LifeWealth Investments, LLC
CIK
2033794
City
WINTER GARDEN
State / Country
FL
Top Portfolio Positions
52 positions ·
$67,915,165 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
123,121 | $10,854,347 | 15.98% |
| AAPL |
Apple Inc.
Technology
|
38,526 | $9,777,513 | 14.40% |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
369,241 | $6,317,713 | 9.30% |
| NVDA |
Nvidia Corp
Technology
|
35,847 | $6,251,716 | 9.21% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,658 | $4,302,441 | 6.34% |
| MSFT |
Microsoft Corp
Technology
|
9,929 | $3,675,417 | 5.41% |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,082 | $2,899,179 | 4.27% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,662 | $1,733,098 | 2.55% |
| SLV |
iShares Silver Trust
|
23,520 | $1,602,652 | 2.36% |
| META |
Meta Platforms, Inc.
Communication Services
|
2,799 | $1,601,391 | 2.36% |
Portfolio Trend
Holdings in CHY
Shares Held
Position Value (USD)
5 of 5 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,073 | 34,993 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $359,013 | 31,743 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $356,156 | 31,743 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $337,041 | 30,668 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $294,142 | 29,123 | Shares | Sole | 2026-01-26 | |
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