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 |
|---|---|---|---|---|---|
| 101 | NBOSNEUBERGER BERMAN ETF TRUST | 14,410 | $392K | 0.12% | |
| 102 | VGLTVANGUARD SCOTTSDALE FDS | 7,009 | $391K | 0.12% | |
| 103 | MBBISHARES TR | 3,835 | $365K | 0.12% | |
| 104 | EDIVSPDR INDEX SHS FDS | 9,262 | $362K | 0.11% | |
| 105 | XCHYXCALAMOS CONV & HIGH INCOME F | 31,743 | $359K | 0.11% | |
| 106 | MDBMONGODB INC | 850 | $356K | 0.11% | |
| 107 | VGTVANGUARD WORLD FD | 471 | $355K | 0.11% | |
| 108 | BRK/BBERKSHIRE HATHAWAY INC DEL | 702 | $352K | 0.11% | |
| 109 | CLOIVANECK ETF TRUST | 6,625 | $349K | 0.11% | |
| 110 | ORCLORACLE CORP | 1,771 | $345K | 0.11% | |
| 111 | ANETARISTA NETWORKS INC | 2,623 | $343K | 0.11% | |
| 112 | NEENEXTERA ENERGY INC | 4,135 | $331K | 0.10% | |
| 113 | TMOTHERMO FISHER SCIENTIFIC INC | 571 | $330K | 0.10% | |
| 114 | JANWAIM ETF PRODUCTS TRUST | 8,579 | $317K | 0.10% | |
| 115 | VIGVANGUARD SPECIALIZED FUNDS | 1,430 | $314K | 0.10% | |
| 116 | ANGLVANECK ETF TRUST | 10,460 | $307K | 0.10% | |
| 117 | BUFRFIRST TR EXCHNG TRADED FD VI | 8,889 | $304K | 0.10% | |
| 118 | EMEEMCOR GROUP INC | 488 | $298K | 0.09% | |
| 119 | TPHDTIMOTHY PLAN | 7,560 | $291K | 0.09% | |
| 120 | FDXFEDEX CORP | 1,005 | $290K | 0.09% | |
| 121 | IWDISHARES TR | 1,366 | $287K | 0.09% | |
| 122 | AWIARMSTRONG WORLD INDS INC NEW | 1,457 | $278K | 0.09% | |
| 123 | GLDMWORLD GOLD TR | 3,233 | $276K | 0.09% | |
| 124 | PSLV/USPROTT ASSET MANAGEMENT LP | 11,596 | $274K | 0.09% | |
| 125 | FAUGFIRST TR EXCHNG TRADED FD VI | 5,166 | $273K | 0.09% | |
| 126 | SCHXSCHWAB STRATEGIC TR | 10,047 | $270K | 0.09% | |
| 127 | BACBANK AMERICA CORP | 4,906 | $269K | 0.09% | |
| 128 | CATCATERPILLAR INC | 465 | $266K | 0.08% | |
| 129 | VCITVANGUARD SCOTTSDALE FDS | 3,119 | $261K | 0.08% | |
| 130 | XDECFIRST TR EXCHNG TRADED FD VI | 6,351 | $259K | 0.08% | |
| 131 | UAPRINNOVATOR ETFS TRUST | 7,815 | $256K | 0.08% | |
| 132 | GDXVANECK ETF TRUST | 2,955 | $253K | 0.08% | |
| 133 | DECWAIM ETF PRODUCTS TRUST | 7,370 | $250K | 0.08% | |
| 134 | LECOLINCOLN ELEC HLDGS INC | 1,045 | $250K | 0.08% | |
| 135 | BILSPDR SERIES TRUST | 2,736 | $250K | 0.08% | |
| 136 | ISRGINTUITIVE SURGICAL INC | 441 | $249K | 0.08% | |
| 137 | SPYCSIMPLIFY EXCHANGE TRADED FUN | 5,698 | $243K | 0.08% | |
| 138 | QUALISHARES TR | 1,195 | $237K | 0.08% | |
| 139 | MARMFIRST TR EXCHNG TRADED FD VI | 7,188 | $237K | 0.08% | |
| 140 | OCTZELEVATION SERIES TRUST | 5,326 | $226K | 0.07% | |
| 141 | CAHCARDINAL HEALTH INC | 1,075 | $220K | 0.07% | |
| 142 | SPUCSIMPLIFY EXCHANGE TRADED FUN | 4,705 | $219K | 0.07% | |
| 143 | IDEVISHARES TR | 2,620 | $216K | 0.07% | |
| 144 | XSEPFIRST TR EXCHNG TRADED FD VI | 5,083 | $215K | 0.07% | |
| 145 | LRCXLAM RESEARCH CORP | 1,255 | $214K | 0.07% | |
| 146 | IVWISHARES TR | 1,738 | $214K | 0.07% | |
| 147 | KOCOCA COLA CO | 3,057 | $213K | 0.07% | |
| 148 | AQLTISHARES TR | 1,500 | $211K | 0.07% | |
| 149 | AQLTISHARES TR | 9,141 | $210K | 0.07% | |
| 150 | ABGCENCORA INC | 616 | $208K | 0.07% | |
| 151 | IEFISHARES TR | 2,147 | $206K | 0.07% | |
| 152 | FOCTFIRST TR EXCHNG TRADED FD VI | 4,166 | $204K | 0.06% | |
| 153 | ROSTROSS STORES INC | 1,123 | $202K | 0.06% | |
| 154 | HFROHIGHLAND OPPS & INCOME FD | 14,625 | $87K | 0.03% |
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