LifeWealth Investments, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed January 26, 2026), LifeWealth Investments, LLC reported 147 stock positions worth $303.5 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 9.1% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 5.2%) and Wisdomtree Floating Rate Tre (USFR, 4.5%). Compared with Q2 2025, it opened 16 new positions, sold out of 18, added to 75 and reduced 43. The biggest buy was a new position in Allian US Equ 6 Mon BU10-Usd (SIXP) and the biggest sale an exit from Allian US Equ 6 Mon BU10-Usd (SIXO).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $303.5M (Q3 2025)
- SEC Filing
- 0002033794-26-000004 ↗ filed Jan 26, 2026
Holdings Value
Holdings 147 stocks · $303.5M
| IWY iShares Russell Top 200 Grow | 9.08% | 100,691 | $27.6M | Add +7.1% |
| IWX iShares Russell Top 200 Valu | 5.16% | 178,356 | $15.7M | Add +11.5% |
| USFR Wisdomtree Floating Rate Tre | 4.52% | 272,712 | $13.7M | Add +3.1% |
| CAPITOL SER TR | 4.49% | 534,329 | $13.6M | Add +14.0% |
| BUFF Innovator Laddered Allocatio | 3.75% | 233,094 | $11.4M | Add +3.2% |
| AAPL Apple Inc. | 3.13% | 37,291 | $9.5M | Reduce -5.7% |
| EFV iShares MSCI Eafe Value ETF | 3.02% | 135,177 | $9.2M | Add +6.3% |
| EFG iShares MSCI Eafe Growth ETF | 2.88% | 76,808 | $8.7M | Add +8.7% |
| IWS iShares Russell Mid-Cap Valu | 2.82% | 61,237 | $8.6M | Add +8.2% |
| IAU iShares Gold Trust | 2.81% | 117,334 | $8.5M | Add +1.2% |
| NVDA Nvidia Corp. | 2.58% | 42,025 | $7.8M | Add +44.8% |
| PDI PIMCO Dynamic Income Fund | 2.11% | 324,214 | $6.4M | Add +0.8% |
| TLT iShares 20+ Year Treasury BD | 1.97% | 66,974 | $6.0M | Add +2.7% |
| MUB iShares National Muni Bond E | 1.90% | 54,192 | $5.8M | Add +7.6% |
| IEMG iShares Core MSCI Emerging | 1.87% | 86,029 | $5.7M | Add +10.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.72% | 66,679 | $5.2M | Reduce -6.8% |
| MSFT Microsoft Corp. | 1.66% | 9,701 | $5.0M | Add +7.4% |
| VNLA Janus Henderson Short Durati | 1.61% | 99,118 | $4.9M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 1.53% | 81,417 | $4.6M | Add +1.3% |
| AMZN Amazon.com Inc. | 1.47% | 20,339 | $4.5M | Add +16.6% |
| VTWO Vanguard Russell 2000 ETF | 1.46% | 45,422 | $4.4M | Add +58.0% |
| SIXP Allian US Equ 6 Mon BU10-Usd | 1.37% | 134,657 | $4.1M | New |
| SLV iShares Silver Trust | 1.26% | 89,939 | $3.8M | Add +0.8% |
| DJUL FT Vest US Equity Deep Buffe | 1.18% | 76,907 | $3.6M | Reduce -11.3% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.13% | 156,466 | $3.4M | Add +4.3% |
| DFEB FT Vest U.S. Equity Deep Buf | 1.07% | 69,927 | $3.3M | Reduce -0.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.99% | 52,149 | $3.0M | Add +3.7% |
| VOO Vanguard S&P 500 ETF | 0.98% | 4,870 | $3.0M | Reduce -15.2% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.98% | 21,573 | $3.0M | Add +2.9% |
| DECW Alianzim US Eq BFR20 Dec-Usd | 0.89% | 82,061 | $2.7M | Reduce -1.2% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.83% | 56,704 | $2.5M | Reduce -16.9% |
| GOOGL Alphabet Inc. Class A | 0.82% | 10,252 | $2.5M | Add +0.6% |
| DECU Allianzim US BF15 Uncap Dec | 0.77% | 86,460 | $2.3M | New |
| QBER Trueshares Quartly B HDG ETF | 0.75% | 92,094 | $2.3M | Add +45.5% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.74% | 72,007 | $2.3M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.71% | 26,802 | $2.1M | Add +3.3% |
| IWP iShares Russell Mid-Cap Grow | 0.67% | 14,212 | $2.0M | Reduce -43.5% |
| TSLA Tesla Inc. | 0.67% | 4,540 | $2.0M | Reduce -1.0% |
| META Meta Platforms Inc. Class A | 0.66% | 2,725 | $2.0M | Add +3.4% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.58% | 40,698 | $1.8M | Reduce -8.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.58% | 35,056 | $1.8M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.57% | 9,888 | $1.7M | Add +2.6% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.55% | 16,535 | $1.7M | Add +2.5% |
| GJAN FT Vest US Equity Moderate B | 0.55% | 39,932 | $1.7M | Reduce -0.0% |
| VGSH Vanguard Short-Term Treasury | 0.55% | 28,208 | $1.7M | Add +5.7% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.54% | 43,054 | $1.7M | Reduce -2.0% |
| MAR Marriott International Class A | 0.53% | 6,204 | $1.6M | Reduce -21.7% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.53% | 15,941 | $1.6M | Add +58.9% |
| AVGO Broadcom Inc. | 0.52% | 4,820 | $1.6M | Add +5.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.52% | 5,391 | $1.6M | Add +3.2% |
| IVV iShares Core S&P 500 ETF | 0.47% | 2,148 | $1.4M | Add +4.4% |
| ONEZ Trueshr Seasonality La B ETF | 0.47% | 53,433 | $1.4M | Add +71.5% |
| SDVY First Trust Smid Cap Rising | 0.44% | 35,365 | $1.3M | Add +2.6% |
| SEPZ Trueshares Struc Out Sep ETF | 0.43% | 30,770 | $1.3M | Reduce -0.3% |
| JPST JPMorgan Ultra-Short Income | 0.40% | 24,051 | $1.2M | Reduce -0.2% |
| PMAR Innovator U.S. Equity Power | 0.36% | 25,205 | $1.1M | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.36% | 39,555 | $1.1M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.35% | 4,372 | $1.1M | Add +2.4% |
| NFLX Netflix Inc. | 0.34% | 851 | $1.0M | Add +2.2% |
| PG The Procter & Gamble Co. | 0.32% | 6,384 | $981K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.32% | 2,989 | $981K | Reduce -0.4% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.31% | 21,427 | $938K | Reduce -6.2% |
| CMF iShares California Muni Bond | 0.30% | 15,806 | $902K | No change |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.30% | 17,964 | $898K | Add +4.4% |
| COST Costco Wholesale Corp. | 0.28% | 923 | $855K | Add +39.4% |
| LMT Lockheed Martin Corp. | 0.27% | 1,641 | $819K | Add +11.5% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.25% | 10,511 | $764K | Add +0.9% |
| FGD First Trust DJ GL Sel DVD | 0.25% | 26,556 | $763K | Reduce -3.9% |
| DNOV FT Vest US Equity Deep Buffe | 0.25% | 16,242 | $760K | No change |
| DOCT FT Vest U.S. Equity Deep Buf | 0.25% | 17,570 | $759K | No change |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.25% | 29,256 | $749K | Add +42.5% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.23% | 17,922 | $692K | Add +21.1% |
| VYM Vanguard High DVD Yield ETF | 0.23% | 4,903 | $691K | Add +1.4% |
| HD Home Depot Inc. | 0.22% | 1,684 | $682K | Add +73.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 5,858 | $671K | Reduce -11.5% |
| APH Amphenol Corp. Class A | 0.22% | 5,395 | $668K | Add +56.6% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.21% | 15,388 | $649K | Reduce -19.9% |
| JULU Allianzim US BF15 Uncap Jul | 0.21% | 22,066 | $646K | Add +28.4% |
| GJUL FT Vest US Equity Moderate B | 0.21% | 15,690 | $636K | New |
| V Visa Inc. Class A | 0.21% | 1,826 | $623K | Reduce -5.8% |
| DECZ Trueshares Struc Out Dec ETF | 0.19% | 14,183 | $578K | New |
| PLTR Palantir Technologies Inc. Class A | 0.19% | 3,134 | $572K | Add +1.0% |
| DECT Allianzim US Eq BFFR10 DC-US | 0.19% | 16,084 | $570K | Reduce -14.9% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.19% | 16,147 | $564K | No change |
| GE General Electric filed as GE AEROSPACE | 0.18% | 1,796 | $540K | Add +11.5% |
| DIV Global X Superdividend Use | 0.18% | 30,440 | $538K | Add +2.7% |
| LLY Eli Lilly & Co. | 0.18% | 700 | $534K | Add +2.6% |
| ORCL Oracle Corp. | 0.17% | 1,794 | $504K | Reduce -8.8% |
| TPLE Timothy Plan US Large/Mid Ca | 0.16% | 18,112 | $499K | Add +39.8% |
| DE Deere & Co. | 0.16% | 1,083 | $495K | Add +0.8% |
| GS Goldman Sachs Group Inc. | 0.16% | 614 | $489K | Add +6.6% |
| CASY Casey's General Stores Inc. | 0.16% | 858 | $485K | Add +1.7% |
| SEPT All US Equ BUF10 Sep ETF-Usd | 0.16% | 13,719 | $473K | Reduce -72.1% |
| SPD Simplify US Eqty Plus Down | 0.15% | 11,813 | $467K | Add +4.9% |
| VGLT Vanguard Long-Term Treasury | 0.13% | 7,163 | $407K | Add +2.2% |
| MA Mastercard Inc. Class A | 0.13% | 716 | $407K | Add +0.8% |
| ANET Arista Networks Inc. | 0.13% | 2,778 | $405K | Reduce -5.8% |
| NBOS Neuberger Option Strategy Et | 0.13% | 14,840 | $399K | Add +1.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 617 | $370K | Add +3.0% |
| EDIV State Street SPDR S&P Emergi | 0.12% | 9,495 | $369K | Add +1.9% |
Portfolio Sells Q2 2025 → Q3 2025
| SIXO Allian US Equ 6 Mon BU10-Usd | Sold out | 0.00% | −0.99 |
| JANW Alianzim US Eq BFR20 Jan-Usd | Reduce -88.6% | 0.10% | −0.85 |
| SEPT All US Equ BUF10 Sep ETF-Usd | Reduce -72.1% | 0.16% | −0.73 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Sold out | 0.00% | −0.68 |
| IWP iShares Russell Mid-Cap Grow | Reduce -43.5% | 0.67% | −0.60 |
| LISTED FDS TR | Sold out | 0.00% | −0.45 |
| GDEC FT Vest US Equity Moderate B | Reduce -78.9% | 0.07% | −0.30 |
| MAR Marriott International Class A | Reduce -21.7% | 0.53% | −0.25 |
| DSEP FT Vest U.S. Equity Deep Buf | Reduce -16.9% | 0.83% | −0.23 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -11.3% | 1.18% | −0.22 |
| VOO Vanguard S&P 500 ETF | Reduce -15.2% | 0.98% | −0.20 |
| TYA Simplify Intermediate Term | Reduce -79.4% | 0.05% | −0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.8% | 1.72% | −0.17 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.16 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.12 |
| LISTED FDS TR | Sold out | 0.00% | −0.11 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.11 |
| FLJJ Allianzim US 6M FLR5 Jan-Jul | Sold out | 0.00% | −0.10 |
| NVBU Allianzim US BF15 Uncap Nov | Sold out | 0.00% | −0.10 |
| OCTU Allianzim US BF15 Uncap Oct | Sold out | 0.00% | −0.10 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.10 |
| FAPR FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.09 |
| LISTED FDS TR | Sold out | 0.00% | −0.09 |
| SPUC Simplify US Equity Income Et | Sold out | 0.00% | −0.09 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -8.3% | 0.58% | −0.09 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| UI Ubiquiti Inc. | Sold out | 0.00% | −0.08 |
| VEEV Veeva Systems Inc. Class A | Sold out | 0.00% | −0.08 |
| DIS The Walt Disney Co. | Reduce -11.5% | 0.22% | −0.08 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.08 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -0.9% | 1.07% | −0.07 |
| DJAN FT Vest U.S. Equity Deep Buf | Reduce -19.9% | 0.21% | −0.07 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -1.2% | 0.89% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.3% | 0.32% | −0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -29.2% | 0.10% | −0.05 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -31.3% | 0.09% | −0.05 |
| V Visa Inc. Class A | Reduce -5.8% | 0.21% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -0.2% | 0.40% | −0.04 |
| DECT Allianzim US Eq BFFR10 DC-US | Reduce -14.9% | 0.19% | −0.04 |
| DDEC FT Vest U.S. Equity Deep Buf | Reduce -6.2% | 0.31% | −0.04 |
| GJAN FT Vest US Equity Moderate B | Reduce -0.0% | 0.55% | −0.03 |
| XSEP FT Vest U.S. Equity Enhance | Reduce -23.4% | 0.07% | −0.03 |
| FGD First Trust DJ GL Sel DVD | Reduce -3.9% | 0.25% | −0.03 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Reduce -0.9% | 0.36% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -20.2% | 0.07% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -10.4% | 0.10% | −0.02 |
| DJUN FT Vest US Equity Deep Buffe | Reduce -12.1% | 0.08% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -1.2% | 0.10% | −0.02 |
| QUAL iShares MSCI USA Quality Fac | Reduce -13.0% | 0.08% | −0.02 |
| UAPR Innovator U.S. Equity Ultra | Reduce -5.7% | 0.11% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| SIXP Allian US Equ 6 Mon BU10-Usd | New | 1.37% | +1.37 |
| NVDA Nvidia Corp. | Add +44.8% | 2.58% | +0.92 |
| DECU Allianzim US BF15 Uncap Dec | New | 0.77% | +0.77 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | New | 0.74% | +0.74 |
| IWY iShares Russell Top 200 Grow | Add +7.1% | 9.08% | +0.65 |
| VTWO Vanguard Russell 2000 ETF | Add +58.0% | 1.46% | +0.55 |
| IWX iShares Russell Top 200 Valu | Add +11.5% | 5.16% | +0.27 |
| GJUL FT Vest US Equity Moderate B | New | 0.21% | +0.21 |
| SLV iShares Silver Trust | Add +0.8% | 1.26% | +0.19 |
| DECZ Trueshares Struc Out Dec ETF | New | 0.19% | +0.19 |
| IAU iShares Gold Trust | Add +1.2% | 2.81% | +0.18 |
| ONEZ Trueshr Seasonality La B ETF | Add +71.5% | 0.47% | +0.18 |
| CAPITOL SER TR | Add +14.0% | 4.49% | +0.18 |
| QBER Trueshares Quartly B HDG ETF | Add +45.5% | 0.75% | +0.18 |
| IEMG iShares Core MSCI Emerging | Add +10.7% | 1.87% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.82% | +0.17 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +58.9% | 0.53% | +0.16 |
| IWS iShares Russell Mid-Cap Valu | Add +8.2% | 2.82% | +0.10 |
| APH Amphenol Corp. Class A | Add +56.6% | 0.22% | +0.10 |
| AWI Armstrong World Industries | New | 0.10% | +0.10 |
| HD Home Depot Inc. | Add +73.3% | 0.22% | +0.10 |
| TPHD Timothy Plan High DVD STCK | New | 0.09% | +0.09 |
| EFV iShares MSCI Eafe Value ETF | Add +6.3% | 3.02% | +0.09 |
| AMZN Amazon.com Inc. | Add +16.6% | 1.47% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +2.4% | 0.35% | +0.08 |
| GDX Vaneck Gold Miners ETF | New | 0.07% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| DUOL Duolingo | New | 0.07% | +0.07 |
| CAT Caterpillar Inc. | New | 0.07% | +0.07 |
| DD Dupont DE Nemours Inc. | New | 0.07% | +0.07 |
| IWD iShares Russell 1000 Value E | New | 0.07% | +0.07 |
| BLK BlackRock Inc. | New | 0.07% | +0.07 |
| DVY iShares Select Dividend ETF | New | 0.07% | +0.07 |
| IVW iShares S&P 500 Growth ETF | New | 0.07% | +0.07 |
| AVGO Broadcom Inc. | Add +5.2% | 0.52% | +0.06 |
| ICLO Invesco Aaa Clo F/R Note ETF | Add +42.5% | 0.25% | +0.06 |
| COST Costco Wholesale Corp. | Add +39.4% | 0.28% | +0.04 |
| JULU Allianzim US BF15 Uncap Jul | Add +28.4% | 0.21% | +0.04 |
| TPLE Timothy Plan US Large/Mid Ca | Add +39.8% | 0.16% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +1.0% | 0.19% | +0.03 |
| GE General Electric | Add +11.5% | 0.18% | +0.03 |
| DAPR FT Vest U.S. Equity Deep Buf | Add +21.1% | 0.23% | +0.03 |
| MSFT Microsoft Corp. | Add +7.4% | 1.66% | +0.02 |
| LMT Lockheed Martin Corp. | Add +11.5% | 0.27% | +0.02 |
| ABBV Abbvie Inc. | Add +2.2% | 0.11% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +6.6% | 0.16% | +0.01 |
| FERG Ferguson Enterprises Inc. | Add +19.6% | 0.10% | +0.01 |
| EME Emcor Group Inc. | Add +0.4% | 0.11% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +4.4% | 0.47% | +0.01 |
| WMT Walmart Inc. | Add +17.2% | 0.08% | +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 |