LifeWealth Investments, LLC

CIK 0002033794 • 10 13F filings • Apr 21, 2025 – Oct 21, 2026

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Filer information

Filed by: LifeWealth Investments, LLC, Team Lead, Compliance Support
Address: 270 W. PLANT STREET, STE. 240, WINTER GARDEN, FL, 34787
Phone: 513-538-1150
AUM: $315.8M

AUM over time

$359.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $315.8M140 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$459K	0.1%Prev: 0.1%	2,007 SH	Increased+294 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$633K	0.2%	21,306 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$250K	0.1%Prev: 0.8%	7,370 SH	Decreased-72,175 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$4.9M	1.6%	151,026 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$2.6M	0.8%	80,172 SH	New
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$4.0M	1.3%	114,193 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$574K	0.2%Prev: 0.1%	15,646 SH	Increased+10,140 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$1.6M	0.5%	39,689 SH	New
ALPHABET INC	CAP STK CL A	$3.0M	1.0%Prev: 1.0%	9,586 SH	Decreased-669 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.5%Prev: 0.4%	4,530 SH	Increased+471 SH
AMAZON COM INC	COM	$4.7M	1.5%Prev: 1.2%	20,366 SH	Increased+3,354 SH
AMPHENOL CORP NEW	CL A	$744K	0.2%	5,502 SH	New
APPLE INC	COM	$10.3M	3.3%Prev: 3.3%	37,937 SH	Decreased+2,564 SH
ARISTA NETWORKS INC	COM SHS	$344K	0.1%Prev: 0.1%	2,623 SH	Increased+1,274 SH
ARMSTRONG WORLD INDS INC NEW	COM	$278K	0.1%	1,457 SH	New
BANK AMERICA CORP	COM	$270K	0.1%	4,906 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$353K	0.1%Prev: 0.1%	702 SH	Increased+13 SH
BROADCOM INC	COM	$1.8M	0.6%Prev: 0.6%	5,218 SH	Decreased-1,136 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$359K	0.1%Prev: 0.1%	31,743 SH	Increased+9,830 SH
CAPITOL SER TR	STERLING CAP ENH	$14.7M	4.6%	579,107 SH	New
CARDINAL HEALTH INC	COM	$221K	0.1%Prev: 0.1%	1,075 SH	Decreased-105 SH
CASEYS GEN STORES INC	COM	$469K	0.1%	849 SH	New
CATERPILLAR INC	COM	$266K	0.1%Prev: 0.1%	465 SH	Increased+174 SH
CENCORA INC	COM	$208K	0.1%Prev: 0.1%	616 SH	Decreased-127 SH
COCA COLA CO	COM	$214K	0.1%Prev: 0.1%	3,057 SH	Decreased+499 SH
COSTCO WHSL CORP NEW	COM	$800K	0.3%	928 SH	New
DEERE & CO	COM	$504K	0.2%Prev: 0.1%	1,083 SH	Increased+515 SH
DIREXION SHS ETF TR	NAS100 EQL WGT	$1.9M	0.6%	18,928 SH	New
DISNEY WALT CO	COM	$550K	0.2%Prev: 0.1%	4,838 SH	Increased+906 SH
ELEVATION SERIES TRUST	TRUESHARES DEC	$533K	0.2%	13,236 SH	New
ELEVATION SERIES TRUST	TRUESHARES OCT	$227K	0.1%	5,326 SH	New
ELEVATION SERIES TRUST	TRUESHARES QUART	$1.6M	0.5%	67,077 SH	New
ELEVATION SERIES TRUST	TRUESHARES SEASO	$1.3M	0.4%	50,317 SH	New
ELEVATION SERIES TRUST	TRUESHARES STRCD	$626K	0.2%	16,431 SH	New
ELEVATION SERIES TRUST	TRUESHARES STRUC	$1.2M	0.4%	28,555 SH	New
ELI LILLY & CO	COM	$774K	0.2%Prev: 0.2%	720 SH	Decreased-41 SH
EMCOR GROUP INC	COM	$299K	0.1%Prev: 0.1%	488 SH	Decreased-43 SH
EXXON MOBIL CORP	COM	$397K	0.1%	3,299 SH	New
FEDEX CORP	COM	$290K	0.1%Prev: 0.1%	1,005 SH	Increased-3 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$762K	0.2%	25,163 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$577K	0.2%Prev: 0.2%	16,147 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	0.4%	48,189 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$475K	0.2%Prev: 0.1%	11,434 SH	Increased+6,859 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$622K	0.2%	16,050 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.3M	1.1%Prev: 0.9%	76,412 SH	Increased+7,863 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$820K	0.3%Prev: 0.2%	18,525 SH	Increased+5,987 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.9M	1.2%Prev: 1.1%	82,326 SH	Decreased+3,706 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.8M	2.8%Prev: 2.4%	190,576 SH	Increased+16,232 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$238K	0.1%Prev: 0.1%	7,188 SH	Increased+667 SH
GE AEROSPACE	COM NEW	$513K	0.2%Prev: 0.2%	1,666 SH	Decreased-133 SH
GLOBAL X FDS	GLOBX SUPDV US	$534K	0.2%	30,817 SH	New
GOLDMAN SACHS GROUP INC	COM	$543K	0.2%	618 SH	New
HIGHLAND OPPS & INCOME FD	HIGHLAND INCOME	$87K	0.0%	14,625 SH	New
HOME DEPOT INC	COM	$564K	0.2%Prev: 0.1%	1,640 SH	Increased+794 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$13.3M	4.2%Prev: 5.8%	266,849 SH	Decreased-123,127 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$256K	0.1%	7,815 SH	New
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	0.4%Prev: 0.3%	25,205 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$455K	0.1%Prev: 0.1%	1,537 SH	Increased+454 SH
INTUITIVE SURGICAL INC	COM NEW	$250K	0.1%	441 SH	New
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$736K	0.2%	28,802 SH	New
INVESCO QQQ TR	UNIT SER 1	$423K	0.1%Prev: 0.1%	689 SH	Decreased+98 SH
ISHARES GOLD TR	ISHARES NEW	$9.1M	2.9%Prev: 3.3%	112,495 SH	Decreased-38,912 SH
ISHARES INC	CORE MSCI EMKT	$6.4M	2.0%Prev: 2.8%	94,658 SH	Decreased-28,268 SH
ISHARES SILVER TR	ISHARES	$5.0M	1.6%Prev: 0.4%	77,312 SH	Increased+54,197 SH
ISHARES TR	20 YR TR BD ETF	$6.0M	1.9%Prev: 0.6%	69,212 SH	Increased+40,081 SH
ISHARES TR	7-10 YR TRSY BD	$206K	0.1%	2,147 SH	New
ISHARES TR	CALIF MUN BD ETF	$908K	0.3%Prev: 0.2%	15,806 SH	Increased
ISHARES TR	CORE MSCI INTL	$216K	0.1%	2,620 SH	New
ISHARES TR	CORE S&P MCP ETF	$5.4M	1.7%Prev: 2.3%	82,344 SH	Decreased-31,018 SH
ISHARES TR	CORE S&P500 ETF	$1.4M	0.4%Prev: 0.1%	2,035 SH	Increased+1,414 SH
ISHARES TR	EAFE GRWTH ETF	$9.5M	3.0%Prev: 3.3%	83,165 SH	Decreased-16,358 SH
ISHARES TR	EAFE VALUE ETF	$10.3M	3.3%Prev: 3.9%	144,065 SH	Decreased-32,945 SH
ISHARES TR	MBS ETF	$365K	0.1%	3,835 SH	New
ISHARES TR	MSCI USA QLT FCT	$237K	0.1%	1,195 SH	New
ISHARES TR	NATIONAL MUN ETF	$6.4M	2.0%	59,492 SH	New
ISHARES TR	RUS 1000 VAL ETF	$287K	0.1%Prev: 0.1%	1,366 SH	Increased+466 SH
ISHARES TR	RUS MD CP GR ETF	$2.2M	0.7%Prev: 0.8%	16,261 SH	Decreased-3,625 SH
ISHARES TR	RUS MDCP VAL ETF	$9.4M	3.0%Prev: 3.5%	66,557 SH	Decreased-11,045 SH
ISHARES TR	RUS TP200 GR ETF	$30.3M	9.6%Prev: 11.8%	109,527 SH	Decreased-34,006 SH
ISHARES TR	RUS TP200 VL ETF	$17.8M	5.6%Prev: 8.4%	193,770 SH	Decreased-81,915 SH
ISHARES TR	S&P 500 GRWT ETF	$214K	0.1%	1,738 SH	New
ISHARES TR	SELECT DIVID ETF	$212K	0.1%Prev: 0.1%	1,500 SH	Decreased
ISHARES TR	US TREAS BD ETF	$210K	0.1%	9,141 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	1.5%	80,067 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	0.4%Prev: 0.2%	22,306 SH	Increased+5,026 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.8M	1.5%	97,935 SH	New
LAM RESEARCH CORP	COM NEW	$215K	0.1%Prev: 0.1%	1,255 SH	Decreased+290 SH
LINCOLN ELEC HLDGS INC	COM	$250K	0.1%Prev: 0.1%	1,045 SH	Decreased
LOCKHEED MARTIN CORP	COM	$766K	0.2%Prev: 0.1%	1,584 SH	Increased+964 SH
MARRIOTT INTL INC NEW	CL A	$1.4M	0.4%Prev: 0.4%	4,366 SH	Decreased+401 SH
MASTERCARD INCORPORATED	CL A	$420K	0.1%Prev: 0.1%	736 SH	Decreased-54 SH
META PLATFORMS INC	CL A	$1.8M	0.6%Prev: 0.4%	2,752 SH	Increased+571 SH
MICROSOFT CORP	COM	$4.9M	1.5%Prev: 1.2%	10,051 SH	Increased+1,748 SH
MONGODB INC	CL A	$357K	0.1%	850 SH	New
NETFLIX INC	COM	$510K	0.2%	5,444 SH	New
NEUBERGER BERMAN ETF TRUST	OPT STRATEGY ETF	$393K	0.1%	14,410 SH	New
NEXTERA ENERGY INC	COM	$332K	0.1%Prev: 0.1%	4,135 SH	Increased+157 SH
NVIDIA CORPORATION	COM	$6.3M	2.0%Prev: 2.3%	33,918 SH	Decreased-1,950 SH
ORACLE CORP	COM	$345K	0.1%Prev: 0.1%	1,771 SH	Decreased-1,317 SH
PACER FDS TR	US CASH COWS 100	$3.8M	1.2%Prev: 1.7%	63,007 SH	Decreased-26,151 SH
PALANTIR TECHNOLOGIES INC	CL A	$423K	0.1%Prev: 0.1%	2,382 SH	Decreased-232 SH
PIMCO DYNAMIC INCOME FD	SHS	$5.9M	1.9%	335,156 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	0.6%Prev: 0.5%	35,056 SH	Increased
PIMCO ETF TR	ULTRA SHORT GOVT	$801K	0.3%	7,946 SH	New
PROCTER AND GAMBLE CO	COM	$867K	0.3%	6,051 SH	New
ROSS STORES INC	COM	$202K	0.1%Prev: 0.1%	1,123 SH	Decreased-256 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$270K	0.1%	10,047 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.4M	1.1%Prev: 0.2%	153,042 SH	Increased+114,944 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS CNVEX	$244K	0.1%	5,698 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$431K	0.1%	10,977 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS UPSID	$219K	0.1%	4,705 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$363K	0.1%	9,262 SH	New
SPDR INDEX SHS FDS	S&P GLBDIV ETF	$741K	0.2%	9,823 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$5.1M	1.6%	62,900 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$274K	0.1%Prev: 0.1%	11,596 SH	Increased+150 SH
TESLA INC	COM	$2.1M	0.7%Prev: 0.5%	4,584 SH	Increased+18 SH
THERMO FISHER SCIENTIFIC INC	COM	$331K	0.1%	571 SH	New
TIMOTHY PLAN	HIG DV STK ETF	$291K	0.1%Prev: 0.1%	7,560 SH	Decreased-1,550 SH
TIMOTHY PLAN	US LRGMD CP CORE	$419K	0.1%Prev: 0.2%	9,223 SH	Decreased-4,978 SH
VANECK ETF TRUST	CLO ETF	$350K	0.1%	6,625 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$307K	0.1%	10,460 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$253K	0.1%Prev: 0.1%	2,955 SH	Decreased+40 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$653K	0.2%	8,812 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.7M	0.9%Prev: 0.9%	4,309 SH	Decreased-289 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$923K	0.3%Prev: 1.0%	2,753 SH	Decreased-7,110 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$8.8M	2.8%Prev: 0.7%	178,203 SH	Increased+126,090 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$261K	0.1%	3,119 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$391K	0.1%Prev: 0.1%	7,009 SH	Decreased-1,107 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.5%Prev: 0.1%	27,481 SH	Increased+21,045 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.5M	0.8%Prev: 0.9%	30,870 SH	Decreased-13,288 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.9M	1.6%Prev: 1.7%	49,293 SH	Decreased-4,197 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$314K	0.1%Prev: 0.1%	1,430 SH	Decreased-114 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$678K	0.2%	4,724 SH	New
VANGUARD WORLD FD	INF TECH ETF	$355K	0.1%	471 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.5M	1.1%	24,448 SH	New
VISA INC	COM CL A	$628K	0.2%Prev: 0.2%	1,792 SH	Decreased-96 SH
WALMART INC	COM	$484K	0.2%Prev: 0.1%	4,348 SH	Decreased-426 SH
WISDOMTREE TR	FLOATNG RAT TREA	$1.0M	0.3%Prev: 0.1%	20,029 SH	Increased+14,075 SH
WISDOMTREE TR	US S CAP QTY DIV	$1.2M	0.4%Prev: 0.5%	23,710 SH	Decreased-9,209 SH
WORLD GOLD TR	SPDR GLD MINIS	$276K	0.1%	3,233 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $1.2M
AIM ETF PRODUCTS TRUST — $1.1M
AIM ETF PRODUCTS TRUST — $1.8M
AMPHENOL CORP — $1.0M
APPLIED MATLS INC — $368K
BANK OF AMER CORP — $270K
BLOOM ENERGY CORP — $269K
COSTCO WHOLESALE CORPORATION — $723K
DELL TECHNOLOGIES INC — $660K
DIREXION SHARES ETF TRUST — $3.1M
ELEVATION SERIES TRUST — $348K
ELEVATION SERIES TRUST — $1.6M
ELEVATION SERIES TRUST — $527K
EXXONMOBIL HOLDINGS CORP — $510K
FIRST TR EXCHANGE-TRADED FD — $685K
FIRST TR EXCHANGE-TRADED FD — $614K
FIRST TR EXCHNG TRADED FD VI — $1.0M
FIRST TR EXCHNG TRADED FD VI — $1.2M
FORTINET INC — $272K
HARDING LOEVNER FDS INC — $268K
… and 30 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0002033794-26-000001	$315.8M	View
Oct 21, 2026	Q3 2026	13F-HR	0002033794-26-000008	$359.5M	View
Jan 26, 2026	Q3 2025