LifeWealth Investments, LLC Q2 2025 Filing

Filed July 30, 2025

Portfolio Value

$308.2B

Holdings

211

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (211 positions)

#	Stock	Shares	Value	% Portfolio
1	IWYISHARES TR	94,024	$23.2B	7.52%
2	IWXISHARES TR	159,893	$13.5B	4.37%
3	USFRWISDOMTREE TR	265,204	$13.3B	4.33%
4	SCECCATERPILLAR INC	468,682	$11.8B	3.84%
5	BUFFINNOVATOR ETFS TRUST	227,813	$10.7B	3.47%
6	NVDANVIDIA CORPORATION	63,091	$10.0B	3.23%
7	AAPLAPPLE INC	44,681	$9.2B	2.97%
8	EFVISHARES TR	127,112	$8.1B	2.62%
9	EFGISHARES TR	70,680	$7.9B	2.57%
10	IWSISHARES TR	56,607	$7.5B	2.43%
11	IAU*ISHARES GOLD TR	116,755	$7.3B	2.36%
12	VNLAJANUS DETROIT STR TR	125,650	$6.2B	2.01%
13	PDIPIMCO DYNAMIC INCOME FD	321,905	$6.1B	1.98%
14	TLTISHARES TR	65,433	$5.8B	1.87%
15	MUBISHARES TR	50,636	$5.3B	1.72%
16	SPYMSPDR SERIES TRUST	70,588	$5.1B	1.66%
17	IEMGISHARES INC	77,673	$4.7B	1.51%
18	JEPIJ P MORGAN EXCHANGE TRADED F	80,457	$4.6B	1.48%
19	MSFTMICROSOFT CORP	9,021	$4.5B	1.46%
20	XFEBFIRST TR EXCHNG TRADED FD VI	82,313	$3.7B	1.19%
21	IWPISHARES TR	25,134	$3.5B	1.13%
22	TUASIMPLIFY EXCHANGE TRADED FUN	145,964	$3.2B	1.04%
23	DFEBFIRST TR EXCHNG TRADED FD VI	70,543	$3.1B	1.02%
24	SLVISHARES SILVER TR	89,724	$2.9B	0.96%
25	COWZPACER FDS TR	50,658	$2.8B	0.91%
26	MGVVANGUARD WORLD FD	21,143	$2.8B	0.90%
27	DSEPFIRST TR EXCHNG TRADED FD VI	63,793	$2.7B	0.88%
28	SIXOAIM ETF PRODUCTS TRUST	79,286	$2.6B	0.85%
29	VTWOVANGUARD SCOTTSDALE FDS	28,814	$2.5B	0.82%
30	METAMETA PLATFORMS INC	3,363	$2.5B	0.81%
31	DECWAIM ETF PRODUCTS TRUST	77,940	$2.5B	0.80%
32	JANWAIM ETF PRODUCTS TRUST	70,316	$2.5B	0.80%
33	VOOVANGUARD INDEX FDS	4,154	$2.4B	0.77%
34	MARMARRIOTT INTL INC NEW	7,920	$2.2B	0.70%
35	GOOGLALPHABET INC	11,895	$2.1B	0.68%
36	VCSHVANGUARD SCOTTSDALE FDS	26,304	$2.1B	0.68%
37	OCTWAIM ETF PRODUCTS TRUST	47,754	$1.8B	0.57%
38	SMMUPIMCO ETF TR	35,056	$1.8B	0.57%
39	DAUGFIRST TR EXCHNG TRADED FD VI	40,684	$1.7B	0.55%
40	AVGOBROADCOM INC	5,867	$1.6B	0.52%
41	TSLATESLA INC	5,081	$1.6B	0.52%
42	VOEVANGUARD INDEX FDS	9,807	$1.6B	0.52%
43	QQQEDIREXION SHS ETF TR	16,246	$1.6B	0.52%
44	GJANFIRST TR EXCHNG TRADED FD VI	39,939	$1.6B	0.52%
45	VGSHVANGUARD SCOTTSDALE FDS	26,711	$1.6B	0.51%
46	NFLXNETFLIX INC	1,121	$1.5B	0.49%
47	VOTVANGUARD INDEX FDS	5,268	$1.5B	0.49%
48	QBERELEVATION SERIES TRUST	58,955	$1.5B	0.47%
49	IVVISHARES TR	2,057	$1.3B	0.41%
50	PGPROCTER AND GAMBLE CO	7,974	$1.3B	0.41%
51	BILZPIMCO ETF TR	12,470	$1.3B	0.41%
52	SDVYFIRST TR EXCHANGE-TRADED FD	34,735	$1.2B	0.40%
53	JPSTJ P MORGAN EXCHANGE TRADED F	24,109	$1.2B	0.40%
54	CXRNLISTED FDS TR	28,873	$1.2B	0.37%
55	PMARINNOVATOR ETFS TRUST	25,205	$1.1B	0.35%
56	BUFDFIRST TR EXCHNG TRADED FD VI	36,581	$971.6M	0.32%
57	VVISA INC	2,733	$970.2M	0.31%
58	DISDISNEY WALT CO	7,772	$963.8M	0.31%
59	DDECFIRST TR EXCHNG TRADED FD VI	22,845	$954.0M	0.31%
60	MOALTRIA GROUP INC	15,748	$923.3M	0.30%
61	GDECFIRST TR EXCHNG TRADED FD VI	26,075	$916.7M	0.30%
62	VTIVANGUARD INDEX FDS	3,002	$912.4M	0.30%
63	GOOGALPHABET INC	4,976	$882.7M	0.29%
64	CMFISHARES TR	15,806	$881.0M	0.29%
65	4I1PHILIP MORRIS INTL INC	4,602	$838.2M	0.27%
66	DGRSWISDOMTREE TR	17,301	$805.4M	0.26%
67	FGDFIRST TR EXCHANGE TRADED FD	27,700	$762.9M	0.25%
68	XOMEXXON MOBIL CORP	6,858	$739.2M	0.24%
69	WDIVSPDR INDEX SHS FDS	10,434	$736.0M	0.24%
70	LMTLOCKHEED MARTIN CORP	1,576	$730.1M	0.24%
71	DNOVFIRST TR EXCHNG TRADED FD VI	16,242	$725.8M	0.24%
72	IBMINTERNATIONAL BUSINESS MACHS	2,461	$725.4M	0.24%
73	DOCTFIRST TR EXCHNG TRADED FD VI	17,570	$721.6M	0.23%
74	ONEZELEVATION SERIES TRUST	28,403	$717.7M	0.23%
75	BACVERIZON COMMUNICATIONS INC	16,348	$707.4M	0.23%
76	JANTAIM ETF PRODUCTS TRUST	18,464	$697.6M	0.23%
77	OCTTAIM ETF PRODUCTS TRUST	17,314	$695.0M	0.23%
78	PFEPFIZER INC	28,583	$692.9M	0.22%
79	TAT&T INC	23,115	$669.0M	0.22%
80	CVXCHEVRON CORP NEW	4,643	$664.8M	0.22%
81	HDHOME DEPOT INC	1,806	$662.2M	0.21%
82	COSTDTE ENERGY CO	656	$649.4M	0.21%
83	VYMVANGUARD WHITEHALL FDS	4,842	$645.5M	0.21%
84	SIXDAIM ETF PRODUCTS TRUST	23,283	$638.8M	0.21%
85	BRK/BBERKSHIRE HATHAWAY INC DEL	1,308	$635.2M	0.21%
86	LLYELI LILLY & CO	803	$626.0M	0.20%
87	DJANFIRST TR EXCHNG TRADED FD VI	15,388	$620.7M	0.20%
88	TYASIMPLIFY EXCHANGE TRADED FUN	44,989	$606.9M	0.20%
89	JPMJPMORGAN CHASE & CO.	2,086	$604.7M	0.20%
90	MAMASTERCARD INCORPORATED	1,049	$589.6M	0.19%
91	QBULELEVATION SERIES TRUST	23,134	$588.5M	0.19%
92	ORCLORACLE CORP	2,642	$577.7M	0.19%
93	TROWPRICE T ROWE GROUP INC	5,835	$563.1M	0.18%
94	DAPRFIRST TR EXCHNG TRADED FD VI	14,798	$558.0M	0.18%
95	GEGE AEROSPACE	2,143	$551.7M	0.18%
96	XFEBFIRST TR EXCHNG TRADED FD VI	16,147	$547.7M	0.18%
97	DEDEERE & CO	1,074	$546.1M	0.18%
98	GSGOLDMAN SACHS GROUP INC	759	$537.2M	0.17%
99	MCDMCDONALDS CORP	1,835	$536.3M	0.17%
100	DECTAIM ETF PRODUCTS TRUST	15,969	$533.2M	0.17%

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