§ 13F · FUND PROFILE
LifeWealth Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $304M (13F)Positions · 147Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$22M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 132K | $33M | 9.8% | +21% |
| 2 | IWX | ISHARES TR | 229K | $21M | 6.3% | +18% |
| 3 | SCEC | CAPITOL SER TR | 763K | $19M | 5.7% | +32% |
| 4 | BUFF | INNOVATOR ETFS TRUST | 337K | $17M | 5.0% | +26% |
| 5 | EFV | ISHARES TR | 161K | $12M | 3.6% | +12% |
| 6 | IWS | ISHARES TR | 77K | $11M | 3.3% | +16% |
| 7 | IAU | ISHARES GOLD TR | 123K | $11M | 3.2% | +9% |
| 8 | EFG | ISHARES TR | 94K | $11M | 3.1% | +13% |
| 9 | VTIP | VANGUARD MALVERN FDS | 208K | $10M | 3.1% | +17% |
| 10 | AAPL | APPLE INC | 39K | $10M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEWEALTH SIGNAL
AC read
LifeWealth Investments, LLC is a Other fund managing $304 million in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed