LifeWealth Investments, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, LifeWealth Investments, LLC held in its portfolio 139 assets valued at $315,768,984 (i.e. $315.77M).
The most valuable assets in the portfolio included: ISHARES TR ($30.33M), ISHARES TR ($17.80M), and CAPITOL SER TR ($14.68M).
The chart below shows the top 10 valuable assets, and the table below shows the top 139 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LifeWealth Investments, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 109527 | 30332285 | RUS TP200 GR ETF |
| ISHARES TR | 193770 | 17799703 | RUS TP200 VL ETF |
| CAPITOL SER TR | 579107 | 14683257 | STERLING CAP ENH |
| INNOVATOR ETFS TRUST | 266849 | 13305091 | LADERD ALCTN PWR |
| APPLE INC | 37937 | 10313511 | COM |
| ISHARES TR | 144065 | 10287703 | EAFE VALUE ETF |
| ISHARES TR | 83165 | 9474138 | EAFE GRWTH ETF |
| ISHARES TR | 66557 | 9387798 | RUS MDCP VAL ETF |
| ISHARES GOLD TR | 112495 | 9131184 | ISHARES NEW |
| VANGUARD MALVERN FDS | 178203 | 8813915 | STRM INFPROIDX |
| FIRST TR EXCHNG TRADED FD VI | 190576 | 8800654 | FT VEST US EQT |
| ISHARES TR | 59492 | 6372211 | NATIONAL MUN ETF |
| ISHARES INC | 94658 | 6362893 | CORE MSCI EMKT |
| NVIDIA CORPORATION | 33918 | 6325617 | COM |
| ISHARES TR | 69212 | 6032478 | 20 YR TR BD ETF |
| PIMCO DYNAMIC INCOME FD | 335156 | 5935613 | SHS |
| ISHARES TR | 82344 | 5434686 | CORE S&P MCP ETF |
| SPDR SERIES TRUST | 62900 | 5076385 | STATE STREET SPD |
| ISHARES SILVER TR | 77312 | 4980439 | ISHARES |
| AIM ETF PRODUCTS TRUST | 151026 | 4918681 | ALLIANZIM US EQU |
| VANGUARD SCOTTSDALE FDS | 49293 | 4905642 | VNG RUS2000IDX |
| MICROSOFT CORP | 10051 | 4860758 | COM |
| JANUS DETROIT STR TR | 97935 | 4812508 | HENDRSN SHRT ETF |
| AMAZON COM INC | 20366 | 4700880 | COM |
| J P MORGAN EXCHANGE TRADED F | 80067 | 4583039 | EQUITY PREMIUM |
| AIM ETF PRODUCTS TRUST | 114193 | 3965923 | U S LRGCP 6M APR |
| FIRST TR EXCHNG TRADED FD VI | 82326 | 3867549 | FT VEST US |
| FIRST TR EXCHNG TRADED FD VI | 87846 | 3791447 | FT VEST U.S. |
| PACER FDS TR | 63007 | 3791130 | US CASH COWS 100 |
| VANGUARD WORLD FD | 24448 | 3451066 | MEGA CAP VAL ETF |
| SIMPLIFY EXCHANGE TRADED FUN | 153042 | 3352072 | SHORT TERM TREA |
| ALPHABET INC | 9586 | 3000458 | CAP STK CL A |
| VANGUARD INDEX FDS | 4309 | 2702054 | S&P 500 ETF SHS |
| AIM ETF PRODUCTS TRUST | 80172 | 2603158 | ALLIANZIM US LRG |
| VANGUARD SCOTTSDALE FDS | 30870 | 2461262 | SHRT TRM CORP BD |
| ISHARES TR | 16261 | 2226794 | RUS MD CP GR ETF |
| TESLA INC | 4584 | 2061418 | COM |
| DIREXION SHS ETF TR | 18928 | 1936510 | NAS100 EQL WGT |
| META PLATFORMS INC | 2752 | 1816584 | CL A |
| BROADCOM INC | 5218 | 1805991 | COM |
| PIMCO ETF TR | 35056 | 1767874 | SHTRM MUN BD ACT |
| VANGUARD SCOTTSDALE FDS | 27481 | 1613943 | SHORT TERM TREAS |
| ELEVATION SERIES TRUST | 67077 | 1607827 | TRUESHARES QUART |
| AIM ETF PRODUCTS TRUST | 39689 | 1552634 | US LRGCP B20 JUL |
| ALPHABET INC | 4530 | 1421514 | CAP STK CL C |
| FIRST TR EXCHNG TRADED FD VI | 48189 | 1414369 | FT VEST LADDERED |
| ISHARES TR | 2035 | 1393691 | CORE S&P500 ETF |
| MARRIOTT INTL INC NEW | 4366 | 1354508 | CL A |
| ELEVATION SERIES TRUST | 50317 | 1306745 | TRUESHARES SEASO |
| ELEVATION SERIES TRUST | 28555 | 1206731 | TRUESHARES STRUC |
| WISDOMTREE TR | 23710 | 1176446 | US S CAP QTY DIV |
| INNOVATOR ETFS TRUST | 25205 | 1132758 | US EQTY PWR BUF |
| J P MORGAN EXCHANGE TRADED F | 22306 | 1128476 | ULTRA SHRT ETF |
| WISDOMTREE TR | 20029 | 1007859 | FLOATNG RAT TREA |
| VANGUARD INDEX FDS | 2753 | 922998 | TOTAL STK MKT |
| ISHARES TR | 15806 | 908213 | CALIF MUN BD ETF |
| PROCTER AND GAMBLE CO | 6051 | 867169 | COM |
| FIRST TR EXCHNG TRADED FD VI | 18525 | 820472 | FT VEST UQ EQT |
| PIMCO ETF TR | 7946 | 800652 | ULTRA SHORT GOVT |
| COSTCO WHSL CORP NEW | 928 | 800257 | COM |
| ELI LILLY & CO | 720 | 773781 | COM |
| LOCKHEED MARTIN CORP | 1584 | 766270 | COM |
| FIRST TR EXCHANGE TRADED FD | 25163 | 761675 | DJ GLBL DIVID |
| AMPHENOL CORP NEW | 5502 | 743544 | CL A |
| SPDR INDEX SHS FDS | 9823 | 741095 | S&P GLBDIV ETF |
| INVESCO ACTIVELY MANAGED EXC | 28802 | 735879 | AAA CLO FLTNG RT |
| VANGUARD WHITEHALL FDS | 4724 | 677951 | HIGH DIV YLD |
| VANGUARD BD INDEX FDS | 8812 | 652705 | TOTAL BND MRKT |
| AIM ETF PRODUCTS TRUST | 21306 | 633001 | ALLIANZIM EQ BUF |
| VISA INC | 1792 | 628480 | COM CL A |
| ELEVATION SERIES TRUST | 16431 | 626121 | TRUESHARES STRCD |
| FIRST TR EXCHNG TRADED FD VI | 16050 | 621777 | FT VEST U.S EQT |
| FIRST TR EXCHNG TRADED FD VI | 16147 | 576690 | FT VEST EQ ENHAN |
| AIM ETF PRODUCTS TRUST | 15646 | 573582 | US LRGCP B10 DEC |
| HOME DEPOT INC | 1640 | 564333 | COM |
| DISNEY WALT CO | 4838 | 550419 | COM |
| GOLDMAN SACHS GROUP INC | 618 | 543239 | COM |
| GLOBAL X FDS | 30817 | 533745 | GLOBX SUPDV US |
| ELEVATION SERIES TRUST | 13236 | 532938 | TRUESHARES DEC |
| GE AEROSPACE | 1666 | 513212 | COM NEW |
| NETFLIX INC | 5444 | 510429 | COM |
| DEERE & CO | 1083 | 504212 | COM |
| WALMART INC | 4348 | 484411 | COM |
| CASEYS GEN STORES INC | 849 | 469256 | COM |
| ABBVIE INC | 2007 | 458676 | COM |
| INTERNATIONAL BUSINESS MACHS | 1537 | 455275 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 10977 | 430942 | US EQT PLS DWNSD |
| PALANTIR TECHNOLOGIES INC | 2382 | 423401 | CL A |
| INVESCO QQQ TR | 689 | 423260 | UNIT SER 1 |
| MASTERCARD INCORPORATED | 736 | 420174 | CL A |
| TIMOTHY PLAN | 9223 | 419185 | US LRGMD CP CORE |
| EXXON MOBIL CORP | 3299 | 397050 | COM |
| NEUBERGER BERMAN ETF TRUST | 14410 | 392961 | OPT STRATEGY ETF |
| VANGUARD SCOTTSDALE FDS | 7009 | 391083 | LONG TERM TREAS |
| ISHARES TR | 3835 | 365169 | MBS ETF |
| SPDR INDEX SHS FDS | 9262 | 362602 | S&P EM MKT DIV |
| CALAMOS CONV & HIGH INCOME F | 31743 | 359008 | COM SHS |
| MONGODB INC | 850 | 356737 | CL A |
| VANGUARD WORLD FD | 471 | 355030 | INF TECH ETF |
| BERKSHIRE HATHAWAY INC DEL | 702 | 352760 | CL B NEW |
| VANECK ETF TRUST | 6625 | 349865 | CLO ETF |
| ORACLE CORP | 1771 | 345190 | COM |
| ARISTA NETWORKS INC | 2623 | 343692 | COM SHS |
| NEXTERA ENERGY INC | 4135 | 331958 | COM |
| THERMO FISHER SCIENTIFIC INC | 571 | 330666 | COM |
| VANGUARD SPECIALIZED FUNDS | 1430 | 314285 | DIV APP ETF |
| VANECK ETF TRUST | 10460 | 307161 | FALLEN ANGEL HG |
| EMCOR GROUP INC | 488 | 298555 | COM |
| TIMOTHY PLAN | 7560 | 291287 | HIG DV STK ETF |
| FEDEX CORP | 1005 | 290304 | COM |
| ISHARES TR | 1366 | 287324 | RUS 1000 VAL ETF |
| ARMSTRONG WORLD INDS INC NEW | 1457 | 278434 | COM |
| WORLD GOLD TR | 3233 | 276001 | SPDR GLD MINIS |
| SPROTT ASSET MANAGEMENT LP | 11596 | 274245 | PHYSICAL SILVER |
| SCHWAB STRATEGIC TR | 10047 | 270378 | US LRG CAP ETF |
| BANK AMERICA CORP | 4906 | 269830 | COM |
| CATERPILLAR INC | 465 | 266385 | COM |
| VANGUARD SCOTTSDALE FDS | 3119 | 261216 | INT-TERM CORP |
| INNOVATOR ETFS TRUST | 7815 | 256098 | US EQT ULTRA BF |
| VANECK ETF TRUST | 2955 | 253450 | GOLD MINERS ETF |
| LINCOLN ELEC HLDGS INC | 1045 | 250424 | COM |
| AIM ETF PRODUCTS TRUST | 7370 | 250138 | ALLIANZIM US EQT |
| INTUITIVE SURGICAL INC | 441 | 249765 | COM NEW |
| SIMPLIFY EXCHANGE TRADED FUN | 5698 | 243581 | US EQT PLS CNVEX |
| FIRST TR EXCHNG TRADED FD VI | 7188 | 237598 | VEST US EQUITY M |
| ISHARES TR | 1195 | 237351 | MSCI USA QLT FCT |
| ELEVATION SERIES TRUST | 5326 | 226640 | TRUESHARES OCT |
| CARDINAL HEALTH INC | 1075 | 220917 | COM |
| SIMPLIFY EXCHANGE TRADED FUN | 4705 | 219212 | US EQT PLS UPSID |
| ISHARES TR | 2620 | 216098 | CORE MSCI INTL |
| LAM RESEARCH CORP | 1255 | 214833 | COM NEW |
| ISHARES TR | 1738 | 214248 | S&P 500 GRWT ETF |
| COCA COLA CO | 3057 | 213727 | COM |
| ISHARES TR | 1500 | 211710 | SELECT DIVID ETF |
| ISHARES TR | 9141 | 210472 | US TREAS BD ETF |
| CENCORA INC | 616 | 208056 | COM |
| ISHARES TR | 2147 | 206456 | 7-10 YR TRSY BD |
| ROSS STORES INC | 1123 | 202297 | COM |
| HIGHLAND OPPS & INCOME FD | 14625 | 87458 | HIGHLAND INCOME |
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