Holders — by stockHoldings — by fund
LifeWealth Investments, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002033794
$374.1M
disclosed book value
136
positions
10.9%
largest position share
Positions, as of 2026-06-30
top 100 of 136 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IWYISHARES TR | 140,725 | $40.9M | 10.9% |
| 2 | IWXISHARES TR | 249,969 | $26.3M | 7% |
| 3 | SCECCAPITOL SER TR | 896,531 | $22.4M | 6% |
| 4 | BUFFINNOVATOR ETFS TRUST | 371,319 | $19.6M | 5.2% |
| 5 | EFVISHARES TR | 171,963 | $13.2M | 3.5% |
| 6 | IWSISHARES TR | 77,276 | $12.7M | 3.4% |
| 7 | EFGISHARES TR | 94,973 | $11.8M | 3.2% |
| 8 | AAPLAPPLE INC | 39,585 | $11.5M | 3.1% |
| 9 | IAUISHARES GOLD TR | 137,841 | $10.4M | 2.8% |
| 10 | VTIPVANGUARD MALVERN FDS | 206,411 | $10.4M | 2.8% |
| 11 | IEMGISHARES INC | 119,829 | $9.9M | 2.7% |
| 12 | IJHISHARES TR | 110,312 | $8.5M | 2.3% |
| 13 | SCNMSTERLING CAP FDS | 307,572 | $7.7M | 2.1% |
| 14 | VTWOVANGUARD SCOTTSDALE FDS | 60,828 | $7.4M | 2% |
| 15 | NVDANVIDIA CORPORATION | 36,447 | $7.3M | 1.9% |
| 16 | TLTISHARES TR | 82,019 | $7.1M | 1.9% |
| 17 | PDIPIMCO DYNAMIC INCOME FD | 362,648 | $6.1M | 1.6% |
| 18 | SMHVANECK ETF TRUST | 8,407 | $5.5M | 1.5% |
| 19 | COWZPACER FDS TR | 86,052 | $5.4M | 1.4% |
| 20 | AMZNAMAZON COM INC | 20,560 | $4.9M | 1.3% |
| 21 | VNLAJANUS DETROIT STR TR | 99,359 | $4.9M | 1.3% |
| 22 | JEPIJ P MORGAN EXCHANGE TRADED F | 85,004 | $4.8M | 1.3% |
| 23 | IWPISHARES TR | 28,562 | $4.2M | 1.1% |
| 24 | SCEPSTERLING CAP FDS | 159,232 | $4.0M | 1.1% |
| 25 | VXUSVANGUARD STAR FDS | 45,650 | $3.9M | 1% |
| 26 | MSFTMICROSOFT CORP | 10,033 | $3.7M | 1% |
| 27 | DJULFIRST TR EXCHNG TRADED FD VI | 73,130 | $3.7M | 1% |
| 28 | GOOGLALPHABET INC | 10,184 | $3.6M | 1% |
| 29 | TUASIMPLIFY EXCHANGE TRADED FUN | 170,572 | $3.5M | 0.9% |
| 30 | VCSHVANGUARD SCOTTSDALE FDS | 43,079 | $3.4M | 0.9% |
| 31 | VOOVANGUARD INDEX FDS | 4,922 | $3.4M | 0.9% |
| 32 | SCMCSTERLING CAP FDS | 131,825 | $3.3M | 0.9% |
| 33 | DFEBFIRST TR EXCHNG TRADED FD VI | 65,247 | $3.3M | 0.9% |
| 34 | QQQEDIREXION SHARES ETF TRUST | 25,542 | $3.1M | 0.8% |
| 35 | SPYMSPDR SERIES TRUST | 34,487 | $3.0M | 0.8% |
| 36 | DSEPFIRST TR EXCHNG TRADED FD VI | 55,849 | $2.6M | 0.7% |
| 37 | SIXDAIM ETF PRODUCTS TRUST | 78,906 | $2.4M | 0.7% |
| 38 | MAYWAIM ETF PRODUCTS TRUST | 68,766 | $2.4M | 0.6% |
| 39 | AVGOBROADCOM INC | 6,125 | $2.3M | 0.6% |
| 40 | ONEZELEVATION SERIES TRUST | 77,154 | $2.1M | 0.6% |
| 41 | TSLATESLA INC | 4,619 | $1.9M | 0.5% |
| 42 | DGRSWISDOMTREE TR | 31,831 | $1.9M | 0.5% |
| 43 | SMMUPIMCO ETF TR | 35,056 | $1.8M | 0.5% |
| 44 | DAUGFIRST TR EXCHNG TRADED FD VI | 37,090 | $1.7M | 0.5% |
| 45 | MARMARRIOTT INTL INC NEW | 4,357 | $1.6M | 0.4% |
| 46 | GJANFIRST TR EXCHNG TRADED FD VI | 34,828 | $1.6M | 0.4% |
| 47 | JUNWAIM ETF PRODUCTS TRUST | 42,683 | $1.5M | 0.4% |
| 48 | METAMETA PLATFORMS INC | 2,580 | $1.5M | 0.4% |
| 49 | GOOGALPHABET INC | 4,103 | $1.4M | 0.4% |
| 50 | SLVISHARES SILVER TR | 24,467 | $1.3M | 0.3% |
| 51 | MAYTAIM ETF PRODUCTS TRUST | 32,732 | $1.3M | 0.3% |
| 52 | PMARINNOVATOR ETFS TRUST | 25,205 | $1.2M | 0.3% |
| 53 | BILZPIMCO ETF TR | 10,907 | $1.1M | 0.3% |
| 54 | BUFDFIRST TR EXCHNG TRADED FD VI | 36,502 | $1.1M | 0.3% |
| 55 | VTIVANGUARD INDEX FDS | 2,928 | $1.1M | 0.3% |
| 56 | APHAMPHENOL CORP | 6,094 | $1.1M | 0.3% |
| 57 | JPSTJ P MORGAN EXCHANGE TRADED F | 20,306 | $1.0M | 0.3% |
| 58 | DDECFIRST TR EXCHNG TRADED FD VI | 21,033 | $996,438 | 0.3% |
| 59 | VGITVANGUARD SCOTTSDALE FDS | 16,029 | $945,390 | 0.3% |
| 60 | LLYELI LILLY & CO | 768 | $921,180 | 0.2% |
| 61 | CMFISHARES TR | 15,806 | $911,058 | 0.2% |
| 62 | DOCTFIRST TR EXCHNG TRADED FD VI | 17,877 | $834,498 | 0.2% |
| 63 | PGPROCTER & GAMBLE CO | 5,574 | $817,371 | 0.2% |
| 64 | COSTCOSTCO WHOLESALE CORPORATION | 801 | $749,319 | 0.2% |
| 65 | SEPZELEVATION SERIES TRUST | 16,088 | $731,051 | 0.2% |
| 66 | TPLCTIMOTHY PLAN | 14,284 | $719,199 | 0.2% |
| 67 | GEGE AEROSPACE | 1,913 | $714,988 | 0.2% |
| 68 | GSGOLDMAN SACHS GROUP INC | 701 | $709,000 | 0.2% |
| 69 | DNOVFIRST TR EXCHNG TRADED FD VI | 12,997 | $667,396 | 0.2% |
| 70 | VVISA INC | 1,868 | $640,902 | 0.2% |
| 71 | DJANFIRST TR EXCHNG TRADED FD VI | 13,571 | $617,809 | 0.2% |
| 72 | XFEBFIRST TR EXCHNG TRADED FD VI | 16,147 | $603,817 | 0.2% |
| 73 | DAPRFIRST TR EXCHNG TRADED FD VI | 14,467 | $591,411 | 0.2% |
| 74 | WDIVSPDR INDEX SHS FDS | 7,052 | $563,477 | 0.2% |
| 75 | FGDFIRST TR EXCHANGE-TRADED FD | 17,487 | $559,419 | 0.1% |
| 76 | LRCXLAM RESEARCH CORP | 1,269 | $549,905 | 0.1% |
| 77 | DELLDELL TECHNOLOGIES INC | 1,258 | $542,789 | 0.1% |
| 78 | AMDADVANCED MICRO DEVICES INC | 931 | $540,827 | 0.1% |
| 79 | WMTWALMART INC | 4,729 | $535,608 | 0.1% |
| 80 | AMATAPPLIED MATLS INC | 736 | $532,129 | 0.1% |
| 81 | BUFRFIRST TR EXCHNG TRADED FD VI | 13,360 | $488,041 | 0.1% |
| 82 | QQQINVESCO QQQ TR | 660 | $486,024 | 0.1% |
| 83 | IVVISHARES TR | 648 | $485,545 | 0.1% |
| 84 | PAYMELEVATION SERIES TRUST | 19,272 | $484,123 | 0.1% |
| 85 | XCHYXCALAMOS CONV & HIGH INCOME F | 34,993 | $476,599 | 0.1% |
| 86 | SCHPSCHWAB STRATEGIC TR | 17,889 | $474,047 | 0.1% |
| 87 | RBCRBC BEARINGS INC | 712 | $458,571 | 0.1% |
| 88 | VGLTVANGUARD SCOTTSDALE FDS | 8,101 | $447,018 | 0.1% |
| 89 | ORCLORACLE CORP | 3,016 | $442,000 | 0.1% |
| 90 | EMEEMCOR GROUP INC | 530 | $439,840 | 0.1% |
| 91 | ABBVABBVIE INC | 1,726 | $434,373 | 0.1% |
| 92 | LMTLOCKHEED MARTIN CORP | 828 | $421,859 | 0.1% |
| 93 | DISDISNEY WALT CO | 4,293 | $413,201 | 0.1% |
| 94 | MAMASTERCARD INCORPORATED | 790 | $405,753 | 0.1% |
| 95 | TPHDTIMOTHY PLAN | 9,040 | $382,211 | 0.1% |
| 96 | NEENEXTERA ENERGY INC | 4,198 | $368,458 | 0.1% |
| 97 | VIGVANGUARD SPECIALIZED FUNDS | 1,542 | $364,868 | 0.1% |
| 98 | BRK/BBERKSHIRE HATHAWAY INC DEL | 695 | $347,671 | 0.1% |
| 99 | HDHOME DEPOT INC | 969 | $341,761 | 0.1% |
| 100 | USFRWISDOMTREE TR | 6,362 | $320,327 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.