LifeWealth Investments, LLC Q4 2025 Filing

Filed January 26, 2026

Portfolio Value

$315.8M

Holdings

154

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (154 positions)

#	Stock	Shares	Value	% Portfolio
1	IWYISHARES TR	109,527	$30.3M	9.61%
2	IWXISHARES TR	193,770	$17.8M	5.64%
3	SCECCAPITOL SER TR	579,107	$14.7M	4.65%
4	BUFFINNOVATOR ETFS TRUST	266,849	$13.3M	4.21%
5	AAPLAPPLE INC	37,937	$10.3M	3.27%
6	EFVISHARES TR	144,065	$10.3M	3.26%
7	EFGISHARES TR	83,165	$9.5M	3.00%
8	IWSISHARES TR	66,557	$9.4M	2.97%
9	IAU*ISHARES GOLD TR	112,495	$9.1M	2.89%
10	VTIPVANGUARD MALVERN FDS	178,203	$8.8M	2.79%
11	MUBISHARES TR	59,492	$6.4M	2.02%
12	IEMGISHARES INC	94,658	$6.4M	2.01%
13	NVDANVIDIA CORPORATION	33,918	$6.3M	2.00%
14	TLTISHARES TR	69,212	$6.0M	1.91%
15	PDIPIMCO DYNAMIC INCOME FD	335,156	$5.9M	1.88%
16	IJHISHARES TR	82,344	$5.4M	1.72%
17	SLVISHARES SILVER TR	77,312	$5.0M	1.58%
18	VTWOVANGUARD SCOTTSDALE FDS	49,293	$4.9M	1.55%
19	MSFTMICROSOFT CORP	10,051	$4.9M	1.54%
20	SPYMSPDR SERIES TRUST	60,164	$4.8M	1.53%
21	VNLAJANUS DETROIT STR TR	97,935	$4.8M	1.52%
22	AMZNAMAZON COM INC	20,366	$4.7M	1.49%
23	JEPIJ P MORGAN EXCHANGE TRADED F	80,067	$4.6M	1.45%
24	SIXOAIM ETF PRODUCTS TRUST	114,193	$4.0M	1.26%
25	COWZPACER FDS TR	63,007	$3.8M	1.20%
26	XFEBFIRST TR EXCHNG TRADED FD VI	73,159	$3.5M	1.10%
27	MGVVANGUARD WORLD FD	24,448	$3.5M	1.09%
28	TUASIMPLIFY EXCHANGE TRADED FUN	153,042	$3.4M	1.06%
29	DFEBFIRST TR EXCHNG TRADED FD VI	68,120	$3.3M	1.03%
30	GOOGLALPHABET INC	9,586	$3.0M	0.95%
31	VOOVANGUARD INDEX FDS	4,309	$2.7M	0.86%
32	DSEPFIRST TR EXCHNG TRADED FD VI	56,548	$2.5M	0.80%
33	VCSHVANGUARD SCOTTSDALE FDS	30,870	$2.5M	0.78%
34	OCTWAIM ETF PRODUCTS TRUST	60,254	$2.3M	0.74%
35	DECUAIM ETF PRODUCTS TRUST	82,193	$2.3M	0.71%
36	IWPISHARES TR	16,261	$2.2M	0.70%
37	SEPWAIM ETF PRODUCTS TRUST	66,553	$2.1M	0.67%
38	TSLATESLA INC	4,584	$2.1M	0.65%
39	QQQEDIREXION SHS ETF TR	18,928	$1.9M	0.61%
40	METAMETA PLATFORMS INC	2,752	$1.8M	0.58%
41	AVGOBROADCOM INC	5,218	$1.8M	0.57%
42	SMMUPIMCO ETF TR	35,056	$1.8M	0.56%
43	DAUGFIRST TR EXCHNG TRADED FD VI	37,714	$1.7M	0.53%
44	VGSHVANGUARD SCOTTSDALE FDS	27,481	$1.6M	0.51%
45	QBERELEVATION SERIES TRUST	67,077	$1.6M	0.51%
46	JULWAIM ETF PRODUCTS TRUST	39,689	$1.6M	0.49%
47	GJANFIRST TR EXCHNG TRADED FD VI	35,295	$1.5M	0.48%
48	GOOGALPHABET INC	4,530	$1.4M	0.45%
49	IVVISHARES TR	2,035	$1.4M	0.44%
50	MARMARRIOTT INTL INC NEW	4,366	$1.4M	0.43%
51	ONEZELEVATION SERIES TRUST	50,317	$1.3M	0.41%
52	SEPZELEVATION SERIES TRUST	28,555	$1.2M	0.38%
53	DGRSWISDOMTREE TR	23,710	$1.2M	0.37%
54	PMARINNOVATOR ETFS TRUST	25,205	$1.1M	0.36%
55	JPSTJ P MORGAN EXCHANGE TRADED F	22,306	$1.1M	0.36%
56	BUFDFIRST TR EXCHNG TRADED FD VI	39,300	$1.1M	0.35%
57	USFRWISDOMTREE TR	20,029	$1.0M	0.32%
58	DDECFIRST TR EXCHNG TRADED FD VI	21,084	$950K	0.30%
59	VTIVANGUARD INDEX FDS	2,753	$922K	0.29%
60	CMFISHARES TR	15,806	$908K	0.29%
61	PGPROCTER AND GAMBLE CO	6,051	$867K	0.27%
62	DOCTFIRST TR EXCHNG TRADED FD VI	18,525	$820K	0.26%
63	BILZPIMCO ETF TR	7,946	$800K	0.25%
64	COSTCOSTCO WHSL CORP NEW	928	$800K	0.25%
65	DNOVFIRST TR EXCHNG TRADED FD VI	16,242	$793K	0.25%
66	LLYELI LILLY & CO	720	$773K	0.24%
67	LMTLOCKHEED MARTIN CORP	1,584	$766K	0.24%
68	FGDFIRST TR EXCHANGE TRADED FD	25,163	$761K	0.24%
69	APHAMPHENOL CORP NEW	5,502	$743K	0.24%
70	WDIVSPDR INDEX SHS FDS	9,823	$741K	0.23%
71	ICLOINVESCO ACTIVELY MANAGED EXC	28,802	$735K	0.23%
72	DAPRFIRST TR EXCHNG TRADED FD VI	17,614	$693K	0.22%
73	VYMVANGUARD WHITEHALL FDS	4,724	$677K	0.21%
74	BNDVANGUARD BD INDEX FDS	8,812	$652K	0.21%
75	JULUAIM ETF PRODUCTS TRUST	21,306	$633K	0.20%
76	VVISA INC	1,792	$628K	0.20%
77	JANZELEVATION SERIES TRUST	16,431	$626K	0.20%
78	GSEPFIRST TR EXCHNG TRADED FD VI	16,050	$621K	0.20%
79	DJANFIRST TR EXCHNG TRADED FD VI	14,206	$616K	0.20%
80	XFEBFIRST TR EXCHNG TRADED FD VI	16,147	$576K	0.18%
81	DECTAIM ETF PRODUCTS TRUST	15,646	$573K	0.18%
82	HDHOME DEPOT INC	1,640	$564K	0.18%
83	DISDISNEY WALT CO	4,838	$550K	0.17%
84	GSGOLDMAN SACHS GROUP INC	618	$543K	0.17%
85	DIVGLOBAL X FDS	30,817	$533K	0.17%
86	IDVZELEVATION SERIES TRUST	13,236	$532K	0.17%
87	GEGE AEROSPACE	1,666	$513K	0.16%
88	NFLXNETFLIX INC	5,444	$510K	0.16%
89	DEDEERE & CO	1,083	$504K	0.16%
90	WMTWALMART INC	4,348	$484K	0.15%
91	SEPTAIM ETF PRODUCTS TRUST	13,619	$478K	0.15%
92	CASYCASEYS GEN STORES INC	849	$469K	0.15%
93	ABBVABBVIE INC	2,007	$458K	0.15%
94	IBMINTERNATIONAL BUSINESS MACHS	1,537	$455K	0.14%
95	SPDSIMPLIFY EXCHANGE TRADED FUN	10,977	$430K	0.14%
96	NDQINVESCO QQQ TR	689	$423K	0.13%
97	PLTRPALANTIR TECHNOLOGIES INC	2,382	$423K	0.13%
98	MAMASTERCARD INCORPORATED	736	$420K	0.13%
99	TPLCTIMOTHY PLAN	9,223	$419K	0.13%
100	XOMEXXON MOBIL CORP	3,299	$397K	0.13%

Page 1 of 2Next