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: $303.5M132 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$338K	0.1%Prev: 0.1%	1,459 SH	Decreased-267 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$646K	0.2%	22,066 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$2.3M	0.8%	86,460 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$6.9M	2.3%	220,383 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$570K	0.2%Prev: 0.1%	16,084 SH	Increased+8,795 SH
AIM ETF PRODUCTS TRUST	US LRGCP B20 DEC	$2.7M	0.9%	82,061 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JAN	$308K	0.1%	8,509 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 JUL	$1.7M	0.5%	43,054 SH	New
ALPHABET INC	CAP STK CL A	$2.5M	0.8%Prev: 1.0%	10,252 SH	Decreased+68 SH
ALPHABET INC	CAP STK CL C	$1.1M	0.4%Prev: 0.4%	4,372 SH	Decreased+269 SH
AMAZON COM INC	COM	$4.5M	1.5%Prev: 1.3%	20,339 SH	Decreased-221 SH
AMPHENOL CORP NEW	CL A	$668K	0.2%	5,395 SH	New
APPLE INC	COM	$9.5M	3.1%Prev: 3.1%	37,291 SH	Decreased-2,294 SH
ARISTA NETWORKS INC	COM SHS	$405K	0.1%Prev: 0.1%	2,778 SH	Increased+1,443 SH
ARMSTRONG WORLD INDS INC NEW	COM	$289K	0.1%	1,475 SH	New
BANK AMERICA CORP	COM	$259K	0.1%	5,018 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$214K	0.1%Prev: 0.1%	427 SH	Decreased-268 SH
BLACKROCK INC	COM	$214K	0.1%	184 SH	New
BROADCOM INC	COM	$1.6M	0.5%Prev: 0.6%	4,820 SH	Decreased-1,305 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$356K	0.1%Prev: 0.1%	31,743 SH	Decreased-3,250 SH
CAPITOL SER TR	STERLING CAP ENH	$13.6M	4.5%	534,329 SH	New
CASEYS GEN STORES INC	COM	$485K	0.2%	858 SH	New
CATERPILLAR INC	COM	$222K	0.1%Prev: 0.1%	465 SH	Decreased+187 SH
CINTAS CORP	COM	$220K	0.1%	1,071 SH	New
COSTCO WHSL CORP NEW	COM	$855K	0.3%	923 SH	New
DEERE & CO	COM	$495K	0.2%	1,083 SH	New
DIREXION SHS ETF TR	NAS100 EQL WGT	$1.7M	0.6%	16,535 SH	New
DISNEY WALT CO	COM	$671K	0.2%Prev: 0.1%	5,858 SH	Increased+1,565 SH
DUOLINGO INC	CL A COM	$223K	0.1%	694 SH	New
DUPONT DE NEMOURS INC	COM	$221K	0.1%	2,843 SH	New
ELEVATION SERIES TRUST	TRUESHARES DEC	$578K	0.2%	14,183 SH	New
ELEVATION SERIES TRUST	TRUESHARES QUART	$2.3M	0.7%	92,094 SH	New
ELEVATION SERIES TRUST	TRUESHARES SEASO	$1.4M	0.5%	53,433 SH	New
ELEVATION SERIES TRUST	TRUESHARES STRUC	$1.3M	0.4%	30,770 SH	New
ELI LILLY & CO	COM	$534K	0.2%Prev: 0.2%	700 SH	Decreased-68 SH
EMCOR GROUP INC	COM	$321K	0.1%Prev: 0.1%	494 SH	Decreased-36 SH
EXXON MOBIL CORP	COM	$293K	0.1%	2,600 SH	New
FEDEX CORP	COM	$237K	0.1%Prev: 0.1%	1,007 SH	Decreased+2 SH
FERGUSON ENTERPRISES INC	COMMON STOCK NEW	$296K	0.1%	1,317 SH	New
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$763K	0.3%	26,556 SH	New
FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$1.3M	0.4%	35,365 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$564K	0.2%Prev: 0.2%	16,147 SH	Decreased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	0.5%	48,488 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$472K	0.2%Prev: 0.1%	11,582 SH	Increased+7,007 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.4M	1.1%Prev: 0.9%	80,047 SH	Increased+7,457 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$759K	0.3%Prev: 0.2%	17,570 SH	Decreased-307 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.9M	1.3%Prev: 1.0%	85,315 SH	Decreased+6,497 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$10.1M	3.3%Prev: 2.4%	227,205 SH	Increased+45,235 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$234K	0.1%Prev: 0.1%	7,188 SH	Increased+667 SH
GE AEROSPACE	COM NEW	$540K	0.2%Prev: 0.2%	1,796 SH	Decreased-117 SH
GLOBAL X FDS	GLOBX SUPDV US	$538K	0.2%	30,440 SH	New
GOLDMAN SACHS GROUP INC	COM	$489K	0.2%Prev: 0.2%	614 SH	Decreased-87 SH
HIGHLAND OPPS & INCOME FD	HIGHLAND INCOME	$93K	0.0%	14,625 SH	New
HOME DEPOT INC	COM	$682K	0.2%Prev: 0.1%	1,684 SH	Increased+715 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$11.4M	3.8%Prev: 5.2%	233,094 SH	Decreased-138,225 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$330K	0.1%Prev: 0.1%	10,279 SH	Increased+2,574 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	0.4%Prev: 0.3%	25,205 SH	Decreased
INTERNATIONAL BUSINESS MACHS	COM	$300K	0.1%Prev: 0.1%	1,062 SH	Decreased-7 SH
INTUITIVE SURGICAL INC	COM NEW	$222K	0.1%Prev: 0.1%	496 SH	Decreased-138 SH
INVESCO ACTIVELY MANAGED EXC	AAA CLO FLTNG RT	$749K	0.2%	29,256 SH	New
INVESCO QQQ TR	UNIT SER 1	$370K	0.1%Prev: 0.1%	617 SH	Decreased-43 SH
ISHARES GOLD TR	ISHARES NEW	$8.5M	2.8%Prev: 2.8%	117,334 SH	Decreased-20,507 SH
ISHARES INC	CORE MSCI EMKT	$5.7M	1.9%Prev: 2.7%	86,029 SH	Decreased-33,800 SH
ISHARES SILVER TR	ISHARES	$3.8M	1.3%Prev: 0.3%	89,939 SH	Increased+65,472 SH
ISHARES TR	20 YR TR BD ETF	$6.0M	2.0%Prev: 1.9%	66,974 SH	Decreased-15,045 SH
ISHARES TR	CALIF MUN BD ETF	$902K	0.3%Prev: 0.2%	15,806 SH	Decreased
ISHARES TR	CORE MSCI INTL	$210K	0.1%	2,617 SH	New
ISHARES TR	CORE S&P500 ETF	$1.4M	0.5%Prev: 0.1%	2,148 SH	Increased+1,500 SH
ISHARES TR	EAFE GRWTH ETF	$8.7M	2.9%Prev: 3.2%	76,808 SH	Decreased-18,165 SH
ISHARES TR	EAFE VALUE ETF	$9.2M	3.0%Prev: 3.5%	135,177 SH	Decreased-36,786 SH
ISHARES TR	MSCI USA QLT FCT	$252K	0.1%	1,294 SH	New
ISHARES TR	NATIONAL MUN ETF	$5.8M	1.9%	54,192 SH	New
ISHARES TR	RUS 1000 VAL ETF	$218K	0.1%Prev: 0.1%	1,071 SH	Decreased+171 SH
ISHARES TR	RUS MD CP GR ETF	$2.0M	0.7%Prev: 1.1%	14,212 SH	Decreased-14,350 SH
ISHARES TR	RUS MDCP VAL ETF	$8.6M	2.8%Prev: 3.4%	61,237 SH	Decreased-16,039 SH
ISHARES TR	RUS TP200 GR ETF	$27.6M	9.1%Prev: 10.9%	100,691 SH	Decreased-40,034 SH
ISHARES TR	RUS TP200 VL ETF	$15.7M	5.2%Prev: 7.0%	178,356 SH	Decreased-71,613 SH
ISHARES TR	S&P 500 GRWT ETF	$210K	0.1%	1,743 SH	New
ISHARES TR	SELECT DIVID ETF	$213K	0.1%Prev: 0.1%	1,500 SH	Decreased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.6M	1.5%Prev: 1.3%	81,417 SH	Decreased-3,587 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	0.4%Prev: 0.3%	24,051 SH	Increased+3,745 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.9M	1.6%Prev: 1.3%	99,118 SH	Increased-241 SH
LINCOLN ELEC HLDGS INC	COM	$246K	0.1%Prev: 0.1%	1,045 SH	Decreased
LOCKHEED MARTIN CORP	COM	$819K	0.3%Prev: 0.1%	1,641 SH	Increased+813 SH
MARRIOTT INTL INC NEW	CL A	$1.6M	0.5%Prev: 0.4%	6,204 SH	Increased+1,847 SH
MASTERCARD INCORPORATED	CL A	$407K	0.1%Prev: 0.1%	716 SH	Increased-74 SH
META PLATFORMS INC	CL A	$2.0M	0.7%Prev: 0.4%	2,725 SH	Increased+145 SH
MICROSOFT CORP	COM	$5.0M	1.7%Prev: 1.0%	9,701 SH	Increased-332 SH
NETFLIX INC	COM	$1.0M	0.3%	851 SH	New
NEUBERGER BERMAN ETF TRUST	OPT STRATEGY ETF	$399K	0.1%	14,840 SH	New
NEXTERA ENERGY INC	COM	$306K	0.1%Prev: 0.1%	4,055 SH	Decreased-143 SH
NVIDIA CORPORATION	COM	$7.8M	2.6%Prev: 1.9%	42,025 SH	Increased+5,578 SH
ORACLE CORP	COM	$504K	0.2%Prev: 0.1%	1,794 SH	Increased-1,222 SH
PACER FDS TR	US CASH COWS 100	$3.0M	1.0%Prev: 1.4%	52,149 SH	Decreased-33,903 SH
PALANTIR TECHNOLOGIES INC	CL A	$572K	0.2%Prev: 0.1%	3,134 SH	Increased+400 SH
PIMCO DYNAMIC INCOME FD	SHS	$6.4M	2.1%Prev: 1.6%	324,214 SH	Increased-38,434 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	0.6%Prev: 0.5%	35,056 SH	Increased
PIMCO ETF TR	ULTRA SHORT GOVT	$1.6M	0.5%	15,941 SH	New
PROCTER AND GAMBLE CO	COM	$981K	0.3%	6,384 SH	New
SIMPLIFY EXCHANGE TRADED FUN	INTMD TERM TRSRY	$142K	0.0%	10,415 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.4M	1.1%Prev: 0.9%	156,466 SH	Decreased-14,106 SH
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS CNVEX	$266K	0.1%	6,202 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$467K	0.2%Prev: 0.1%	11,813 SH	Increased+5,091 SH
SPDR INDEX SHS FDS	S&P EM MKT DIV	$369K	0.1%	9,495 SH	New
SPDR INDEX SHS FDS	S&P GLBDIV ETF	$764K	0.3%	10,511 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$251K	0.1%	2,736 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P500	$5.2M	1.7%	66,679 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$185K	0.1%Prev: 0.1%	11,760 SH	Decreased+314 SH
TESLA INC	COM	$2.0M	0.7%Prev: 0.5%	4,540 SH	Increased-79 SH
THERMO FISHER SCIENTIFIC INC	COM	$266K	0.1%Prev: 0.1%	549 SH	Decreased-3 SH
TILRAY BRANDS INC	COM	$17K	0.0%	10,000 SH	New
TIMOTHY PLAN	HIG DV STK ETF	$279K	0.1%Prev: 0.1%	7,102 SH	Decreased-1,938 SH
TIMOTHY PLAN	US LARGE MID CP	$499K	0.2%	18,112 SH	New
UBER TECHNOLOGIES INC	COM	$224K	0.1%	2,284 SH	New
VANECK ETF TRUST	CLO ETF	$351K	0.1%	6,617 SH	New
VANECK ETF TRUST	FALLEN ANGEL HG	$316K	0.1%	10,646 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$227K	0.1%Prev: 0.1%	2,975 SH	Increased+60 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.6M	0.5%	5,391 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.7M	0.6%	9,888 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.0M	1.0%Prev: 0.9%	4,870 SH	Decreased-52 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$981K	0.3%Prev: 0.3%	2,989 SH	Decreased+61 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$407K	0.1%Prev: 0.1%	7,163 SH	Decreased-938 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.7M	0.5%Prev: 0.1%	28,208 SH	Increased+24,584 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.1M	0.7%Prev: 0.9%	26,802 SH	Decreased-16,277 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$4.4M	1.5%Prev: 2.0%	45,422 SH	Decreased-15,406 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$309K	0.1%Prev: 0.1%	1,430 SH	Decreased-112 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$691K	0.2%	4,903 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$3.0M	1.0%	21,573 SH	New
VISA INC	COM CL A	$623K	0.2%Prev: 0.2%	1,826 SH	Decreased-42 SH
WALMART INC	COM	$249K	0.1%Prev: 0.1%	2,417 SH	Decreased-2,312 SH
WISDOMTREE TR	FLOATNG RAT TREA	$13.7M	4.5%Prev: 0.1%	272,712 SH	Increased+266,350 SH
WISDOMTREE TR	US S CAP QTY DIV	$898K	0.3%Prev: 0.5%	17,964 SH	Decreased-13,867 SH

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $541K
AIM ETF PRODUCTS TRUST — $1.5M
AIM ETF PRODUCTS TRUST — $2.4M
AIM ETF PRODUCTS TRUST — $3.9M
AMPHENOL CORP — $1.1M
APPLIED MATLS INC — $532K
BANK OF AMER CORP — $293K
CAPITOL SER TR — $22.4M
CARDINAL HEALTH INC — $283K
COCA COLA CO — $251K
COSTCO WHOLESALE CORPORATION — $749K
DELL TECHNOLOGIES INC — $543K
DIREXION SHARES ETF TRUST — $3.1M
ELEVATION SERIES TRUST — $484K
ELEVATION SERIES TRUST — $2.1M
ELEVATION SERIES TRUST — $731K
FIRST TR EXCHANGE-TRADED FD — $559K
FIRST TR EXCHNG TRADED FD VI — $488K
FIRST TR EXCHNG TRADED FD VI — $1.1M
FORTINET INC — $255K
… and 28 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