LifeWealth Investments, LLC

CIK

2033794

Location

WINTER GARDEN, FL

Portfolio Value

Micro $74,906,184

Diversification

Diversified

Filing Date

Global Rank

#6,424 / 8,517 ▲ 164

Top Industry

Consumer Electronics 18.3%

3Y Alpha vs SPY

+4.4%

Period ended 47 days ago

Filed Jul 16, 2026 · 31d

7 quarters · since Dec 2024

Clone Performance

Feb 2025–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+33.5%

SPY

+27.3%

Annualised alpha

+3.8%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

15.3%

+1.1 pts

Top 5

53.5%

+4.6 pts

Top 10

71.2%

+0.8 pts

HHI

723

Diversified+66

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.9%	$29,885,378	15
Unclassified	16.3%	$12,202,647	3
Financial Services	12.3%	$9,224,925	9
Consumer Cyclical	12.1%	$9,071,875	5
Communication Services	7.7%	$5,738,158	4
Industrials	4.6%	$3,428,920	9
Consumer Defensive	3.5%	$2,607,376	5
Healthcare	2.9%	$2,167,304	5
Utilities	0.5%	$368,458	1
Energy	0.3%	$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
IAU	Ishares Gold Trust	+14,720	137,841	$10,408,373
ORCL	Oracle Corp	+1,215	3,016	$441,994
AVGO	Broadcom Inc.	+1,131	6,125	$2,313,718
AAPL	Apple Inc.	+1,059	39,585	$11,454,315
SLV	iShares Silver Trust	+947	24,467	$1,308,250
NVDA	Nvidia Corp	+600	36,447	$7,292,680
WMT	Walmart Inc.	+410	4,729	$535,606
BAC	Bank Of America Corp /De/	+336	5,138	$292,763
PLTR	Palantir Technologies Inc.	+259	2,734	$318,975
LMT	Lockheed Martin Corp	+218	828	$421,832
KO	Coca Cola Co	+216	3,089	$251,043
ABBV	AbbVie Inc.	+171	1,726	$434,330
QQQ	Invesco Qqq Trust, Series 1	+142	660	$486,024
APH	Amphenol Corp /De/	+106	6,094	$1,074,494
MSFT	Microsoft Corp	+104	10,033	$3,742,509
BRK-B	Berkshire Hathaway Inc	+78	695	$347,771
IBM	International Business Machines Corp	+42	1,069	$300,613
GE	General Electric Co	+36	1,913	$714,945
PSX	Phillips 66	+27	1,249	$211,143
V	Visa Inc.	+25	1,868	$640,892
CAH	Cardinal Health Inc	+24	1,191	$282,933
NEE	Nextera Energy Inc	+20	4,198	$368,458
MA	Mastercard Inc	+17	790	$405,744
COST	Costco Wholesale Corp /New	+13	801	$749,311
GS	Goldman Sachs Group Inc	+12	701	$708,970
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
PDI	PIMCO Dynamic Income Fund	−6,593	362,648	$6,056,221
GOOGL	Alphabet Inc.	−4,096	10,184	$3,639,456
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

9 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
HRZN	Horizon Technology Finance Corp	16,908	$79,974
No positions match the current search.

Sold Out

Positions the filer fully exited

10 positions

Ticker	Company	Shares	Value
SCEP	Sterling Capital Hedged Equity Premium Income ETF	163,093	$3,844,265
VXUS	Vanguard Total International Stock ETF	40,734	$3,140,998
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
TPHD	Timothy Plan High Dividend Stock ETF	8,129	$336,215
BILZ	PIMCO Ultra Short Government Active ETF	3,221	$325,224
VIG	Vanguard Dividend Appreciation ETF	1,430	$307,535
COR	Cencora, Inc.	681	$213,929
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

57 tracked positions · $74,906,184 total · as of Jun 30, 2026

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

Showing 1–50 of 57 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	39,585	+1,059	$11,454,315	+17.1%	15.29%
IAU	Ishares Gold Trust	Added	137,841	+14,720	$10,408,373	−4.1%	13.90%
NVDA	Nvidia Corp Technology	Added	36,447	+600	$7,292,680	+16.7%	9.74%
PDI	PIMCO Dynamic Income Fund Financial Services	Reduced	362,648	-6,593	$6,056,221	−4.1%	8.09%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	20,560	-98	$4,900,270	+13.9%	6.54%
MSFT	Microsoft Corp Technology	Added	10,033	+104	$3,742,509	+1.8%	5.00%
GOOGL	Alphabet Inc. Communication Services	Reduced	10,184	-4,096	$3,639,456	−11.3%	4.86%
AVGO	Broadcom Inc. Technology	Added	6,125	+1,131	$2,313,718	+49.7%	3.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,619	-43	$1,942,751	+12.1%	2.59%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,357	-8	$1,614,660	+13.1%	2.16%
META	Meta Platforms, Inc. Communication Services	Reduced	2,580	-219	$1,453,288	−9.2%	1.94%
SLV	iShares Silver Trust	Added	24,467	+947	$1,308,250	−18.4%	1.75%
APH	Amphenol Corp /De/ Technology	Added	6,094	+106	$1,074,494	—	1.43%
LLY	ELI LILLY & Co Healthcare	Added	768	+9	$921,162	+32.0%	1.23%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,574	-355	$817,371	−4.6%	1.09%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	801	+13	$749,311	−4.6%	1.00%
GE	General Electric Co Industrials	Added	1,913	+36	$714,945	+34.2%	0.95%
GS	Goldman Sachs Group Inc Financial Services	Added	701	+12	$708,970	+21.6%	0.95%
V	Visa Inc. Financial Services	Added	1,868	+25	$640,892	+15.1%	0.86%
LRCX	Lam Research Corp Technology	Reduced	1,269	-67	$549,895	+92.6%	0.73%
DELL	Dell Technologies Inc. Technology	NEW	1,258	NEW	$542,776	NEW	0.72%
AMD	Advanced Micro Devices Inc Technology	NEW	931	NEW	$540,827	NEW	0.72%
WMT	Walmart Inc. Consumer Defensive	Added	4,729	+410	$535,606	−0.2%	0.72%
AMAT	Applied Materials Inc /De Technology	Reduced	736	-47	$532,128	+98.8%	0.71%
QQQ	Invesco Qqq Trust, Series 1	Added	660	+142	$486,024	+62.6%	0.65%
CHY	Calamos Convertible & High Income Fund Financial Services	Held	34,993	0	$476,604	+25.1%	0.64%
RBC	RBC Bearings INC Industrials	Added	712	+2	$458,570	+18.9%	0.61%
ORCL	Oracle Corp Technology	Added	3,016	+1,215	$441,994	+66.8%	0.59%
EME	EMCOR Group, Inc. Industrials	Added	530	+5	$439,836	+13.5%	0.59%
ABBV	AbbVie Inc. Healthcare	Added	1,726	+171	$434,330	+28.4%	0.58%
LMT	Lockheed Martin Corp Industrials	Added	828	+218	$421,832	+14.4%	0.56%
DIS	Walt Disney Co Communication Services	Reduced	4,293	-514	$413,201	−10.8%	0.55%
MA	Mastercard Inc Financial Services	Added	790	+17	$405,744	+5.1%	0.54%
NEE	Nextera Energy Inc Utilities	Added	4,198	+20	$368,458	−5.0%	0.49%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	695	+78	$347,771	+17.6%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	969	+6	$341,746	+7.9%	0.46%
PLTR	Palantir Technologies Inc. Technology	Added	2,734	+259	$318,975	−11.9%	0.43%
FDX	Fedex Corp Industrials	Reduced	1,005	-1	$314,695	−12.2%	0.42%
IBM	International Business Machines Corp Technology	Added	1,069	+42	$300,613	+20.8%	0.40%
TXN	Texas Instruments Inc Technology	NEW	1,003	NEW	$298,964	NEW	0.40%
CAT	Caterpillar Inc Industrials	Reduced	278	-31	$296,042	+35.2%	0.40%
BAC	Bank Of America Corp /De/ Financial Services	Added	5,138	+336	$292,763	+25.1%	0.39%
CAH	Cardinal Health Inc Healthcare	Added	1,191	+24	$282,933	+14.7%	0.38%
LECO	Lincoln Electric Holdings Inc Industrials	Held	1,045	0	$277,457	+6.6%	0.37%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	552	-2	$276,750	+1.6%	0.37%
ROST	Ross Stores, Inc. Consumer Cyclical	Reduced	1,280	-15	$272,448	−2.9%	0.36%
HWM	Howmet Aerospace Inc. Industrials	Added	1,002	+8	$269,397	+17.6%	0.36%
FTNT	Fortinet, Inc. Technology	NEW	1,658	NEW	$254,701	NEW	0.34%
MNST	Monster Beverage Corp Consumer Defensive	NEW	2,643	NEW	$254,045	NEW	0.34%
ISRG	Intuitive Surgical Inc Healthcare	Added	634	+7	$252,129	−12.8%	0.34%

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.