LifeWealth Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed January 26, 2026), LifeWealth Investments, LLC reported 127 stock positions worth $207.9 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 7.4% of the portfolio, followed by Wisdomtree Floating Rate Tre (USFR, 5.2%) and iShares Russell Top 200 Valu (IWX, 5.1%). Compared with Q4 2024, it opened 35 new positions, sold out of 56, added to 74 and reduced 11. The biggest buy was a new position in Innovator Laddered Allocatio (BUFF) and the biggest sale Innovator U.S. Equity Ultra (UAPR, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $207.9M (Q1 2025)
- SEC Filing
- 0002033794-26-000002 ↗ filed Jan 26, 2026
Holdings Value
Holdings 127 stocks · $207.9M
| IWY iShares Russell Top 200 Grow | 7.42% | 73,183 | $15.4M | Add +74.9% |
| USFR Wisdomtree Floating Rate Tre | 5.18% | 214,041 | $10.8M | Add +69.7% |
| IWX iShares Russell Top 200 Valu | 5.12% | 129,588 | $10.6M | Add +74.5% |
| BUFF Innovator Laddered Allocatio | 3.66% | 172,791 | $7.6M | New |
| AAPL Apple Inc. | 3.61% | 33,814 | $7.5M | Add +37.3% |
| EFV iShares MSCI Eafe Value ETF | 3.19% | 112,689 | $6.6M | Add +95.8% |
| EFG iShares MSCI Eafe Growth ETF | 2.71% | 56,265 | $5.6M | Add +83.1% |
| IAU iShares Gold Trust | 2.59% | 91,512 | $5.4M | Add +52.4% |
| PDI PIMCO Dynamic Income Fund | 2.54% | 266,972 | $5.3M | Add +60.6% |
| TLT iShares 20+ Year Treasury BD | 2.23% | 50,886 | $4.6M | Add +22.2% |
| IWS iShares Russell Mid-Cap Valu | 2.19% | 36,228 | $4.6M | Add +77.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.95% | 61,560 | $4.0M | Add +84.0% |
| VNLA Janus Henderson Short Durati | 1.94% | 82,109 | $4.0M | Add +15.6% |
| IEMG iShares Core MSCI Emerging | 1.87% | 72,186 | $3.9M | Add +73.3% |
| JEPI JPMorgan Equity Premium Inco | 1.82% | 66,124 | $3.8M | Add +60.8% |
| MUB iShares National Muni Bond E | 1.79% | 35,315 | $3.7M | Add +56.0% |
| DJUL FT Vest US Equity Deep Buffe | 1.64% | 83,471 | $3.4M | Add +30.9% |
| VOO Vanguard S&P 500 ETF | 1.59% | 6,427 | $3.3M | Add +221.3% |
| AMZN Amazon.com Inc. | 1.41% | 15,447 | $2.9M | Add +13.2% |
| DFEB FT Vest U.S. Equity Deep Buf | 1.38% | 68,267 | $2.9M | Add +26.4% |
| VMBS Vanguard Mortgage-Backed Sec | 1.34% | 60,032 | $2.8M | Add +59.5% |
| MSFT Microsoft Corp. | 1.30% | 7,222 | $2.7M | Add +8.2% |
| NVDA Nvidia Corp. | 1.28% | 24,582 | $2.7M | Add +3.8% |
| USIG iShares Broad Usd Investment | 1.27% | 51,754 | $2.6M | Add +58.5% |
| IWP iShares Russell Mid-Cap Grow | 1.27% | 22,432 | $2.6M | Add +66.5% |
| VGSH Vanguard Short-Term Treasury | 1.24% | 43,780 | $2.6M | Add +53.4% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.18% | 111,427 | $2.4M | Add +20.9% |
| SLV iShares Silver Trust | 1.13% | 75,792 | $2.3M | Add +60.4% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 1.05% | 69,262 | $2.2M | Add +90.0% |
| DSEP FT Vest U.S. Equity Deep Buf | 1.05% | 55,005 | $2.2M | Add +43.6% |
| COWZ Pacer US Cash Cows 100 ETF | 1.03% | 39,169 | $2.1M | New |
| DECW Alianzim US Eq BFR20 Dec-Usd | 1.01% | 70,288 | $2.1M | Add +77.5% |
| JANW Alianzim US Eq BFR20 Jan-Usd | 1.00% | 62,886 | $2.1M | Add +76.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.98% | 15,887 | $2.0M | Add +46.9% |
| VGIT Vanguard Intermediate-Term T | 0.90% | 31,397 | $1.9M | Add +63.3% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.89% | 47,591 | $1.8M | Add +51.4% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.84% | 35,056 | $1.8M | No change |
| GDEC FT Vest US Equity Moderate B | 0.84% | 52,535 | $1.7M | Add +85.3% |
| MAR Marriott International Class A | 0.81% | 7,115 | $1.7M | Add +64.9% |
| VTWO Vanguard Russell 2000 ETF | 0.79% | 20,363 | $1.6M | Add +56.4% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.72% | 42,802 | $1.5M | Add +81.3% |
| GJAN FT Vest US Equity Moderate B | 0.71% | 39,373 | $1.5M | Reduce -6.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.64% | 16,897 | $1.3M | Add +45.3% |
| GOOGL Alphabet Inc. Class A | 0.63% | 8,513 | $1.3M | Add +27.8% |
| JPST JPMorgan Ultra-Short Income | 0.61% | 24,963 | $1.3M | Add +4.3% |
| META Meta Platforms Inc. Class A | 0.58% | 2,079 | $1.2M | Add +32.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 7,415 | $1.2M | Reduce -10.0% |
| VGLT Vanguard Long-Term Treasury | 0.54% | 19,345 | $1.1M | Add +64.4% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.53% | 12,619 | $1.1M | Add +53.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.51% | 27,136 | $1.1M | Add +41.6% |
| IVV iShares Core S&P 500 ETF | 0.50% | 1,850 | $1.0M | Add +58.1% |
| PMAR Innovator U.S. Equity Power | 0.48% | 25,205 | $1.0M | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.47% | 4,028 | $985K | New |
| PG The Procter & Gamble Co. | 0.44% | 5,425 | $924K | Reduce -9.6% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.43% | 35,779 | $893K | Add +18.8% |
| CMF iShares California Muni Bond | 0.43% | 15,806 | $890K | No change |
| SDVY First Trust Smid Cap Rising | 0.42% | 26,166 | $877K | New |
| QBER Trueshares Quartly B HDG ETF | 0.41% | 34,302 | $850K | Add +71.5% |
| TSLA Tesla Inc. | 0.39% | 3,165 | $820K | Add +51.3% |
| JANT Allianzim US Eq BFFR10 JN-US | 0.34% | 20,340 | $715K | Add +37.4% |
| OCTT All US Equ BUF10 Oct ETF-Usd | 0.34% | 18,719 | $697K | Add +38.0% |
| FAUG FT Vest U.S. Equity Buffer E | 0.33% | 15,000 | $682K | Add +73.3% |
| DNOV FT Vest US Equity Deep Buffe | 0.33% | 16,242 | $681K | No change |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.32% | 14,496 | $674K | New |
| SIXD Allian US Equ 6 Mon BU10-Usd | 0.32% | 25,330 | $664K | Add +37.8% |
| GOOG Alphabet Inc. Class C | 0.31% | 4,131 | $645K | Reduce -12.1% |
| NFLX Netflix Inc. | 0.31% | 687 | $641K | Add +44.0% |
| AVGO Broadcom Inc. | 0.31% | 3,816 | $639K | Add +13.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 2,258 | $621K | No change |
| FGD First Trust DJ GL Sel DVD | 0.29% | 24,751 | $599K | Add +58.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.28% | 5,950 | $587K | Add +129.9% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.28% | 15,450 | $587K | New |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.28% | 8,979 | $585K | Add +54.1% |
| LISTED FDS TR | 0.27% | 15,480 | $555K | Add +71.5% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.26% | 17,162 | $532K | Add +38.7% |
| COST Costco Wholesale Corp. | 0.25% | 558 | $528K | Add +22.6% |
| TYA Simplify Intermediate Term | 0.25% | 39,816 | $527K | Add +128.7% |
| QBUL Trueshare QRT Bull Hdge ETF | 0.25% | 21,040 | $523K | Add +77.4% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.25% | 16,147 | $520K | New |
| V Visa Inc. Class A | 0.24% | 1,444 | $506K | Add +14.7% |
| DE Deere & Co. | 0.24% | 1,074 | $504K | Add +1.7% |
| LISTED FDS TR | 0.24% | 13,133 | $490K | New |
| LLY Eli Lilly & Co. | 0.23% | 572 | $472K | Add +24.6% |
| XDEC FT Vest US Equity Enhance & | 0.23% | 12,790 | $471K | New |
| DAPR FT Vest U.S. Equity Deep Buf | 0.22% | 12,447 | $463K | Reduce -22.7% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 3,494 | $451K | Add +52.2% |
| DIV Global X Superdividend Use | 0.21% | 23,483 | $442K | Add +50.2% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.20% | 16,597 | $423K | Add +69.2% |
| SCHX Schwab US Large-Cap ETF | 0.19% | 17,454 | $385K | New |
| PNOV Innovator U.S. Equity Power | 0.18% | 10,019 | $373K | New |
| JULU Allianzim US BF15 Uncap Jul | 0.18% | 14,491 | $370K | New |
| EDIV State Street SPDR S&P Emergi | 0.17% | 10,164 | $363K | Add +40.5% |
| SIXJ Allian US Equ 6 Mon BU10-Usd | 0.17% | 11,800 | $353K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 11,308 | $336K | New |
| HD Home Depot Inc. | 0.16% | 900 | $330K | Reduce -11.8% |
| LMT Lockheed Martin Corp. | 0.16% | 731 | $327K | Reduce -35.1% |
| CASY Casey's General Stores Inc. | 0.15% | 736 | $319K | New |
| CLOI Vaneck Clo ETF | 0.15% | 5,947 | $314K | New |
| MA Mastercard Inc. Class A | 0.15% | 570 | $312K | Add +12.7% |
| XSEP FT Vest U.S. Equity Enhance | 0.14% | 7,689 | $297K | New |
Portfolio Sells Q4 2024 → Q1 2025
| UAPR Innovator U.S. Equity Ultra | Reduce -95.0% | 0.10% | −2.77 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.57 |
| BILZ PIMCO Ultra SHRT Govt Active | Sold out | 0.00% | −0.40 |
| VGK Vanguard Ftse Europe ETF | Sold out | 0.00% | −0.38 |
| MO Altria Group Inc. | Sold out | 0.00% | −0.36 |
| GJAN FT Vest US Equity Moderate B | Reduce -6.1% | 0.71% | −0.36 |
| DMAR FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.34 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -10.0% | 0.57% | −0.31 |
| IP International Paper Co. | Sold out | 0.00% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -12.1% | 0.31% | −0.28 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.27 |
| T AT&T Inc. | Sold out | 0.00% | −0.27 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.27 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.25 |
| JAAA Janus Henderson Aaa Clo ETF | Sold out | 0.00% | −0.25 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.25 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.24 |
| VPL Vanguard Ftse Pacific ETF | Sold out | 0.00% | −0.24 |
| KEY Keycorp | Sold out | 0.00% | −0.24 |
| NI Nisource Inc. | Sold out | 0.00% | −0.24 |
| PM Philip Morris International | Sold out | 0.00% | −0.24 |
| OKE Oneok Inc. | Sold out | 0.00% | −0.23 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -9.6% | 0.44% | −0.22 |
| HBAN Huntington Bancshares Inc. | Sold out | 0.00% | −0.22 |
| XOM Exxon Mobil Corp. | Sold out | 0.00% | −0.22 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.21 |
| PSEP Innovator U.S. Equity Power | Sold out | 0.00% | −0.21 |
| EIX Edison International | Sold out | 0.00% | −0.21 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.21 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.21 |
| LMT Lockheed Martin Corp. | Reduce -35.1% | 0.16% | −0.21 |
| USB US Bancorp | Sold out | 0.00% | −0.20 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.20 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.20 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.20 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.19 |
| NRG NRG Energy Inc. | Sold out | 0.00% | −0.19 |
| SMAX iShares L Cap MB Sep ETF | Sold out | 0.00% | −0.19 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.18 |
| AEP American Electric Power | Sold out | 0.00% | −0.18 |
| D Dominion Energy Inc. | Sold out | 0.00% | −0.18 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.18 |
| DAPR FT Vest U.S. Equity Deep Buf | Reduce -22.7% | 0.22% | −0.17 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.17 |
| LNT Alliant Energy Corp. | Sold out | 0.00% | −0.17 |
| IBM Intl Business Machines Corp. | Reduce -47.5% | 0.13% | −0.17 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.17 |
| MINT PIMCO Enhanced Short Maturit | Sold out | 0.00% | −0.16 |
Portfolio Buys Q4 2024 → Q1 2025
| BUFF Innovator Laddered Allocatio | New | 3.66% | +3.66 |
| IWX iShares Russell Top 200 Valu | Add +74.5% | 5.12% | +1.23 |
| EFV iShares MSCI Eafe Value ETF | Add +95.8% | 3.19% | +1.19 |
| COWZ Pacer US Cash Cows 100 ETF | New | 1.03% | +1.03 |
| USFR Wisdomtree Floating Rate Tre | Add +69.7% | 5.18% | +0.98 |
| IWY iShares Russell Top 200 Grow | Add +74.9% | 7.42% | +0.90 |
| VOO Vanguard S&P 500 ETF | Add +221.3% | 1.59% | +0.87 |
| EFG iShares MSCI Eafe Growth ETF | Add +83.1% | 2.71% | +0.73 |
| IAU iShares Gold Trust | Add +52.4% | 2.59% | +0.62 |
| PDI PIMCO Dynamic Income Fund | Add +60.6% | 2.54% | +0.52 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.47% | +0.47 |
| IWS iShares Russell Mid-Cap Valu | Add +77.7% | 2.19% | +0.45 |
| IEMG iShares Core MSCI Emerging | Add +73.3% | 1.87% | +0.43 |
| SDVY First Trust Smid Cap Rising | New | 0.42% | +0.42 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +84.0% | 1.95% | +0.42 |
| DGRS Wisdomtree U.S. Smallcap Qua | New | 0.32% | +0.32 |
| SLV iShares Silver Trust | Add +60.4% | 1.13% | +0.30 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.28% | +0.28 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Add +90.0% | 1.05% | +0.27 |
| XFEB FT Vest Enh Mod Buff - Feb | New | 0.25% | +0.25 |
| JEPI JPMorgan Equity Premium Inco | Add +60.8% | 1.82% | +0.25 |
| LISTED FDS TR | New | 0.24% | +0.24 |
| XDEC FT Vest US Equity Enhance & | New | 0.23% | +0.23 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Add +77.5% | 1.01% | +0.21 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Add +76.3% | 1.00% | +0.21 |
| VMBS Vanguard Mortgage-Backed Sec | Add +59.5% | 1.34% | +0.21 |
| GDEC FT Vest US Equity Moderate B | Add +85.3% | 0.84% | +0.20 |
| MUB iShares National Muni Bond E | Add +56.0% | 1.79% | +0.19 |
| SCHX Schwab US Large-Cap ETF | New | 0.19% | +0.19 |
| USIG iShares Broad Usd Investment | Add +58.5% | 1.27% | +0.18 |
| PNOV Innovator U.S. Equity Power | New | 0.18% | +0.18 |
| JULU Allianzim US BF15 Uncap Jul | New | 0.18% | +0.18 |
| SIXJ Allian US Equ 6 Mon BU10-Usd | New | 0.17% | +0.17 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Add +81.3% | 0.72% | +0.17 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.16% | +0.16 |
| VGIT Vanguard Intermediate-Term T | Add +63.3% | 0.90% | +0.16 |
| CASY Casey's General Stores Inc. | New | 0.15% | +0.15 |
| CLOI Vaneck Clo ETF | New | 0.15% | +0.15 |
| XSEP FT Vest U.S. Equity Enhance | New | 0.14% | +0.14 |
| VGSH Vanguard Short-Term Treasury | Add +53.4% | 1.24% | +0.14 |
| IWP iShares Russell Mid-Cap Grow | Add +66.5% | 1.27% | +0.14 |
| ABBV Abbvie Inc. | New | 0.13% | +0.13 |
| NBOS Neuberger Option Strategy Et | New | 0.13% | +0.13 |
| SPOT Spotify Technology SA | New | 0.12% | +0.12 |
| GE General Electric | New | 0.12% | +0.12 |
| GS Goldman Sachs Group Inc. | New | 0.12% | +0.12 |
| LISTED FDS TR | New | 0.12% | +0.12 |
| MSI Motorola Solutions Inc. | New | 0.12% | +0.12 |
| LISTED FDS TR | New | 0.12% | +0.12 |
| ANGL Vaneck Fallen Angel High YLD | New | 0.11% | +0.11 |
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 |