3	$801k	-50%	7.9k	100.76	View chart
Costco Wholesale Corporation (COST)	0.3	$800k		928.00	862.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.3	$793k		16k	48.84	View chart
Eli Lilly & Co. (LLY)	0.2	$774k	+2%	720.00	1074.70	View chart
Lockheed Martin Corporation (LMT)	0.2	$766k	-3%	1.6k	483.76	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	0.2	$762k	-5%	25k	30.27	View chart
Amphenol Corp Cl A (APH)	0.2	$744k		5.5k	135.14	View chart
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)	0.2	$741k	-6%	9.8k	75.44	View chart
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)	0.2	$736k		29k	25.55	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$693k		18k	39.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$678k	-3%	4.7k	143.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$653k	NEW	8.8k	74.07	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.2	$633k	-3%	21k	29.71	View chart
Visa Com Cl A (V)	0.2	$629k		1.8k	350.71	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.2	$626k	NEW	16k	38.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$622k	NEW	16k	38.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$617k	-7%	14k	43.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.2	$577k		16k	35.72	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.2	$574k	-2%	16k	36.66	View chart
Home Depot (HD)	0.2	$564k	-2%	1.6k	344.11	View chart
Walt Disney Company (DIS)	0.2	$550k	-17%	4.8k	113.77	View chart
Goldman Sachs (GS)	0.2	$543k		618.00	879.03	View chart
Global X Fds Globx Supdv Us (DIV)	0.2	$534k		31k	17.32	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.2	$533k	-6%	13k	40.26	View chart
Ge Aerospace Com New (GE)	0.2	$513k	-7%	1.7k	308.05	View chart
Netflix (NFLX)	0.2	$510k	+539%	5.4k	93.76	View chart
Deere & Company (DE)	0.2	$504k		1.1k	465.57	View chart
Wal-Mart Stores (WMT)	0.2	$484k	+79%	4.3k	111.41	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.2	$479k		14k	35.16	View chart
Casey's General Stores (CASY)	0.1	$469k		849.00	552.72	View chart
Abbvie (ABBV)	0.1	$459k	+37%	2.0k	228.54	View chart
International Business Machines (IBM)	0.1	$455k	+44%	1.5k	296.21	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.1	$431k	-6%	11k	39.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$423k	-23%	2.4k	177.75	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$423k	+11%	689.00	614.31	View chart
Mastercard Incorporated Cl A (MA)	0.1	$420k	+2%	736.00	570.89	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.1	$419k	NEW	9.2k	45.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$397k	+26%	3.3k	120.35	View chart
Neuberger Berman Etf Trust Opt Strategy Etf (NBOS)	0.1	$393k	-2%	14k	27.27	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$391k	-2%	7.0k	55.80	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$365k	NEW	3.8k	95.22	View chart
Spdr Index Shs Fds S&p Em Mkt Div (EDIV)	0.1	$363k	-2%	9.3k	39.15	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$359k		32k	11.31	View chart
Mongodb Cl A (MDB)	0.1	$357k	NEW	850.00	419.69	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$355k	NEW	471.00	753.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$353k	+64%	702.00	502.51	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$350k		6.6k	52.81	View chart
Oracle Corporation (ORCL)	0.1	$345k		1.8k	194.91	View chart
Arista Networks Com Shs (ANET)	0.1	$344k	-5%	2.6k	131.03	View chart
Nextera Energy (NEE)	0.1	$332k		4.1k	80.28	View chart
Thermo Fisher Scientific (TMO)	0.1	$331k	+4%	571.00	579.10	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.1	$318k		8.6k	37.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$314k		1.4k	219.78	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$307k		11k	29.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$305k		8.9k	34.26	View chart
Emcor (EME)	0.1	$299k		488.00	611.79	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$291k	+6%	7.6k	38.53	View chart
FedEx Corporation (FDX)	0.1	$290k		1.0k	288.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$287k	+27%	1.4k	210.34	View chart
Armstrong World Industries (AWI)	0.1	$278k		1.5k	191.10	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.1	$276k	NEW	3.2k	85.37	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$274k		12k	23.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$274k		5.2k	52.95	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$270k	NEW	10k	26.91	View chart
Bank of America Corporation (BAC)	0.1	$270k	-2%	4.9k	55.00	View chart
Caterpillar (CAT)	0.1	$266k		465.00	572.87	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$261k	NEW	3.1k	83.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$260k	-2%	6.4k	40.92	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$256k	-23%	7.8k	32.77	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$254k		3.0k	85.77	View chart
Lincoln Electric Holdings (LECO)	0.1	$250k		1.0k	239.64	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$250k	-90%	7.4k	33.94	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$250k		2.7k	91.38	View chart
Intuitive Surgical Com New (ISRG)	0.1	$250k	-11%	441.00	566.36	View chart
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)	0.1	$244k	-7%	5.7k	42.75	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$238k		7.2k	33.05	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$237k	-7%	1.2k	198.62	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.1	$227k	NEW	5.3k	42.55	View chart
Cardinal Health (CAH)	0.1	$221k	NEW	1.1k	205.50	View chart
Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC)	0.1	$219k	NEW	4.7k	46.59	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$216k		2.6k	82.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$215k		5.1k	42.38	View chart
Lam Research Corp Com New (LRCX)	0.1	$215k	-20%	1.3k	171.18	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$214k		1.7k	123.27	View chart
Coca-Cola Company (KO)	0.1	$214k	NEW	3.1k	69.91	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$212k		1.5k	141.14	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.1	$211k	NEW	9.1k	23.03	View chart
AmerisourceBergen (COR)	0.1	$208k	-12%	616.00	337.75	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$207k	NEW	2.1k	96.16	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$204k	NEW	4.2k	48.99	View chart
Ross Stores (ROST)	0.1	$202k	NEW	1.1k	180.14	View chart
Highland Opps & Income Highland Income (HFRO)	0.0	$88k		15k	5.98	View chart

Past Filings by LifeWealth Investments

SEC 13F filings are viewable for LifeWealth Investments going back to 2024

LifeWealth Investments 2025 Q4 filed Jan. 26, 2026
LifeWealth Investments 2025 Q1 amended filed Jan. 26, 2026
LifeWealth Investments 2025 Q2 amended filed Jan. 26, 2026
LifeWealth Investments 2025 Q3 amended filed Jan. 26, 2026
LifeWealth Investments 2025 Q3 filed Oct. 20, 2025
LifeWealth Investments 2025 Q2 filed July 30, 2025
LifeWealth Investments 2025 Q1 filed April 21, 2025
LifeWealth Investments 2024 Q4 filed Feb. 26, 2025

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z