LifeWealth Investments, LLC
CIK: 0002033794SEC EDGAR →
Portfolio Value
$315.8M
Holdings
154
As of
Q4 2025
New Positions
154
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 109,527 | $30.3M | 9.61% |
| 2 | ISHARES TR | 193,770 | $17.8M | 5.64% |
| 3 | CAPITOL SER TR | 579,107 | $14.7M | 4.65% |
| 4 | INNOVATOR ETFS TRUST | 266,849 | $13.3M | 4.21% |
| 5 | APPLE INC | 37,937 | $10.3M | 3.27% |
| 6 | ISHARES TR | 144,065 | $10.3M | 3.26% |
| 7 | ISHARES TR | 83,165 | $9.5M | 3.00% |
| 8 | ISHARES TR | 66,557 | $9.4M | 2.97% |
| 9 | ISHARES GOLD TR | 112,495 | $9.1M | 2.89% |
| 10 | VANGUARD MALVERN FDS | 178,203 | $8.8M | 2.79% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (154)
$30.3M · 110K shares
$17.8M · 194K shares
$14.7M · 579K shares
$13.3M · 267K shares
$10.3M · 38K shares
$10.3M · 144K shares
$9.5M · 83K shares
$9.4M · 67K shares
$9.1M · 112K shares
$8.8M · 178K shares
$6.4M · 59K shares
$6.4M · 95K shares
$6.3M · 34K shares
$6.0M · 69K shares
$5.9M · 335K shares
$5.4M · 82K shares
$5.0M · 77K shares
$4.9M · 49K shares
$4.9M · 10K shares
$4.8M · 60K shares
$4.8M · 98K shares
$4.7M · 20K shares
$4.6M · 80K shares
$4.0M · 114K shares
$3.8M · 63K shares
$3.5M · 73K shares
$3.5M · 24K shares
$3.4M · 153K shares
$3.3M · 68K shares
$3.0M · 10K shares
$2.7M · 4K shares
$2.5M · 57K shares
$2.5M · 31K shares
$2.3M · 60K shares
$2.3M · 82K shares
$2.2M · 16K shares
$2.1M · 67K shares
$2.1M · 5K shares
$1.9M · 19K shares
$1.8M · 3K shares
$1.8M · 5K shares
$1.8M · 35K shares
$1.7M · 38K shares
$1.6M · 27K shares
$1.6M · 67K shares
$1.6M · 40K shares
$1.5M · 35K shares
$1.4M · 5K shares
$1.4M · 2K shares
$1.4M · 4K shares
$1.3M · 50K shares
$1.2M · 29K shares
$1.2M · 24K shares
$1.1M · 25K shares
$1.1M · 22K shares
$1.1M · 39K shares
$1.0M · 20K shares
$950K · 21K shares
$922K · 3K shares
$908K · 16K shares
$867K · 6K shares
$820K · 19K shares
$800K · 8K shares
$800K · 928 shares
$793K · 16K shares
$773K · 720 shares
$766K · 2K shares
$761K · 25K shares
$743K · 6K shares
$741K · 10K shares
$735K · 29K shares
$693K · 18K shares
$677K · 5K shares
$652K · 9K shares
$633K · 21K shares
$628K · 2K shares
$626K · 16K shares
$621K · 16K shares
$616K · 14K shares
$576K · 16K shares
$573K · 16K shares
$564K · 2K shares
$550K · 5K shares
$543K · 618 shares
$533K · 31K shares
$532K · 13K shares
$513K · 2K shares
$510K · 5K shares
$504K · 1K shares
$484K · 4K shares
$478K · 14K shares
$469K · 849 shares
$458K · 2K shares
$455K · 2K shares
$430K · 11K shares
$423K · 689 shares
$423K · 2K shares
$420K · 736 shares
$419K · 9K shares
$397K · 3K shares
$392K · 14K shares
$391K · 7K shares
$365K · 4K shares
$362K · 9K shares
$359K · 32K shares
$356K · 850 shares
$355K · 471 shares
$352K · 702 shares
$349K · 7K shares
$345K · 2K shares
$343K · 3K shares
$331K · 4K shares
$330K · 571 shares
$317K · 9K shares
$314K · 1K shares
$307K · 10K shares
$304K · 9K shares
$298K · 488 shares
$291K · 8K shares
$290K · 1K shares
$287K · 1K shares
$278K · 1K shares
$276K · 3K shares
$274K · 12K shares
$273K · 5K shares
$270K · 10K shares
$269K · 5K shares
$266K · 465 shares
$261K · 3K shares
$259K · 6K shares
$256K · 8K shares
$253K · 3K shares
$250K · 7K shares
$250K · 1K shares
$250K · 3K shares
$249K · 441 shares
$243K · 6K shares
$237K · 1K shares
$237K · 7K shares
$226K · 5K shares
$220K · 1K shares
$219K · 5K shares
$216K · 3K shares
$215K · 5K shares
$214K · 1K shares
$214K · 2K shares
$213K · 3K shares
$211K · 2K shares
$210K · 9K shares
$208K · 616 shares
$206K · 2K shares
$204K · 4K shares
$202K · 1K shares
$87K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $231.7M | 73.4% |
| Technology | 15 | $37.5M | 11.9% |
| Unknown | 14 | $21.3M | 6.8% |
| Consumer Cyclical | 7 | $9.6M | 3.0% |
| Communication Services | 5 | $7.3M | 2.3% |
| Industrials | 8 | $3.2M | 1.0% |
| Consumer Defensive | 4 | $2.4M | 0.7% |
| Healthcare | 5 | $2.0M | 0.6% |
| Energy | 1 | $397K | 0.1% |
| Utilities | 1 | $331K | 0.1% |