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: $359.5M131 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$448K	0.1%Prev: 0.1%	1,713 SH	Increased+254 SH
ADVANCED MICRO DEVICES INC	COM	$1.2M	0.3%	1,914 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US JUN ETF	$1.1M	0.3%	31,638 SH	New
AIM ETF PRODUCTS TRUST	ALLIA US MAY ETF	$1.8M	0.5%	50,020 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.7M	0.8%	79,545 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B10 DEC	$222K	0.1%Prev: 0.2%	5,506 SH	Decreased-10,578 SH
ALPHABET INC	CAP STK CL A	$3.5M	1.0%Prev: 0.8%	10,255 SH	Increased+3 SH
ALPHABET INC	CAP STK CL C	$1.4M	0.4%Prev: 0.4%	4,059 SH	Increased-313 SH
AMAZON COM INC	COM	$4.2M	1.2%Prev: 1.5%	17,012 SH	Decreased-3,327 SH
AMPHENOL CORP	CL A	$1.0M	0.3%	12,143 SH	New
APPLE INC	COM	$11.8M	3.3%Prev: 3.1%	35,373 SH	Increased-1,918 SH
APPLIED MATLS INC	COM	$368K	0.1%	721 SH	New
ARISTA NETWORKS INC	COM SHS	$275K	0.1%Prev: 0.1%	1,349 SH	Decreased-1,429 SH
BANK OF AMER CORP	COM	$270K	0.1%	4,953 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$343K	0.1%Prev: 0.1%	689 SH	Increased+262 SH
BLOOM ENERGY CORP	COM CL A	$269K	0.1%	971 SH	New
BROADCOM INC	COM	$2.2M	0.6%Prev: 0.5%	6,354 SH	Increased+1,534 SH
CALAMOS CONV & HIGH INCOME F	COM SHS	$257K	0.1%Prev: 0.1%	21,913 SH	Decreased-9,830 SH
CARDINAL HEALTH INC	COM	$262K	0.1%	1,180 SH	New
CATERPILLAR INC	COM	$236K	0.1%Prev: 0.1%	291 SH	Increased-174 SH
CENCORA INC	COM	$223K	0.1%	743 SH	New
COCA COLA CO	COM	$220K	0.1%	2,558 SH	New
COSTCO WHOLESALE CORPORATION	COM	$723K	0.2%	794 SH	New
DEERE & CO	COM	$382K	0.1%Prev: 0.2%	568 SH	Decreased-515 SH
DELL TECHNOLOGIES INC	CL C	$660K	0.2%	1,226 SH	New
DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$3.1M	0.9%	25,965 SH	New
DISNEY WALT CO	COM	$413K	0.1%Prev: 0.2%	3,932 SH	Decreased-1,926 SH
ELEVATION SERIES TRUST	S&P AU DE IN ETF	$348K	0.1%	13,713 SH	New
ELEVATION SERIES TRUST	TRUE SE BUFF ETF	$1.6M	0.4%	55,777 SH	New
ELEVATION SERIES TRUST	TRUE ST SEPT ETF	$527K	0.1%	11,416 SH	New
ELI LILLY & CO	COM	$881K	0.2%Prev: 0.2%	761 SH	Increased+61 SH
EMCOR GROUP INC	COM	$401K	0.1%Prev: 0.1%	531 SH	Increased+37 SH
EXXONMOBIL HOLDINGS CORP	COM SHS	$510K	0.1%	3,132 SH	New
FEDEX CORP	COM	$287K	0.1%Prev: 0.1%	1,008 SH	Increased+1 SH
FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$685K	0.2%	20,650 SH	New
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$614K	0.2%	14,973 SH	New
FIRST TR EXCHNG TRADED FD VI	FT LADD BUFF ETF	$1.0M	0.3%	27,759 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST DEEP ETF	$1.2M	0.3%	38,184 SH	New
FIRST TR EXCHNG TRADED FD VI	FT VEST EQ ENHAN	$617K	0.2%Prev: 0.2%	16,147 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S	$207K	0.1%Prev: 0.2%	4,575 SH	Decreased-7,007 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$3.2M	0.9%Prev: 1.1%	68,549 SH	Decreased-11,498 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$602K	0.2%Prev: 0.3%	12,538 SH	Decreased-5,032 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US	$4.0M	1.1%Prev: 1.3%	78,620 SH	Increased-6,695 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.7M	2.4%Prev: 3.3%	174,344 SH	Decreased-52,861 SH
FIRST TR EXCHNG TRADED FD VI	VEST US EQUITY M	$225K	0.1%Prev: 0.1%	6,521 SH	Decreased-667 SH
FORTINET INC	COM	$272K	0.1%	1,523 SH	New
GE AEROSPACE	COM NEW	$562K	0.2%Prev: 0.2%	1,799 SH	Increased+3 SH
HARDING LOEVNER FDS INC	INTL DVLOPD MKTS	$268K	0.1%	16,915 SH	New
HOME DEPOT INC	COM	$241K	0.1%Prev: 0.2%	846 SH	Decreased-838 SH
HORIZON TECHNOLOGY FIN CORP	COM	$78K	0.0%	16,908 SH	New
HOWMET AEROSPACE INC	COM	$229K	0.1%	1,011 SH	New
INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$21.0M	5.8%Prev: 3.8%	389,976 SH	Increased+156,882 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.2M	0.3%Prev: 0.4%	25,205 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$238K	0.1%Prev: 0.1%	1,083 SH	Decreased+21 SH
INVESCO QQQ TR	UNIT SER 1	$437K	0.1%Prev: 0.1%	591 SH	Increased-26 SH
ISHARES GOLD TR	ISHARES NEW	$11.8M	3.3%Prev: 2.8%	151,407 SH	Increased+34,073 SH
ISHARES INC	CORE MSCI EMKT	$10.0M	2.8%Prev: 1.9%	122,926 SH	Increased+36,897 SH
ISHARES SILVER TR	ISHARES	$1.3M	0.4%Prev: 1.3%	23,115 SH	Decreased-66,824 SH
ISHARES TR	20 YR TR BD ETF	$2.3M	0.6%Prev: 2.0%	29,131 SH	Decreased-37,843 SH
ISHARES TR	CALIF MUN BD ETF	$855K	0.2%Prev: 0.3%	15,806 SH	Decreased
ISHARES TR	CORE S&P MCP ETF	$8.2M	2.3%	113,362 SH	New
ISHARES TR	CORE S&P500 ETF	$476K	0.1%Prev: 0.5%	621 SH	Decreased-1,527 SH
ISHARES TR	CORE UNIVRSL USD	$2.6M	0.7%	57,950 SH	New
ISHARES TR	EAFE GRWTH ETF	$11.9M	3.3%Prev: 2.9%	99,523 SH	Increased+22,715 SH
ISHARES TR	EAFE VALUE ETF	$14.0M	3.9%Prev: 3.0%	177,010 SH	Increased+41,833 SH
ISHARES TR	GLOBAL REIT ETF	$627K	0.2%	24,315 SH	New
ISHARES TR	RUS 1000 VAL ETF	$223K	0.1%Prev: 0.1%	900 SH	Increased-171 SH
ISHARES TR	RUS MD CP GR ETF	$2.7M	0.8%Prev: 0.7%	19,886 SH	Increased+5,674 SH
ISHARES TR	RUS MDCP VAL ETF	$12.5M	3.5%Prev: 2.8%	77,602 SH	Increased+16,365 SH
ISHARES TR	RUS TP200 GR ETF	$42.3M	11.8%Prev: 9.1%	143,533 SH	Increased+42,842 SH
ISHARES TR	RUS TP200 VL ETF	$30.2M	8.4%Prev: 5.2%	275,685 SH	Increased+97,329 SH
ISHARES TR	SELECT DIVID ETF	$228K	0.1%Prev: 0.1%	1,500 SH	Increased
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$870K	0.2%Prev: 0.4%	17,280 SH	Decreased-6,771 SH
LAM RESEARCH CORP	COM NEW	$317K	0.1%	965 SH	New
LINCOLN ELEC HLDGS INC	COM	$276K	0.1%Prev: 0.1%	1,045 SH	Increased
LOCKHEED MARTIN CORP	COM	$316K	0.1%Prev: 0.3%	620 SH	Decreased-1,021 SH
MARRIOTT INTL INC NEW	CL A	$1.4M	0.4%Prev: 0.5%	3,965 SH	Decreased-2,239 SH
MARVELL TECHNOLOGY INC	COM	$365K	0.1%	1,381 SH	New
MASTERCARD INCORPORATED	CL A	$436K	0.1%Prev: 0.1%	790 SH	Increased+74 SH
META PLATFORMS INC	CL A	$1.6M	0.4%Prev: 0.7%	2,181 SH	Decreased-544 SH
MICRON TECHNOLOGY INC	COM	$1000K	0.3%	939 SH	New
MICROSOFT CORP	COM	$4.3M	1.2%Prev: 1.7%	8,303 SH	Decreased-1,398 SH
NETFLIX INC.	COM	$355K	0.1%	5,105 SH	New
NEXTERA ENERGY INC	COM	$301K	0.1%Prev: 0.1%	3,978 SH	Decreased-77 SH
NORTHERN LTS FD TR IV	INSPIRE SML/ MID	$200K	0.1%	4,323 SH	New
NVIDIA CORPORATION	COM	$8.2M	2.3%Prev: 2.6%	35,868 SH	Increased-6,157 SH
ORACLE CORP	COM	$424K	0.1%Prev: 0.2%	3,088 SH	Decreased+1,294 SH
PACER FDS TR	US CASH COWS 100	$6.0M	1.7%Prev: 1.0%	89,158 SH	Increased+37,009 SH
PALANTIR TECHNOLOGIES INC	CL A	$489K	0.1%Prev: 0.2%	2,614 SH	Decreased-520 SH
PHILLIPS 66	COM	$313K	0.1%	1,225 SH	New
PIMCO ETF TR	SHTRM MUN BD ACT	$1.7M	0.5%Prev: 0.6%	35,056 SH	Decreased
PIMCO ETF TR	ULTR SH GO AC FD	$772K	0.2%	7,653 SH	New
PROCTER & GAMBLE CO	COM	$798K	0.2%	5,493 SH	New
RBC BEARINGS INC	COM	$373K	0.1%	748 SH	New
ROKU INC	COM CL A	$266K	0.1%	1,744 SH	New
ROSS STORES INC	COM	$322K	0.1%	1,379 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.3M	0.4%	39,604 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$489K	0.1%	19,447 SH	New
SIMPLIFY EXCHANGE TRADED FUN	MANAGED FUTURES	$229K	0.1%	7,950 SH	New
SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$725K	0.2%Prev: 1.1%	38,098 SH	Decreased-118,368 SH
SIMPLIFY EXCHANGE TRADED FUN	TREASURY OPT INC	$239K	0.1%	10,355 SH	New
SPDR INDEX SHS FDS	ST MAR DIVID ETF	$260K	0.1%	6,466 SH	New
SPDR INDEX SHS FDS	ST STR SP GLBDIV	$673K	0.2%	8,275 SH	New
SPDR SERIES TRUST	ST STR P500ETF	$2.1M	0.6%	23,613 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$222K	0.1%Prev: 0.1%	11,446 SH	Increased-314 SH
STERLING CAP FDS	CAP HEDGED EQT P	$4.7M	1.3%	187,824 SH	New
STERLING CAP FDS	CAPITAL MULTI	$4.4M	1.2%	178,369 SH	New
STERLING CAP FDS	NATIONAL MUNI BD	$7.8M	2.2%	331,624 SH	New
STERLING CAP FDS	STERL CAP BD ETF	$23.4M	6.5%	985,939 SH	New
TESLA INC	COM	$1.6M	0.5%Prev: 0.7%	4,566 SH	Decreased+26 SH
TEXAS INSTRS INC	COM	$273K	0.1%	976 SH	New
TIMOTHY PLAN	HIG DV STK ETF	$370K	0.1%Prev: 0.1%	9,110 SH	Increased+2,008 SH
TIMOTHY PLAN	US LRGMD CP CORE	$687K	0.2%	14,201 SH	New
TWILIO INC	CL A	$254K	0.1%	868 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$256K	0.1%Prev: 0.1%	2,915 SH	Increased-60 SH
VANECK ETF TRUST	SEMICONDUCTR ETF	$5.4M	1.5%	8,908 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.2M	0.9%Prev: 1.0%	4,598 SH	Increased-272 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.7M	1.0%Prev: 0.3%	9,863 SH	Increased+6,874 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$2.6M	0.7%	52,113 SH	New
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$961K	0.3%	16,965 SH	New
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$407K	0.1%Prev: 0.1%	8,116 SH	Decreased+953 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$370K	0.1%Prev: 0.5%	6,436 SH	Decreased-21,772 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.4M	0.9%Prev: 0.7%	44,158 SH	Increased+17,356 SH
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$6.0M	1.7%Prev: 1.5%	53,490 SH	Increased+8,068 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$360K	0.1%Prev: 0.1%	1,544 SH	Increased+114 SH
VANGUARD STAR FDS	VG TL INTL STK F	$6.3M	1.8%	74,232 SH	New
VISA INC	COM CL A	$678K	0.2%Prev: 0.2%	1,888 SH	Increased+62 SH
WALMART INC	COM	$496K	0.1%Prev: 0.1%	4,774 SH	Increased+2,357 SH
WESTERN DIGITAL CORP	COM	$377K	0.1%	829 SH	New
WISDOMTREE TR	FLOATNG RAT TREA	$300K	0.1%Prev: 4.5%	5,954 SH	Decreased-266,758 SH
WISDOMTREE TR	US S CAP QTY DIV	$1.8M	0.5%Prev: 0.3%	32,919 SH	Increased+14,955 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $646K
AIM ETF PRODUCTS TRUST — $2.3M
AIM ETF PRODUCTS TRUST — $6.9M
AIM ETF PRODUCTS TRUST — $2.7M
AIM ETF PRODUCTS TRUST — $308K
AIM ETF PRODUCTS TRUST — $1.7M
AMPHENOL CORP NEW — $668K
ARMSTRONG WORLD INDS INC NEW — $289K
BANK AMERICA CORP — $259K
BLACKROCK INC — $214K
CAPITOL SER TR — $13.6M
CASEYS GEN STORES INC — $485K
CINTAS CORP — $220K
COSTCO WHSL CORP NEW — $855K
DIREXION SHS ETF TR — $1.7M
DUOLINGO INC — $223K
DUPONT DE NEMOURS INC — $221K
ELEVATION SERIES TRUST — $578K
ELEVATION SERIES TRUST — $2.3M
ELEVATION SERIES TRUST — $1.4M
… and 40 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