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

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

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%
NBOS Neuberger Option Strategy Et 0.12% 14,410 $393K Reduce -2.9%
VGLT Vanguard Long-Term Treasury 0.12% 7,009 $391K Reduce -2.1%
MBB iShares MBS ETF 0.12% 3,835 $365K New
EDIV State Street SPDR S&P Emergi 0.11% 9,262 $363K Reduce -2.5%
XCHYX Calamos Convert & High Inc. 0.11% 31,743 $359K No change
MDB Mongodb Inc. 0.11% 850 $357K New
VGT Vanguard Info Tech ETF 0.11% 471 $355K New
BRK.B Berkshire Hathaway Inc. Class B 0.11% 702 $353K Add +64.4%
CLOI Vaneck Clo ETF 0.11% 6,625 $350K Add +0.1%
ORCL Oracle Corp. 0.11% 1,771 $345K Reduce -1.3%
ANET Arista Networks Inc. 0.11% 2,623 $344K Reduce -5.6%
NEE Nextera Energy Inc. 0.11% 4,135 $332K Add +2.0%
TMO Thermo Fisher Scientific Inc. 0.10% 571 $331K Add +4.0%
JANW Alianzim US Eq BFR20 Jan-Usd 0.10% 8,579 $318K Add +0.8%
VIG Vanguard Dividend Apprec ETF 0.10% 1,430 $314K No change
ANGL Vaneck Fallen Angel High YLD 0.10% 10,460 $307K Reduce -1.8%
BUFR FT Vest Lad Buffervetf-Usd I 0.10% 8,889 $305K Reduce -0.5%
EME Emcor Group Inc. 0.09% 488 $299K Reduce -1.2%
TPHD Timothy Plan High DVD STCK 0.09% 7,560 $291K Add +6.5%
FDX FedEx Corp. 0.09% 1,005 $290K Reduce -0.2%
IWD iShares Russell 1000 Value E 0.09% 1,366 $287K Add +27.5%
AWI Armstrong World Industries 0.09% 1,457 $278K Reduce -1.2%
GLDM SPDR Gold Minishares Trust 0.09% 3,233 $276K New
PSLV Sprott Physical Silver Trust 0.09% 11,596 $274K Reduce -1.4%
FAUG FT Vest U.S. Equity Buffer E 0.09% 5,166 $274K No change
SCHX Schwab US Large-Cap ETF 0.09% 10,047 $270K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.09% 4,906 $270K Reduce -2.2%
CAT Caterpillar Inc. 0.08% 465 $266K No change
VCIT Vanguard Int-Term Corporate 0.08% 3,119 $261K New
XDEC FT Vest US Equity Enhance & 0.08% 6,351 $260K Reduce -2.3%
UAPR Innovator U.S. Equity Ultra 0.08% 7,815 $256K Reduce -24.0%
GDX Vaneck Gold Miners ETF 0.08% 2,955 $253K Reduce -0.7%
LECO Lincoln Electric Holdings 0.08% 1,045 $250K No change
DECW Alianzim US Eq BFR20 Dec-Usd 0.08% 7,370 $250K Reduce -91.0%
BIL SS SPDR BB 1-3M T-Bill ETF 0.08% 2,736 $250K No change
ISRG Intuitive Surgical Inc. 0.08% 441 $250K Reduce -11.1%
SPYC Simplify US Eqty Plus Convex 0.08% 5,698 $244K Reduce -8.1%
MARM Ftvestus Max Buff ETF March 0.08% 7,188 $238K No change
QUAL iShares MSCI USA Quality Fac 0.08% 1,195 $237K Reduce -7.7%
OCTZ Trueshares Struc Outcome Oct 0.07% 5,326 $227K New
CAH Cardinal Health Inc. 0.07% 1,075 $221K New
SPUC Simplify US Equity Income Et 0.07% 4,705 $219K New
IDEV iShares Core MSCI Dev MKTS 0.07% 2,620 $216K Add +0.1%
XSEP FT Vest U.S. Equity Enhance 0.07% 5,083 $215K No change
LRCX Lam Research Corp. 0.07% 1,255 $215K New
IVW iShares S&P 500 Growth ETF 0.07% 1,738 $214K Reduce -0.3%
KO The Coca-Cola Co. 0.07% 3,057 $214K New
DVY iShares Select Dividend ETF 0.07% 1,500 $212K No change
GOVT iShares US Treasury Bond ETF 0.07% 9,141 $210K New
COR Cencora Inc. 0.07% 616 $208K New
IEF iShares 7-10 Year Treasury B 0.07% 2,147 $206K New
FOCT FT Vest U.S. Equity Buffer E 0.06% 4,166 $204K New
ROST Ross Stores Inc. 0.06% 1,123 $202K New
HFRO Highland Opport & Income 0.03% 14,625 $87K No change

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

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