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LifeWealth Investments

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

Top 5 stock holdings are IWY, IWX, SCEC, BUFF, EFV, and represent 32.70% of LifeWealth Investments's stock portfolio.
Added to shares of these 10 stocks: SMH (+$5.5M), SCEC, IWY, SIXD, MAYW, IWX, BUFF, JUNW, MAYT, IAU.
Started 17 new stock positions in AMD, SMH, XSEP, MAYT, JUNT, HRZN, MAYW, TXN, DELL, SIXD. MNST, FTNT, GEV, JUNW, ANET, ROKU, ISMD.
Reduced shares in these 10 stocks: MGV, SIXO, OCTW, SEPW, DECU, SPYM, JULW, CASY, IVV, .
Sold out of its positions in JULW, OCTW, DECU, JULU, SEPW, SEPT, DECW, JANW, SIXO, COR. CASY, JANZ, DECZ, OCTZ, AUGZ, XOM, GSEP, XDEC, NFLX, SCHX, ULTA, MGV.
LifeWealth Investments was a net buyer of stock by $14M.
LifeWealth Investments has $374M in assets under management (AUM), dropping by 11.67%.
Central Index Key (CIK): 0002033794

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Portfolio Holdings for LifeWealth Investments

LifeWealth Investments holds 136 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	10.9	$41M	+6%	141k	290.62	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	7.0	$26M	+9%	250k	105.16	View chart
Capitol Ser Tr Sterl Cap Bd Etf (SCEC)	6.0	$22M	+17%	897k	25.04	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.2	$20M	+10%	371k	52.68	View chart
Ishares Tr Eafe Value Etf (EFV)	3.5	$13M	+6%	172k	76.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.4	$13M		77k	164.60	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.2	$12M		95k	124.42	View chart
Apple (AAPL)	3.1	$12M	+2%	40k	289.36	View chart
Ishares Gold Tr Ishares New (IAU)	2.8	$10M	+11%	138k	75.51	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	2.8	$10M		206k	50.23	View chart
Ishares Core Msci Emkt (IEMG)	2.7	$9.9M	+7%	120k	82.84	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$8.5M	+9%	110k	77.11	View chart
Sterling Cap Fds National Muni Bd (SCNM)	2.1	$7.7M	+5%	308k	25.15	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	2.0	$7.4M	+5%	61k	121.42	View chart
NVIDIA Corporation (NVDA)	1.9	$7.3M		36k	200.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.9	$7.1M	+2%	82k	86.42	View chart
Pimco Dynamic Income SHS (PDI)	1.6	$6.1M		363k	16.70	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.5	$5.5M	NEW	8.4k	655.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$5.4M	+11%	86k	62.20	View chart
Amazon (AMZN)	1.3	$4.9M		21k	238.34	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.3	$4.9M	-3%	99k	48.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.3	$4.8M	-3%	85k	56.48	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	1.1	$4.2M	+18%	29k	146.41	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	1.1	$4.0M	-2%	159k	25.00	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$3.9M	+12%	46k	85.49	View chart
Microsoft Corporation (MSFT)	1.0	$3.7M		10k	373.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.0	$3.7M		73k	50.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.0	$3.6M		10k	357.38	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.9	$3.5M	+4%	171k	20.43	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$3.4M	+9%	43k	79.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$3.4M	+12%	4.9k	686.80	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.9	$3.3M	+11%	132k	25.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.9	$3.3M		65k	50.49	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.8	$3.1M	+3%	26k	122.01	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$3.0M	-29%	35k	87.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.7	$2.6M		56k	47.44	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.7	$2.4M	NEW	79k	30.84	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.6	$2.4M	NEW	69k	34.77	View chart
Broadcom (AVGO)	0.6	$2.3M	+22%	6.1k	377.76	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	0.6	$2.1M	+105%	77k	27.59	View chart
Tesla Motors (TSLA)	0.5	$1.9M		4.6k	420.58	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.5	$1.9M	+12%	32k	59.35	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$1.8M		35k	50.50	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.5	$1.7M		37k	46.85	View chart
Marriott Intl Cl A (MAR)	0.4	$1.6M		4.4k	370.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.4	$1.6M		35k	45.02	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.4	$1.5M	NEW	43k	34.39	View chart
Meta Platforms Cl A (META)	0.4	$1.5M	-7%	2.6k	563.30	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.4M	-2%	4.1k	353.33	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$1.3M	+4%	25k	53.47	View chart
Aim Etf Products Trust Allianzim Us Eqt (MAYT)	0.3	$1.3M	NEW	33k	39.00	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.2M		25k	47.77	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.3	$1.1M	+238%	11k	100.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.3	$1.1M	-5%	37k	29.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$1.1M	+7%	2.9k	370.04	View chart
Amphenol Corp Cl A (APH)	0.3	$1.1M		6.1k	176.32	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.0M	-3%	20k	50.57	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$996k		21k	47.38	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$945k	+11%	16k	58.98	View chart
Eli Lilly & Co. (LLY)	0.2	$921k		768.00	1199.45	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$911k		16k	57.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$835k	-2%	18k	46.68	View chart
Procter & Gamble Company (PG)	0.2	$817k	-5%	5.6k	146.64	View chart
Costco Wholesale Corporation (COST)	0.2	$749k		801.00	935.48	View chart
Elevation Series Trust True St Sept Etf (SEPZ)	0.2	$731k	-24%	16k	45.44	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.2	$719k	+13%	14k	50.35	View chart
Ge Aerospace Com New (GE)	0.2	$715k		1.9k	373.75	View chart
Goldman Sachs (GS)	0.2	$709k		701.00	1011.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$667k	-19%	13k	51.35	View chart
Visa Com Cl A (V)	0.2	$641k		1.9k	343.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$618k		14k	45.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.2	$604k		16k	37.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$591k	-17%	15k	40.88	View chart
Spdr Index Shs Fds St Str Sp Glbdiv (WDIV)	0.2	$564k	-3%	7.1k	79.90	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.1	$559k	-3%	18k	31.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$550k	-5%	1.3k	433.34	View chart
Dell Technologies CL C (DELL)	0.1	$543k	NEW	1.3k	431.47	View chart
Advanced Micro Devices (AMD)	0.1	$541k	NEW	931.00	580.91	View chart
Wal-Mart Stores (WMT)	0.1	$536k	+9%	4.7k	113.26	View chart
Applied Materials (AMAT)	0.1	$532k	-6%	736.00	723.00	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$488k	+53%	13k	36.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$486k	+27%	660.00	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$486k	-56%	648.00	749.30	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.1	$484k	-24%	19k	25.12	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$477k		35k	13.62	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.1	$474k	-29%	18k	26.50	View chart
RBC Bearings Incorporated (RBC)	0.1	$459k		712.00	644.06	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$447k	+13%	8.1k	55.18	View chart
Oracle Corporation (ORCL)	0.1	$442k	+67%	3.0k	146.55	View chart
Emcor (EME)	0.1	$440k		530.00	829.89	View chart
Abbvie (ABBV)	0.1	$434k	+10%	1.7k	251.66	View chart
Lockheed Martin Corporation (LMT)	0.1	$422k	+35%	828.00	509.49	View chart
Walt Disney Company (DIS)	0.1	$413k	-10%	4.3k	96.25	View chart
Mastercard Incorporated Cl A (MA)	0.1	$406k	+2%	790.00	513.61	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$382k	+11%	9.0k	42.28	View chart
Nextera Energy (NEE)	0.1	$369k		4.2k	87.77	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$365k	+7%	1.5k	236.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$348k	+12%	695.00	500.25	View chart
Home Depot (HD)	0.1	$342k		969.00	352.69	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$320k	-22%	6.4k	50.35	View chart
Palantir Technologies Cl A (PLTR)	0.1	$319k	+10%	2.7k	116.67	View chart
FedEx Corporation (FDX)	0.1	$315k		1.0k	313.13	View chart
International Business Machines (IBM)	0.1	$301k	+4%	1.1k	281.21	View chart
Texas Instruments Incorporated (TXN)	0.1	$299k	NEW	1.0k	298.07	View chart
Caterpillar (CAT)	0.1	$296k	-10%	278.00	1064.90	View chart
Bank of America Corporation (BAC)	0.1	$293k	+6%	5.1k	56.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$292k		5.2k	56.51	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$286k	-12%	7.3k	39.26	View chart
Cardinal Health (CAH)	0.1	$283k	+2%	1.2k	237.57	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.1	$279k	-24%	6.7k	41.48	View chart
Lincoln Electric Holdings (LECO)	0.1	$278k		1.0k	265.51	View chart
Thermo Fisher Scientific (TMO)	0.1	$277k		552.00	501.05	View chart
Ross Stores (ROST)	0.1	$273k		1.3k	212.85	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$271k		7.7k	35.11	View chart
Howmet Aerospace (HWM)	0.1	$269k		1.0k	268.86	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$265k	+14%	11k	23.42	View chart
Fortinet (FTNT)	0.1	$255k	NEW	1.7k	153.62	View chart
Monster Beverage Corp (MNST)	0.1	$254k	NEW	2.6k	96.12	View chart
Intuitive Surgical Com New (ISRG)	0.1	$252k		634.00	397.68	View chart
Coca-Cola Company (KO)	0.1	$251k	+7%	3.1k	81.28	View chart
Ge Vernova (GEV)	0.1	$236k	NEW	201.00	1174.86	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$235k		1.5k	156.30	View chart
Roku Com Cl A (ROKU)	0.1	$232k	NEW	1.7k	138.14	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$228k	+14%	8.8k	25.94	View chart
Arista Networks Com Shs (ANET)	0.1	$227k	NEW	1.3k	169.88	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.1	$226k	-4%	5.5k	40.96	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$223k		6.5k	34.13	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.1	$221k	NEW	5.8k	37.79	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.1	$221k	NEW	4.4k	50.00	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$220k		2.9k	75.45	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$218k	-4%	900.00	242.43	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$216k		11k	18.87	View chart
Phillips 66 (PSX)	0.1	$211k	+2%	1.2k	169.06	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$211k	-12%	3.6k	58.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XSEP)	0.1	$203k	NEW	4.6k	44.41	View chart
Horizon Technology Fin (HRZN)	0.0	$80k	NEW	17k	4.73	View chart

Past Filings by LifeWealth Investments

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

LifeWealth Investments 2026 Q2 filed July 16, 2026
LifeWealth Investments 2026 Q1 filed April 21, 2026
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

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