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 | Value |
|---|---|
NBOSNEUBERGER BERMAN ETF TRUST | $392K |
VGLTVANGUARD SCOTTSDALE FDS | $391K |
MBBISHARES TR | $365K |
EDIVSPDR INDEX SHS FDS | $362K |
XCHYXCALAMOS CONV & HIGH INCOME F | $359K |
MDBMONGODB INC | $356K |
VGTVANGUARD WORLD FD | $355K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $352K |
CLOIVANECK ETF TRUST | $349K |
ORCLORACLE CORP | $345K |
ANETARISTA NETWORKS INC | $343K |
NEENEXTERA ENERGY INC | $331K |
TMOTHERMO FISHER SCIENTIFIC INC | $330K |
JANWAIM ETF PRODUCTS TRUST | $317K |
VIGVANGUARD SPECIALIZED FUNDS | $314K |
ANGLVANECK ETF TRUST | $307K |
BUFRFIRST TR EXCHNG TRADED FD VI | $304K |
EMEEMCOR GROUP INC | $298K |
TPHDTIMOTHY PLAN | $291K |
FDXFEDEX CORP | $290K |
IWDISHARES TR | $287K |
AWIARMSTRONG WORLD INDS INC NEW | $278K |
GLDMWORLD GOLD TR | $276K |
PSLV/USPROTT ASSET MANAGEMENT LP | $274K |
FAUGFIRST TR EXCHNG TRADED FD VI | $273K |
SCHXSCHWAB STRATEGIC TR | $270K |
BACBANK AMERICA CORP | $269K |
CATCATERPILLAR INC | $266K |
VCITVANGUARD SCOTTSDALE FDS | $261K |
XDECFIRST TR EXCHNG TRADED FD VI | $259K |
UAPRINNOVATOR ETFS TRUST | $256K |
GDXVANECK ETF TRUST | $253K |
DECWAIM ETF PRODUCTS TRUST | $250K |
LECOLINCOLN ELEC HLDGS INC | $250K |
BILSPDR SERIES TRUST | $250K |
ISRGINTUITIVE SURGICAL INC | $249K |
SPYCSIMPLIFY EXCHANGE TRADED FUN | $243K |
QUALISHARES TR | $237K |
MARMFIRST TR EXCHNG TRADED FD VI | $237K |
OCTZELEVATION SERIES TRUST | $226K |
CAHCARDINAL HEALTH INC | $220K |
SPUCSIMPLIFY EXCHANGE TRADED FUN | $219K |
IDEVISHARES TR | $216K |
XSEPFIRST TR EXCHNG TRADED FD VI | $215K |
LRCXLAM RESEARCH CORP | $214K |
IVWISHARES TR | $214K |
KOCOCA COLA CO | $213K |
AQLTISHARES TR | $211K |
AQLTISHARES TR | $210K |
ABGCENCORA INC | $208K |
IEFISHARES TR | $206K |
FOCTFIRST TR EXCHNG TRADED FD VI | $204K |
ROSTROSS STORES INC | $202K |
HFROHIGHLAND OPPS & INCOME FD | $87K |
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