LifeWealth Investments, LLC
CIK: 0002033794Latest portfolio: $315.8M · Q4 2025
Holdings
154
Total Value
$315.8M
New Positions
152
Closed Positions
0
Top Holdings
View All 154 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IWYISHARES TR | 109,527 | $30.3M | 9.61% | NEW | |
| 2 | IWXISHARES TR | 193,770 | $17.8M | 5.64% | NEW | |
| 3 | SCECCAPITOL SER TR | 579,107 | $14.7M | 4.65% | NEW | |
| 4 | BUFFINNOVATOR ETFS TRUST | 266,849 | $13.3M | 4.21% | NEW | |
| 5 | AAPLAPPLE INC | 37,937 | $10.3M | 3.27% | NEW | |
| 6 | EFVISHARES TR | 144,065 | $10.3M | 3.26% | NEW | |
| 7 | EFGISHARES TR | 83,165 | $9.5M | 3.00% | NEW | |
| 8 | IWSISHARES TR | 66,557 | $9.4M | 2.97% | NEW | |
| 9 | IAU*ISHARES GOLD TR | 112,495 | $9.1M | 2.89% | NEW | |
| 10 | VTIPVANGUARD MALVERN FDS | 178,203 | $8.8M | 2.79% | NEW | |
| 11 | MUBISHARES TR | 59,492 | $6.4M | 2.02% | NEW | |
| 12 | IEMGISHARES INC | 94,658 | $6.4M | 2.01% | NEW | |
| 13 | NVDANVIDIA CORPORATION | 33,918 | $6.3M | 2.00% | NEW | |
| 14 | TLTISHARES TR | 69,212 | $6.0M | 1.91% | NEW | |
| 15 | PDIPIMCO DYNAMIC INCOME FD | 335,156 | $5.9M | 1.88% | NEW | |
| 16 | IJHISHARES TR | 82,344 | $5.4M | 1.72% | NEW | |
| 17 | SLVISHARES SILVER TR | 77,312 | $5.0M | 1.58% | NEW | |
| 18 | VTWOVANGUARD SCOTTSDALE FDS | 49,293 | $4.9M | 1.55% | NEW | |
| 19 | MSFTMICROSOFT CORP | 10,051 | $4.9M | 1.54% | NEW | |
| 20 | SPYMSPDR SERIES TRUST | 60,164 | $4.8M | 1.53% | NEW | |
| 21 | VNLAJANUS DETROIT STR TR | 97,935 | $4.8M | 1.52% | NEW | |
| 22 | AMZNAMAZON COM INC | 20,366 | $4.7M | 1.49% | NEW | |
| 23 | JEPIJ P MORGAN EXCHANGE TRADED F | 80,067 | $4.6M | 1.45% | NEW | |
| 24 | SIXOAIM ETF PRODUCTS TRUST | 114,193 | $4.0M | 1.26% | NEW | |
| 25 | COWZPACER FDS TR | 63,007 | $3.8M | 1.20% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.0313632559354981e+41T)
Unknown0.0% ($9.131348022511608e+37T)
Industrials0.0% ($766513504298290.3T)
Consumer Cyclical0.0% ($470020611354564.4T)
Communication Services0.0% ($300018161.4T)
Healthcare0.0% ($773458.3T)
Consumer Defensive0.0% ($867.8T)
Energy0.0% ($397K)
Utilities0.0% ($331K)
Filing History
Fund Information
LifeWealth Investments, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $315.8M across 154 holdings. The largest position is ISHARES TR (IWY), representing 9.6% of the portfolio. Compared to the previous quarter, the fund opened 154 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.