LifeWealth Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), LifeWealth Investments, LLC reported 136 stock positions worth $374.1 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 10.9% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 7.0%) and Capitol Ser TR (6.0%). Compared with Q1 2026, it opened 15 new positions, sold out of 20, added to 64 and reduced 47. The biggest buy was a new position in Vaneck Semiconductor ETF (SMH) and the biggest sale an exit from Vngrd Mrgstr MG CP VL ETF-Ui (MGV).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $374.1M (Q2 2026)
- SEC Filing
- 0002033794-26-000006 ↗ filed Jul 16, 2026
Holdings Value
Holdings 136 stocks · $374.1M
| IWY iShares Russell Top 200 Grow | 10.93% | 140,725 | $40.9M | Add +6.3% |
| IWX iShares Russell Top 200 Valu | 7.03% | 249,969 | $26.3M | Add +9.4% |
| CAPITOL SER TR | 6.00% | 896,531 | $22.4M | Add +17.5% |
| BUFF Innovator Laddered Allocatio | 5.23% | 371,319 | $19.6M | Add +10.2% |
| EFV iShares MSCI Eafe Value ETF | 3.52% | 171,963 | $13.2M | Add +6.9% |
| IWS iShares Russell Mid-Cap Valu | 3.40% | 77,276 | $12.7M | Add +0.5% |
| EFG iShares MSCI Eafe Growth ETF | 3.16% | 94,973 | $11.8M | Add +0.7% |
| AAPL Apple Inc. | 3.06% | 39,585 | $11.5M | Add +2.8% |
| IAU iShares Gold Trust | 2.78% | 137,841 | $10.4M | Add +12.0% |
| VTIP Vanguard Short-Term Tips | 2.77% | 206,411 | $10.4M | Reduce -0.8% |
| IEMG iShares Core MSCI Emerging | 2.65% | 119,829 | $9.9M | Add +7.5% |
| IJH iShares Core S&P Midcap ETF | 2.27% | 110,312 | $8.5M | Add +9.4% |
| SCNM Sterling Cap Natl MB ETF | 2.07% | 307,572 | $7.7M | Add +5.7% |
| VTWO Vanguard Russell 2000 ETF | 1.97% | 60,828 | $7.4M | Add +5.0% |
| NVDA Nvidia Corp. | 1.95% | 36,447 | $7.3M | Add +1.7% |
| TLT iShares 20+ Year Treasury BD | 1.89% | 82,019 | $7.1M | Add +2.4% |
| PDI PIMCO Dynamic Income Fund | 1.62% | 362,648 | $6.1M | Reduce -1.8% |
| SMH Vaneck Semiconductor ETF | 1.47% | 8,407 | $5.5M | New |
| COWZ Pacer US Cash Cows 100 ETF | 1.43% | 86,052 | $5.4M | Add +11.6% |
| AMZN Amazon.com Inc. | 1.31% | 20,560 | $4.9M | Reduce -0.5% |
| VNLA Janus Henderson Short Durati | 1.30% | 99,359 | $4.9M | Reduce -3.8% |
| JEPI JPMorgan Equity Premium Inco | 1.28% | 85,004 | $4.8M | Reduce -3.2% |
| IWP iShares Russell Mid-Cap Grow | 1.12% | 28,562 | $4.2M | Add +18.1% |
| SCEP Strling CPTL HDG Ep Incm ETF | 1.06% | 159,232 | $4.0M | Reduce -2.4% |
| VXUS Vanguard Total Intl Stock | 1.04% | 45,650 | $3.9M | Add +12.1% |
| MSFT Microsoft Corp. | 1.00% | 10,033 | $3.7M | Add +1.1% |
| DJUL FT Vest US Equity Deep Buffe | 0.98% | 73,130 | $3.7M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.97% | 10,184 | $3.6M | Add +1.0% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 0.93% | 170,572 | $3.5M | Add +4.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.91% | 43,079 | $3.4M | Add +9.9% |
| VOO Vanguard S&P 500 ETF | 0.90% | 4,922 | $3.4M | Add +12.9% |
| SCMC Sterling Cap Ms Income ETF | 0.89% | 131,825 | $3.3M | Add +11.5% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.88% | 65,247 | $3.3M | Reduce -0.2% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.83% | 25,542 | $3.1M | Add +3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.81% | 34,487 | $3.0M | Reduce -29.7% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.71% | 55,849 | $2.6M | Reduce -1.1% |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.65% | 78,906 | $2.4M | New |
| MAYW Alianzim US Eq BFR20 May-Usd | 0.64% | 68,766 | $2.4M | New |
| AVGO Broadcom Inc. | 0.62% | 6,125 | $2.3M | Add +22.6% |
| ONEZ Trueshr Seasonality La B ETF | 0.57% | 77,154 | $2.1M | Add +105.3% |
| TSLA Tesla Inc. | 0.52% | 4,619 | $1.9M | Reduce -0.9% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.51% | 31,831 | $1.9M | Add +12.4% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.47% | 35,056 | $1.8M | No change |
| DAUG FT Vest U.S. Equity Deep Buf | 0.46% | 37,090 | $1.7M | Reduce -1.3% |
| MAR Marriott International Class A | 0.43% | 4,357 | $1.6M | Reduce -0.2% |
| GJAN FT Vest US Equity Moderate B | 0.42% | 34,828 | $1.6M | Reduce -1.3% |
| JUNW Alianzim US Eq BFR20 Jun-Usd | 0.39% | 42,683 | $1.5M | New |
| META Meta Platforms Inc. Class A | 0.39% | 2,580 | $1.5M | Reduce -7.8% |
| GOOG Alphabet Inc. Class C | 0.39% | 4,103 | $1.4M | Reduce -2.3% |
| SLV iShares Silver Trust | 0.35% | 24,467 | $1.3M | Add +4.0% |
| MAYT All US Equ BUF10 May ETF-Usd | 0.34% | 32,732 | $1.3M | Reduce -2.1% |
| PMAR Innovator U.S. Equity Power | 0.32% | 25,205 | $1.2M | No change |
| BILZ PIMCO Ultra SHRT Govt Active | 0.29% | 10,907 | $1.1M | Add +238.6% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.29% | 36,502 | $1.1M | Reduce -5.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 2,928 | $1.1M | Add +7.8% |
| APH Amphenol Corp. Class A | 0.29% | 6,094 | $1.1M | Add +1.8% |
| JPST JPMorgan Ultra-Short Income | 0.27% | 20,306 | $1.0M | Reduce -3.6% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.27% | 21,033 | $996K | Reduce -0.1% |
| VGIT Vanguard Intermediate-Term T | 0.25% | 16,029 | $945K | Add +11.3% |
| LLY Eli Lilly & Co. | 0.25% | 768 | $921K | Add +1.2% |
| CMF iShares California Muni Bond | 0.24% | 15,806 | $911K | No change |
| DOCT FT Vest U.S. Equity Deep Buf | 0.22% | 17,877 | $834K | Reduce -2.2% |
| PG The Procter & Gamble Co. | 0.22% | 5,574 | $817K | Reduce -6.0% |
| COST Costco Wholesale Corp. | 0.20% | 801 | $749K | Add +1.6% |
| SEPZ Trueshares Struc Out Sep ETF | 0.20% | 16,088 | $731K | Reduce -25.0% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.19% | 14,284 | $719K | Add +13.7% |
| GE General Electric filed as GE AEROSPACE | 0.19% | 1,913 | $715K | Add +1.9% |
| GS Goldman Sachs Group Inc. | 0.19% | 701 | $709K | Add +1.7% |
| DNOV FT Vest US Equity Deep Buffe | 0.18% | 12,997 | $667K | Reduce -20.0% |
| V Visa Inc. Class A | 0.17% | 1,868 | $641K | Add +1.4% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.17% | 13,571 | $618K | Reduce -1.4% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.16% | 16,147 | $604K | No change |
| DAPR FT Vest U.S. Equity Deep Buf | 0.16% | 14,467 | $591K | Reduce -17.9% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.15% | 7,052 | $563K | Reduce -3.8% |
| FGD First Trust DJ GL Sel DVD | 0.15% | 17,487 | $559K | Reduce -3.8% |
| LRCX Lam Research Corp. | 0.15% | 1,269 | $550K | Reduce -5.0% |
| DELL Dell Technologies -C | 0.15% | 1,258 | $543K | New |
| AMD Advanced Micro Devices | 0.14% | 931 | $541K | New |
| WMT Walmart Inc. | 0.14% | 4,729 | $536K | Add +9.5% |
| AMAT Applied Materials Inc. | 0.14% | 736 | $532K | Reduce -6.0% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.13% | 13,360 | $488K | Add +53.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 660 | $486K | Add +27.4% |
| IVV iShares Core S&P 500 ETF | 0.13% | 648 | $486K | Reduce -56.2% |
| PAYM TS S&P Autocal DFNS Inc. ETF | 0.13% | 19,272 | $484K | Reduce -24.6% |
| XCHYX Calamos Convert & High Inc. | 0.13% | 34,993 | $477K | No change |
| SCHP Schwab U.S. Tips ETF | 0.13% | 17,889 | $474K | Reduce -29.5% |
| RBC RBC Bearings Inc. | 0.12% | 712 | $459K | Add +0.3% |
| VGLT Vanguard Long-Term Treasury | 0.12% | 8,101 | $447K | Add +13.2% |
| ORCL Oracle Corp. | 0.12% | 3,016 | $442K | Add +67.5% |
| EME Emcor Group Inc. | 0.12% | 530 | $440K | Add +0.9% |
| ABBV Abbvie Inc. | 0.12% | 1,726 | $434K | Add +11.0% |
| LMT Lockheed Martin Corp. | 0.11% | 828 | $422K | Add +35.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 4,293 | $413K | Reduce -10.7% |
| MA Mastercard Inc. Class A | 0.11% | 790 | $406K | Add +2.2% |
| TPHD Timothy Plan High DVD STCK | 0.10% | 9,040 | $382K | Add +11.2% |
| NEE Nextera Energy Inc. | 0.10% | 4,198 | $368K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.10% | 1,542 | $365K | Add +7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 695 | $348K | Add +12.6% |
| HD Home Depot Inc. | 0.09% | 969 | $342K | Add +0.6% |
| USFR Wisdomtree Floating Rate Tre | 0.09% | 6,362 | $320K | Reduce -22.6% |
Portfolio Sells Q1 2026 → Q2 2026
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Sold out | 0.00% | −1.28 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.87 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.56 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Sold out | 0.00% | −0.51 |
| JUNT Allianzim US Eq BFFR10 JN-US | Reduce -71.0% | 0.06% | −0.42 |
| VTIP Vanguard Short-Term Tips | Reduce -0.8% | 2.77% | −0.33 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -29.7% | 0.81% | −0.31 |
| PDI PIMCO Dynamic Income Fund | Reduce -1.8% | 1.62% | −0.27 |
| VNLA Janus Henderson Short Durati | Reduce -3.8% | 1.30% | −0.21 |
| JEPI JPMorgan Equity Premium Inco | Reduce -3.2% | 1.28% | −0.20 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.20 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.17 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -56.2% | 0.13% | −0.16 |
| GSEP FT Vest US Equity Moderate B | Sold out | 0.00% | −0.15 |
| JANZ Trueshares Struct Outc Jan | Sold out | 0.00% | −0.14 |
| JULU Allianzim US BF15 Uncap Jul | Sold out | 0.00% | −0.13 |
| AUGZ TS STR Outcome Aug ETF | Sold out | 0.00% | −0.13 |
| DECZ Trueshares Struc Out Dec ETF | Sold out | 0.00% | −0.12 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −0.12 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -7.8% | 0.39% | −0.09 |
| SCEP Strling CPTL HDG Ep Incm ETF | Reduce -2.4% | 1.06% | −0.08 |
| OCTZ Trueshares Struc Outcome Oct | Sold out | 0.00% | −0.08 |
| SEPT All US Equ BUF10 Sep ETF-Usd | Sold out | 0.00% | −0.08 |
| SCHP Schwab U.S. Tips ETF | Reduce -29.5% | 0.13% | −0.07 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Sold out | 0.00% | −0.07 |
| XDEC FT Vest US Equity Enhance & | Sold out | 0.00% | −0.07 |
| SEPZ Trueshares Struc Out Sep ETF | Reduce -25.0% | 0.20% | −0.06 |
| COR Cencora Inc. | Sold out | 0.00% | −0.06 |
| SCHX Schwab US Large-Cap ETF | Sold out | 0.00% | −0.06 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -20.0% | 0.18% | −0.05 |
| DAPR FT Vest U.S. Equity Deep Buf | Reduce -17.9% | 0.16% | −0.05 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -0.5% | 0.98% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -3.6% | 0.27% | −0.04 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -0.2% | 0.88% | −0.04 |
| PAYM TS S&P Autocal DFNS Inc. ETF | Reduce -24.6% | 0.13% | −0.04 |
| USFR Wisdomtree Floating Rate Tre | Reduce -22.6% | 0.09% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -6.0% | 0.22% | −0.04 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -5.4% | 0.29% | −0.03 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -1.1% | 0.71% | −0.03 |
| DIS The Walt Disney Co. | Reduce -10.7% | 0.11% | −0.03 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -1.3% | 0.46% | −0.02 |
| FGD First Trust DJ GL Sel DVD | Reduce -3.8% | 0.15% | −0.02 |
| FDX FedEx Corp. | Reduce -0.1% | 0.08% | −0.02 |
| GJAN FT Vest US Equity Moderate B | Reduce -1.3% | 0.42% | −0.02 |
| SPD Simplify US Eqty Plus Down | Reduce -24.5% | 0.07% | −0.02 |
| MAYT All US Equ BUF10 May ETF-Usd | Reduce -2.1% | 0.34% | −0.02 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Reduce -3.8% | 0.15% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -12.4% | 0.06% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| SMH Vaneck Semiconductor ETF | New | 1.47% | +1.47 |
| IWY iShares Russell Top 200 Grow | Add +6.3% | 10.93% | +1.10 |
| IWX iShares Russell Top 200 Valu | Add +9.4% | 7.03% | +0.70 |
| SIXD Allian US Equ 6 Mon BU10-Usd | New | 0.65% | +0.65 |
| MAYW Alianzim US Eq BFR20 May-Usd | New | 0.64% | +0.64 |
| JUNW Alianzim US Eq BFR20 Jun-Usd | New | 0.39% | +0.39 |
| IEMG iShares Core MSCI Emerging | Add +7.5% | 2.65% | +0.33 |
| ONEZ Trueshr Seasonality La B ETF | Add +105.3% | 0.57% | +0.29 |
| CAPITOL SER TR | Add +17.5% | 6.00% | +0.29 |
| BUFF Innovator Laddered Allocatio | Add +10.2% | 5.23% | +0.26 |
| VTWO Vanguard Russell 2000 ETF | Add +5.0% | 1.97% | +0.24 |
| IJH iShares Core S&P Midcap ETF | Add +9.4% | 2.27% | +0.24 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +238.6% | 0.29% | +0.20 |
| IWP iShares Russell Mid-Cap Grow | Add +18.1% | 1.12% | +0.19 |
| AVGO Broadcom Inc. | Add +22.6% | 0.62% | +0.16 |
| DELL Dell Technologies -C | New | 0.15% | +0.15 |
| AMD Advanced Micro Devices | New | 0.14% | +0.14 |
| AAPL Apple Inc. | Add +2.8% | 3.06% | +0.14 |
| VOO Vanguard S&P 500 ETF | Add +12.9% | 0.90% | +0.13 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Add +3.7% | 0.83% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +1.0% | 0.97% | +0.11 |
| VXUS Vanguard Total Intl Stock | Add +12.1% | 1.04% | +0.11 |
| NVDA Nvidia Corp. | Add +1.7% | 1.95% | +0.08 |
| TXN Texas Instruments Inc. | New | 0.08% | +0.08 |
| FTNT Fortinet Inc. | New | 0.07% | +0.07 |
| MNST Monster Beverage Corp. | New | 0.07% | +0.07 |
| GEV GE Vernova Inc. | New | 0.06% | +0.06 |
| ROKU Roku Inc. | New | 0.06% | +0.06 |
| APH Amphenol Corp. Class A | Add +1.8% | 0.29% | +0.06 |
| ANET Arista Networks Inc. | New | 0.06% | +0.06 |
| ISMD Inspire Small/Mid Cap ETF | New | 0.06% | +0.06 |
| DGRS Wisdomtree U.S. Smallcap Qua | Add +12.4% | 0.51% | +0.06 |
| IWS iShares Russell Mid-Cap Valu | Add +0.5% | 3.40% | +0.06 |
| XSEP FT Vest U.S. Equity Enhance | New | 0.05% | +0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +53.5% | 0.13% | +0.04 |
| QQQ Invesco QQQ Trust Series 1 | Add +27.4% | 0.13% | +0.04 |
| ORCL Oracle Corp. | Add +67.5% | 0.12% | +0.04 |
| LLY Eli Lilly & Co. | Add +1.2% | 0.25% | +0.04 |
| GE General Electric | Add +1.9% | 0.19% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.8% | 0.29% | +0.03 |
| EFG iShares MSCI Eafe Growth ETF | Add +0.7% | 3.16% | +0.02 |
| HRZN Horizon Technology Finance C | New | 0.02% | +0.02 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +13.7% | 0.19% | +0.02 |
| GS Goldman Sachs Group Inc. | Add +1.7% | 0.19% | +0.02 |
| ABBV Abbvie Inc. | Add +11.0% | 0.12% | +0.02 |
| BAC Bank of America Corp. | Add +7.0% | 0.08% | +0.01 |
| RBC RBC Bearings Inc. | Add +0.3% | 0.12% | +0.01 |
| IBM Intl Business Machines Corp. | Add +4.1% | 0.08% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +7.8% | 0.10% | +0.01 |
| V Visa Inc. Class A | Add +1.4% | 0.17% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 136 | $374.1M | IWY, IWX, CAPITOL SER TR, BUFF, EFV |
| Q1 2026 | 141 | $335.0M | IWY, IWX, CAPITOL SER TR, BUFF, EFV |
| Q4 2025 | 154 | $315.8M | IWY, IWX, CAPITOL SER TR, BUFF, AAPL |
| Q3 2025Amended | 147 | $303.5M | IWY, IWX, USFR, CAPITOL SER TR, BUFF |
| Q2 2025Amended | 151 | $275.1M | IWY, IWX, USFR, CAPITOL SER TR, BUFF |
| Q1 2025Amended | 127 | $207.9M | IWY, USFR, IWX, BUFF, AAPL |
| Q4 2024 | 148 | $150.9M | IWY, USFR, AAPL, IWX, UAPR |