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: $374.1M127 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$434K	0.1%Prev: 0.1%	1,726 SH	Increased+299 SH
ADVANCED MICRO DEVICES INC	COM	$541K	0.1%	931 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JUN ETF	$1.5M	0.4%	42,683 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US MAY ETF	$2.4M	0.6%	68,766 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$3.9M	1.1%Prev: 0.1%	117,482 SH	Increased+106,746 SH
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$286K	0.1%Prev: 0.2%	7,289 SH	Decreased-11,623 SH
ALPHABET INC	CAP STK CL A	$3.6M	1.0%Prev: 0.7%	10,184 SH	Increased-9 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.4%Prev: 0.3%	4,103 SH	Increased-168 SH
AMAZON COM INC	COM	$4.9M	1.3%Prev: 1.4%	20,560 SH	Increased+3,117 SH
AMPHENOL CORP	CL A	$1.1M	0.3%	6,094 SH	New
APPLE INC	COM	$11.5M	3.1%Prev: 2.9%	39,585 SH	Increased+56 SH
APPLIED MATLS INC	COM	$532K	0.1%	736 SH	New
ARISTA NETWORKS INC	COM SHS	$227K	0.1%Prev: 0.1%	1,335 SH	Decreased-1,613 SH
BANK OF AMER CORP	COM	$293K	0.1%	5,138 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$348K	0.1%Prev: 0.1%	695 SH	Increased+160 SH
BROADCOM INC	COM	$2.3M	0.6%Prev: 0.5%	6,125 SH	Increased+1,543 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$477K	0.1%Prev: 0.1%	34,993 SH	Increased+4,325 SH
CAPITOL SER TR	STERL CAP BD ETF	$22.4M	6.0%	896,531 SH	New
CARDINAL HEALTH INC	COM	$283K	0.1%	1,191 SH	New
CATERPILLAR INC	COM	$296K	0.1%	278 SH	New
COCA COLA CO	COM	$251K	0.1%	3,089 SH	New
COSTCO WHOLESALE CORPORATION	COM	$749K	0.2%	801 SH	New
DELL TECHNOLOGIES INC	CL C	$543K	0.1%	1,258 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$3.1M	0.8%	25,542 SH	New
DISNEY WALT CO	COM	$413K	0.1%Prev: 0.3%	4,293 SH	Decreased-2,323 SH
ELEVATION SERIES TRUST	S&P AU DE IN ETF	$484K	0.1%	19,272 SH	New
ELEVATION SERIES TRUST	TRUE SE BUFF ETF	$2.1M	0.6%	77,154 SH	New
ELEVATION SERIES TRUST	TRUE ST SEPT ETF	$731K	0.2%	16,088 SH	New
ELI LILLY & CO	COM	$921K	0.2%Prev: 0.2%	768 SH	Increased+86 SH
EMCOR GROUP INC	COM	$440K	0.1%Prev: 0.1%	530 SH	Increased+38 SH
FEDEX CORP	COM	$315K	0.1%Prev: 0.1%	1,005 SH	Increased-22 SH
FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$559K	0.1%	17,487 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$488K	0.1%	13,360 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$1.1M	0.3%	36,502 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$604K	0.2%Prev: 0.2%	16,147 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$203K	0.1%Prev: 0.2%	4,575 SH	Decreased-8,824 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.3M	0.9%Prev: 1.2%	72,590 SH	Decreased-9,442 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$834K	0.2%Prev: 0.3%	17,877 SH	Increased+307 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.9M	1.0%Prev: 1.4%	78,818 SH	Decreased-10,942 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.8M	2.4%Prev: 4.1%	181,970 SH	Decreased-82,865 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$223K	0.1%Prev: 0.1%	6,521 SH	Decreased-667 SH
FORTINET INC	COM	$255K	0.1%Prev: 0.1%	1,658 SH	Decreased-1,195 SH
GE AEROSPACE	COM NEW	$715K	0.2%Prev: 0.2%	1,913 SH	Increased+302 SH
GE VERNOVA INC	COM	$236K	0.1%	201 SH	New
GOLDMAN SACHS GROUP INC	COM	$709K	0.2%Prev: 0.1%	701 SH	Increased+125 SH
HOME DEPOT INC	COM	$342K	0.1%Prev: 0.1%	969 SH	Decreased-3 SH
HORIZON TECHNOLOGY FIN CORP	COM	$80K	0.0%	16,908 SH	New
HOWMET AEROSPACE INC	COM	$269K	0.1%Prev: 0.1%	1,002 SH	Increased-121 SH
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$19.6M	5.2%Prev: 3.9%	371,319 SH	Increased+145,434 SH
INNOVATOR ETFS TRUST	US EQT ULTRA BF	$271K	0.1%Prev: 0.1%	7,705 SH	Decreased-3,199 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.2M	0.3%Prev: 0.4%	25,205 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$301K	0.1%Prev: 0.1%	1,069 SH	Decreased-6 SH
INTUITIVE SURGICAL INC	COM NEW	$252K	0.1%Prev: 0.1%	634 SH	Increased+203 SH
INVESCO QQQ TR	UNIT SER 1	$486K	0.1%Prev: 0.1%	660 SH	Increased+61 SH
ISHARES GOLD TR	ISHARES NEW	$10.4M	2.8%Prev: 2.6%	137,841 SH	Increased+21,885 SH
ISHARES INC	CORE MSCI EMKT	$9.9M	2.7%Prev: 1.7%	119,829 SH	Increased+42,138 SH
ISHARES SILVER TR	ISHARES	$1.3M	0.3%Prev: 1.1%	24,467 SH	Decreased-64,801 SH
ISHARES TR	20 YR TR BD ETF	$7.1M	1.9%Prev: 2.1%	82,019 SH	Increased+16,819 SH
ISHARES TR	CALIF MUN BD ETF	$911K	0.2%Prev: 0.3%	15,806 SH	Increased
ISHARES TR	CORE S&P MCP ETF	$8.5M	2.3%	110,312 SH	New
ISHARES TR	CORE S&P500 ETF	$486K	0.1%Prev: 0.5%	648 SH	Decreased-1,409 SH
ISHARES TR	EAFE GRWTH ETF	$11.8M	3.2%Prev: 2.9%	94,973 SH	Increased+24,284 SH
ISHARES TR	EAFE VALUE ETF	$13.2M	3.5%Prev: 2.9%	171,963 SH	Increased+44,834 SH
ISHARES TR	RUS 1000 VAL ETF	$218K	0.1%	900 SH	New
ISHARES TR	RUS MD CP GR ETF	$4.2M	1.1%Prev: 1.3%	28,562 SH	Increased+3,424 SH
ISHARES TR	RUS MDCP VAL ETF	$12.7M	3.4%Prev: 2.7%	77,276 SH	Increased+20,663 SH
ISHARES TR	RUS TP200 GR ETF	$40.9M	10.9%Prev: 8.4%	140,725 SH	Increased+46,688 SH
ISHARES TR	RUS TP200 VL ETF	$26.3M	7.0%Prev: 4.9%	249,969 SH	Increased+90,054 SH
ISHARES TR	SELECT DIVID ETF	$234K	0.1%	1,500 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$4.8M	1.3%Prev: 1.7%	85,004 SH	Increased+4,603 SH
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.0M	0.3%Prev: 0.4%	20,306 SH	Decreased-3,803 SH
JANUS DETROIT STR TR	HENDRSN SHRT ETF	$4.9M	1.3%Prev: 1.7%	99,359 SH	Increased+1,610 SH
LAM RESEARCH CORP	COM NEW	$550K	0.1%	1,269 SH	New
LINCOLN ELEC HLDGS INC	COM	$277K	0.1%Prev: 0.1%	1,045 SH	Increased
LOCKHEED MARTIN CORP	COM	$422K	0.1%Prev: 0.2%	828 SH	Decreased-644 SH
MARRIOTT INTL INC NEW	CL A	$1.6M	0.4%Prev: 0.8%	4,357 SH	Decreased-3,563 SH
MASTERCARD INCORPORATED	CL A	$406K	0.1%Prev: 0.1%	790 SH	Increased+80 SH
META PLATFORMS INC	CL A	$1.5M	0.4%Prev: 0.7%	2,580 SH	Decreased-55 SH
MICROSOFT CORP	COM	$3.7M	1.0%Prev: 1.6%	10,033 SH	Decreased+1,000 SH
MONSTER BEVERAGE CORP NEW	COM	$254K	0.1%	2,643 SH	New
NEXTERA ENERGY INC	COM	$368K	0.1%Prev: 0.1%	4,198 SH	Increased+124 SH
NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$221K	0.1%	4,412 SH	New
NVIDIA CORPORATION	COM	$7.3M	1.9%Prev: 1.7%	36,447 SH	Increased+7,430 SH
ORACLE CORP	COM	$442K	0.1%Prev: 0.2%	3,016 SH	Increased+1,050 SH
PACER FDS TR	US CASH COWS 100	$5.4M	1.4%Prev: 1.0%	86,052 SH	Increased+35,775 SH
PALANTIR TECHNOLOGIES INC	CL A	$319K	0.1%Prev: 0.2%	2,734 SH	Decreased-369 SH
PHILLIPS 66	COM	$211K	0.1%	1,249 SH	New
PIMCO DYNAMIC INCOME FD	SHS	$6.1M	1.6%Prev: 2.2%	362,648 SH	Decreased+40,956 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	0.5%Prev: 0.6%	35,056 SH	Increased
PIMCO ETF TR	ULTR SH GO AC FD	$1.1M	0.3%	10,907 SH	New
PROCTER & GAMBLE CO	COM	$817K	0.2%	5,574 SH	New
RBC BEARINGS INC	COM	$459K	0.1%	712 SH	New
ROKU INC	COM CL A	$232K	0.1%	1,681 SH	New
ROSS STORES INC	COM	$272K	0.1%	1,280 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$474K	0.1%	17,889 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$228K	0.1%	8,780 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.5M	0.9%Prev: 1.2%	170,572 SH	Increased+20,586 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$265K	0.1%	11,300 SH	New
SIMPLIFY EXCHANGE TRADED FUN	US EQT PLS DWNSD	$279K	0.1%Prev: 0.2%	6,722 SH	Decreased-4,537 SH
SPDR INDEX SHS FDS	ST MAR DIVID ETF	$226K	0.1%	5,526 SH	New
SPDR INDEX SHS FDS	ST STR SP GLBDIV	$563K	0.2%	7,052 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$3.0M	0.8%	34,487 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$216K	0.1%	11,446 SH	New
STERLING CAP FDS	CAP HEDGED EQT P	$4.0M	1.1%	159,232 SH	New
STERLING CAP FDS	CAPITAL MULTI	$3.3M	0.9%	131,825 SH	New
STERLING CAP FDS	NATIONAL MUNI BD	$7.7M	2.1%	307,572 SH	New
TESLA INC	COM	$1.9M	0.5%Prev: 0.5%	4,619 SH	Increased+35 SH
TEXAS INSTRS INC	COM	$299K	0.1%	1,003 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$277K	0.1%Prev: 0.1%	552 SH	Increased+4 SH
TIMOTHY PLAN	HIG DV STK ETF	$382K	0.1%	9,040 SH	New
TIMOTHY PLAN	US LRGMD CP CORE	$719K	0.2%	14,284 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$220K	0.1%	2,915 SH	New
VANECK ETF TRUST	SEMICONDUCTR ETF	$5.5M	1.5%	8,407 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.4M	0.9%Prev: 1.2%	4,922 SH	Increased-822 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.1M	0.3%Prev: 0.3%	2,928 SH	Increased-74 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$10.4M	2.8%	206,411 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$945K	0.3%	16,029 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$447K	0.1%Prev: 0.1%	8,101 SH	Increased+1,090 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$211K	0.1%Prev: 0.6%	3,624 SH	Decreased-23,058 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.4M	0.9%Prev: 0.8%	43,079 SH	Increased+17,121 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$7.4M	2.0%Prev: 0.9%	60,828 SH	Increased+32,072 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$365K	0.1%Prev: 0.1%	1,542 SH	Increased+112 SH
VANGUARD STAR FDS	VG TL INTL STK F	$3.9M	1.0%	45,650 SH	New
VISA INC	COM CL A	$641K	0.2%Prev: 0.3%	1,868 SH	Decreased-71 SH
WALMART INC	COM	$536K	0.1%Prev: 0.1%	4,729 SH	Increased+2,667 SH
WISDOMTREE TR	FLOATNG RAT TREA	$320K	0.1%Prev: 4.8%	6,362 SH	Decreased-258,184 SH
WISDOMTREE TR	US S CAP QTY DIV	$1.9M	0.5%Prev: 0.3%	31,831 SH	Increased+14,617 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $473K
AIM ETF PRODUCTS TRUST — $286K
AIM ETF PRODUCTS TRUST — $757K
AIM ETF PRODUCTS TRUST — $283K
AIM ETF PRODUCTS TRUST — $2.7M
AIM ETF PRODUCTS TRUST — $449K
AIM ETF PRODUCTS TRUST — $845K
AIM ETF PRODUCTS TRUST — $823K
AIM ETF PRODUCTS TRUST — $2.6M
AIM ETF PRODUCTS TRUST — $2.6M
AIM ETF PRODUCTS TRUST — $1.9M
AMPHENOL CORP NEW — $340K
BANK AMERICA CORP — $227K
CAPITOL SER TR — $11.8M
CASEYS GEN STORES INC — $431K
CINTAS CORP — $235K
COSTCO WHSL CORP NEW — $655K
CROWDSTRIKE HLDGS INC — $282K
DEERE & CO — $546K
DIREXION SHS ETF TR — $1.6M
… and 42 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