§ 13F · FUND PROFILE
LifeWealth Investments, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $583.3T (13F)Positions · 362Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | 110K | $30.3T | 9.6% | +9% |
| 2 | IWX | ISHARES TR | 194K | $17.8T | 5.6% | +9% |
| 3 | SCEC | CAPITOL SER TR | 579K | $14.7T | 4.7% | +8% |
| 4 | BUFF | INNOVATOR ETFS TRUST | 267K | $13.3T | 4.2% | +14% |
| 5 | AAPL | APPLE INC | 38K | $10.3T | 3.3% | +2% |
| 6 | EFV | ISHARES TR | 144K | $10.3T | 3.3% | +7% |
| 7 | EFG | ISHARES TR | 83K | $9.5T | 3.0% | +8% |
| 8 | IWS | ISHARES TR | 67K | $9.4T | 3.0% | +9% |
| 9 | IAU | ISHARES GOLD TR | 112K | $9.1T | 2.9% | −4% |
| 10 | VTIP | VANGUARD MALVERN FDS | 178K | $8.8T | 2.8% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEWEALTH SIGNAL
AC read
LifeWealth Investments, LLC is a Other fund managing $583311.5 trillion in assets. The fund runs a broad portfolio of 362 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed