Lifewealth Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$335.0M
Q ending 2026-03-31
Prior quarter
$315.8M
Q ending 2025-12-31
Change
+6.1% QoQ · +61.1% YoY
Positions
141
reported holdings
Largest positions
Top 100 of 141 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IWY | Shares | $32.9M | 132K |
| Ishares Tr | IWX | Shares | $21.2M | 229K |
| Capitol Ser Tr | SCEC | Shares | $19.1M | 763K |
| Innovator Etfs Trust | BUFF | Shares | $16.6M | 337K |
| Ishares Tr | EFV | Shares | $12.0M | 161K |
| Ishares Tr | IWS | Shares | $11.2M | 77K |
| Ishares Gold Tr | IAU | Shares | $10.9M | 123K |
| Ishares Tr | EFG | Shares | $10.5M | 94K |
| Vanguard Malvern Fds | VTIP | Shares | $10.4M | 208K |
| Apple Inc | AAPL | Shares | $9.8M | 39K |
| Ishares Inc | IEMG | Shares | $7.8M | 111K |
| Sterling Cap Fds | SCNM | Shares | $7.2M | 291K |
| Ishares Tr | TLT | Shares | $6.9M | 80K |
| Ishares Tr | IJH | Shares | $6.8M | 101K |
| Pimco Dynamic Income Fd | PDI | Shares | $6.3M | 369K |
| Nvidia Corporation | NVDA | Shares | $6.3M | 36K |
| Vanguard Scottsdale Fds | VTWO | Shares | $5.8M | 58K |
| Janus Detroit Str Tr | VNLA | Shares | $5.0M | 103K |
| J P Morgan Exchange Traded F | JEPI | Shares | $5.0M | 88K |
| Pacer Fds Tr | COWZ | Shares | $4.8M | 77K |
| Amazon Com Inc | AMZN | Shares | $4.3M | 21K |
| Vanguard World Fd | MGV | Shares | $4.3M | 30K |
| Sterling Cap Fds | SCEP | Shares | $3.8M | 163K |
| Spdr Series Trust | SPYM | Shares | $3.8M | 49K |
| Microsoft Corp | MSFT | Shares | $3.7M | 10K |
| Simplify Exchange Traded Fun | TUA | Shares | $3.4M | 163K |
| First Tr Exchng Traded Fd Vi | DJUL | Shares | $3.4M | 74K |
| Vanguard Star Fds | VXUS | Shares | $3.1M | 41K |
| Vanguard Scottsdale Fds | VCSH | Shares | $3.1M | 39K |
| Ishares Tr | IWP | Shares | $3.1M | 24K |
| First Tr Exchng Traded Fd Vi | DFEB | Shares | $3.1M | 65K |
| Sterling Cap Fds | SCMC | Shares | $3.0M | 118K |
| Aim Etf Products Trust | SIXO | Shares | $2.9M | 86K |
| Alphabet Inc | GOOGL | Shares | $2.9M | 10K |
| Vanguard Index Fds | VOO | Shares | $2.6M | 4K |
| First Tr Exchng Traded Fd Vi | DSEP | Shares | $2.5M | 56K |
| Direxion Shares Etf Trust | QQQE | Shares | $2.4M | 25K |
| Aim Etf Products Trust | OCTW | Shares | $1.9M | 49K |
| Pimco Etf Tr | SMMU | Shares | $1.8M | 35K |
| Tesla Inc | TSLA | Shares | $1.7M | 5K |
| Aim Etf Products Trust | SEPW | Shares | $1.7M | 54K |
| First Tr Exchng Traded Fd Vi | DAUG | Shares | $1.6M | 38K |
| Aim Etf Products Trust | DECU | Shares | $1.6M | 61K |
| Ishares Silver Tr | SLV | Shares | $1.6M | 24K |
| Meta Platforms Inc | META | Shares | $1.6M | 3K |
| Broadcom Inc | AVGO | Shares | $1.5M | 5K |
| Wisdomtree Tr | DGRS | Shares | $1.5M | 28K |
| First Tr Exchng Traded Fd Vi | GJAN | Shares | $1.5M | 35K |
| Marriott Intl Inc New | MAR | Shares | $1.4M | 4K |
| Aim Etf Products Trust | JULW | Shares | $1.2M | 31K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Innovator Etfs Trust | PMAR | Shares | $1.1M | 25K |
| First Tr Exchng Traded Fd Vi | BUFD | Shares | $1.1M | 39K |
| J P Morgan Exchange Traded F | JPST | Shares | $1.1M | 21K |
| Ishares Tr | IVV | Shares | $966K | 1K |
| Elevation Series Trust | ONEZ | Shares | $941K | 38K |
| First Tr Exchng Traded Fd Vi | DDEC | Shares | $932K | 21K |
| Ishares Tr | CMF | Shares | $899K | 16K |
| Vanguard Index Fds | VTI | Shares | $871K | 3K |
| Elevation Series Trust | SEPZ | Shares | $871K | 21K |
| Vanguard Scottsdale Fds | VGIT | Shares | $858K | 14K |
| Procter & Gamble Co | PG | Shares | $856K | 6K |
| First Tr Exchng Traded Fd Vi | DOCT | Shares | $794K | 18K |
| Costco Wholesale Corporation | COST | Shares | $785K | 788 |
| First Tr Exchng Traded Fd Vi | DNOV | Shares | $778K | 16K |
| Amphenol Corp | APH | Shares | $757K | 6K |
| First Tr Exchng Traded Fd Vi | DAPR | Shares | $700K | 18K |
| Eli Lilly & Co | LLY | Shares | $698K | 759 |
| Schwab Strategic Tr | SCHP | Shares | $675K | 25K |
| Caseys Gen Stores Inc | CASY | Shares | $665K | 913 |
| First Tr Exchng Traded Fd Vi | DJAN | Shares | $586K | 14K |
| Timothy Plan | TPLC | Shares | $583K | 13K |
| Goldman Sachs Group Inc | GS | Shares | $583K | 689 |
| First Tr Exchange-Traded Fd | FGD | Shares | $580K | 18K |
| First Tr Exchng Traded Fd Vi | XFEB | Shares | $568K | 16K |
| Spdr Index Shs Fds | WDIV | Shares | $565K | 7K |
| Elevation Series Trust | PAYM | Shares | $561K | 26K |
| Exxon Mobil Corp | XOM | Shares | $558K | 3K |
| Visa Inc | V | Shares | $557K | 2K |
| Walmart Inc | WMT | Shares | $537K | 4K |
| Ge Aerospace | GE | Shares | $533K | 2K |
| Netflix Inc. | NFLX | Shares | $532K | 6K |
| First Tr Exchng Traded Fd Vi | GSEP | Shares | $505K | 13K |
| Elevation Series Trust | JANZ | Shares | $470K | 13K |
| Disney Walt Co | DIS | Shares | $463K | 5K |
| Aim Etf Products Trust | JULU | Shares | $448K | 16K |
| Elevation Series Trust | AUGZ | Shares | $435K | 11K |
| Wisdomtree Tr | USFR | Shares | $414K | 8K |
| Elevation Series Trust | DECZ | Shares | $404K | 10K |
| Ulta Beauty Inc | ULTA | Shares | $400K | 765 |
| Vanguard Scottsdale Fds | VGLT | Shares | $396K | 7K |
| Nextera Energy Inc | NEE | Shares | $388K | 4K |
| Emcor Group Inc | EME | Shares | $388K | 525 |
| Mastercard Incorporated | MA | Shares | $386K | 773 |
| Rbc Bearings Inc | RBC | Shares | $386K | 710 |
| Calamos Conv & High Income F | XCHYX | Shares | $381K | 35K |
| Lockheed Martin Corp | LMT | Shares | $368K | 610 |
| Palantir Technologies Inc | PLTR | Shares | $362K | 2K |
| Fedex Corp | FDX | Shares | $358K | 1K |
| Abbvie Inc | ABBV | Shares | $338K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.