LifeWealth Investments, LLC

Name: LifeWealth Investments, LLC 13F holdings, Q3 2025
Creator: LifeWealth Investments, LLC
Published: 2026-01-26

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024

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%
XCHYX Calamos Convert & High Inc.	0.12%	31,743	$356K	Add +3.5%
CLOI Vaneck Clo ETF	0.12%	6,617	$351K	Add +18.6%
ABBV Abbvie Inc.	0.11%	1,459	$338K	Add +2.2%
UAPR Innovator U.S. Equity Ultra	0.11%	10,279	$330K	Reduce -5.7%
EME Emcor Group Inc.	0.11%	494	$321K	Add +0.4%
ANGL Vaneck Fallen Angel High YLD	0.10%	10,646	$316K	Add +1.3%
VIG Vanguard Dividend Apprec ETF	0.10%	1,430	$309K	No change
JANW Alianzim US Eq BFR20 Jan-Usd	0.10%	8,509	$308K	Reduce -88.6%
NEE Nextera Energy Inc.	0.10%	4,055	$306K	Reduce -0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.10%	1,062	$300K	Reduce -1.2%
BUFR FT Vest Lad Buffervetf-Usd I	0.10%	8,933	$299K	Reduce -29.2%
FERG Ferguson Enterprises Inc.	0.10%	1,317	$296K	Add +19.6%
XOM Exxon Mobil Corp.	0.10%	2,600	$293K	Reduce -10.4%
AWI Armstrong World Industries	0.10%	1,475	$289K	New
TPHD Timothy Plan High DVD STCK	0.09%	7,102	$279K	New
FAUG FT Vest U.S. Equity Buffer E	0.09%	5,166	$268K	Reduce -31.3%
TMO Thermo Fisher Scientific Inc.	0.09%	549	$266K	Add +0.2%
SPYC Simplify US Eqty Plus Convex	0.09%	6,202	$266K	Add +2.6%
XDEC FT Vest US Equity Enhance &	0.09%	6,499	$261K	Reduce -4.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.09%	5,018	$259K	Add +4.8%
QUAL iShares MSCI USA Quality Fac	0.08%	1,294	$252K	Reduce -13.0%
BIL SS SPDR BB 1-3M T-Bill ETF	0.08%	2,736	$251K	No change
WMT Walmart Inc.	0.08%	2,417	$249K	Add +17.2%
LECO Lincoln Electric Holdings	0.08%	1,045	$246K	No change
FDX FedEx Corp.	0.08%	1,007	$237K	Reduce -1.9%
MARM Ftvestus Max Buff ETF March	0.08%	7,188	$234K	No change
DJUN FT Vest US Equity Deep Buffe	0.08%	5,002	$233K	Reduce -12.1%
GDX Vaneck Gold Miners ETF	0.07%	2,975	$227K	New
GDEC FT Vest US Equity Moderate B	0.07%	6,129	$225K	Reduce -78.9%
UBER Uber Technologies Inc.	0.07%	2,284	$224K	New
DUOL Duolingo	0.07%	694	$223K	New
CAT Caterpillar Inc.	0.07%	465	$222K	New
ISRG Intuitive Surgical Inc.	0.07%	496	$222K	Add +15.1%
DMAR FT Vest US Equity Deep Buffe	0.07%	5,433	$222K	Add +3.7%
DD Dupont DE Nemours Inc.	0.07%	2,843	$221K	New
CTAS Cintas Corp.	0.07%	1,071	$220K	Add +1.6%
IWD iShares Russell 1000 Value E	0.07%	1,071	$218K	New
BRK.B Berkshire Hathaway Inc. Class B	0.07%	427	$214K	Reduce -20.2%
BLK BlackRock Inc.	0.07%	184	$214K	New
DVY iShares Select Dividend ETF	0.07%	1,500	$213K	New
XSEP FT Vest U.S. Equity Enhance	0.07%	5,083	$211K	Reduce -23.4%
IVW iShares S&P 500 Growth ETF	0.07%	1,743	$210K	New
IDEV iShares Core MSCI Dev MKTS	0.07%	2,617	$210K	Reduce -6.0%
PSLV Sprott Physical Silver Trust	0.06%	11,760	$185K	No change
TYA Simplify Intermediate Term	0.05%	10,415	$142K	Reduce -79.4%
HFRO Highland Opport & Income	0.03%	14,625	$93K	No change
TLRY Tilray Brands Inc.	0.01%	10,000	$17K	No change

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