Institutional Manager · CIK 0002033794
LifeWealth Investments, LLC
WINTER GARDEN, FL · File #028-25415
Latest AUM
$315.8M
Positions
154
Top-10 Concentration
46.0%
Filings
8
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025127 pos · $207.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025151 pos · $275.1M
- 13F HOLDINGS REPORTQ/E Dec 2025154 pos · $315.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 2025147 pos · $303.5M
- 13F HOLDINGS REPORTQ/E Sep 2025214 pos · $351.5M
- 13F HOLDINGS REPORTQ/E Jun 2025211 pos · $308.2M
- 13F HOLDINGS REPORTQ/E Mar 2025193 pos · $244.3M
- 13F HOLDINGS REPORTQ/E Dec 2024148 pos · $150.9M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464289438 | 73,183 | $15.4M | 8.93% |
| 2 | WISDOMTREE TR | WT | 214,041 | $10.8M | 6.23% |
| 3 | ISHARES TR | 464289420 | 129,588 | $10.6M | 6.16% |
| 4 | INNOVATOR ETFS TRUST | INHD | 172,791 | $7.6M | 4.41% |
| 5 | APPLE INC | AAPL | 33,814 | $7.5M | 4.35% |
| 6 | ISHARES TR | 464288877 | 112,689 | $6.6M | 3.84% |
| 7 | ISHARES TR | 464288885 | 56,265 | $5.6M | 3.26% |
| 8 | ISHARES GOLD TR | IAU | 91,512 | $5.4M | 3.12% |
| 9 | PIMCO DYNAMIC INCOME FD | 72201Y101 | 266,972 | $5.3M | 3.06% |
| 10 | ISHARES TR | 464287432 | 50,886 | $4.6M | 2.68% |
| 11 | ISHARES TR | 464287473 | 36,228 | $4.6M | 2.64% |
| 12 | SPDR SER TR | 78464A854 | 61,560 | $4.0M | 2.34% |
| 13 | JANUS DETROIT STR TR | 47103U886 | 82,109 | $4.0M | 2.34% |
| 14 | ISHARES INC | 46434G103 | 72,186 | $3.9M | 2.25% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 66,124 | $3.8M | 2.19% |
| 16 | ISHARES TR | 464288414 | 35,315 | $3.7M | 2.15% |
| 17 | FIRST TR EXCHNG TRADED FD VI | 33740F698 | 83,471 | $3.4M | 1.98% |
| 18 | VANGUARD INDEX FDS | 922908363 | 6,427 | $3.3M | 1.91% |
| 19 | AMAZON COM INC | AMZN | 15,447 | $2.9M | 1.70% |
| 20 | FIRST TR EXCHNG TRADED FD VI | 33740F771 | 68,267 | $2.9M | 1.67% |