LifeWealth Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 26, 2025), LifeWealth Investments, LLC reported 148 stock positions worth $150.9 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 6.5% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 4.2%) and Apple (AAPL, 4.1%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $150.9M (Q4 2024)
- SEC Filing
- 0002033794-25-000001 ↗ filed Feb 26, 2025
Holdings Value
Holdings 148 stocks · $150.9M
| IWY iShares Russell Top 200 Grow | 6.52% | 41,837 | $9.8M | — |
| USFR Wisdomtree Floating Rate Tre | 4.21% | 126,122 | $6.3M | — |
| AAPL Apple Inc. | 4.09% | 24,627 | $6.2M | — |
| IWX iShares Russell Top 200 Valu | 3.89% | 74,250 | $5.9M | — |
| UAPR Innovator U.S. Equity Ultra | 2.88% | 140,718 | $4.3M | — |
| TLT iShares 20+ Year Treasury BD | 2.41% | 41,630 | $3.6M | — |
| VNLA Janus Henderson Short Durati | 2.30% | 71,004 | $3.5M | — |
| NVDA Nvidia Corp. | 2.11% | 23,694 | $3.2M | — |
| PDI PIMCO Dynamic Income Fund | 2.02% | 166,208 | $3.0M | — |
| EFV iShares MSCI Eafe Value ETF | 2.00% | 57,568 | $3.0M | — |
| AMZN Amazon.com Inc. | 1.98% | 13,646 | $3.0M | — |
| EFG iShares MSCI Eafe Growth ETF | 1.97% | 30,728 | $3.0M | — |
| IAU iShares Gold Trust | 1.97% | 60,058 | $3.0M | — |
| MSFT Microsoft Corp. | 1.86% | 6,678 | $2.8M | — |
| DJUL FT Vest US Equity Deep Buffe | 1.77% | 63,784 | $2.7M | — |
| IWS iShares Russell Mid-Cap Valu | 1.75% | 20,390 | $2.6M | — |
| MUB iShares National Muni Bond E | 1.60% | 22,635 | $2.4M | — |
| JEPI JPMorgan Equity Premium Inco | 1.57% | 41,112 | $2.4M | — |
| DFEB FT Vest U.S. Equity Deep Buf | 1.53% | 54,024 | $2.3M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.53% | 33,450 | $2.3M | — |
| IEMG iShares Core MSCI Emerging | 1.44% | 41,641 | $2.2M | — |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.30% | 92,195 | $2.0M | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 1.16% | 35,056 | $1.7M | — |
| IWP iShares Russell Mid-Cap Grow | 1.13% | 13,476 | $1.7M | — |
| VMBS Vanguard Mortgage-Backed Sec | 1.13% | 37,631 | $1.7M | — |
| VGSH Vanguard Short-Term Treasury | 1.10% | 28,532 | $1.7M | — |
| USIG iShares Broad Usd Investment | 1.09% | 32,656 | $1.6M | — |
| GJAN FT Vest US Equity Moderate B | 1.07% | 41,921 | $1.6M | — |
| DSEP FT Vest U.S. Equity Deep Buf | 1.03% | 38,316 | $1.6M | — |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.90% | 10,817 | $1.4M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.88% | 8,242 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 0.84% | 6,661 | $1.3M | — |
| DAUG FT Vest U.S. Equity Deep Buf | 0.83% | 31,438 | $1.2M | — |
| SLV iShares Silver Trust | 0.82% | 47,263 | $1.2M | — |
| JPST JPMorgan Ultra-Short Income | 0.80% | 23,932 | $1.2M | — |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.80% | 39,595 | $1.2M | — |
| MAR Marriott International Class A | 0.80% | 4,314 | $1.2M | — |
| JANW Alianzim US Eq BFR20 Jan-Usd | 0.79% | 35,669 | $1.2M | — |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.78% | 36,459 | $1.2M | — |
| VTWO Vanguard Russell 2000 ETF | 0.77% | 13,020 | $1.2M | — |
| VGIT Vanguard Intermediate-Term T | 0.74% | 19,228 | $1.1M | — |
| VOO Vanguard S&P 500 ETF | 0.71% | 2,000 | $1.1M | — |
| PMAR Innovator U.S. Equity Power | 0.67% | 25,205 | $1.0M | — |
| PG The Procter & Gamble Co. | 0.67% | 6,004 | $1.0M | — |
| GDEC FT Vest US Equity Moderate B | 0.63% | 28,344 | $956K | — |
| META Meta Platforms Inc. Class A | 0.61% | 1,573 | $921K | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.60% | 11,631 | $907K | — |
| CMF iShares California Muni Bond | 0.60% | 15,806 | $905K | — |
| GOOG Alphabet Inc. Class C | 0.59% | 4,699 | $895K | — |
| VWO Vanguard Ftse Emerging Marke | 0.57% | 19,675 | $866K | — |
| TSLA Tesla Inc. | 0.56% | 2,092 | $845K | — |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.56% | 23,607 | $839K | — |
| AVGO Broadcom Inc. | 0.52% | 3,369 | $781K | — |
| DDEC FT Vest U.S. Equity Deep Buf | 0.51% | 19,163 | $769K | — |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.51% | 30,130 | $769K | — |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.49% | 8,233 | $739K | — |
| DNOV FT Vest US Equity Deep Buffe | 0.46% | 16,242 | $696K | — |
| IVV iShares Core S&P 500 ETF | 0.46% | 1,170 | $689K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.43% | 2,258 | $654K | — |
| VGLT Vanguard Long-Term Treasury | 0.43% | 11,769 | $651K | — |
| DAPR FT Vest U.S. Equity Deep Buf | 0.40% | 16,099 | $599K | — |
| BILZ PIMCO Ultra SHRT Govt Active | 0.40% | 5,916 | $596K | — |
| VGK Vanguard Ftse Europe ETF | 0.38% | 9,126 | $579K | — |
| MO Altria Group Inc. | 0.36% | 10,490 | $549K | — |
| LMT Lockheed Martin Corp. | 0.36% | 1,127 | $547K | — |
| JANT Allianzim US Eq BFFR10 JN-US | 0.35% | 14,807 | $534K | — |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.34% | 13,564 | $518K | — |
| DMAR FT Vest US Equity Deep Buffe | 0.34% | 13,340 | $509K | — |
| QBER Trueshares Quartly B HDG ETF | 0.33% | 20,001 | $494K | — |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.32% | 18,376 | $488K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,048 | $450K | — |
| DE Deere & Co. | 0.30% | 1,056 | $447K | — |
| IP International Paper Co. | 0.29% | 8,036 | $432K | — |
| NFLX Netflix Inc. | 0.28% | 477 | $425K | — |
| COST Costco Wholesale Corp. | 0.28% | 455 | $417K | — |
| JPM JPMorgan Chase & Co. | 0.27% | 1,722 | $413K | — |
| T AT&T Inc. | 0.27% | 17,849 | $406K | — |
| FAUG FT Vest U.S. Equity Buffer E | 0.27% | 8,658 | $403K | — |
| VZ Verizon Communications Inc. | 0.27% | 10,042 | $402K | — |
| V Visa Inc. Class A | 0.26% | 1,259 | $398K | — |
| HD Home Depot Inc. | 0.26% | 1,021 | $397K | — |
| DECT Allianzim US Eq BFFR10 DC-US | 0.26% | 12,376 | $394K | — |
| DJUN FT Vest US Equity Deep Buffe | 0.25% | 8,721 | $377K | — |
| CFG Citizens Financial Group | 0.25% | 8,618 | $377K | — |
| JAAA Janus Henderson Aaa Clo ETF | 0.25% | 7,330 | $372K | — |
| PFE Pfizer Inc. | 0.25% | 14,001 | $371K | — |
| ETR Entergy Corp. | 0.24% | 4,841 | $367K | — |
| VPL Vanguard Ftse Pacific ETF | 0.24% | 5,134 | $365K | — |
| KEY Keycorp | 0.24% | 21,136 | $362K | — |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.24% | 5,827 | $362K | — |
| NI Nisource Inc. | 0.24% | 9,733 | $358K | — |
| NEE Nextera Energy Inc. | 0.24% | 4,981 | $357K | — |
| PM Philip Morris International | 0.24% | 2,950 | $355K | — |
| LLY Eli Lilly & Co. | 0.23% | 459 | $354K | — |
| FGD First Trust DJ GL Sel DVD | 0.23% | 15,653 | $348K | — |
| OKE Oneok Inc. | 0.23% | 3,467 | $348K | — |
| PEG Public Service Enterprise GP | 0.23% | 4,052 | $342K | — |
| HBAN Huntington Bancshares Inc. | 0.22% | 20,567 | $335K | — |
| LISTED FDS TR | 0.22% | 9,028 | $334K | — |
| XOM Exxon Mobil Corp. | 0.22% | 3,097 | $333K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |