LifeWealth Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), LifeWealth Investments, LLC reported 141 stock positions worth $335.0 million. Its top holding was iShares Russell Top 200 Grow (IWY) at 9.8% of the portfolio, followed by iShares Russell Top 200 Valu (IWX, 6.3%) and Capitol Ser TR (5.7%). Compared with Q4 2025, it opened 15 new positions, sold out of 28, added to 54 and reduced 59. The biggest buy was a new position in Sterling Cap Natl MB ETF (SCNM) and the biggest sale an exit from iShares National Muni Bond E (MUB).
- Most Recent 13F
- Q2 2026
- Location
- WINTER GARDEN, FL
- CIK
- 0002033794
- Portfolio Value
- $335.0M (Q1 2026)
- SEC Filing
- 0002033794-26-000005 ↗ filed Apr 21, 2026
Holdings Value
Holdings 141 stocks · $335.0M
| IWY iShares Russell Top 200 Grow | 9.83% | 132,322 | $32.9M | Add +20.8% |
| IWX iShares Russell Top 200 Valu | 6.32% | 228,555 | $21.2M | Add +17.9% |
| CAPITOL SER TR | 5.71% | 762,957 | $19.1M | Add +31.8% |
| BUFF Innovator Laddered Allocatio | 4.97% | 336,877 | $16.6M | Add +26.2% |
| EFV iShares MSCI Eafe Value ETF | 3.57% | 160,908 | $12.0M | Add +11.7% |
| IWS iShares Russell Mid-Cap Valu | 3.34% | 76,894 | $11.2M | Add +15.5% |
| IAU iShares Gold Trust | 3.24% | 123,121 | $10.9M | Add +9.4% |
| EFG iShares MSCI Eafe Growth ETF | 3.13% | 94,310 | $10.5M | Add +13.4% |
| VTIP Vanguard Short-Term Tips | 3.10% | 207,963 | $10.4M | Add +16.7% |
| AAPL Apple Inc. | 2.92% | 38,526 | $9.8M | Add +1.6% |
| IEMG iShares Core MSCI Emerging | 2.32% | 111,442 | $7.8M | Add +17.7% |
| SCNM Sterling Cap Natl MB ETF | 2.16% | 290,988 | $7.2M | New |
| TLT iShares 20+ Year Treasury BD | 2.07% | 80,131 | $6.9M | Add +15.8% |
| IJH iShares Core S&P Midcap ETF | 2.03% | 100,819 | $6.8M | Add +22.4% |
| PDI PIMCO Dynamic Income Fund | 1.89% | 369,241 | $6.3M | Add +10.2% |
| NVDA Nvidia Corp. | 1.87% | 35,847 | $6.3M | Add +5.7% |
| VTWO Vanguard Russell 2000 ETF | 1.73% | 57,906 | $5.8M | Add +17.5% |
| VNLA Janus Henderson Short Durati | 1.51% | 103,241 | $5.0M | Add +5.4% |
| JEPI JPMorgan Equity Premium Inco | 1.49% | 87,814 | $5.0M | Add +9.7% |
| COWZ Pacer US Cash Cows 100 ETF | 1.44% | 77,118 | $4.8M | Add +22.4% |
| AMZN Amazon.com Inc. | 1.28% | 20,658 | $4.3M | Add +1.4% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 1.28% | 29,612 | $4.3M | Add +21.1% |
| SCEP Strling CPTL HDG Ep Incm ETF | 1.15% | 163,093 | $3.8M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.12% | 49,080 | $3.8M | Reduce -18.4% |
| MSFT Microsoft Corp. | 1.10% | 9,929 | $3.7M | Reduce -1.2% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 1.03% | 163,258 | $3.4M | Add +6.7% |
| DJUL FT Vest US Equity Deep Buffe | 1.03% | 73,517 | $3.4M | Add +0.5% |
| VXUS Vanguard Total Intl Stock | 0.94% | 40,734 | $3.1M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 0.93% | 39,184 | $3.1M | Add +26.9% |
| IWP iShares Russell Mid-Cap Grow | 0.93% | 24,191 | $3.1M | Add +48.8% |
| DFEB FT Vest U.S. Equity Deep Buf | 0.92% | 65,363 | $3.1M | Reduce -4.0% |
| SCMC Sterling Cap Ms Income ETF | 0.88% | 118,251 | $3.0M | New |
| SIXO Allian US Equ 6 Mon BU10-Usd | 0.87% | 86,066 | $2.9M | Reduce -24.6% |
| GOOGL Alphabet Inc. Class A | 0.87% | 10,082 | $2.9M | Add +5.2% |
| VOO Vanguard S&P 500 ETF | 0.78% | 4,360 | $2.6M | Add +1.2% |
| DSEP FT Vest U.S. Equity Deep Buf | 0.74% | 56,445 | $2.5M | Reduce -0.2% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.72% | 24,630 | $2.4M | Add +30.1% |
| OCTW Alianzim US Eq BFR20 Oct-Usd | 0.56% | 49,021 | $1.9M | Reduce -18.6% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.53% | 35,056 | $1.8M | No change |
| TSLA Tesla Inc. | 0.52% | 4,662 | $1.7M | Add +1.7% |
| SEPW Alianzim US Eq BFR20 Sep-Usd | 0.51% | 54,226 | $1.7M | Reduce -18.5% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.49% | 37,583 | $1.6M | Reduce -0.3% |
| DECU Allianzim US BF15 Uncap Dec | 0.48% | 60,539 | $1.6M | Reduce -26.4% |
| SLV iShares Silver Trust | 0.48% | 23,520 | $1.6M | Reduce -69.6% |
| META Meta Platforms Inc. Class A | 0.48% | 2,799 | $1.6M | Add +1.7% |
| AVGO Broadcom Inc. | 0.46% | 4,994 | $1.5M | Reduce -4.3% |
| DGRS Wisdomtree U.S. Smallcap Qua | 0.45% | 28,328 | $1.5M | Add +19.5% |
| GJAN FT Vest US Equity Moderate B | 0.44% | 35,295 | $1.5M | No change |
| MAR Marriott International Class A | 0.43% | 4,365 | $1.4M | Reduce -0.0% |
| JULW Alianzim US Eq BFR20 Jul-Usd | 0.36% | 31,350 | $1.2M | Reduce -21.0% |
| GOOG Alphabet Inc. Class C | 0.36% | 4,198 | $1.2M | Reduce -7.3% |
| PMAR Innovator U.S. Equity Power | 0.34% | 25,205 | $1.1M | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.32% | 38,592 | $1.1M | Reduce -1.8% |
| JPST JPMorgan Ultra-Short Income | 0.32% | 21,069 | $1.1M | Reduce -5.5% |
| IVV iShares Core S&P 500 ETF | 0.29% | 1,479 | $966K | Reduce -27.3% |
| ONEZ Trueshr Seasonality La B ETF | 0.28% | 37,580 | $941K | Reduce -25.3% |
| DDEC FT Vest U.S. Equity Deep Buf | 0.28% | 21,047 | $932K | Reduce -0.2% |
| CMF iShares California Muni Bond | 0.27% | 15,806 | $899K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 2,716 | $871K | Reduce -1.3% |
| SEPZ Trueshares Struc Out Sep ETF | 0.26% | 21,443 | $871K | Reduce -24.9% |
| VGIT Vanguard Intermediate-Term T | 0.26% | 14,404 | $858K | New |
| PG The Procter & Gamble Co. | 0.26% | 5,929 | $856K | Reduce -2.0% |
| DOCT FT Vest U.S. Equity Deep Buf | 0.24% | 18,276 | $794K | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.23% | 788 | $785K | Reduce -15.1% |
| DNOV FT Vest US Equity Deep Buffe | 0.23% | 16,242 | $778K | No change |
| APH Amphenol Corp. Class A | 0.23% | 5,988 | $757K | Add +8.8% |
| DAPR FT Vest U.S. Equity Deep Buf | 0.21% | 17,614 | $700K | No change |
| LLY Eli Lilly & Co. | 0.21% | 759 | $698K | Add +5.4% |
| SCHP Schwab U.S. Tips ETF | 0.20% | 25,370 | $675K | New |
| CASY Casey's General Stores Inc. | 0.20% | 913 | $665K | Add +7.5% |
| DJAN FT Vest U.S. Equity Deep Buf | 0.17% | 13,769 | $586K | Reduce -3.1% |
| TPLC Timothy PLN US LRG/Mid Cap | 0.17% | 12,563 | $583K | Add +36.2% |
| GS Goldman Sachs Group Inc. | 0.17% | 689 | $583K | Add +11.5% |
| FGD First Trust DJ GL Sel DVD | 0.17% | 18,178 | $580K | Reduce -27.8% |
| XFEB FT Vest Enh Mod Buff - Feb | 0.17% | 16,147 | $568K | No change |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.17% | 7,329 | $565K | Reduce -25.4% |
| PAYM TS S&P Autocal DFNS Inc. ETF | 0.17% | 25,565 | $561K | New |
| XOM Exxon Mobil Corp. | 0.17% | 3,289 | $558K | Reduce -0.3% |
| V Visa Inc. Class A | 0.17% | 1,843 | $557K | Add +2.9% |
| WMT Walmart Inc. | 0.16% | 4,319 | $537K | Reduce -0.7% |
| GE General Electric filed as GE AEROSPACE | 0.16% | 1,877 | $533K | Add +12.7% |
| NFLX Netflix Inc. | 0.16% | 5,528 | $532K | Add +1.5% |
| GSEP FT Vest US Equity Moderate B | 0.15% | 13,262 | $505K | Reduce -17.4% |
| JANZ Trueshares Struct Outc Jan | 0.14% | 12,780 | $470K | Reduce -22.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.14% | 4,807 | $463K | Reduce -0.6% |
| JULU Allianzim US BF15 Uncap Jul | 0.13% | 15,703 | $448K | Reduce -26.3% |
| AUGZ TS STR Outcome Aug ETF | 0.13% | 10,699 | $435K | New |
| USFR Wisdomtree Floating Rate Tre | 0.12% | 8,219 | $414K | Reduce -59.0% |
| DECZ Trueshares Struc Out Dec ETF | 0.12% | 10,412 | $404K | Reduce -21.3% |
| ULTA Ulta Beauty Inc. | 0.12% | 765 | $400K | New |
| VGLT Vanguard Long-Term Treasury | 0.12% | 7,157 | $396K | Add +2.1% |
| NEE Nextera Energy Inc. | 0.12% | 4,178 | $388K | Add +1.0% |
| EME Emcor Group Inc. | 0.12% | 525 | $388K | Add +7.6% |
| MA Mastercard Inc. Class A | 0.12% | 773 | $386K | Add +5.0% |
| RBC RBC Bearings Inc. | 0.12% | 710 | $386K | New |
| XCHYX Calamos Convert & High Inc. | 0.11% | 34,993 | $381K | Add +10.2% |
| LMT Lockheed Martin Corp. | 0.11% | 610 | $368K | Reduce -61.5% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 2,475 | $362K | Add +3.9% |
| FDX FedEx Corp. | 0.11% | 1,006 | $358K | Add +0.1% |
| ABBV Abbvie Inc. | 0.10% | 1,555 | $338K | Reduce -22.5% |
Portfolio Sells Q4 2025 → Q1 2026
| MUB iShares National Muni Bond E | Sold out | 0.00% | −2.02 |
| SLV iShares Silver Trust | Reduce -69.6% | 0.48% | −1.10 |
| QBER Trueshares Quartly B HDG ETF | Sold out | 0.00% | −0.51 |
| MSFT Microsoft Corp. | Reduce -1.2% | 1.10% | −0.44 |
| VGSH Vanguard Short-Term Treasury | Reduce -85.0% | 0.07% | −0.44 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -18.4% | 1.12% | −0.41 |
| SIXO Allian US Equ 6 Mon BU10-Usd | Reduce -24.6% | 0.87% | −0.39 |
| ICLO Invesco Aaa Clo F/R Note ETF | Sold out | 0.00% | −0.23 |
| DECU Allianzim US BF15 Uncap Dec | Reduce -26.4% | 0.48% | −0.23 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.21 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.21 |
| USFR Wisdomtree Floating Rate Tre | Reduce -59.0% | 0.12% | −0.20 |
| OCTW Alianzim US Eq BFR20 Oct-Usd | Reduce -18.6% | 0.56% | −0.18 |
| DIV Global X Superdividend Use | Sold out | 0.00% | −0.17 |
| SEPW Alianzim US Eq BFR20 Sep-Usd | Reduce -18.5% | 0.51% | −0.16 |
| DE Deere & Co. | Sold out | 0.00% | −0.16 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -59.5% | 0.10% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -27.3% | 0.29% | −0.15 |
| ONEZ Trueshr Seasonality La B ETF | Reduce -25.3% | 0.28% | −0.13 |
| LMT Lockheed Martin Corp. | Reduce -61.5% | 0.11% | −0.13 |
| JULW Alianzim US Eq BFR20 Jul-Usd | Reduce -21.0% | 0.36% | −0.13 |
| NBOS Neuberger Option Strategy Et | Sold out | 0.00% | −0.12 |
| SEPZ Trueshares Struc Out Sep ETF | Reduce -24.9% | 0.26% | −0.12 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.12 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.11 |
| VGT Vanguard Info Tech ETF | Sold out | 0.00% | −0.11 |
| CLOI Vaneck Clo ETF | Sold out | 0.00% | −0.11 |
| AVGO Broadcom Inc. | Reduce -4.3% | 0.46% | −0.11 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.11 |
| DFEB FT Vest U.S. Equity Deep Buf | Reduce -4.0% | 0.92% | −0.11 |
| ANGL Vaneck Fallen Angel High YLD | Sold out | 0.00% | −0.10 |
| DECT Allianzim US Eq BFFR10 DC-US | Reduce -46.5% | 0.09% | −0.09 |
| GOOG Alphabet Inc. Class C | Reduce -7.3% | 0.36% | −0.09 |
| AWI Armstrong World Industries | Sold out | 0.00% | −0.09 |
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Reduce -41.3% | 0.09% | −0.08 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.08 |
| SPYC Simplify US Eqty Plus Convex | Sold out | 0.00% | −0.08 |
| SEPT All US Equ BUF10 Sep ETF-Usd | Reduce -45.9% | 0.08% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -33.2% | 0.07% | −0.07 |
| SPUC Simplify US Equity Income Et | Sold out | 0.00% | −0.07 |
| IDEV iShares Core MSCI Dev MKTS | Sold out | 0.00% | −0.07 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.07 |
| FGD First Trust DJ GL Sel DVD | Reduce -27.8% | 0.17% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Sold out | 0.00% | −0.07 |
| JULU Allianzim US BF15 Uncap Jul | Reduce -26.3% | 0.13% | −0.07 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.07 |
| WDIV St STR SPD S&P Glo Div-US Inc. | Reduce -25.4% | 0.17% | −0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| SCNM Sterling Cap Natl MB ETF | New | 2.16% | +2.16 |
| SCEP Strling CPTL HDG Ep Incm ETF | New | 1.15% | +1.15 |
| CAPITOL SER TR | Add +31.8% | 5.71% | +1.06 |
| VXUS Vanguard Total Intl Stock | New | 0.94% | +0.94 |
| SCMC Sterling Cap Ms Income ETF | New | 0.88% | +0.88 |
| BUFF Innovator Laddered Allocatio | Add +26.2% | 4.97% | +0.75 |
| IWX iShares Russell Top 200 Valu | Add +17.9% | 6.32% | +0.68 |
| IWS iShares Russell Mid-Cap Valu | Add +15.5% | 3.34% | +0.37 |
| IAU iShares Gold Trust | Add +9.4% | 3.24% | +0.35 |
| EFV iShares MSCI Eafe Value ETF | Add +11.7% | 3.57% | +0.31 |
| IJH iShares Core S&P Midcap ETF | Add +22.4% | 2.03% | +0.31 |
| VTIP Vanguard Short-Term Tips | Add +16.7% | 3.10% | +0.31 |
| IEMG iShares Core MSCI Emerging | Add +17.7% | 2.32% | +0.30 |
| VGIT Vanguard Intermediate-Term T | New | 0.26% | +0.26 |
| COWZ Pacer US Cash Cows 100 ETF | Add +22.4% | 1.44% | +0.24 |
| IWY iShares Russell Top 200 Grow | Add +20.8% | 9.83% | +0.22 |
| IWP iShares Russell Mid-Cap Grow | Add +48.8% | 0.93% | +0.22 |
| SCHP Schwab U.S. Tips ETF | New | 0.20% | +0.20 |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | Add +21.1% | 1.28% | +0.19 |
| VTWO Vanguard Russell 2000 ETF | Add +17.5% | 1.73% | +0.18 |
| PAYM TS S&P Autocal DFNS Inc. ETF | New | 0.17% | +0.17 |
| TLT iShares 20+ Year Treasury BD | Add +15.8% | 2.07% | +0.16 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +26.9% | 0.93% | +0.15 |
| EFG iShares MSCI Eafe Growth ETF | Add +13.4% | 3.13% | +0.13 |
| AUGZ TS STR Outcome Aug ETF | New | 0.13% | +0.13 |
| ULTA Ulta Beauty Inc. | New | 0.12% | +0.12 |
| RBC RBC Bearings Inc. | New | 0.12% | +0.12 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Add +30.1% | 0.72% | +0.11 |
| AMAT Applied Materials Inc. | New | 0.08% | +0.08 |
| DGRS Wisdomtree U.S. Smallcap Qua | Add +19.5% | 0.45% | +0.08 |
| CTA Simplify Managed Futures St | New | 0.07% | +0.07 |
| BUCK Simplify Treasury Option Inc. | New | 0.07% | +0.07 |
| HWM Howmet Aerospace Inc. | New | 0.07% | +0.07 |
| PSX Phillips 66 | New | 0.07% | +0.07 |
| CASY Casey's General Stores Inc. | Add +7.5% | 0.20% | +0.05 |
| TPLC Timothy PLN US LRG/Mid Cap | Add +36.2% | 0.17% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +9.7% | 1.49% | +0.03 |
| EME Emcor Group Inc. | Add +7.6% | 0.12% | +0.02 |
| ROST Ross Stores Inc. | Add +15.3% | 0.08% | +0.02 |
| LRCX Lam Research Corp. | Add +6.5% | 0.09% | +0.02 |
| FDX FedEx Corp. | Add +0.1% | 0.11% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.0% | 0.12% | +0.01 |
| OCTZ Trueshares Struc Outcome Oct | Add +22.5% | 0.08% | +0.01 |
| TPHD Timothy Plan High DVD STCK | Add +7.5% | 0.10% | +0.01 |
| ISRG Intuitive Surgical Inc. | Add +42.2% | 0.09% | +0.01 |
| PDI PIMCO Dynamic Income Fund | Add +10.2% | 1.89% | +0.01 |
| CAH Cardinal Health Inc. | Add +8.6% | 0.07% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +11.5% | 0.17% | +0.00 |
| XCHYX Calamos Convert & High Inc. | Add +10.2% | 0.11% | 0.00 |
| COR Cencora Inc. | Add +10.6% | 0.06% | −0.00 |
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 |