LifeWealth Investments, LLC

Est. AUM

$335.0M

13F long equity, this entity only

Positions

141

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS TP200 GR ETF	$32.9M	132322	9.83%	SOLE
2	ISHARES TR	RUS TP200 VL ETF	$21.2M	228555	6.32%	SOLE
3	CAPITOL SER TR	STERLING CAP ENH	$19.1M	762957	5.71%	SOLE
4	INNOVATOR ETFS TRUST	LADERD ALCTN PWR	$16.6M	336877	4.97%	SOLE
5	ISHARES TR	EAFE VALUE ETF	$12.0M	160908	3.57%	SOLE
6	ISHARES TR	RUS MDCP VAL ETF	$11.2M	76894	3.34%	SOLE
7	ISHARES GOLD TR	ISHARES NEW	$10.9M	123121	3.24%	SOLE
8	ISHARES TR	EAFE GRWTH ETF	$10.5M	94310	3.13%	SOLE
9	VANGUARD MALVERN FDS	STRM INFPROIDX	$10.4M	207963	3.10%	SOLE
10	APPLE INC	COM	$9.8M	38526	2.92%	SOLE
11	ISHARES INC	CORE MSCI EMKT	$7.8M	111442	2.32%	SOLE
12	STERLING CAP FDS	NATIONAL MUNI BD	$7.2M	290988	2.16%	SOLE
13	ISHARES TR	20 YR TR BD ETF	$6.9M	80131	2.07%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$6.8M	100819	2.03%	SOLE
15	PIMCO DYNAMIC INCOME FD	SHS	$6.3M	369241	1.89%	SOLE
16	NVIDIA CORPORATION	COM	$6.3M	35847	1.87%	SOLE
17	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$5.8M	57906	1.73%	SOLE
18	JANUS DETROIT STR TR	HENDRSN SHRT ETF	$5.0M	103241	1.51%	SOLE
19	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.0M	87814	1.49%	SOLE
20	PACER FDS TR	US CASH COWS 100	$4.8M	77118	1.44%	SOLE
21	AMAZON COM INC	COM	$4.3M	20658	1.28%	SOLE
22	VANGUARD WORLD FD	MEGA CAP VAL ETF	$4.3M	29612	1.28%	SOLE
23	STERLING CAP FDS	CAP HEDGED EQT P	$3.8M	163093	1.15%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$3.8M	49080	1.12%	SOLE
25	MICROSOFT CORP	COM	$3.7M	9929	1.10%	SOLE
26	SIMPLIFY EXCHANGE TRADED FUN	SHORT TERM TREA	$3.4M	163258	1.03%	SOLE
27	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$3.4M	73517	1.03%	SOLE
28	VANGUARD STAR FDS	VG TL INTL STK F	$3.1M	40734	0.94%	SOLE
29	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$3.1M	39184	0.93%	SOLE
30	ISHARES TR	RUS MD CP GR ETF	$3.1M	24191	0.92%	SOLE
31	FIRST TR EXCHNG TRADED FD VI	FT VEST US	$3.1M	65363	0.92%	SOLE
32	STERLING CAP FDS	CAPITAL MULTI	$3.0M	118251	0.88%	SOLE
33	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$2.9M	86066	0.87%	SOLE
34	ALPHABET INC	CAP STK CL A	$2.9M	10082	0.87%	SOLE
35	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.6M	4360	0.78%	SOLE
36	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$2.5M	56445	0.74%	SOLE
37	DIREXION SHARES ETF TRUST	NASDAQ 100 EQ WT	$2.4M	24630	0.72%	SOLE
38	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.9M	49021	0.56%	SOLE
39	PIMCO ETF TR	SHTRM MUN BD ACT	$1.8M	35056	0.53%	SOLE
40	TESLA INC	COM	$1.7M	4662	0.52%	SOLE
41	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.7M	54226	0.51%	SOLE
42	FIRST TR EXCHNG TRADED FD VI	FT VEST U.S.	$1.6M	37583	0.49%	SOLE
43	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$1.6M	60539	0.48%	SOLE
44	ISHARES SILVER TR	ISHARES	$1.6M	23520	0.48%	SOLE
45	META PLATFORMS INC	CL A	$1.6M	2799	0.48%	SOLE
46	BROADCOM INC	COM	$1.5M	4994	0.46%	SOLE
47	WISDOMTREE TR	US S CAP QTY DIV	$1.5M	28328	0.45%	SOLE
48	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.5M	35295	0.44%	SOLE
49	MARRIOTT INTL INC NEW	CL A	$1.4M	4365	0.43%	SOLE
50	AIM ETF PRODUCTS TRUST	ALLIANZIM US EQT	$1.2M	31350	0.36%	SOLE

1–50 of 141

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.