LifeWealth Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), LifeWealth Investments, LLC reported 154 stock positions worth $315.8 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 9.6% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 5.6%) and Capitol Ser TR (4.7%). Compared with Q3 2025, it opened 23 new positions, sold out of 16, added to 45 and reduced 70. The biggest buy was a new position in Vanguard Short-Term Tips (VTIP) and the biggest sale Wisdomtree Floating Rate Tre (USFR, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $315.8M (Q4 2025)
- SEC Filing
- 0002033794-26-000001 ↗ filed Jan 26, 2026
Holdings Value
Holdings 154 stocks · $315.8M
| IWY iShares Russell Top 200 Grow | 9.61% | 109,527 | $30.3M | Add +8.8% |
| IWX iShares Russell Top 200 Valu | 5.64% | 193,770 | $17.8M | Add +8.6% |
| CAPITOL SER TR | 4.65% | 579,107 | $14.7M | Add +8.4% |
| BUFF Innovator Laddered Allocatio | 4.21% | 266,849 | $13.3M | Add +14.5% |
| AAPL Apple Inc. | 3.27% | 37,937 | $10.3M | Add +1.7% |
| EFV iShares MSCI Eafe Value ETF | 3.26% | 144,065 | $10.3M | Add +6.6% |
| EFG iShares MSCI Eafe Growth ETF | 3.00% | 83,165 | $9.5M | Add +8.3% |
| IWS iShares Russell Mid-Cap Valu | 2.97% | 66,557 | $9.4M | Add +8.7% |
| IAU iShares Gold Trust | 2.89% | 112,495 | $9.1M | Reduce -4.1% |
| VTIP Vanguard Short-Term Tips | 2.79% | 178,203 | $8.8M | New |
| MUB iShares National Muni Bond E | 2.02% | 59,492 | $6.4M | Add +9.8% |
| IEMG iShares Core MSCI Emerging | 2.02% | 94,658 | $6.4M | Add +10.0% |
| NVDA Nvidia Corp. | 2.00% | 33,918 | $6.3M | Reduce -19.3% |
| TLT iShares 20+ Year Treasury BD | 1.91% | 69,212 | $6.0M | Add +3.3% |
| PDI PIMCO Dynamic Income Fund | 1.88% | 335,156 | $5.9M | Add +3.4% |
| IJH iShares Core S&P Midcap ETF | 1.72% | 82,344 | $5.4M | New |
| SLV iShares Silver Trust | 1.58% | 77,312 | $5.0M | Reduce -14.0% |
| VTWO Vanguard Russell 2000 ETF | 1.55% | 49,293 | $4.9M | Add +8.5% |
| MSFT Microsoft Corp. | 1.54% | 10,051 | $4.9M | Add +3.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.53% | 60,164 | $4.8M | Reduce -9.8% |
| VNLA Janus Henderson Short Durati | 1.52% | 97,935 | $4.8M | Reduce -1.2% |
| AMZN Amazon.com Inc. | 1.49% | 20,366 | $4.7M | Add +0.1% |
| JEPI JPMorgan Equity Premium Inco | 1.45% | 80,067 | $4.6M | Reduce -1.7% |
| SIXO Allian US Equ 6 Mon BU10-Usd | 1.26% | 114,193 | $4.0M | Reduce -4.5% |
| COWZ Pacer US Cash Cows 100 ETF | 1.20% | 63,007 | $3.8M | Add +20.8% |
| DJUL FT Vest US Equity Deep Buffe | 1.10% | 73,159 | $3.5M | Reduce -4.9% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.09% | 24,448 | $3.5M | Add +13.3% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.06% | 153,042 | $3.4M | Reduce -2.2% |
| DFEB FT Vest U.S. Equity Deep Buf | 1.03% | 68,120 | $3.3M | Reduce -2.6% |
| GOOGL Alphabet Inc. Class A | 0.95% | 9,586 | $3.0M | Reduce -6.5% |
| VOO Vanguard S&P 500 ETF | 0.86% | 4,309 | $2.7M | Reduce -11.5% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.80% | 56,548 | $2.5M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.78% | 30,870 | $2.5M | Add +15.2% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.74% | 60,254 | $2.3M | New |
| DECU Allianzim US BF15 Uncap Dec | 0.71% | 82,193 | $2.3M | Reduce -4.9% |
| IWP iShares Russell Mid-Cap Grow | 0.71% | 16,261 | $2.2M | Add +14.4% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.67% | 66,553 | $2.1M | Reduce -7.6% |
| TSLA Tesla Inc. | 0.65% | 4,584 | $2.1M | Add +1.0% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.61% | 18,928 | $1.9M | Add +14.5% |
| META Meta Platforms Inc. Class A | 0.58% | 2,752 | $1.8M | Add +1.0% |
| AVGO Broadcom Inc. | 0.57% | 5,218 | $1.8M | Add +8.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.56% | 35,056 | $1.8M | No change |
| DAUG FT Vest U.S. Equity Deep Buf | 0.53% | 37,714 | $1.7M | Reduce -7.3% |
| VGSH Vanguard Short-Term Treasury | 0.51% | 27,481 | $1.6M | Reduce -2.6% |
| QBER Trueshares Quartly B HDG ETF | 0.51% | 67,077 | $1.6M | Reduce -27.2% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.49% | 39,689 | $1.6M | Reduce -7.8% |
| GJAN FT Vest US Equity Moderate B | 0.48% | 35,295 | $1.5M | Reduce -11.6% |
| GOOG Alphabet Inc. Class C | 0.45% | 4,530 | $1.4M | Add +3.6% |
| IVV iShares Core S&P 500 ETF | 0.44% | 2,035 | $1.4M | Reduce -5.3% |
| MAR Marriott International Class A | 0.43% | 4,366 | $1.4M | Reduce -29.6% |
| ONEZ Trueshr Seasonality La B ETF | 0.41% | 50,317 | $1.3M | Reduce -5.8% |
| SEPZ Trueshares Struc Out Sep ETF | 0.38% | 28,555 | $1.2M | Reduce -7.2% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.37% | 23,710 | $1.2M | Add +32.0% |
| PMAR Innovator U.S. Equity Power | 0.36% | 25,205 | $1.1M | No change |
| JPST JPMorgan Ultra-Short Income | 0.36% | 22,306 | $1.1M | Reduce -7.3% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.35% | 39,300 | $1.1M | Reduce -0.6% |
| USFR Wisdomtree Floating Rate Tre | 0.32% | 20,029 | $1.0M | Reduce -92.7% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.30% | 21,084 | $951K | Reduce -1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.29% | 2,753 | $923K | Reduce -7.9% |
| CMF iShares California Muni Bond | 0.29% | 15,806 | $908K | No change |
| PG The Procter & Gamble Co. | 0.27% | 6,051 | $867K | Reduce -5.2% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.26% | 18,525 | $820K | Add +5.4% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.25% | 7,946 | $801K | Reduce -50.1% |
| COST Costco Wholesale Corp. | 0.25% | 928 | $800K | Add +0.5% |
| DNOV FT Vest US Equity Deep Buffe | 0.25% | 16,242 | $793K | No change |
| LLY Eli Lilly & Co. | 0.24% | 720 | $774K | Add +2.9% |
| LMT Lockheed Martin Corp. | 0.24% | 1,584 | $766K | Reduce -3.5% |
| FGD First Trust DJ GL Sel DVD | 0.24% | 25,163 | $762K | Reduce -5.3% |
| APH Amphenol Corp. Class A | 0.24% | 5,502 | $744K | Add +2.0% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.23% | 9,823 | $741K | Reduce -6.5% |
| ICLO Invesco Aaa Clo F/R Note ETF | 0.23% | 28,802 | $736K | Reduce -1.6% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.22% | 17,614 | $693K | Reduce -1.7% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 4,724 | $678K | Reduce -3.6% |
| BND Vanguard Total Bond Market | 0.21% | 8,812 | $653K | New |
| JULU Allianzim US BF15 Uncap Jul | 0.20% | 21,306 | $633K | Reduce -3.4% |
| V Visa Inc. Class A | 0.20% | 1,792 | $628K | Reduce -1.9% |
| JANZ Trueshares Struct Outc Jan | 0.20% | 16,431 | $626K | New |
| GSEP FT Vest US Equity Moderate B | 0.20% | 16,050 | $622K | New |
| DJAN FT Vest U.S. Equity Deep Buf | 0.20% | 14,206 | $617K | Reduce -7.7% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.18% | 16,147 | $577K | No change |
| DECT Allianzim US Eq BFFR10 DC-US | 0.18% | 15,646 | $574K | Reduce -2.7% |
| HD Home Depot Inc. | 0.18% | 1,640 | $564K | Reduce -2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.17% | 4,838 | $550K | Reduce -17.4% |
| GS Goldman Sachs Group Inc. | 0.17% | 618 | $543K | Add +0.7% |
| DIV Global X Superdividend Use | 0.17% | 30,817 | $534K | Add +1.2% |
| DECZ Trueshares Struc Out Dec ETF | 0.17% | 13,236 | $533K | Reduce -6.7% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,666 | $513K | Reduce -7.2% |
| NFLX Netflix Inc. | 0.16% | 5,444 | $510K | Reduce -36.0% |
| DE Deere & Co. | 0.16% | 1,083 | $504K | No change |
| WMT Walmart Inc. | 0.15% | 4,348 | $484K | Add +79.9% |
| SEPT All US Equ BUF10 Sep ETF-Usd | 0.15% | 13,619 | $479K | Reduce -0.7% |
| CASY Casey's General Stores Inc. | 0.15% | 849 | $469K | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.15% | 2,007 | $459K | Add +37.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.14% | 1,537 | $455K | Add +44.7% |
| SPD Simplify US Eqty Plus Down | 0.14% | 10,977 | $431K | Reduce -7.1% |
| PLTR Palantir Technologies Inc. Class A | 0.13% | 2,382 | $423K | Reduce -24.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 689 | $423K | Add +11.7% |
| MA Mastercard Inc. Class A | 0.13% | 736 | $420K | Add +2.8% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.13% | 9,223 | $419K | New |
| XOM Exxon Mobil Corp. | 0.13% | 3,299 | $397K | Add +26.9% |
Portfolio Sells Q3 2025 → Q4 2025
| USFR Wisdomtree Floating Rate Tre | Reduce -92.7% | 0.32% | −4.20 |
| DECW Alianzim US Eq BFR20 Dec-Usd | Reduce -91.0% | 0.08% | −0.81 |
| NVDA Nvidia Corp. | Reduce -19.3% | 2.00% | −0.58 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Sold out | 0.00% | −0.57 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.52 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.44 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -50.1% | 0.25% | −0.28 |
| QBER Trueshares Quartly B HDG ETF | Reduce -27.2% | 0.51% | −0.24 |
| GJUL FT Vest US Equity Moderate B | Sold out | 0.00% | −0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -9.8% | 1.53% | −0.19 |
| NFLX Netflix Inc. | Reduce -36.0% | 0.16% | −0.17 |
| TPLE Timothy Plan US Large/Mid Ca | Sold out | 0.00% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -11.5% | 0.86% | −0.13 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -4.5% | 1.26% | −0.11 |
| MAR Marriott International Class A | Reduce -29.6% | 0.43% | −0.10 |
| FERG Ferguson Enterprises Inc. | Sold out | 0.00% | −0.10 |
| VNLA Janus Henderson Short Durati | Reduce -1.2% | 1.52% | −0.09 |
| DJUL FT Vest US Equity Deep Buffe | Reduce -4.9% | 1.10% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -1.7% | 1.45% | −0.08 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.08 |
| GDEC FT Vest US Equity Moderate B | Sold out | 0.00% | −0.07 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.07 |
| DUOL Duolingo | Sold out | 0.00% | −0.07 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.07 |
| DMAR FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.07 |
| CTAS Cintas Corp. | Sold out | 0.00% | −0.07 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Reduce -7.6% | 0.67% | −0.07 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.07 |
| GJAN FT Vest US Equity Moderate B | Reduce -11.6% | 0.48% | −0.07 |
| TUA Sim St Treas Fut Strat ETF | Reduce -2.2% | 1.06% | −0.07 |
| ORCL Oracle Corp. | Reduce -1.3% | 0.11% | −0.06 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -7.3% | 0.53% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -24.0% | 0.13% | −0.05 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -7.8% | 0.49% | −0.05 |
| ONEZ Trueshr Seasonality La B ETF | Reduce -5.8% | 0.41% | −0.05 |
| DECU Allianzim US BF15 Uncap Dec | Reduce -4.9% | 0.71% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.27% | −0.05 |
| SEPZ Trueshares Struc Out Sep ETF | Reduce -7.2% | 0.38% | −0.05 |
| DIS The Walt Disney Co. | Reduce -17.4% | 0.17% | −0.05 |
| TYA Simplify Intermediate Term | Sold out | 0.00% | −0.05 |
| HD Home Depot Inc. | Reduce -2.6% | 0.18% | −0.05 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.3% | 0.36% | −0.04 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -2.6% | 1.03% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -2.6% | 0.51% | −0.04 |
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 0.44% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.9% | 0.29% | −0.03 |
| UAPR Innovator U.S. Equity Ultra | Reduce -24.0% | 0.08% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -3.5% | 0.24% | −0.03 |
| ANET Arista Networks Inc. | Reduce -5.6% | 0.11% | −0.02 |
| DECZ Trueshares Struc Out Dec ETF | Reduce -6.7% | 0.17% | −0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| VTIP Vanguard Short-Term Tips | New | 2.79% | +2.79 |
| IJH iShares Core S&P Midcap ETF | New | 1.72% | +1.72 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | New | 0.74% | +0.74 |
| IWY iShares Russell Top 200 Grow | Add +8.8% | 9.61% | +0.53 |
| IWX iShares Russell Top 200 Valu | Add +8.6% | 5.64% | +0.47 |
| BUFF Innovator Laddered Allocatio | Add +14.5% | 4.21% | +0.46 |
| EFV iShares MSCI Eafe Value ETF | Add +6.6% | 3.26% | +0.24 |
| COWZ Pacer US Cash Cows 100 ETF | Add +20.8% | 1.20% | +0.21 |
| BND Vanguard Total Bond Market | New | 0.21% | +0.21 |
| JANZ Trueshares Struct Outc Jan | New | 0.20% | +0.20 |
| GSEP FT Vest US Equity Moderate B | New | 0.20% | +0.20 |
| CAPITOL SER TR | Add +8.4% | 4.65% | +0.16 |
| IWS iShares Russell Mid-Cap Valu | Add +8.7% | 2.97% | +0.16 |
| IEMG iShares Core MSCI Emerging | Add +10.0% | 2.02% | +0.15 |
| AAPL Apple Inc. | Add +1.7% | 3.27% | +0.14 |
| TPLC Timothy PLN US LRG/Mid Cap | New | 0.13% | +0.13 |
| EFG iShares MSCI Eafe Growth ETF | Add +8.3% | 3.00% | +0.12 |
| MUB iShares National Muni Bond E | Add +9.8% | 2.02% | +0.12 |
| MBB iShares MBS ETF | New | 0.12% | +0.12 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +13.3% | 1.09% | +0.11 |
| MDB Mongodb Inc. | New | 0.11% | +0.11 |
| VGT Vanguard Info Tech ETF | New | 0.11% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +3.6% | 0.45% | +0.10 |
| VTWO Vanguard Russell 2000 ETF | Add +8.5% | 1.55% | +0.09 |
| GLDM SPDR Gold Minishares Trust | New | 0.09% | +0.09 |
| SCHX Schwab US Large-Cap ETF | New | 0.09% | +0.09 |
| VCIT Vanguard Int-Term Corporate | New | 0.08% | +0.08 |
| DGRS Wisdomtree U.S. Smallcap Qua | Add +32.0% | 0.37% | +0.08 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +15.2% | 0.78% | +0.07 |
| OCTZ Trueshares Struc Outcome Oct | New | 0.07% | +0.07 |
| WMT Walmart Inc. | Add +79.9% | 0.15% | +0.07 |
| CAH Cardinal Health Inc. | New | 0.07% | +0.07 |
| SPUC Simplify US Equity Income Et | New | 0.07% | +0.07 |
| LLY Eli Lilly & Co. | Add +2.9% | 0.24% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| KO The Coca-Cola Co. | New | 0.07% | +0.07 |
| GOVT iShares US Treasury Bond ETF | New | 0.07% | +0.07 |
| COR Cencora Inc. | New | 0.07% | +0.07 |
| IEF iShares 7-10 Year Treasury B | New | 0.07% | +0.07 |
| FOCT FT Vest U.S. Equity Buffer E | New | 0.06% | +0.06 |
| ROST Ross Stores Inc. | New | 0.06% | +0.06 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Add +14.5% | 0.61% | +0.06 |
| AVGO Broadcom Inc. | Add +8.3% | 0.57% | +0.05 |
| IBM Intl Business Machines Corp. | Add +44.7% | 0.14% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +64.4% | 0.11% | +0.04 |
| IWP iShares Russell Mid-Cap Grow | Add +14.4% | 0.71% | +0.04 |
| ABBV Abbvie Inc. | Add +37.6% | 0.15% | +0.03 |
| XOM Exxon Mobil Corp. | Add +26.9% | 0.13% | +0.03 |
| IWD iShares Russell 1000 Value E | Add +27.5% | 0.09% | +0.02 |
| AMZN Amazon.com Inc. | Add +0.1% | 1.49% | +0.02 |
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 |