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

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $150.9M Q4 2024 Q1 2025: $207.9M $207.9M Q1 2025 Q2 2025: $275.1M Q2 2025 Q3 2025: $303.5M Q3 2025 Q4 2025: $315.8M Q4 2025 Q1 2026: $335.0M Q1 2026 Q2 2026: $374.1M Q2 2026

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
XCHYX Calamos Convert & High Inc. 0.14% 29,123 $294K Add +88.5%
NEE Nextera Energy Inc. 0.14% 4,074 $289K Reduce -18.2%
VIG Vanguard Dividend Apprec ETF 0.13% 1,430 $277K No change
ABBV Abbvie Inc. 0.13% 1,292 $271K New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.13% 1,075 $267K Reduce -47.5%
NBOS Neuberger Option Strategy Et 0.13% 10,251 $262K New
SPOT Spotify Technology SA 0.12% 466 $256K New
FAPR FT Vest U.S. Equity Buffer E 0.12% 6,190 $253K No change
FDX FedEx Corp. 0.12% 1,027 $250K Add +2.2%
ANET Arista Networks Inc. 0.12% 3,222 $250K Add +62.2%
GE General Electric filed as GE AEROSPACE 0.12% 1,242 $249K New
GS Goldman Sachs Group Inc. 0.12% 454 $248K New
LISTED FDS TR 0.12% 7,452 $248K New
MSI Motorola Solutions Inc. 0.12% 563 $246K New
LISTED FDS TR 0.12% 6,425 $244K New
DJUN FT Vest US Equity Deep Buffe 0.12% 5,759 $242K Reduce -34.0%
ANGL Vaneck Fallen Angel High YLD 0.11% 8,185 $236K New
FTNT Fortinet Inc. 0.11% 2,389 $230K New
LISTED FDS TR 0.11% 5,693 $228K New
TPLE Timothy Plan US Large/Mid Ca 0.11% 8,786 $223K New
LISTED FDS TR 0.11% 6,762 $223K New
PLTR Palantir Technologies Inc. Class A 0.11% 2,614 $221K New
QUAL iShares MSCI USA Quality Fac 0.10% 1,253 $214K New
UAPR Innovator U.S. Equity Ultra 0.10% 7,048 $210K Reduce -95.0%
ONEZ Trueshr Seasonality La B ETF 0.10% 8,577 $203K New
DVY iShares Select Dividend ETF 0.10% 1,500 $201K New
TLRY Tilray Brands Inc. 0.00% 10,000 $7K 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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 136$374.1MIWY, IWX, CAPITOL SER TR, BUFF, EFV
Q1 2026 141$335.0MIWY, IWX, CAPITOL SER TR, BUFF, EFV
Q4 2025 154$315.8MIWY, IWX, CAPITOL SER TR, BUFF, AAPL
Q3 2025Amended 147$303.5MIWY, IWX, USFR, CAPITOL SER TR, BUFF
Q2 2025Amended 151$275.1MIWY, IWX, USFR, CAPITOL SER TR, BUFF
Q1 2025Amended 127$207.9MIWY, USFR, IWX, BUFF, AAPL
Q4 2024 148$150.9MIWY, USFR, AAPL, IWX, UAPR