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: $275.1M138 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$265K	0.1%Prev: 0.1%	1,427 SH	Decreased-128 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$473K	0.2%Prev: 0.1%	17,191 SH	Increased+1,488 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM U S EQ	$286K	0.1%	9,431 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM U S LA	$757K	0.3%	27,577 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$282K	0.1%Prev: 1.8%	10,736 SH	Decreased-168,276 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$283K	0.1%Prev: 1.1%	10,656 SH	Decreased-107,467 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$2.7M	1.0%	82,173 SH	New
AIM ETF PRODUCTS TRUST	U S LRGCP 6M JAN	$449K	0.2%	14,041 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$631K	0.2%Prev: 0.1%	18,912 SH	Increased+10,537 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 JAN	$845K	0.3%	22,360 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 OCT	$823K	0.3%	20,497 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 DEC	$2.6M	1.0%	83,055 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JAN	$2.6M	1.0%	74,851 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$1.9M	0.7%	50,266 SH	New
ALPHABET INC	CAP STK CL A	$1.8M	0.7%Prev: 0.9%	10,193 SH	Decreased+111 SH
ALPHABET INC	CAP STK CL C	$758K	0.3%Prev: 0.4%	4,271 SH	Decreased+73 SH
AMAZON COM INC	COM	$3.8M	1.4%Prev: 1.3%	17,443 SH	Decreased-3,215 SH
AMPHENOL CORP NEW	CL A	$340K	0.1%	3,444 SH	New
APPLE INC	COM	$8.1M	2.9%Prev: 2.9%	39,529 SH	Decreased+1,003 SH
ARISTA NETWORKS INC	COM SHS	$302K	0.1%	2,948 SH	New
BANK AMERICA CORP	COM	$227K	0.1%Prev: 0.1%	4,787 SH	Decreased-15 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$260K	0.1%Prev: 0.1%	535 SH	Decreased-82 SH
BROADCOM INC	COM	$1.3M	0.5%Prev: 0.5%	4,582 SH	Decreased-412 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$337K	0.1%Prev: 0.1%	30,668 SH	Decreased-4,325 SH
CAPITOL SER TR	STERLING CAP ENH	$11.8M	4.3%Prev: 5.7%	468,682 SH	Decreased-294,275 SH
CASEYS GEN STORES INC	COM	$431K	0.2%Prev: 0.2%	844 SH	Decreased-69 SH
CINTAS CORP	COM	$235K	0.1%	1,054 SH	New
COSTCO WHSL CORP NEW	COM	$655K	0.2%	662 SH	New
CROWDSTRIKE HLDGS INC	CL A	$282K	0.1%	553 SH	New
DEERE & CO	COM	$546K	0.2%	1,074 SH	New
DIREXION SHS ETF TR	NAS100 EQL WGT	$1.6M	0.6%	16,140 SH	New
DISNEY WALT CO	COM	$820K	0.3%Prev: 0.1%	6,616 SH	Increased+1,809 SH
ELEVATION SERIES TRUST	TRUESHARES QUART	$1.6M	0.6%	63,300 SH	New
ELEVATION SERIES TRUST	TRUESHARES SEASO	$787K	0.3%Prev: 0.3%	31,156 SH	Decreased-6,424 SH
ELEVATION SERIES TRUST	TRUSHARES BULL	$628K	0.2%	24,703 SH	New
ELI LILLY & CO	COM	$532K	0.2%Prev: 0.2%	682 SH	Decreased-77 SH
EMCOR GROUP INC	COM	$263K	0.1%Prev: 0.1%	492 SH	Decreased-33 SH
EXXON MOBIL CORP	COM	$313K	0.1%Prev: 0.2%	2,901 SH	Decreased-388 SH
FEDEX CORP	COM	$233K	0.1%Prev: 0.1%	1,027 SH	Decreased+21 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$240K	0.1%	1,101 SH	New
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$761K	0.3%	27,641 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.2M	0.4%	34,456 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$548K	0.2%Prev: 0.2%	16,147 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.5M	0.5%Prev: 0.4%	52,518 SH	Increased+5,224 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$532K	0.2%Prev: 0.1%	13,399 SH	Increased+7,343 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.4M	1.2%Prev: 1.0%	82,032 SH	Increased+5,788 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$722K	0.3%Prev: 0.2%	17,570 SH	Decreased-706 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.9M	1.4%Prev: 1.1%	89,760 SH	Increased+10,628 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$11.2M	4.1%Prev: 2.5%	264,835 SH	Increased+78,170 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$231K	0.1%Prev: 0.1%	7,188 SH	Increased+654 SH
FORTINET INC	COM	$302K	0.1%	2,853 SH	New
GE AEROSPACE	COM NEW	$415K	0.2%Prev: 0.2%	1,611 SH	Decreased-266 SH
GLOBAL X FDS	GLOBX SUPDV US	$521K	0.2%	29,642 SH	New
GOLDMAN SACHS GROUP INC	COM	$408K	0.1%Prev: 0.2%	576 SH	Decreased-113 SH
HIGHLAND OPPS & INCOME FD	HIGHLAND INCOME	$76K	0.0%	14,625 SH	New
HOME DEPOT INC	COM	$356K	0.1%Prev: 0.1%	972 SH	Increased+9 SH
HOWMET AEROSPACE INC	COM	$209K	0.1%Prev: 0.1%	1,123 SH	Decreased+129 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$10.6M	3.9%Prev: 5.0%	225,885 SH	Decreased-110,992 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$341K	0.1%Prev: 0.1%	10,904 SH	Increased+3,089 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	0.4%Prev: 0.3%	25,205 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$317K	0.1%Prev: 0.1%	1,075 SH	Increased+48 SH
INTUITIVE SURGICAL INC	COM NEW	$234K	0.1%Prev: 0.1%	431 SH	Decreased-196 SH
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$525K	0.2%	20,527 SH	New
INVESCO QQQ TR	UNIT SER 1	$330K	0.1%Prev: 0.1%	599 SH	Increased+81 SH
ISHARES GOLD TR	ISHARES NEW	$7.2M	2.6%Prev: 3.2%	115,956 SH	Decreased-7,165 SH
ISHARES INC	CORE MSCI EMKT	$4.7M	1.7%Prev: 2.3%	77,691 SH	Decreased-33,751 SH
ISHARES SILVER TR	ISHARES	$2.9M	1.1%Prev: 0.5%	89,268 SH	Increased+65,748 SH
ISHARES TR	20 YR TR BD ETF	$5.8M	2.1%Prev: 2.1%	65,200 SH	Decreased-14,931 SH
ISHARES TR	CALIF MUN BD ETF	$881K	0.3%Prev: 0.3%	15,806 SH	Decreased
ISHARES TR	CORE MSCI INTL	$212K	0.1%	2,784 SH	New
ISHARES TR	CORE S&P500 ETF	$1.3M	0.5%Prev: 0.3%	2,057 SH	Increased+578 SH
ISHARES TR	EAFE GRWTH ETF	$7.9M	2.9%Prev: 3.1%	70,689 SH	Decreased-23,621 SH
ISHARES TR	EAFE VALUE ETF	$8.1M	2.9%Prev: 3.6%	127,129 SH	Decreased-33,779 SH
ISHARES TR	MSCI USA QLT FCT	$272K	0.1%	1,488 SH	New
ISHARES TR	NATIONAL MUN ETF	$5.3M	1.9%	50,383 SH	New
ISHARES TR	RUS MD CP GR ETF	$3.5M	1.3%Prev: 0.9%	25,138 SH	Increased+947 SH
ISHARES TR	RUS MDCP VAL ETF	$7.5M	2.7%Prev: 3.3%	56,613 SH	Decreased-20,281 SH
ISHARES TR	RUS TP200 GR ETF	$23.2M	8.4%Prev: 9.8%	94,037 SH	Decreased-38,285 SH
ISHARES TR	RUS TP200 VL ETF	$13.5M	4.9%Prev: 6.3%	159,915 SH	Decreased-68,640 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	1.7%Prev: 1.5%	80,401 SH	Decreased-7,413 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	0.4%Prev: 0.3%	24,109 SH	Increased+3,040 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.8M	1.7%Prev: 1.5%	97,749 SH	Decreased-5,492 SH
LINCOLN ELEC HLDGS INC	COM	$217K	0.1%Prev: 0.1%	1,045 SH	Decreased
LISTED FDS TR	TRUESHARES NOV	$245K	0.1%	5,846 SH	New
LISTED FDS TR	TRUESHARES OCT	$313K	0.1%	7,654 SH	New
LISTED FDS TR	TRUESHARES STRUC	$1.2M	0.5%	31,089 SH	New
LOCKHEED MARTIN CORP	COM	$682K	0.2%Prev: 0.1%	1,472 SH	Increased+862 SH
MARRIOTT INTL INC NEW	CL A	$2.2M	0.8%Prev: 0.4%	7,920 SH	Increased+3,555 SH
MASTERCARD INCORPORATED	CL A	$399K	0.1%Prev: 0.1%	710 SH	Increased-63 SH
META PLATFORMS INC	CL A	$1.9M	0.7%Prev: 0.5%	2,635 SH	Increased-164 SH
MICROSOFT CORP	COM	$4.5M	1.6%Prev: 1.1%	9,033 SH	Increased-896 SH
NETFLIX INC	COM	$1.1M	0.4%	833 SH	New
NEUBERGER BERMAN ETF TRUST	OPT STRATEGY ETF	$379K	0.1%	14,560 SH	New
NEXTERA ENERGY INC	COM	$283K	0.1%Prev: 0.1%	4,074 SH	Decreased-104 SH
NVIDIA CORPORATION	COM	$4.6M	1.7%Prev: 1.9%	29,017 SH	Decreased-6,830 SH
ORACLE CORP	COM	$430K	0.2%Prev: 0.1%	1,966 SH	Increased+165 SH
PACER FDS TR	US CASH COWS 100	$2.8M	1.0%Prev: 1.4%	50,277 SH	Decreased-26,841 SH
PALANTIR TECHNOLOGIES INC	CL A	$423K	0.2%Prev: 0.1%	3,103 SH	Increased+628 SH
PIMCO DYNAMIC INCOME FD	SHS	$6.1M	2.2%Prev: 1.9%	321,692 SH	Decreased-47,549 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	0.6%Prev: 0.5%	35,056 SH	Decreased
PIMCO ETF TR	ULTRA SHORT GOVT	$1.0M	0.4%Prev: 0.1%	10,034 SH	Increased+6,813 SH
PROCTER AND GAMBLE CO	COM	$1.0M	0.4%	6,402 SH	New
QUALCOMM INC	COM	$343K	0.1%	2,155 SH	New
SALESFORCE INC	COM	$226K	0.1%	827 SH	New
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$683K	0.2%	50,612 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.3M	1.2%Prev: 1.0%	149,986 SH	Decreased-13,272 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS CNVEX	$250K	0.1%	6,042 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$428K	0.2%Prev: 0.1%	11,259 SH	Increased+2,355 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS UPSID	$241K	0.1%	5,385 SH	New
SPDR INDEX SHS FDS	S&P EM MKT DIV	$355K	0.1%	9,317 SH	New
SPDR INDEX SHS FDS	S&P GLBDIV ETF	$734K	0.3%	10,412 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$251K	0.1%	2,736 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$5.2M	1.9%	71,562 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$428K	0.2%	558 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$144K	0.1%	11,760 SH	New
TESLA INC	COM	$1.5M	0.5%Prev: 0.5%	4,584 SH	Decreased-78 SH
THERMO FISHER SCIENTIFIC INC	COM	$222K	0.1%Prev: 0.1%	548 SH	Decreased-6 SH
TILRAY BRANDS INC	COM	$4K	0.0%	10,000 SH	New
TIMOTHY PLAN	US LARGE MID CP	$347K	0.1%	12,953 SH	New
UBIQUITI INC	COM	$224K	0.1%	543 SH	New
VANECK ETF TRUST	CLO ETF	$295K	0.1%	5,580 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$308K	0.1%	10,507 SH	New
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.5M	0.5%	5,225 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.6M	0.6%	9,635 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.3M	1.2%Prev: 0.8%	5,744 SH	Increased+1,384 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$912K	0.3%Prev: 0.3%	3,002 SH	Increased+286 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$393K	0.1%Prev: 0.1%	7,011 SH	Decreased-146 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.6M	0.6%Prev: 0.1%	26,682 SH	Increased+22,546 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.1M	0.8%Prev: 0.9%	25,958 SH	Decreased-13,226 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2.5M	0.9%Prev: 1.7%	28,756 SH	Decreased-29,150 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$293K	0.1%Prev: 0.1%	1,430 SH	Decreased
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$645K	0.2%	4,836 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$2.8M	1.0%Prev: 1.3%	20,961 SH	Decreased-8,651 SH
VEEVA SYS INC	CL A COM	$218K	0.1%	758 SH	New
VISA INC	COM CL A	$688K	0.3%Prev: 0.2%	1,939 SH	Increased+96 SH
WALMART INC	COM	$202K	0.1%Prev: 0.2%	2,062 SH	Decreased-2,257 SH
WISDOMTREE TR	FLOATNG RAT TREA	$13.3M	4.8%Prev: 0.1%	264,546 SH	Increased+256,327 SH
WISDOMTREE TR	US S CAP QTY DIV	$801K	0.3%Prev: 0.4%	17,214 SH	Decreased-11,114 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $253K
AMPHENOL CORP — $757K
APPLIED MATLS INC — $268K
CARDINAL HEALTH INC — $247K
CATERPILLAR INC — $219K
CENCORA INC — $214K
COCA COLA CO — $219K
COSTCO WHOLESALE CORPORATION — $785K
DIREXION SHARES ETF TRUST — $2.4M
ELEVATION SERIES TRUST — $561K
ELEVATION SERIES TRUST — $404K
ELEVATION SERIES TRUST — $268K
ELEVATION SERIES TRUST — $470K
ELEVATION SERIES TRUST — $1.3M
FIRST TR EXCHANGE-TRADED FD — $580K
FIRST TR EXCHNG TRADED FD VI — $505K
ISHARES TR — $6.8M
ISHARES TR — $201K
ISHARES TR — $227K
LAM RESEARCH CORP — $285K
… and 22 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