LifeWealth Investments, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
LifeWealth Investments, LLC 13F Holdings
CIK 0002033794 · WINTER GARDEN, FL
As of Sep 30, 2025, LifeWealth Investments, LLC reported
214 positions worth $348.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF | IWY | — | 100,634 | $27.5M | 7.89% |
| ISHARES RUSSELL TOP 200 VALUE ETF | IWX | — | 178,260 |
|
5.7M4.49% |
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 272,206 |
3.7M | 3.92% |
| CAPITOL SER TR | SCEC | — | 533,328 |
3.6M | 3.90% |
| NVIDIA CORP | NVDA | Technology | 83,313 |
2.5M | 3.58% |
| INNOVATOR ETFS TRUST | BUFF | — | 233,795 |
1.4M | 3.27% |
| APPLE INC | AAPL | Technology | 43,439 |
1.1M | 3.17% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 135,102 | $9.2M | 2.63% |
| ISHARES MSCI EAFE GROWTH ETF | EFG | — | 76,765 | $8.7M | 2.51% |
| ISHARES GOLD TRUST | IAU | — | 117,635 | $8.6M | 2.45% |
| ISHARES RUSSELL MID-CAP VALUE ETF | IWS | — | 61,202 | $8.5M | 2.45% |
| PIMCO DYNAMIC INCOME FUND | PDI | — | 323,319 | $6.4M | 1.83% |
| JANUS HENDERSON SHORT DURATION INCOME ETF | VNLA | — | 126,610 | $6.2M | 1.79% |
| MICROSOFT CORP | MSFT | Technology | 11,724 | $6.1M | 1.74% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 66,866 | $6.0M | 1.71% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 54,445 | $5.8M | 1.66% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 85,730 | $5.7M | 1.62% |
| AMAZON.COM INC | AMZN | Equity | 24,586 | $5.4M | 1.55% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 66,319 | $5.2M | 1.49% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 81,180 | $4.6M | 1.33% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 45,459 | $4.4M | 1.27% |
| AIM ETF PRODUCTS TRUST | — | — | 133,911 | $4.1M | 1.18% |
| ISHARES SILVER TRUST | SLV | — | 90,139 | $3.8M | 1.09% |
| FT VEST US EQUITY DEEP BUFFER ETF - JULY | DJUL | — | 76,907 | $3.6M | 1.03% |
| SIM ST TREAS FUT STRAT ETF | TUA | — | 156,257 | $3.4M | 0.98% |