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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 30.40% of LifeWealth Investments's stock portfolio.
Added to shares of these 10 stocks: SCNM (+$7.2M), IWY (+$5.7M), SCEC, SCEP, BUFF, IWX, VXUS, SCMC, IWS, VTIP.
Started 15 new stock positions in PAYM, SCEP, ULTA, VGIT, AMAT, PSX, CTA, SCMC, SCNM, VXUS. AUGZ, HWM, BUCK, SCHP, RBC.
Reduced shares in these 10 stocks: MUB (-$6.4M), SLV, QBER, VGSH, SIXO, SPYM, ICLO, VYM, BND, USFR.
Sold out of its positions in ANET, AWI, QBER, DE, FOCT, XSEP, DIV, HFRO, ICLO, IVW.
LifeWealth Investments was a net buyer of stock by $26M.
LifeWealth Investments has $335M in assets under management (AUM), dropping by 6.10%.
Central Index Key (CIK): 0002033794

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

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Portfolio Holdings for LifeWealth Investments

LifeWealth Investments holds 141 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus Tp200 Gr Etf (IWY)	9.8	$33M	+20%	132k	248.84	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	6.3	$21M	+17%	229k	92.67	View chart
Capitol Ser Tr Sterling Cap Enh (SCEC)	5.7	$19M	+31%	763k	25.09	View chart
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)	5.0	$17M	+26%	337k	49.41	View chart
Ishares Tr Eafe Value Etf (EFV)	3.6	$12M	+11%	161k	74.35	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	3.3	$11M	+15%	77k	145.74	View chart
Ishares Gold Tr Ishares New (IAU)	3.2	$11M	+9%	123k	88.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	3.1	$11M	+13%	94k	111.37	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	3.1	$10M	+16%	208k	49.95	View chart
Apple (AAPL)	2.9	$9.8M		39k	253.79	View chart
Ishares Core Msci Emkt (IEMG)	2.3	$7.8M	+17%	111k	69.75	View chart
Sterling Cap Fds National Muni Bd (SCNM)	2.2	$7.2M	NEW	291k	24.86	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	2.1	$6.9M	+15%	80k	86.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.0	$6.8M	+22%	101k	67.53	View chart
Pimco Dynamic Income SHS (PDI)	1.9	$6.3M	+10%	369k	17.11	View chart
NVIDIA Corporation (NVDA)	1.9	$6.3M	+5%	36k	174.40	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	1.7	$5.8M	+17%	58k	100.17	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	1.5	$5.0M	+5%	103k	48.86	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$5.0M	+9%	88k	56.68	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	1.4	$4.8M	+22%	77k	62.56	View chart
Amazon (AMZN)	1.3	$4.3M		21k	208.27	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.3	$4.3M	+21%	30k	144.95	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	1.1	$3.8M	NEW	163k	23.57	View chart
Spdr Series Trust State Street Spd (SPYM)	1.1	$3.8M	-18%	49k	76.54	View chart
Microsoft Corporation (MSFT)	1.1	$3.7M		9.9k	370.18	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	1.0	$3.4M	+6%	163k	21.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	1.0	$3.4M		74k	46.74	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.9	$3.1M	NEW	41k	77.11	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$3.1M	+26%	39k	79.27	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.9	$3.1M	+48%	24k	128.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.9	$3.1M	-4%	65k	47.37	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.9	$3.0M	NEW	118k	25.00	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	0.9	$2.9M	-24%	86k	33.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$2.9M	+5%	10k	287.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$2.6M		4.4k	597.52	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.7	$2.5M		56k	43.96	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.7	$2.4M	+30%	25k	98.53	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.6	$1.9M	-18%	49k	38.47	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$1.8M		35k	50.45	View chart
Tesla Motors (TSLA)	0.5	$1.7M		4.7k	371.73	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.5	$1.7M	-18%	54k	31.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)	0.5	$1.6M		38k	43.55	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	0.5	$1.6M	-26%	61k	26.58	View chart
Ishares Silver Tr Ishares (SLV)	0.5	$1.6M	-69%	24k	68.14	View chart
Meta Platforms Cl A (META)	0.5	$1.6M		2.8k	572.14	View chart
Broadcom (AVGO)	0.5	$1.5M	-4%	5.0k	309.52	View chart
Wisdomtree Tr Us S Cap Qty Div (DGRS)	0.4	$1.5M	+19%	28k	52.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)	0.4	$1.5M		35k	41.91	View chart
Marriott Intl Cl A (MAR)	0.4	$1.4M		4.4k	327.07	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.4	$1.2M	-21%	31k	38.81	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.2M	-7%	4.2k	286.86	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.3	$1.1M		25k	44.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$1.1M		39k	28.00	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$1.1M	-5%	21k	50.61	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$966k	-27%	1.5k	653.11	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.3	$941k	-25%	38k	25.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.3	$932k		21k	44.28	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.3	$899k		16k	56.86	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$871k		2.7k	320.81	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.3	$871k	-24%	21k	40.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.3	$858k	NEW	14k	59.55	View chart
Procter & Gamble Company (PG)	0.3	$856k	-2%	5.9k	144.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.2	$794k		18k	43.43	View chart
Costco Wholesale Corporation (COST)	0.2	$785k	-15%	788.00	996.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$778k		16k	47.91	View chart
Amphenol Corp Cl A (APH)	0.2	$757k	+8%	6.0k	126.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.2	$700k		18k	39.76	View chart
Eli Lilly & Co. (LLY)	0.2	$698k	+5%	759.00	919.79	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$675k	NEW	25k	26.61	View chart
Casey's General Stores (CASY)	0.2	$665k	+7%	913.00	727.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.2	$586k	-3%	14k	42.53	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.2	$583k	+36%	13k	46.44	View chart
Goldman Sachs (GS)	0.2	$583k	+11%	689.00	846.02	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.2	$580k	-27%	18k	31.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Eq Enhan (XFEB)	0.2	$569k		16k	35.21	View chart
Spdr Index Shs Fds State Street Spd (WDIV)	0.2	$566k	-25%	7.3k	77.15	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.2	$561k	NEW	26k	21.95	View chart
Exxon Mobil Corporation (XOM)	0.2	$558k		3.3k	169.68	View chart
Visa Com Cl A (V)	0.2	$557k	+2%	1.8k	302.24	View chart
Wal-Mart Stores (WMT)	0.2	$537k		4.3k	124.28	View chart
Ge Aerospace Com New (GE)	0.2	$533k	+12%	1.9k	283.79	View chart
Netflix (NFLX)	0.2	$532k		5.5k	96.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.2	$505k	-17%	13k	38.11	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.1	$470k	-22%	13k	36.76	View chart
Walt Disney Company (DIS)	0.1	$463k		4.8k	96.38	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.1	$448k	-26%	16k	28.55	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.1	$435k	NEW	11k	40.64	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$414k	-58%	8.2k	50.34	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.1	$404k	-21%	10k	38.83	View chart
Ulta Salon, Cosmetics & Fragrance (ULTA)	0.1	$400k	NEW	765.00	522.71	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$396k	+2%	7.2k	55.36	View chart
Nextera Energy (NEE)	0.1	$388k		4.2k	92.88	View chart
Emcor (EME)	0.1	$388k	+7%	525.00	738.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$386k	+5%	773.00	499.67	View chart
RBC Bearings Incorporated (RBC)	0.1	$386k	NEW	710.00	543.12	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$381k	+10%	35k	10.89	View chart
Lockheed Martin Corporation (LMT)	0.1	$369k	-61%	610.00	604.02	View chart
Palantir Technologies Cl A (PLTR)	0.1	$362k	+3%	2.5k	146.28	View chart
FedEx Corporation (FDX)	0.1	$358k		1.0k	356.18	View chart
Abbvie (ABBV)	0.1	$338k	-22%	1.6k	217.51	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.1	$336k	+7%	8.1k	41.36	View chart
Pimco Etf Tr Ultra Short Govt (BILZ)	0.1	$325k	-59%	3.2k	100.97	View chart
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)	0.1	$324k	-18%	8.9k	36.37	View chart
Home Depot (HD)	0.1	$317k	-41%	963.00	328.90	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.1	$312k		8.6k	36.48	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$308k		1.4k	215.06	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$299k	-24%	518.00	577.18	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.1	$298k	-46%	8.4k	35.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$296k	-12%	617.00	479.05	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$294k	-2%	8.7k	33.77	View chart
Intuitive Surgical Com New (ISRG)	0.1	$289k	+42%	627.00	460.99	View chart
Lam Research Corp Com New (LRCX)	0.1	$286k	+6%	1.3k	213.66	View chart
Ross Stores (ROST)	0.1	$281k	+15%	1.3k	216.63	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$279k		11k	24.39	View chart
Thermo Fisher Scientific (TMO)	0.1	$272k	-2%	554.00	491.22	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.1	$268k	+22%	6.5k	41.10	View chart
Applied Materials (AMAT)	0.1	$268k	NEW	783.00	341.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.1	$268k		5.2k	51.78	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$268k		2.9k	91.77	View chart
Oracle Corporation (ORCL)	0.1	$265k		1.8k	147.11	View chart
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)	0.1	$261k		7.8k	33.37	View chart
Lincoln Electric Holdings (LECO)	0.1	$260k		1.0k	249.08	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.1	$253k	-45%	7.4k	34.35	View chart
International Business Machines (IBM)	0.1	$249k	-33%	1.0k	242.39	View chart
Cardinal Health (CAH)	0.1	$247k	+8%	1.2k	211.31	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$246k		7.4k	33.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.1	$244k	-4%	6.1k	40.31	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$242k	-84%	4.1k	58.55	View chart
Bank of America Corporation (BAC)	0.1	$234k	-2%	4.8k	48.75	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.1	$232k	NEW	7.7k	30.22	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.1	$232k	NEW	9.9k	23.50	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.1	$229k	-37%	5.8k	39.48	View chart
Howmet Aerospace (HWM)	0.1	$229k	NEW	994.00	230.46	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$227k		1.5k	151.41	View chart
Phillips 66 (PSX)	0.1	$223k	NEW	1.2k	182.18	View chart
Caterpillar (CAT)	0.1	$219k	-33%	309.00	708.46	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$219k	-9%	6.5k	33.48	View chart
Coca-Cola Company (KO)	0.1	$219k	-6%	2.9k	76.06	View chart
AmerisourceBergen (COR)	0.1	$214k	+10%	681.00	314.14	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$203k	-21%	7.9k	25.64	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$201k	-31%	942.00	213.67	View chart

Past Filings by LifeWealth Investments

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

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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