LifeWealth Investments, LLC
Top Portfolio Positions
52 positions ·
$67,915,165 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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 PDI
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,317,713 | 369,241 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,935,612 | 335,156 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $6,419,437 | 324,214 | Shares | Sole | 2026-01-26 | |
| 2025-06-30 | $6,102,497 | 321,692 | Shares | Sole | 2026-01-26 | |
| 2025-03-31 | $5,286,045 | 266,972 | Shares | Sole | 2026-01-26 | |
| 2024-12-31 | $3,048,254 | 166,208 | Shares | Sole | 2025-02-26 | |
| No 13F history on record for this holder in this stock. | ||||||