LifeWealth Investments, LLC

CIK

2033794

Location

WINTER GARDEN, FL

Portfolio Value

Micro $67,583,235

Diversification

Diversified

Filing Date

Global Rank

#6,385 / 8,603 ▲ 40 · as of Mar 2026

Top Industry

Consumer Electronics 17.8%

3Y Alpha vs SPY

+1.3%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+25.2%

SPY

+24.4%

Annualised alpha

+0.5%

Max drawdown

−17.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

52 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

16.1%

+2.0 pts

Top 5

55.5%

+5.3 pts

Top 10

72.5%

−0.1 pts

HHI

772

Diversified+89

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.7%	$23,435,913	10
Unclassified	18.9%	$12,755,978	3
Consumer Cyclical	13.5%	$9,124,864	7
Financial Services	13.4%	$9,033,868	8
Communication Services	8.1%	$5,495,385	4
Industrials	4.0%	$2,671,551	8
Consumer Defensive	3.5%	$2,396,826	4
Healthcare	3.0%	$2,058,175	6
Utilities	0.6%	$388,052	1
Energy	0.3%	$222,623	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PDI	PIMCO Dynamic Income Fund	+34,085	369,241	$6,317,713
IAU	Ishares Gold Trust	+10,626	123,121	$10,854,347
CHY	Calamos Convertible & High Income Fund	+3,250	34,993	$381,073
NVDA	Nvidia Corp	+1,929	35,847	$6,251,716
AAPL	Apple Inc.	+589	38,526	$9,777,513
GOOGL	Alphabet Inc.	+496	10,082	$2,899,179
APH	Amphenol Corp /De/	+486	5,988	$756,583
AMZN	Amazon Com Inc	+292	20,658	$4,302,441
GE	General Electric Co	+211	1,877	$532,636
ISRG	Intuitive Surgical Inc	+186	627	$289,040
ROST	Ross Stores, Inc.	+172	1,295	$280,535
PLTR	Palantir Technologies Inc.	+93	2,475	$362,043
CAH	Cardinal Health Inc	+92	1,167	$246,598
NFLX	Netflix Inc	+84	5,528	$531,517
LRCX	Lam Research Corp	+81	1,336	$285,449
TSLA	Tesla, Inc.	+78	4,662	$1,733,098
GS	Goldman Sachs Group Inc	+71	689	$582,887
COR	Cencora, Inc.	+65	681	$213,929
CASY	Caseys General Stores Inc	+64	913	$664,536
V	Visa Inc.	+51	1,843	$557,028
META	Meta Platforms, Inc.	+47	2,799	$1,601,391
NEE	Nextera Energy Inc	+43	4,178	$388,052
LLY	ELI LILLY & Co	+39	759	$698,105
MA	Mastercard Inc	+37	773	$386,237
EME	EMCOR Group, Inc.	+37	525	$387,612
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−53,792	23,520	$1,602,652
LMT	Lockheed Martin Corp	−974	610	$368,677
HD	Home Depot, Inc.	−677	963	$316,721
IBM	International Business Machines Corp	−510	1,027	$248,934
ABBV	AbbVie Inc.	−452	1,555	$338,196
AVGO	Broadcom Inc.	−224	4,994	$1,545,692
KO	Coca Cola Co	−184	2,873	$218,491
QQQ	Invesco Qqq Trust, Series 1	−171	518	$298,979
CAT	Caterpillar Inc	−156	309	$218,914
PSLV	Sprott Physical Silver Trust	−150	11,446	$279,167
COST	Costco Wholesale Corp /New	−140	788	$785,186
PG	PROCTER & GAMBLE Co	−122	5,929	$856,384
MSFT	Microsoft Corp	−122	9,929	$3,675,417
BAC	Bank Of America Corp /De/	−104	4,802	$234,097
BRK-B	Berkshire Hathaway Inc	−85	617	$295,666
DIS	Walt Disney Co	−31	4,807	$463,298
WMT	Walmart Inc.	−29	4,319	$536,765
TMO	Thermo Fisher Scientific Inc.	−17	554	$272,307
MAR	Marriott International Inc /Md/	−1	4,365	$1,427,660
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
ULTA	Ulta Beauty, Inc.	765	$399,873
RBC	RBC Bearings INC	710	$385,615
AMAT	Applied Materials Inc /De	783	$267,621
HWM	Howmet Aerospace Inc.	994	$229,077
PSX	Phillips 66	1,222	$222,623
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
DE	Deere & Co	1,083	$504,212
MDB	MongoDB, Inc.	850	$356,736
ANET	Arista Networks, Inc.	2,623	$343,691
AWI	Armstrong World Industries Inc	1,457	$278,432
GLDM	World Gold Trust	3,233	$276,001
HFRO	Highland Opportunities & Income Fund	14,625	$87,457
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

52 positions · $67,583,235 total · as of Mar 31, 2026

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

Showing 1–50 of 52 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IAU	Ishares Gold Trust	Added	123,121	+10,626	$10,854,347	+18.9%	16.06%
AAPL	Apple Inc. Technology	Added	38,526	+589	$9,777,513	−5.2%	14.47%
PDI	PIMCO Dynamic Income Fund Financial Services	Added	369,241	+34,085	$6,317,713	+6.4%	9.35%
NVDA	Nvidia Corp Technology	Added	35,847	+1,929	$6,251,716	−1.2%	9.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,658	+292	$4,302,441	−8.5%	6.37%
MSFT	Microsoft Corp Technology	Reduced	9,929	-122	$3,675,417	−24.4%	5.44%
GOOGL	Alphabet Inc. Communication Services	Added	10,082	+496	$2,899,179	−3.4%	4.29%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,662	+78	$1,733,098	−15.9%	2.56%
SLV	iShares Silver Trust	Reduced	23,520	-53,792	$1,602,652	−67.8%	2.37%
META	Meta Platforms, Inc. Communication Services	Added	2,799	+47	$1,601,391	−11.8%	2.37%
AVGO	Broadcom Inc. Technology	Reduced	4,994	-224	$1,545,692	−14.4%	2.29%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	4,365	-1	$1,427,660	+5.4%	2.11%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	5,929	-122	$856,384	−1.2%	1.27%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	788	-140	$785,186	−1.9%	1.16%
APH	Amphenol Corp /De/ Technology	Added	5,988	+486	$756,583	+1.8%	1.12%
LLY	ELI LILLY & Co Healthcare	Added	759	+39	$698,105	−9.8%	1.03%
CASY	Caseys General Stores Inc Consumer Cyclical	Added	913	+64	$664,536	+41.6%	0.98%
GS	Goldman Sachs Group Inc Financial Services	Added	689	+71	$582,887	+7.3%	0.86%
V	Visa Inc. Financial Services	Added	1,843	+51	$557,028	−11.4%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,319	-29	$536,765	+10.8%	0.79%
GE	General Electric Co Industrials	Added	1,877	+211	$532,636	+3.8%	0.79%
NFLX	Netflix Inc Communication Services	Added	5,528	+84	$531,517	+4.1%	0.79%
DIS	Walt Disney Co Communication Services	Reduced	4,807	-31	$463,298	−15.8%	0.69%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	NEW	765	NEW	$399,873	NEW	0.59%
NEE	Nextera Energy Inc Utilities	Added	4,178	+43	$388,052	+16.9%	0.57%
EME	EMCOR Group, Inc. Industrials	Added	525	+37	$387,612	+29.8%	0.57%
MA	Mastercard Inc Financial Services	Added	773	+37	$386,237	−8.1%	0.57%
RBC	RBC Bearings INC Industrials	NEW	710	NEW	$385,615	NEW	0.57%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	34,993	+3,250	$381,073	+6.1%	0.56%
LMT	Lockheed Martin Corp Industrials	Reduced	610	-974	$368,677	−51.9%	0.55%
PLTR	Palantir Technologies Inc. Technology	Added	2,475	+93	$362,043	−14.5%	0.54%
ABBV	AbbVie Inc. Healthcare	Reduced	1,555	-452	$338,196	−26.3%	0.50%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	963	-677	$316,721	−43.9%	0.47%
QQQ	Invesco Qqq Trust, Series 1	Reduced	518	-171	$298,979	−29.4%	0.44%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	617	-85	$295,666	−16.2%	0.44%
ISRG	Intuitive Surgical Inc Healthcare	Added	627	+186	$289,040	+15.7%	0.43%
FDX	Fedex Corp Industrials	Added	1,006	+1	$288,732	+23.4%	0.43%
LRCX	Lam Research Corp Technology	Added	1,336	+81	$285,449	+32.9%	0.42%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	1,295	+172	$280,535	+38.7%	0.42%
PSLV	Sprott Physical Silver Trust Financial Services	Reduced	11,446	-150	$279,167	+1.8%	0.41%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	554	-17	$272,307	−17.7%	0.40%
AMAT	Applied Materials Inc /De Technology	NEW	783	NEW	$267,621	NEW	0.40%
ORCL	Oracle Corp Technology	Added	1,801	+30	$264,945	−23.2%	0.39%
LECO	Lincoln Electric Holdings Inc Industrials	Held	1,045	0	$260,288	+3.9%	0.39%
IBM	International Business Machines Corp Technology	Reduced	1,027	-510	$248,934	−45.3%	0.37%
CAH	Cardinal Health Inc Healthcare	Added	1,167	+92	$246,598	+11.6%	0.36%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	4,802	-104	$234,097	−13.2%	0.35%
HWM	Howmet Aerospace Inc. Industrials	NEW	994	NEW	$229,077	NEW	0.34%
PSX	Phillips 66 Energy	NEW	1,222	NEW	$222,623	NEW	0.33%
CAT	Caterpillar Inc Industrials	Reduced	309	-156	$218,914	−17.8%	0.32%