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Filers›Holding Co.›LifeWealth Investments, LLC
DOSSIER · 13F-HR · Q1 2026

LifeWealth Investments, LLC

LifeWealth Investments's holding co. based in Greenwich, CT — $335M in tracked AUM across 141 positions as of Q1 2026.

LI
LifeWealth Investments·Greenwich, CT·Holding Co.
CIK 0002033794 · last filed Mar 31, 2026
Total AUM
$335M
▲ 3.3%
vs prior
Holdings
141
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
6% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LifeWealth Investments, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IWY
ISHARES TR
$33M132K9.8%
02
IWX
ISHARES TR
$21M229K6.3%
03
SCEC
CAPITOL SER TR
$19M763K5.7%
04
BUFF
INNOVATOR ETFS TRUST
$17M337K5.0%
05
EFV
ISHARES TR
$12M161K3.6%
06
IWS
ISHARES TR
$11M77K3.3%
07
IAU
ISHARES GOLD TR
$11M123K3.2%
08
EFG
ISHARES TR
$11M94K3.1%
09
VTIP
VANGUARD MALVERN FDS
$10M208K3.1%
10
AAPL
APPLE INC
$10M39K2.9%

Filing history

Filing history loading…
AI Agent · grounded in LifeWealth
haiku-4-5 · 141 positions indexed
Sector mix
  • Tech6%
  • Financials8%
  • Health Care5%
  • Cons. Disc.21%
  • Communications14%
  • Industrials38%
  • Other8%
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