LifeWealth Investments, LLC Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$315.8M
Holdings
154
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (154 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWYISHARES TR | 109,527 | $30.3M | 9.61% | |
| 2 | IWXISHARES TR | 193,770 | $17.8M | 5.64% | |
| 3 | SCECCAPITOL SER TR | 579,107 | $14.7M | 4.65% | |
| 4 | BUFFINNOVATOR ETFS TRUST | 266,849 | $13.3M | 4.21% | |
| 5 | AAPLAPPLE INC | 37,937 | $10.3M | 3.27% | |
| 6 | EFVISHARES TR | 144,065 | $10.3M | 3.26% | |
| 7 | EFGISHARES TR | 83,165 | $9.5M | 3.00% | |
| 8 | IWSISHARES TR | 66,557 | $9.4M | 2.97% | |
| 9 | IAU*ISHARES GOLD TR | 112,495 | $9.1M | 2.89% | |
| 10 | VTIPVANGUARD MALVERN FDS | 178,203 | $8.8M | 2.79% | |
| 11 | MUBISHARES TR | 59,492 | $6.4M | 2.02% | |
| 12 | IEMGISHARES INC | 94,658 | $6.4M | 2.01% | |
| 13 | NVDANVIDIA CORPORATION | 33,918 | $6.3M | 2.00% | |
| 14 | TLTISHARES TR | 69,212 | $6.0M | 1.91% | |
| 15 | PDIPIMCO DYNAMIC INCOME FD | 335,156 | $5.9M | 1.88% | |
| 16 | IJHISHARES TR | 82,344 | $5.4M | 1.72% | |
| 17 | SLVISHARES SILVER TR | 77,312 | $5.0M | 1.58% | |
| 18 | VTWOVANGUARD SCOTTSDALE FDS | 49,293 | $4.9M | 1.55% | |
| 19 | MSFTMICROSOFT CORP | 10,051 | $4.9M | 1.54% | |
| 20 | SPYMSPDR SERIES TRUST | 60,164 | $4.8M | 1.53% | |
| 21 | VNLAJANUS DETROIT STR TR | 97,935 | $4.8M | 1.52% | |
| 22 | AMZNAMAZON COM INC | 20,366 | $4.7M | 1.49% | |
| 23 | JEPIJ P MORGAN EXCHANGE TRADED F | 80,067 | $4.6M | 1.45% | |
| 24 | SIXOAIM ETF PRODUCTS TRUST | 114,193 | $4.0M | 1.26% | |
| 25 | COWZPACER FDS TR | 63,007 | $3.8M | 1.20% | |
| 26 | XFEBFIRST TR EXCHNG TRADED FD VI | 73,159 | $3.5M | 1.10% | |
| 27 | MGVVANGUARD WORLD FD | 24,448 | $3.5M | 1.09% | |
| 28 | TUASIMPLIFY EXCHANGE TRADED FUN | 153,042 | $3.4M | 1.06% | |
| 29 | DFEBFIRST TR EXCHNG TRADED FD VI | 68,120 | $3.3M | 1.03% | |
| 30 | GOOGLALPHABET INC | 9,586 | $3.0M | 0.95% | |
| 31 | VOOVANGUARD INDEX FDS | 4,309 | $2.7M | 0.86% | |
| 32 | DSEPFIRST TR EXCHNG TRADED FD VI | 56,548 | $2.5M | 0.80% | |
| 33 | VCSHVANGUARD SCOTTSDALE FDS | 30,870 | $2.5M | 0.78% | |
| 34 | OCTWAIM ETF PRODUCTS TRUST | 60,254 | $2.3M | 0.74% | |
| 35 | DECUAIM ETF PRODUCTS TRUST | 82,193 | $2.3M | 0.71% | |
| 36 | IWPISHARES TR | 16,261 | $2.2M | 0.70% | |
| 37 | SEPWAIM ETF PRODUCTS TRUST | 66,553 | $2.1M | 0.67% | |
| 38 | TSLATESLA INC | 4,584 | $2.1M | 0.65% | |
| 39 | QQQEDIREXION SHS ETF TR | 18,928 | $1.9M | 0.61% | |
| 40 | METAMETA PLATFORMS INC | 2,752 | $1.8M | 0.58% | |
| 41 | AVGOBROADCOM INC | 5,218 | $1.8M | 0.57% | |
| 42 | SMMUPIMCO ETF TR | 35,056 | $1.8M | 0.56% | |
| 43 | DAUGFIRST TR EXCHNG TRADED FD VI | 37,714 | $1.7M | 0.53% | |
| 44 | VGSHVANGUARD SCOTTSDALE FDS | 27,481 | $1.6M | 0.51% | |
| 45 | QBERELEVATION SERIES TRUST | 67,077 | $1.6M | 0.51% | |
| 46 | JULWAIM ETF PRODUCTS TRUST | 39,689 | $1.6M | 0.49% | |
| 47 | GJANFIRST TR EXCHNG TRADED FD VI | 35,295 | $1.5M | 0.48% | |
| 48 | GOOGALPHABET INC | 4,530 | $1.4M | 0.45% | |
| 49 | IVVISHARES TR | 2,035 | $1.4M | 0.44% | |
| 50 | MARMARRIOTT INTL INC NEW | 4,366 | $1.4M | 0.43% | |
| 51 | ONEZELEVATION SERIES TRUST | 50,317 | $1.3M | 0.41% | |
| 52 | SEPZELEVATION SERIES TRUST | 28,555 | $1.2M | 0.38% | |
| 53 | DGRSWISDOMTREE TR | 23,710 | $1.2M | 0.37% | |
| 54 | PMARINNOVATOR ETFS TRUST | 25,205 | $1.1M | 0.36% | |
| 55 | JPSTJ P MORGAN EXCHANGE TRADED F | 22,306 | $1.1M | 0.36% | |
| 56 | BUFDFIRST TR EXCHNG TRADED FD VI | 39,300 | $1.1M | 0.35% | |
| 57 | USFRWISDOMTREE TR | 20,029 | $1.0M | 0.32% | |
| 58 | DDECFIRST TR EXCHNG TRADED FD VI | 21,084 | $950K | 0.30% | |
| 59 | VTIVANGUARD INDEX FDS | 2,753 | $922K | 0.29% | |
| 60 | CMFISHARES TR | 15,806 | $908K | 0.29% | |
| 61 | PGPROCTER AND GAMBLE CO | 6,051 | $867K | 0.27% | |
| 62 | DOCTFIRST TR EXCHNG TRADED FD VI | 18,525 | $820K | 0.26% | |
| 63 | BILZPIMCO ETF TR | 7,946 | $800K | 0.25% | |
| 64 | COSTCOSTCO WHSL CORP NEW | 928 | $800K | 0.25% | |
| 65 | DNOVFIRST TR EXCHNG TRADED FD VI | 16,242 | $793K | 0.25% | |
| 66 | LLYELI LILLY & CO | 720 | $773K | 0.24% | |
| 67 | LMTLOCKHEED MARTIN CORP | 1,584 | $766K | 0.24% | |
| 68 | FGDFIRST TR EXCHANGE TRADED FD | 25,163 | $761K | 0.24% | |
| 69 | APHAMPHENOL CORP NEW | 5,502 | $743K | 0.24% | |
| 70 | WDIVSPDR INDEX SHS FDS | 9,823 | $741K | 0.23% | |
| 71 | ICLOINVESCO ACTIVELY MANAGED EXC | 28,802 | $735K | 0.23% | |
| 72 | DAPRFIRST TR EXCHNG TRADED FD VI | 17,614 | $693K | 0.22% | |
| 73 | VYMVANGUARD WHITEHALL FDS | 4,724 | $677K | 0.21% | |
| 74 | BNDVANGUARD BD INDEX FDS | 8,812 | $652K | 0.21% | |
| 75 | JULUAIM ETF PRODUCTS TRUST | 21,306 | $633K | 0.20% | |
| 76 | VVISA INC | 1,792 | $628K | 0.20% | |
| 77 | JANZELEVATION SERIES TRUST | 16,431 | $626K | 0.20% | |
| 78 | GSEPFIRST TR EXCHNG TRADED FD VI | 16,050 | $621K | 0.20% | |
| 79 | DJANFIRST TR EXCHNG TRADED FD VI | 14,206 | $616K | 0.20% | |
| 80 | XFEBFIRST TR EXCHNG TRADED FD VI | 16,147 | $576K | 0.18% | |
| 81 | DECTAIM ETF PRODUCTS TRUST | 15,646 | $573K | 0.18% | |
| 82 | HDHOME DEPOT INC | 1,640 | $564K | 0.18% | |
| 83 | DISDISNEY WALT CO | 4,838 | $550K | 0.17% | |
| 84 | GSGOLDMAN SACHS GROUP INC | 618 | $543K | 0.17% | |
| 85 | DIVGLOBAL X FDS | 30,817 | $533K | 0.17% | |
| 86 | IDVZELEVATION SERIES TRUST | 13,236 | $532K | 0.17% | |
| 87 | GEGE AEROSPACE | 1,666 | $513K | 0.16% | |
| 88 | NFLXNETFLIX INC | 5,444 | $510K | 0.16% | |
| 89 | DEDEERE & CO | 1,083 | $504K | 0.16% | |
| 90 | WMTWALMART INC | 4,348 | $484K | 0.15% | |
| 91 | SEPTAIM ETF PRODUCTS TRUST | 13,619 | $478K | 0.15% | |
| 92 | CASYCASEYS GEN STORES INC | 849 | $469K | 0.15% | |
| 93 | ABBVABBVIE INC | 2,007 | $458K | 0.15% | |
| 94 | IBMINTERNATIONAL BUSINESS MACHS | 1,537 | $455K | 0.14% | |
| 95 | SPDSIMPLIFY EXCHANGE TRADED FUN | 10,977 | $430K | 0.14% | |
| 96 | NDQINVESCO QQQ TR | 689 | $423K | 0.13% | |
| 97 | PLTRPALANTIR TECHNOLOGIES INC | 2,382 | $423K | 0.13% | |
| 98 | MAMASTERCARD INCORPORATED | 736 | $420K | 0.13% | |
| 99 | TPLCTIMOTHY PLAN | 9,223 | $419K | 0.13% | |
| 100 | XOMEXXON MOBIL CORP | 3,299 | $397K | 0.13% |
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