§ 13F · FUND PROFILE
LifeWealth Investments, LLC.
AUM · $374M (13F)Positions · 136Turnover · n/a · Q2Filed · Jul 16, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 141K | $41M | 10.9% | +6% |
| 2 | IWX | ISHARES TR | 250K | $26M | 7.0% | +9% |
| 3 | SCEC | CAPITOL SER TR | 897K | $22M | 6.0% | +18% |
| 4 | BUFF | INNOVATOR ETFS TRUST | 371K | $20M | 5.2% | +10% |
| 5 | EFV | ISHARES TR | 172K | $13M | 3.5% | +7% |
| 6 | IWS | ISHARES TR | 77K | $13M | 3.4% | ±0% |
| 7 | EFG | ISHARES TR | 95K | $12M | 3.2% | +1% |
| 8 | AAPL | APPLE INC | 40K | $11M | 3.1% | +3% |
| 9 | IAU | ISHARES GOLD TR | 138K | $10M | 2.8% | +12% |
| 10 | VTIP | VANGUARD MALVERN FDS | 206K | $10M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEWEALTH SIGNAL
AC read
LifeWealth Investments, LLC is a Other fund managing $374 million in assets. The fund runs a portfolio of 136 positions.
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