LifeWealth Investments, LLC
Top Portfolio Positions
53 positions ·
$68,210,831 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
123,121 | $10,854,347 | 15.91% | |
| AAPL |
Apple Inc.
Technology
|
38,526 | $9,777,513 | 14.33% | |
| PDI |
PIMCO Dynamic Income Fund
Financial Services
|
369,241 | $6,317,713 | 9.26% | |
| NVDA |
Nvidia Corp
Technology
|
35,847 | $6,251,716 | 9.17% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,658 | $4,302,441 | 6.31% | |
| MSFT |
Microsoft Corp
Technology
|
9,929 | $3,675,417 | 5.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
10,082 | $2,899,179 | 4.25% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,662 | $1,733,098 | 2.54% | |
| SLV |
iShares Silver Trust
|
23,520 | $1,602,652 | 2.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,799 | $1,601,391 | 2.35% |
Portfolio Trend
6 quarters · across all stocks
Holdings in HFRO
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $87,457 | 14,625 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $92,868 | 14,625 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $76,050 | 14,625 | Shares | Sole | 2026-01-26 | |
| No 13F history on record for this holder in this stock. | ||||||