LifeWealth Investments, LLC 13F Holdings · Q2 2026
LifeWealth Investments, LLC reported 136 securities worth $374.13M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWY (10.93%), IWX (7.03%), SCEC (6.00%). Among its top 25 positions this quarter: 1 new, 18 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | $40.9M | 10.93% | 140,725 | Added |
| 2 | IWX | ISHARES TR | $26.3M | 7.03% | 249,969 | Added |
| 3 | SCEC | CAPITOL SER TR | $22.4M | 6.00% | 896,531 | Added |
| 4 | BUFF | INNOVATOR ETFS TRUST | $19.6M | 5.23% | 371,319 | Added |
| 5 | EFV | ISHARES TR | $13.2M | 3.52% | 171,963 | Added |
| 6 | IWS | ISHARES TR | $12.7M | 3.40% | 77,276 | Added |
| 7 | EFG | ISHARES TR | $11.8M | 3.16% | 94,973 | Added |
| 8 | AAPL | APPLE INC | $11.5M | 3.06% | 39,585 | Added |
| 9 | IAU | ISHARES GOLD TR | $10.4M | 2.78% | 137,841 | Added |
| 10 | VTIP | VANGUARD MALVERN FDS | $10.4M | 2.77% | 206,411 | Trimmed |
| 11 | IEMG | ISHARES INC | $9.9M | 2.65% | 119,829 | Added |
| 12 | IJH | ISHARES TR | $8.5M | 2.27% | 110,312 | Added |
| 13 | SCNM | STERLING CAP FDS | $7.7M | 2.07% | 307,572 | Added |
| 14 | VTWO | VANGUARD SCOTTSDALE FDS | $7.4M | 1.97% | 60,828 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $7.3M | 1.95% | 36,447 | Added |
| 16 | TLT | ISHARES TR | $7.1M | 1.89% | 82,019 | Added |
| 17 | PDI | PIMCO DYNAMIC INCOME FD | $6.1M | 1.62% | 362,648 | Trimmed |
| 18 | SMH | VANECK ETF TRUST | $5.5M | 1.47% | 8,407 | New |
| 19 | COWZ | PACER FDS TR | $5.4M | 1.43% | 86,052 | Added |
| 20 | AMZN | AMAZON COM INC | $4.9M | 1.31% | 20,560 | Trimmed |
| 21 | VNLA | JANUS DETROIT STR TR | $4.9M | 1.30% | 99,359 | Trimmed |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $4.8M | 1.28% | 85,004 | Trimmed |
| 23 | IWP | ISHARES TR | $4.2M | 1.12% | 28,562 | Added |
| 24 | SCEP | STERLING CAP FDS | $4.0M | 1.06% | 159,232 | Trimmed |
| 25 | VXUS | VANGUARD STAR FDS | $3.9M | 1.04% | 45,650 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR