LifeWealth Investments, LLC

CIK

2033794

Location

WINTER GARDEN, FL

Portfolio Value

Small $371,861,442

Diversification

Diversified

Filing Date

Global Rank

#4,596 / 8,793 ▲ 101 · as of Jun 2026

Top Industry

Consumer Electronics 17.4%

Period ended 3 months ago

Filed Jul 16, 2026 · 3mo

7 quarters · since Dec 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

88 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

17.5%

+4.4 pts

Top 5

48.4%

+7.2 pts

Top 10

66.9%

+5.2 pts

HHI

684

Diversified+175

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	82.3%	$306,149,587	32
Technology	8.3%	$30,959,872	15
Financial Services	2.5%	$9,224,925	9
Consumer Cyclical	2.4%	$9,071,875	5
Communication Services	1.9%	$7,187,870	4
Industrials	0.9%	$3,428,920	9
Consumer Defensive	0.7%	$2,607,376	5
Healthcare	0.6%	$2,167,304	5
Basic Materials	0.1%	$484,112	2
Utilities	0.1%	$368,458	1
Energy	0.1%	$211,143	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NITE	The Nightview Fund	+133,574	896,531	$22,444,653
CVGD	CresAlta Global Dividend ETF	+39,574	77,154	$2,128,678
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	+34,332	404,229	$21,035,687
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+30,995	675,226	$65,069,783
SCEP	Sterling Capital Hedged Equity Premium Income ETF	+26,297	598,629	$15,030,403
—		+21,414	249,969	$26,286,740
IAU	Ishares Gold Trust	+14,720	137,841	$10,408,373
—		+12,774	169,287	$45,079,261
AAAP	Pacer Barings CLO Market Flex ETF	+8,934	86,052	$5,352,434
BNDW	Vanguard Total World Bond ETF	+8,874	131,661	$12,393,587
AFK	VanEck Africa Index ETF	+8,407	11,322	$5,734,003
BILZ	PIMCO Ultra Short Government Active ETF	+7,686	45,963	$2,871,171
AGGH	Simplify Aggregate Bond ETF	+6,565	188,594	$4,027,407
VXUS	Vanguard Total International Stock ETF	+4,916	45,650	$3,902,618
TPHD	Timothy Plan High Dividend Stock ETF	+2,632	23,324	$1,101,410
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	+1,646	38,193	$2,209,495
ORCL	Oracle Corp	+1,215	3,016	$441,994
AVGO	Broadcom Inc.	+1,131	6,125	$2,313,718
CTA-PB	EIDP, Inc.	+1,101	8,780	$0
AAPL	Apple Inc.	+1,059	39,585	$11,454,315
SLV	iShares Silver Trust	+947	24,467	$1,308,250
AAPD	Direxion Shares ETF Trust Direxion Daily AAPL Bear 1X ETF	+912	25,542	$0
VB	Vanguard Morningstar Small-Cap ETF	+774	7,850	$4,463,955
NVDA	Nvidia Corp	+600	36,447	$7,292,680
WMT	Walmart Inc.	+410	4,729	$535,606
No positions match the current search.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	−92,366	236,220	$8,075,441
—		−45,770	16,088	$731,054
AFGR	First Trust Active Factor Large Cap Growth ETF	−21,250	428,360	$19,518,553
FNDA	Schwab Fundamental U.S. Small Company ETF	−15,405	17,889	$474,058
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−14,593	34,487	$3,030,717
PDI	PIMCO Dynamic Income Fund	−6,593	362,648	$6,056,221
BASA	Basanite, Inc.	−6,293	19,272	$484,112
JA	Janus Henderson AA-A CLO ETF	−3,882	99,359	$4,855,177
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	−3,573	105,310	$5,827,899
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	−1,552	206,411	$10,368,024
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	−691	17,487	$559,409
CWI	State Street SPDR MSCI ACWI ex-US ETF	−562	12,578	$789,869
DIS	Walt Disney Co	−514	4,293	$413,201
PG	PROCTER & GAMBLE Co	−355	5,574	$817,371
META	Meta Platforms, Inc.	−219	2,580	$1,453,288
AMZN	Amazon Com Inc	−98	20,560	$4,900,270
LRCX	Lam Research Corp	−67	1,269	$549,895
AMAT	Applied Materials Inc /De	−47	736	$532,128
TSLA	Tesla, Inc.	−43	4,619	$1,942,751
CAT	Caterpillar Inc	−31	278	$296,042
ROST	Ross Stores, Inc.	−15	1,280	$272,448
MAR	Marriott International Inc /Md/	−8	4,357	$1,614,660
TMO	Thermo Fisher Scientific Inc.	−2	552	$276,750
FDX	Fedex Corp	−1	1,005	$314,695
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
DELL	Dell Technologies Inc.	1,258	$542,776
AMD	Advanced Micro Devices Inc	931	$540,827
TXN	Texas Instruments Inc	1,003	$298,964
FTNT	Fortinet, Inc.	1,658	$254,701
MNST	Monster Beverage Corp	2,643	$254,045
GEV	GE Vernova Inc.	201	$236,146
ROKU	Roku, Inc	1,681	$232,213
ANET	Arista Networks, Inc.	1,335	$226,789
—		4,412	$220,586
HRZN	Horizon Technology Finance Corp	16,908	$79,974
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	29,612	$4,292,259
CASY	Caseys General Stores Inc	913	$664,536
XOM	ExxonMobil Holdings Corp	3,289	$558,011
NFLX	Netflix Inc	5,528	$531,517
ULTA	Ulta Beauty, Inc.	765	$399,873
COR	Cencora, Inc.	681	$213,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

88 tracked positions · $371,861,442 total · filing declares 136 positions · $374,131,622 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 88 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	675,226	+30,995	$65,069,783	—	17.50%
		Added	169,287	+12,774	$45,079,261	+25.1%	12.12%
		Added	249,969	+21,414	$26,286,740	+24.1%	7.07%
NITE	The Nightview Fund	Added	896,531	+133,574	$22,444,653	+17.3%	6.04%
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	Added	404,229	+34,332	$21,035,687	+16.7%	5.66%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	428,360	-21,250	$19,518,553	+2.2%	5.25%
SCEP	Sterling Capital Hedged Equity Premium Income ETF	Added	598,629	+26,297	$15,030,403	+7.1%	4.04%
BNDW	Vanguard Total World Bond ETF	Added	131,661	+8,874	$12,393,587	+19.1%	3.33%
AAPL	Apple Inc. Technology	Added	39,585	+1,059	$11,454,315	+17.1%	3.08%
IAU	Ishares Gold Trust	Added	137,841	+14,720	$10,408,373	−4.1%	2.80%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Reduced	206,411	-1,552	$10,368,024	−0.2%	2.79%
AIOO	AllianzIM U.S. Equity Buffer100 Protection ETF	Reduced	236,220	-92,366	$8,075,441	−25.8%	2.17%
NVDA	Nvidia Corp Technology	Added	36,447	+600	$7,292,680	+16.7%	1.96%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	362,648	-6,593	$6,056,221	−4.1%	1.63%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Reduced	105,310	-3,573	$5,827,899	−3.6%	1.57%
AFK	VanEck Africa Index ETF	Added	11,322	+8,407	$5,734,003	+2043.5%	1.54%
AAAP	Pacer Barings CLO Market Flex ETF	Added	86,052	+8,934	$5,352,434	+10.9%	1.44%
GOOGL	Alphabet Inc. Communication Services	Added	14,287	+7	$5,089,168	+24.0%	1.37%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,560	-98	$4,900,270	+13.9%	1.32%
JA	Janus Henderson AA-A CLO ETF	Reduced	99,359	-3,882	$4,855,177	−3.8%	1.31%
VB	Vanguard Morningstar Small-Cap ETF	Added	7,850	+774	$4,463,955	+28.4%	1.20%
AGGH	Simplify Aggregate Bond ETF	Added	188,594	+6,565	$4,027,407	+0.7%	1.08%
VXUS	Vanguard Total International Stock ETF	Added	45,650	+4,916	$3,902,618	+24.2%	1.05%
MSFT	Microsoft Corp Technology	Added	10,033	+104	$3,742,509	+1.8%	1.01%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	34,487	-14,593	$3,030,717	−19.3%	0.82%
BILZ	PIMCO Ultra Short Government Active ETF	Added	45,963	+7,686	$2,871,171	+37.1%	0.77%
AVGO	Broadcom Inc. Technology	Added	6,125	+1,131	$2,313,718	+49.7%	0.62%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Added	38,193	+1,646	$2,209,495	+15.4%	0.59%
APH	Amphenol Corp /De/ Technology	Added	6,094	+106	$2,148,988	+42.0%	0.58%
CVGD	CresAlta Global Dividend ETF	Added	77,154	+39,574	$2,128,678	+126.2%	0.57%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,619	-43	$1,942,751	+12.1%	0.52%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,357	-8	$1,614,660	+13.1%	0.43%
META	Meta Platforms, Inc. Communication Services	Reduced	2,580	-219	$1,453,288	−9.2%	0.39%
SLV	iShares Silver Trust	Added	24,467	+947	$1,308,250	−18.4%	0.35%
TPHD	Timothy Plan High Dividend Stock ETF	Added	23,324	+2,632	$1,101,410	+19.8%	0.30%
LLY	ELI LILLY & Co Healthcare	Added	768	+9	$921,162	+32.0%	0.25%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,574	-355	$817,371	−4.6%	0.22%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	12,578	-562	$789,869	−0.6%	0.21%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	801	+13	$749,311	−4.6%	0.20%
		Reduced	16,088	-45,770	$731,054	−70.1%	0.20%
GE	General Electric Co Industrials	Added	1,913	+36	$714,945	+34.2%	0.19%
GS	Goldman Sachs Group Inc Financial Services	Added	701	+12	$708,970	+21.6%	0.19%
V	Visa Inc. Financial Services	Added	1,868	+25	$640,892	+15.1%	0.17%
DTRE	First Trust Alerian Disruptive Technology Real Estate ETF	Reduced	17,487	-691	$559,409	−3.6%	0.15%
LRCX	Lam Research Corp Technology	Reduced	1,269	-67	$549,895	+92.6%	0.15%
DELL	Dell Technologies Inc. Technology	NEW	1,258	NEW	$542,776	NEW	0.15%
AMD	Advanced Micro Devices Inc Technology	NEW	931	NEW	$540,827	NEW	0.15%
WMT	Walmart Inc. Consumer Defensive	Added	4,729	+410	$535,606	−0.2%	0.14%
AMAT	Applied Materials Inc /De Technology	Reduced	736	-47	$532,128	+98.8%	0.14%
QQQ	Invesco Qqq Trust, Series 1	Added	660	+142	$486,024	+62.6%	0.13%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.