DOSSIER · 13F-HR · Q2 2026

LifeWealth Investments, LLC

$374M in tracked AUM across 136 positions as of Q2 2026.

LI
CIK 0002033794 · last filed Jun 30, 2026
Total AUM
$374M
as of Q2 2026
Holdings
136
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LifeWealth Investments, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IWY
ISHARES TR
$41M141K10.9%
02
IWX
ISHARES TR
$26M250K7.0%
03
SCEC
CAPITOL SER TR
$22M897K6.0%
04
BUFF
INNOVATOR ETFS TRUST
$20M371K5.2%
05
EFV
ISHARES TR
$13M172K3.5%
06
IWS
ISHARES TR
$13M77K3.4%
07
EFG
ISHARES TR
$12M95K3.2%
08
AAPL
APPLE INC
$11M40K3.1%
09
IAU
ISHARES GOLD TR
$10M138K2.8%
10
VTIP
VANGUARD MALVERN FDS
$10M206K2.8%

Filing history

2026Q2Jun 30
$374M 11.7%
136 positionsView →
2026Q1Mar 31
$335M 6.1%
141 positionsView →
2025Q4Dec 31
$316M 35.4%
154 positionsView →
2025Q3Sep 30
$488M 16.3%
269 positionsView →
2025Q2Jun 30
$583M 72.7%
362 positionsLocked
2025Q1Mar 31
$338M 123.7%
238 positionsLocked
2024Q4Dec 31
$151M
148 positionsLocked