Q2 2026 13F · SEC CIK 2033794

LifeWealth Investments, LLC

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $374.1M
Reported positions: 136
Holdings vs S&P 500, 3 yrs: —
Assets under management: $490.6M

LifeWealth Investments, LLC is a wealth manager that reported 136 positions worth $374.1M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Ishares Russell Top 200 Growth ETF (IWY, 10.9%), Ishares Tr (IWX, 7.0%), Capitol Ser Tr (SCEC, 6.0%).

LifeWealth Investments, LLC holdings largest 50 of 136 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

LifeWealth Investments, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IWYIshares Russell Top 200 Growth ETF	10.9%	9.8%	140,725	+6.4%	$40.9M
IWXIshares Tr	7.0%	6.3%	249,969	+9.4%	$26.3M
SCECCapitol Ser Tr	6.0%	5.7%	896,531	+17.5%	$22.4M
BUFFInnovator Etfs Trust	5.2%	5.0%	371,319	+10.2%	$19.6M
EFVIshares Tr	3.5%	3.6%	171,963	+6.9%	$13.2M
IWSIshares Russell Mid-Cap Value ETF	3.4%	3.3%	77,276	+0.5%	$12.7M
EFGIshares Tr	3.2%	3.1%	94,973	+0.7%	$11.8M
AAPLApple Inc	3.1%	2.9%	39,585	+2.7%	$11.5M
IAUIshares Gold Trust	2.8%	3.2%	137,841	+12.0%	$10.4M
VTIPVanguard Malvern Fds	2.8%	3.1%	206,411	-0.7%	$10.4M
IEMGIshares	2.7%	2.3%	119,829	+7.5%	$9.9M
IJHIshares Tr	2.3%	2.0%	110,312	+9.4%	$8.5M
SCNMSterling Cap Fds	2.1%	2.2%	307,572	+5.7%	$7.7M
VTWOVanguard Scottsdale Fds	2.0%	1.7%	60,828	+5.0%	$7.4M
NVDANvidia Corporation Com	1.9%	1.9%	36,447	+1.7%	$7.3M
TLTIshares 20 Year Treasury Bond ETF	1.9%	2.1%	82,019	+2.4%	$7.1M
PDIPimco Dynamic Income Fd Shs	1.6%	1.9%	362,648	-1.8%	$6.1M
SMHVaneck Semiconductor ETF	1.5%	—	8,407	—	$5.5M
COWZPacer Fds Tr	1.4%	1.4%	86,052	+11.6%	$5.4M
AMZNAmazon Com Inc Com	1.3%	1.3%	20,560	-0.5%	$4.9M
VNLAJanus Detroit Str Tr	1.3%	1.5%	99,359	-3.8%	$4.9M
JEPIJpmorgan Equity Premium Income ETF	1.3%	1.5%	85,004	-3.2%	$4.8M
IWPIshares Russell Mid-Cap Growth ETF	1.1%	0.9%	28,562	+18.1%	$4.2M
SCEPSterling Cap Fds	1.1%	1.1%	159,232	-2.4%	$4.0M
VXUSVanguard Star Fds Vanguard Total Intl St	1.0%	0.9%	45,650	+12.1%	$3.9M
MSFTMicrosoft Corp	1.0%	1.1%	10,033	+1.0%	$3.7M
DJULFirst Tr Exchng Traded Fd Vi	1.0%	1.0%	73,130	-0.5%	$3.7M
GOOGLAlphabet Inc	1.0%	0.9%	10,184	+1.0%	$3.6M
TUASimplify Exchange Traded Fun	0.9%	1.0%	170,572	+4.5%	$3.5M
VCSHVanguard Scottsdale Fds	0.9%	0.9%	43,079	+9.9%	$3.4M
VOOVanguard S&p 500 ETF	0.9%	0.8%	4,922	+12.9%	$3.4M
SCMCSterling Cap Fds	0.9%	0.9%	131,825	+11.5%	$3.3M
DFEBFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	65,247	-0.2%	$3.3M
QQQEDirexion Shares ETF Trust	0.8%	0.7%	25,542	+3.7%	$3.1M
SPLGSpdr Series Trust	0.8%	1.1%	34,487	-29.7%	$3.0M
DSEPFirst Tr Exchng Traded Fd Vi	0.7%	0.7%	55,849	-1.1%	$2.6M
SIXDAim ETF Products Trust	0.7%	—	78,906	—	$2.4M
MAYWAim ETF Products Trust	0.6%	—	68,766	—	$2.4M
AVGOBroadcom Inc	0.6%	0.5%	6,125	+22.6%	$2.3M
ONEZElevation Series Trust	0.6%	—	77,154	—	$2.1M
TSLATesla Inc Com	0.5%	0.5%	4,619	-0.9%	$1.9M
DGRSWisdomtree Tr	0.5%	0.4%	31,831	+12.4%	$1.9M
SMMUPimco ETF Tr	0.5%	0.5%	35,056	+0.0%	$1.8M
DAUGFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	37,090	-1.3%	$1.7M
MARMarriott Intl Inc New Cl A	0.4%	0.4%	4,357	-0.2%	$1.6M
GJANFirst Tr Exchng Traded Fd Vi	0.4%	0.4%	34,828	-1.3%	$1.6M
JUNWAim ETF Products Trust	0.4%	—	42,683	—	$1.5M
METAMeta Platforms Inc Class A	0.4%	0.5%	2,580	-7.8%	$1.5M
GOOGAlphabet Inc	0.4%	—	4,103	—	$1.4M
SLVIshares Silver Tr	0.3%	0.5%	24,467	+4.0%	$1.3M

What LifeWealth Investments, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.8% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$374.1M	136
Q1 2026	$335.0M	141
Q4 2025	$315.8M	154
Q3 2025	$351.5M	214
Q2 2025	$308.2M	211
Q1 2025	$244.3M	193
Q4 2024	$150.9M	148

Questions about LifeWealth Investments, LLC's portfolio

What stocks does LifeWealth Investments, LLC own?

LifeWealth Investments, LLC's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 136 positions worth $374.1M. The largest are Ishares Russell Top 200 Growth ETF (IWY) at 10.9%, Ishares Tr (IWX) at 7.0%, Capitol Ser Tr (SCEC) at 6.0%, Innovator Etfs Trust (BUFF) at 5.2% and Ishares Tr (EFV) at 3.5%.

What did LifeWealth Investments, LLC buy last quarter?

In Q2 2026, LifeWealth Investments, LLC added Broadcom Inc (AVGO) (+22.6% shares), Ishares Russell Mid-Cap Growth ETF (IWP) (+18.1% shares) and Capitol Ser Tr (SCEC) (+17.5% shares), compared with its Q1 2026 filing.

What did LifeWealth Investments, LLC sell last quarter?

In Q2 2026, LifeWealth Investments, LLC cut from its top 50 Vanguard Mega Cap Value ETF Total (MGV), cut from its top 50 Aim ETF Products Trust (SIXO), cut from its top 50 Aim ETF Products Trust (AZBO), cut from its top 50 Aim ETF Products Trust (SEPW), cut from its top 50 Aim ETF Products Trust (DECU), Spdr Series Trust (SPLG) (-29.7% shares) and Meta Platforms Inc Class A (META) (-7.8% shares), compared with its Q1 2026 filing.

When is LifeWealth Investments, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. LifeWealth Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does LifeWealth Investments, LLC manage?

LifeWealth Investments, LLC reported $490.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $374.1M.