LifeWealth Investments, LLC

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

Import this data to Google Sheets with:

=jivedata("lifewealth-investments-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $335.0M126 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$338K	0.1%Prev: 0.1%	1,555 SH	Increased+263 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM EQ BUF	$448K	0.1%Prev: 0.2%	15,703 SH	Increased+1,212 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$6.1M	1.8%	179,012 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$3.8M	1.1%	118,123 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US LRG	$253K	0.1%	7,373 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$298K	0.1%Prev: 0.3%	8,375 SH	Decreased-8,787 SH
ALPHABET INC	CAP STK CL A	$2.9M	0.9%Prev: 0.6%	10,082 SH	Increased+1,569 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.4%Prev: 0.3%	4,198 SH	Increased+67 SH
AMAZON COM INC	COM	$4.3M	1.3%Prev: 1.4%	20,658 SH	Increased+5,211 SH
AMPHENOL CORP	CL A	$757K	0.2%	5,988 SH	New
APPLE INC	COM	$9.8M	2.9%Prev: 3.6%	38,526 SH	Increased+4,712 SH
APPLIED MATLS INC	COM	$268K	0.1%	783 SH	New
BANK AMERICA CORP	COM	$234K	0.1%	4,802 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$296K	0.1%	617 SH	New
BROADCOM INC	COM	$1.5M	0.5%Prev: 0.3%	4,994 SH	Increased+1,178 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$381K	0.1%Prev: 0.1%	34,993 SH	Increased+5,870 SH
CAPITOL SER TR	STERLING CAP ENH	$19.1M	5.7%	762,957 SH	New
CARDINAL HEALTH INC	COM	$247K	0.1%	1,167 SH	New
CASEYS GEN STORES INC	COM	$665K	0.2%Prev: 0.2%	913 SH	Increased+177 SH
CATERPILLAR INC	COM	$219K	0.1%	309 SH	New
CENCORA INC	COM	$214K	0.1%	681 SH	New
COCA COLA CO	COM	$219K	0.1%	2,873 SH	New
COSTCO WHOLESALE CORPORATION	COM	$785K	0.2%	788 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$2.4M	0.7%	24,630 SH	New
DISNEY WALT CO	COM	$463K	0.1%Prev: 0.3%	4,807 SH	Decreased-1,143 SH
ELEVATION SERIES TRUST	S&P AUTOCALLABLE	$561K	0.2%	25,565 SH	New
ELEVATION SERIES TRUST	TRUESHARES DEC	$404K	0.1%	10,412 SH	New
ELEVATION SERIES TRUST	TRUESHARES OCT	$268K	0.1%	6,524 SH	New
ELEVATION SERIES TRUST	TRUESHARES SEASO	$941K	0.3%Prev: 0.1%	37,580 SH	Increased+29,003 SH
ELEVATION SERIES TRUST	TRUESHARES STRCD	$470K	0.1%	12,780 SH	New
ELEVATION SERIES TRUST	TRUESHARES STRUC	$1.3M	0.4%	32,142 SH	New
ELI LILLY & CO	COM	$698K	0.2%Prev: 0.2%	759 SH	Increased+187 SH
EMCOR GROUP INC	COM	$388K	0.1%	525 SH	New
EXXON MOBIL CORP	COM	$558K	0.2%	3,289 SH	New
FEDEX CORP	COM	$358K	0.1%Prev: 0.1%	1,006 SH	Increased-21 SH
FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$580K	0.2%	18,178 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$568K	0.2%Prev: 0.3%	16,147 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$1.4M	0.4%Prev: 0.6%	47,294 SH	Increased+207 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$244K	0.1%Prev: 0.4%	6,056 SH	Decreased-14,423 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$505K	0.2%	13,262 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.3M	1.0%Prev: 1.6%	76,244 SH	Decreased-10,930 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$794K	0.2%	18,276 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.7M	1.1%Prev: 1.7%	79,132 SH	Increased-4,585 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.4M	2.5%Prev: 5.1%	186,665 SH	Decreased-86,910 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$219K	0.1%	6,534 SH	New
GE AEROSPACE	COM NEW	$533K	0.2%Prev: 0.1%	1,877 SH	Increased+635 SH
GOLDMAN SACHS GROUP INC	COM	$583K	0.2%Prev: 0.1%	689 SH	Increased+235 SH
HOME DEPOT INC	COM	$317K	0.1%Prev: 0.2%	963 SH	Decreased+63 SH
HOWMET AEROSPACE INC	COM	$229K	0.1%	994 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$16.6M	5.0%Prev: 3.7%	336,877 SH	Increased+164,086 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$261K	0.1%Prev: 0.1%	7,815 SH	Increased+767 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.1M	0.3%Prev: 0.7%	25,205 SH	Decreased-10,019 SH
INTERNATIONAL BUSINESS MACHS	COM	$249K	0.1%Prev: 0.1%	1,027 SH	Decreased-48 SH
INTUITIVE SURGICAL INC	COM NEW	$289K	0.1%	627 SH	New
INVESCO QQQ TR	UNIT SER 1	$299K	0.1%	518 SH	New
ISHARES GOLD TR	ISHARES NEW	$10.9M	3.2%Prev: 2.6%	123,121 SH	Increased+31,609 SH
ISHARES INC	CORE MSCI EMKT	$7.8M	2.3%Prev: 1.9%	111,442 SH	Increased+39,256 SH
ISHARES SILVER TR	ISHARES	$1.6M	0.5%Prev: 1.1%	23,520 SH	Decreased-52,272 SH
ISHARES TR	20 YR TR BD ETF	$6.9M	2.1%Prev: 2.2%	80,131 SH	Increased+29,245 SH
ISHARES TR	CALIF MUN BD ETF	$899K	0.3%Prev: 0.4%	15,806 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$6.8M	2.0%	100,819 SH	New
ISHARES TR	CORE S&P500 ETF	$966K	0.3%Prev: 0.5%	1,479 SH	Decreased-371 SH
ISHARES TR	EAFE GRWTH ETF	$10.5M	3.1%Prev: 2.7%	94,310 SH	Increased+38,045 SH
ISHARES TR	EAFE VALUE ETF	$12.0M	3.6%Prev: 3.2%	160,908 SH	Increased+48,219 SH
ISHARES TR	RUS 1000 VAL ETF	$201K	0.1%	942 SH	New
ISHARES TR	RUS MD CP GR ETF	$3.1M	0.9%Prev: 1.3%	24,191 SH	Increased+1,759 SH
ISHARES TR	RUS MDCP VAL ETF	$11.2M	3.3%Prev: 2.2%	76,894 SH	Increased+40,666 SH
ISHARES TR	RUS TP200 GR ETF	$32.9M	9.8%Prev: 7.4%	132,322 SH	Increased+59,139 SH
ISHARES TR	RUS TP200 VL ETF	$21.2M	6.3%Prev: 5.1%	228,555 SH	Increased+98,967 SH
ISHARES TR	SELECT DIVID ETF	$227K	0.1%Prev: 0.1%	1,500 SH	Increased
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.0M	1.5%Prev: 1.8%	87,814 SH	Increased+21,690 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.1M	0.3%Prev: 0.6%	21,069 SH	Decreased-3,894 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$5.0M	1.5%Prev: 1.9%	103,241 SH	Increased+21,132 SH
LAM RESEARCH CORP	COM NEW	$285K	0.1%	1,336 SH	New
LINCOLN ELEC HLDGS INC	COM	$260K	0.1%	1,045 SH	New
LOCKHEED MARTIN CORP	COM	$368K	0.1%Prev: 0.2%	610 SH	Increased-121 SH
MARRIOTT INTL INC NEW	CL A	$1.4M	0.4%Prev: 0.8%	4,365 SH	Decreased-2,750 SH
MASTERCARD INCORPORATED	CL A	$386K	0.1%Prev: 0.2%	773 SH	Increased+203 SH
META PLATFORMS INC	CL A	$1.6M	0.5%Prev: 0.6%	2,799 SH	Increased+720 SH
MICROSOFT CORP	COM	$3.7M	1.1%Prev: 1.3%	9,929 SH	Increased+2,707 SH
NETFLIX INC.	COM	$532K	0.2%	5,528 SH	New
NEXTERA ENERGY INC	COM	$388K	0.1%Prev: 0.1%	4,178 SH	Increased+104 SH
NVIDIA CORPORATION	COM	$6.3M	1.9%Prev: 1.3%	35,847 SH	Increased+11,265 SH
ORACLE CORP	COM	$265K	0.1%	1,801 SH	New
PACER FDS TR	US CASH COWS 100	$4.8M	1.4%Prev: 1.0%	77,118 SH	Increased+37,949 SH
PALANTIR TECHNOLOGIES INC	CL A	$362K	0.1%Prev: 0.1%	2,475 SH	Increased-139 SH
PHILLIPS 66	COM	$223K	0.1%	1,222 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$6.3M	1.9%Prev: 2.5%	369,241 SH	Increased+102,269 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	0.5%Prev: 0.8%	35,056 SH	Increased
PIMCO ETF TR	ULTRA SHORT GOVT	$325K	0.1%	3,221 SH	New
PROCTER & GAMBLE CO	COM	$856K	0.3%	5,929 SH	New
RBC BEARINGS INC	COM	$386K	0.1%	710 SH	New
ROSS STORES INC	COM	$281K	0.1%	1,295 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$203K	0.1%Prev: 0.2%	7,924 SH	Decreased-9,530 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$675K	0.2%	25,370 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$232K	0.1%	7,679 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.4M	1.0%Prev: 1.2%	163,258 SH	Increased+51,831 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$232K	0.1%	9,867 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$324K	0.1%	8,904 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$795K	0.2%	13,140 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$3.8M	1.1%	49,080 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$279K	0.1%	11,446 SH	New
STERLING CAP FDS	CAP HEDGED EQT P	$3.8M	1.1%	163,093 SH	New
STERLING CAP FDS	CAPITAL MULTI	$3.0M	0.9%	118,251 SH	New
STERLING CAP FDS	NATIONAL MUNI BD	$7.2M	2.2%	290,988 SH	New
TESLA INC	COM	$1.7M	0.5%Prev: 0.4%	4,662 SH	Increased+1,497 SH
THERMO FISHER SCIENTIFIC INC	COM	$272K	0.1%	554 SH	New
TIMOTHY PLAN	HIG DV STK ETF	$336K	0.1%	8,129 SH	New
TIMOTHY PLAN	US LRGMD CP CORE	$583K	0.2%	12,563 SH	New
ULTA BEAUTY INC	COM	$400K	0.1%	765 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$268K	0.1%	2,915 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	0.8%Prev: 1.6%	4,360 SH	Decreased-2,067 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$871K	0.3%Prev: 0.3%	2,716 SH	Increased+458 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$10.4M	3.1%	207,963 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$858K	0.3%Prev: 0.9%	14,404 SH	Decreased-16,993 SH
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$396K	0.1%Prev: 0.5%	7,157 SH	Decreased-12,188 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$242K	0.1%Prev: 1.2%	4,136 SH	Decreased-39,644 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	0.9%Prev: 0.6%	39,184 SH	Increased+22,287 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$5.8M	1.7%Prev: 0.8%	57,906 SH	Increased+37,543 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$308K	0.1%Prev: 0.1%	1,430 SH	Increased
VANGUARD STAR FDS	VG TL INTL STK F	$3.1M	0.9%	40,734 SH	New
VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.3M	1.3%Prev: 1.0%	29,612 SH	Increased+13,725 SH
VISA INC	COM CL A	$557K	0.2%Prev: 0.2%	1,843 SH	Increased+399 SH
WALMART INC	COM	$537K	0.2%	4,319 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$414K	0.1%Prev: 5.2%	8,219 SH	Decreased-205,822 SH
WISDOMTREE TR	US S CAP QTY DIV	$1.5M	0.4%Prev: 0.3%	28,328 SH	Increased+13,832 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $664K
AIM ETF PRODUCTS TRUST — $2.2M
AIM ETF PRODUCTS TRUST — $353K
AIM ETF PRODUCTS TRUST — $715K
AIM ETF PRODUCTS TRUST — $697K
AIM ETF PRODUCTS TRUST — $2.1M
AIM ETF PRODUCTS TRUST — $2.1M
AIM ETF PRODUCTS TRUST — $1.5M
ARISTA NETWORKS INC — $250K
COSTCO WHSL CORP NEW — $528K
DEERE & CO — $504K
DIREXION SHS ETF TR — $1.1M
ELEVATION SERIES TRUST — $850K
ELEVATION SERIES TRUST — $523K
FIRST TR EXCHANGE TRADED FD — $599K
FIRST TR EXCHANGE-TRADED FD — $877K
FORTINET INC — $230K
GLOBAL X FDS — $442K
INVESCO ACTIVELY MANAGED EXC — $423K
ISHARES TR — $214K
… and 24 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